LEVI Levi Strauss & Co. - Ordinary Shares Cls A

$LEVI Earnings pre-mortem, ahead of Wednesday after the close. Consensus expects 36c on 1.62B revenue, against 34c and 1.54B a year ago. Management guided Q3 revenue growth of 4 to 5% and adjusted EPS of 34 to 36c, and raised the full-year guide last quarter. Last quarter is the template. Q2 beat cleanly (0.28 vs 0.24 expected, 1.56B up 8% Y/Y) and the stock still fell over 5% after hours, because the raised full-year guide landed below the Street. Four straight EPS beats, and the market keeps pricing the guide, not the beat. The tell this week is whether the raised full-year guide clears the Street this time, after last quarter's raise landed below it. UBS stays Buy with a 34 target, expecting 0.36 in line with consensus; Stifel and Jefferies both trimmed to 27 and 25 with Buy ratings intact. Tape closed Friday at 19.87, off a quarter of a percent, down roughly 18% over 90 days. Tracking the October print.

https://www.cnbc.com/2026/10/02/cramers-warning-to-investors-making-money-in-this-stock-market-is-a-lot-harder-than-before.html $LEVI In a world of high gas prices, investors are concerned a slowdown in spending hitting a company like Levi’s, which is why the stock is down over 20% from its 52-week high in July. The denim maker reports Wednesday night. “I have no real answer for this kind of situation other than to say Levi’s has to continually, endlessly execute,” Cramer said, calling that a “high bar.”

$LEVI maybe 3G Capital will buy this they bought Skechers for $9.42 Billion just a crazy thought...

$LEVI Levi's is expected to report Oct 7, and the sell side is already split on the quarter. BTIG reaffirmed Buy with a 27 target this week. Citigroup cut its target to 22 from 25, staying neutral. The disagreement runs through the July print. Q2 beat: EPS of 0.28 vs 0.24 expected, revenue of 1.56 billion up 8% YoY, direct-to-consumer now over half of sales. But the full-year EPS guide of 1.46 to 1.52 landed below the Street, and the stock dropped nearly 6% after hours. Revenue leverage is showing up; margin leverage is not. Cost pressure and promo spending to defend volume are eating it. That is the bet for Oct 7: BTIG thinks the DTC mix shift repairs the margin. Citi thinks not yet. Also on the calendar: new CFO John Vandemore starts Nov 1. Tracking the print.