Levi Strauss (LEVI) Q3 FY26 earnings call

Earnings call· Aug 2026 (Q3 FY26)· Consumer Discretionary· Oct 7, 2026

Source: earnings call transcript

Levi's showed the benefits of a diversified model, with wholesale, Asia and lifestyle categories offsetting a DTC stumble tied to weather and a mistimed U.S. campaign. A one-time tariff refund flatters reported margins and is largely recycled into marketing, supply chain and promotions. Management points to September recovery and a CFO transition; 2027 hinges on lapping redeployment spend and distribution savings.

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LEVI operating KPIs by quarter

LEVI operating KPIs stated on its earnings calls, by fiscal quarter
KPI	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.