Levi Strauss (LEVI) Earnings Preview: What to Expect From Q2 Fiscal 2026 Results
Key Takeaways
- Levi Strauss & Co. is scheduled to report second-quarter fiscal 2026 results on July 8, 2026.
- Consensus estimates call for revenue of $1.52 billion, up 4.8% year over year.
- Analysts project adjusted earnings per share of $0.24, a 9.1% increase from the prior-year quarter.
- Investors will focus on direct-to-consumer growth, regional performance, and any updates to full-year guidance.
- The company’s fiscal second quarter ended May 31, 2026.
Earnings Context and Why It Matters
Levi Strauss & Co. reports results on a fiscal calendar with quarters ending in late February or early March, late May or early June, late August or early September, and late November. The second-quarter report provides an early look at summer selling trends and the effectiveness of brand initiatives across denim and non-denim categories. Strong results in recent quarters have been driven by direct-to-consumer channels and international expansion, making this release a key checkpoint for investors assessing sustained momentum heading into the back half of the fiscal year.
Earnings Expectations
Wall Street consensus points to revenue of approximately $1.52 billion for the quarter ended May 31, 2026, representing a 4.8% year-over-year increase. Adjusted earnings per share are expected at $0.24, up 9.1% from the year-ago period. Analysts anticipate continued strength in the direct-to-consumer segment and modest growth across the Americas, Europe, and Asia regions. Management previously outlined expectations for reported revenue growth in the 4% to 5% range and organic growth of 3% to 4% for the quarter. Investors will also watch for any revisions to full-year guidance following the first-quarter beat and raise announced in April 2026. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Market Reaction and Investor Sentiment
Heading into the report, investor sentiment reflects cautious optimism following the company’s first-quarter beat and raised guidance. The stock has shown resilience amid broader apparel sector volatility, with attention centered on whether momentum in direct-to-consumer sales and brand initiatives can continue. Potential risks include softer consumer spending in key markets and any indications of margin pressure from promotions or input costs. Historical post-earnings moves have varied depending on how results align with or exceed expectations.
Forward Outlook and Key Factors to Monitor
Following the release, attention will shift to management commentary on full-year revenue and earnings guidance. Updates on direct-to-consumer penetration and product mix will be closely watched, as these channels have supported recent growth.
Regional performance across the Americas, Europe, and Asia will provide insight into demand trends. Investors should also note any discussion of inventory levels, promotional activity, and gross margin trajectory.
Broader industry dynamics, including consumer spending patterns in apparel and denim categories, remain relevant. Subsequent catalysts include third-quarter results and any strategic announcements around brand initiatives or store expansions.
AI Tools in My Research Process
When preparing for earnings like this, I often turn to Tickeron’s AI-powered tools to supplement traditional analysis. AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener helps identify trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening.
Disclaimer
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Disclaimers and LimitationsLEVI saw its Stochastic Oscillator recovers from the overbought zone
The Stochastic Oscillator for LEVI moved out of overbought territory on July 02, 2026. This could be a bearish sign for the stock and investors may want to consider selling or taking a defensive position. A.I.dvisor looked at 57 similar instances where the indicator exited the overbought zone. In of the 57 cases the stock moved lower. This puts the odds of a downward move at .
Technical Analysis (Indicators)
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for LEVI turned negative on July 08, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 52 similar instances when the indicator turned negative. In of the 52 cases the stock turned lower in the days that followed. This puts the odds of success at .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where LEVI declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
LEVI broke above its upper Bollinger Band on June 11, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on July 16, 2026. You may want to consider a long position or call options on LEVI as a result. In of 90 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where LEVI advanced for three days, in of 293 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 211 cases where LEVI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.232) is normal, around the industry mean (6.484). P/E Ratio (17.850) is within average values for comparable stocks, (31.645). LEVI's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (1.147). Dividend Yield (0.022) settles around the average of (0.022) among similar stocks. P/S Ratio (1.496) is also within normal values, averaging (0.950).
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. LEVI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. LEVI’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 91, placing this stock worse than average.
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General Information
a manufacturer of jeans, casual apparel, and sportswear
Industry ApparelFootwear
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