“For the nine-month period ended August 30, 2026 Levi’s Brands revenues increased due to higher revenue in our DTC channel, primarily due to higher e-commerce revenues, store expansion, and store performance, and higher revenues in our wholesale channel primar…”10-Q · Oct 7, 2026 ↗
Levi Strauss & Co.
LEVI
Market read
No connected market move is active around Levi Strauss & Co..
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- LEVI's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if LEVI's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- LEVI's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +6.4 percentage points in the latest annual period.
- Demand and volume has repeated favorable evidence across 5 filings.
- Pricing and mix has repeated favorable evidence across 4 filings.
- Tariffs and trade policy has repeated favorable evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Oct 7, 2026
19.52Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase in net cash used for investing activities was primarily due to higher foreign exchange contract settlements in 2026, and lower proceeds of $96.3 million from the divestiture of Dockers ® international business in 2026 compared with proceeds of $1…”10-Q · Oct 7, 2026 ↗
“Net revenues for the Levi Strauss Signature™ brand increased on both a reported and organic net revenues basis due primarily to price increases for the three-month period ended August 30, 2026 and due to price increases and more units sold for the nine-month…”10-Q · Oct 7, 2026 ↗
“The increase in corporate expenses for the nine-month period ended August 30, 2026 compared to the prior-year period included higher global sourcing costs, higher technology costs, higher restructuring-related consulting fees and the impact of attorney fees r…”10-Q · Oct 7, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.2× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 7 Oct, 16:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for LEVI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for LEVI. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind LEVI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
JPMJPMorgan Chase & Co.lenderJan 28, 2026 ▾
“3 to Second Amended and Restated Credit Agreement among the Registrant, Levi Strauss & Co.”
Depended on by
GIIIG-III Apparel Group, Ltd.partnerDec 9, 2025 ▾
“We have an extensive portfolio of well-known licensed brands, including Calvin Klein, Tommy Hilfiger, Nautica, Halston, Levi’s, Kenneth Cole, Cole Haan, Vince Camuto, Dockers, Champion, Converse and BCBG.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
LEVI is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for LEVI; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.