Levi Strauss & Co. Stock Price, News & Analysis

Levi Strauss & Co. (NYSE: LEVI) announced a partnership with Microsoft to build an integrated, agentic AI "super-agent" embedded in Microsoft Teams and powered by Azure to automate workflows across IT, HR, operations and retail. The super-agent is being built and tested now and will begin rollout in early 2026 with global expansion through the year. The company also launched Outfitting, a personalized styling feature live on the Levi's app in the U.S., Canada and top European markets, and is deploying STITCH, an AI store assistant, to 60 U.S. stores ahead of the holidays. The company cited responsible AI, data security and a goal to accelerate its DTC transformation toward a $10 billion retailer.

Levi Strauss & Co. (NYSE: LEVI) on November 17, 2025 announced a strategic partnership with Microsoft to build a next‑gen AI "superagent" and accelerate its digital transformation.

The collaboration uses Microsoft 365 Copilot, Copilot Studio, Azure AI Foundry, Semantic Kernel and an Azure‑native orchestrator agent embedded in Microsoft Teams to route employee queries to multiple subagents. LS&Co. is also adopting Surface Copilot+ PCs, GitHub Copilot, Microsoft Intune and migrating workloads with Azure to consolidate private data centers and scale AI while pursuing a zero‑trust security model.

Levi Strauss & Co (NYSE: LEVI) reported Q3 2025 results with net revenues of $1.543B, up 7% year-over-year and DTC revenues +11%. Gross margin expanded 110 basis points to 61.7% and operating margin rose to 10.8%. Diluted EPS from continuing operations was $0.31 and adjusted diluted EPS was $0.34. The company raised full-year guidance: reported net revenue growth to ~3%, organic growth to ~6%, gross margin expansion to +100 bps, and adjusted diluted EPS to $1.27–$1.32. Q3 liquidity was about $1.5B. The company sold U.S./Canada Dockers IP for $194.7M, launched a $120M ASR (≈5M shares retired), and declared a $0.14 quarterly dividend.

Levi Strauss & Co. (NYSE: LEVI) has scheduled its third quarter 2025 earnings conference call for October 9, 2025 at 2 p.m. Pacific Time / 5 p.m. Eastern Time. The call will feature presentations from Michelle Gass, president and chief executive officer, and Harmit Singh, chief financial and growth officer.

Investors can pre-register for the call through a provided link to receive dial-in details. A live webcast will be available, and a replay will be accessible on the investor relations website for one quarter following the event.

Levi Strauss (NYSE:LEVI) announced that CFO and Growth Officer Harmit Singh will participate in a fireside chat at the Wells Fargo 8th Annual Consumer Conference on September 16, 2025, at 10:15 a.m. Pacific time.

Investors can access the live webcast through LEVI's investor relations website, with a replay available after the event at the same location.

Levi Strauss & Co. (NYSE: LEVI) announced that its Chief Financial and Growth Officer, Harmit Singh, will participate in a fireside chat at the Goldman Sachs 32nd Annual Global Retailing Conference. The event is scheduled for September 3, 2025, at 2:35 p.m. Eastern time.

Investors can access the fireside chat through a live webcast on LEVI's investor relations website. A replay of the session will be available at the same location after the event.

Levi Strauss & Co. (NYSE: LEVI) has appointed Chris Callieri as Senior Vice President and Chief Supply Chain Officer, effective September 15, 2025. Reporting to CEO Michelle Gass, Callieri will oversee global supply chain operations for the Levi's brand, including product development, sourcing, sustainability, and logistics.

Callieri brings over 20 years of international supply chain experience, joining from Victoria's Secret & Co. where he served as Chief Supply Chain Officer. His previous roles include leadership positions at Tory Burch and Adidas, where he led various transformation initiatives and sustainability strategies. The company reported net revenues of $6.4 billion in 2024 and maintains a presence in approximately 120 countries through retailers, department stores, and about 3,400 retail stores and shop-in-shops.

Levi Strauss & Co. (NYSE:LEVI) has announced the pricing of €475 million in 4.000% senior notes due 2030 in a private offering. The notes, priced at par, will be offered under Rule 144A and Regulation S of the Securities Act. The company plans to use the proceeds, along with cash on hand, to fully redeem its 3.375% senior notes due 2027.

The offering, expected to close on July 29, 2025, is restricted to qualified institutional buyers in the US and qualified investors in the EEA and UK. The notes are not being registered under the U.S. Securities Act and will only be available to specific categories of institutional investors.

Levi Strauss & Co. (NYSE:LEVI) has announced a private placement of up to €475 million senior notes due 2030. The company plans to use the proceeds, along with cash on hand, to fully redeem its existing 3.375% senior notes due 2027.

The notes will be offered exclusively to qualified institutional buyers in the U.S. under Rule 144A, and to qualified investors outside the U.S. under Regulation S. The offering is being conducted as a private placement and is not registered under the U.S. Securities Act of 1933.