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Levi's raises margin outlook despite softer-than-expected Q3 direct-to-consumer sales

Company Fundamentals
08 Oct 2026
Proactive Investors
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Neutral
Levi's raises margin outlook despite softer-than-expected Q3 direct-to-consumer sales

Levi Strauss & Co reported a 3.7% drop in shares after Q3 direct-to-consumer sales growth slowed to 2%, below expectations. However, strong wholesale sales and tariff refunds helped earnings per share beat estimates at $0.48. Management attributed the US sales dip to shifting style preferences and warm European weather but expects mid-single-digit DTC growth in Q4 and raised its full-year adjusted EBIT margin guidance to 12.1%. Analysts remain cautiously optimistic, noting improved trends and margin expansion as key to future gains.

Levi Strauss & Co. holds a market cap of $7.51 billion and offers a dividend yield of 3.28% as of Oct 08, 2026 23:42 WIB. On Pluang, its shares are priced at $18.89, down 3.18% for the day, with a trading volume of 17,462,954 and a typical hold time of 71 days. The platform shows 100% buy order activity, indicating strong investor interest despite recent share price declines.

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Levi Strauss raises earnings forecast but lowers revenue growth outlook amid tariff refunds.

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