UBS expects Levi Strauss to raise 2026 earnings guidance on stronger revenue growth

UBS forecasts Levi Strauss & Co's third-quarter earnings at $0.36 per share, aligning with market expectations, but anticipates stronger revenue will boost the company's fiscal 2026 earnings guidance to $1.48-$1.54 per share. There is potential for an additional 4-6 cents per share upside if tariff assumptions are lowered to reflect current rates. Despite bearish sentiment and a 15.1% share decline over three months, UBS highlights strong digital engagement and growth in key markets like the US, Europe, Asia, and China. UBS values Levi Strauss at $34 per share, expecting the company's turnaround plan to drive better growth than the market currently predicts.

As of September 24, 2026, Levi Strauss & Co. trades at USD 19.82 on Pluang, down 1.20% for the day and well below its 52-week high of USD 25.53 but above the 52-week low of USD 17.92. Despite UBS's positive outlook and potential earnings guidance raise, the stock has a market cap of $7.72 billion and a dividend yield of 3.19%, with all Pluang investors currently buying. This contrasts with the recent 15.1% share decline over three months noted by UBS, highlighting differing short-term market sentiment versus longer-term investor interest on Pluang.