Levi Strauss & Co. (LEVI) Q2 FY2026: Management raised full-year guidance for the second consecutive quarter on margin expansion and DTC momentum, though shares fell over 5% amid macro concerns
Podfolio.one: Earnings Calls decoded; Your Portfolio, Your B... di Podfolio.one
Note sull'episodio
Levi's posted organic revenue growth of 6% and EPS of 28 cents, beating the 25-cent estimate, while extending its 17-quarter comparable sales streak. Non-denim categories drove roughly a third of growth, international sales rose 6% with Asia up 12%, and DTC reached 51% of revenue with a 6% comp. Management raised full-year guidance for the second consecutive quarter on margin expansion and DTC momentum, though shares fell over 5% amid macro concerns.
Company: Levi Strauss & Co. (LEVI) β Q2 FY2026
ποΈ Want podcasts like this on any of 5,000+ companies? Podfolio turns earnings calls, filings, and market data into short, listenable briefings β and builds a bespoke daily podcast around your own portfolio and watchlist. Your holdings, your companies, your commute.
π Sign up free at Β ...Β