Levi Strauss (LEVI) Q1 FY26 earnings call

Earnings call· Feb 2026 (Q1 FY26)· Consumer Discretionary· Apr 7, 2026

Source: earnings call transcript

Levi Strauss & Co. delivered a strong Q1 FY26, exceeding top and bottom-line expectations across all regions and channels, driven by strategic execution and a DTC-first approach. The company raised its full-year guidance, reflecting continued momentum, despite acknowledging a prudent view on the macro environment and the upcoming CFO transition.

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LEVI operating KPIs by quarter

LEVI operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Feb 2026 Q1 FY26	May 2026 Q2 FY26	Change vs prior quarter
Loyalty program members	46M Our loyalty program also continues to be a powerful driver of consumer engagement, reaching 46 million members globally, up 17% year-over-year with more than 2 million new members added in the first quarter. Source: earnings call transcript	<50M This quarter, we welcomed 3 million new members to our loyalty program, bringing global membership to nearly 50 million. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.