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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Levi Strauss & Co
Levi Strauss & Co (LEVI) investor relations material
Levi Strauss & Co Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary7 Oct, 2026
Executive summary
Q3 net revenue rose 4.3% reported and 4.5% organically to $1.61B; adjusted diluted EPS was $0.48, up from $0.34 YoY.
Wholesale and international growth, including Asia DTC, offset softer U.S. and European DTC; September DTC trends improved after targeted changes.
Management reaffirmed its mid-single-digit annual growth algorithm and long-term 15% operating-margin target.
Financial highlights
Q3 revenue was $1.610B, gross profit $1.066B, operating income $222.3M and continuing-operations net income $168.6M, up from $122.0M YoY.
Adjusted EBIT was $248.7M vs. $182.3M; adjusted net income was $188.9M vs. $135.7M; adjusted diluted EPS was $0.48 vs. $0.34.
Excluding the net tariff refund benefit, adjusted diluted EPS grew 9% YoY, driven by EBIT margin expansion and share buybacks.
Nine-month revenue increased 8.8% reported and 6.5% organically; adjusted diluted EPS was $1.19 vs. $0.94.
Outlook and guidance
FY26 reported revenue growth is guided at ~7%; organic growth at 5.5%–6.0%, with a stronger U.S. dollar weighing on reported growth.
FY26 gross margin guidance implies a 130-bps YoY increase to ~63%, including ~80 bps of net tariff benefit; adjusted EBIT margin is ~12.1%, up 70 bps YoY and 40 bps excluding tariff benefits.
FY26 adjusted diluted EPS guidance rose to $1.54–$1.56 from $1.46–$1.52, including a $0.04 net tariff refund benefit; outlook assumes a ~23% tax rate.
Q4 organic revenue growth is expected at ~4%, with adjusted EBIT margin of 11.4%–11.6% and adjusted diluted EPS of $0.36–$0.38.
Q4 DTC is expected to grow mid-single digits; full-year DTC growth is expected at a high-single-digit rate.
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Latest events from Levi Strauss & Co
- Q4 growth and margin gains offset a flat FY as productivity cuts and measured growth guide 2024.LEVI
Q4 2023 - Q2 2026 revenue rose 8%, DTC topped 50% of sales, and guidance was raised for the year.LEVIQ2 2026
- Board transitions, strong Q1 results, and all company proposals passed; sustainability proposal failed.LEVIAGM 2026
- Growth momentum accelerates with DTC, innovation, and margin expansion across all regions.LEVIJ.P. Morgan Retail Round Up Forum 2026
- Net revenues up 14.1% year-over-year, with raised outlook and strong shareholder returns.LEVIQ1 2026
- Strong FY25 results, board refreshment, and performance-based pay highlight robust governance.LEVIProxy Filing
- 7% organic revenue growth, margin expansion, and strong DTC and e-commerce momentum for 2026.LEVIQ4 2025
- Transformation drives DTC growth, margin expansion, and focus on core brands amid global agility.LEVICiti 2025 Global Consumer & Retail Conference
- Q1 organic revenue up 9%, record margin, and strong DTC growth amid tariff headwinds.LEVIQ1 2025
Next Levi Strauss & Co earnings date
Q4 202626 Jan, 2027
Levi Strauss & Co
Next Levi Strauss & Co earnings date
Q4 202626 Jan, 2027
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Frequently asked questions
The King of Jeans
As the world's largest maker of pants, especially known for their iconic blue denim jeans, Levi Strauss has over 500 stores worldwide and products in more than 100 countries. Not only do customers like what Levi’s offers, but insiders own around 55 percent of the more than 7 billion dollar company.
Originating from the Bavarian immigrant Levi Strauss
The company originates from the Bavarian immigrant Levi Strauss, who arrived in San Francisco in 1850 during the Gold Rush. Strauss overheard the miners’ need for durable work pants, so he hired a tailor to make garments out of tent canvas. Denim soon substituted the tent canvas, adding copper riveting to the seams - the first Levi’s denim jeans were made.
Besides their flagship jeans, Levi’s, the company offers tailored slacks, jackets, hats, shirts, skirts, and belts.