Levi Strauss & Co. filings document formal disclosures for a global apparel issuer, including Form 8-K reports on operating results, officer and director changes, board appointments and amendments to bylaws. Recent filings also record shareholder-vote outcomes and exhibits tied to quarterly and fiscal-year financial releases.
The company's proxy materials cover director elections, executive compensation, board committee matters, annual-meeting procedures and shareholder voting matters. Governance disclosures include advance-notice provisions, universal proxy rule updates, meeting-administration provisions, indemnification matters and equity awards under the company's incentive plan.
Levi Strauss & Co. (LEVI) shares: Vanguard Portfolio Management reported beneficial ownership of 5,217,972 shares, or 5.19% of the class. It reported sole dispositive power over 5,217,972 shares and zero sole or shared voting power.
The reported position includes securities held by certain Vanguard affiliates and business divisions, funds, and client accounts over which the identified Vanguard entities exercise dispositive and/or voting power.
Levi Strauss & Co (LEVI) was the issuer in Vanguard Capital Management’s ownership disclosure. Vanguard reported beneficial ownership of 5,215,341 common shares, or 5.19% of the class, as of September 30, 2026. The reported position includes shares attributed to Vanguard Capital Management LLC and named affiliates or business divisions, including shares held by funds and client accounts over which those entities exercise voting or dispositive power.
The disclosed powers were sole voting over 755,944 shares and sole dispositive power over 5,215,341 shares.
Levi Strauss & Co. is the issuer of the Class A common stock for which JPMorgan Chase & Co. reported beneficial ownership of 5,617,083 shares, or 5.6% of the class. The report lists sole voting power over 5,355,105 shares and sole dispositive power over 5,596,684 shares; shared voting and dispositive power are each reported as 0 shares.
Levi Strauss & Co. (LEVI) reported third-quarter 2026 net revenues of $1,609.7 million, up 4.3% on a reported basis and 4.5% organically year over year. Net income from continuing operations was $168.6 million, versus $122.0 million a year earlier; diluted EPS from continuing operations was $0.43, and adjusted diluted EPS was $0.48.
Operating margin was 13.8%, compared with 10.8%, and adjusted EBIT margin was 15.5%, compared with 11.8%; gross margin was 66.2%, versus 61.7%. Tariff refunds, net of redeployment, contributed 330 basis points to operating margin and 370 basis points to gross margin. U.S. reported net revenues decreased 1%, and the company said its direct-to-consumer business fell short of internal expectations.
For fiscal 2026, Levi raised adjusted diluted EPS guidance to $1.54 to $1.56 and gross-margin guidance to up 130 basis points year over year; the outlook assumes current tariff rates continue for the rest of the year. The company intends to enter a $100 million accelerated share repurchase agreement and declared a $0.16-per-share cash dividend payable November 4, 2026.
Levi Strauss & Co. reported third-quarter net revenues of $1,609.7 million, compared with $1,543.4 million a year earlier, and continuing-operations net income of $168.6 million, versus $122.0 million. Adjusted EBIT, a non-GAAP measure, was $248.7 million, up 36.4% from $182.3 million. The company recorded $78.6 million of IEEPA tariff refunds as a reduction of cost of goods sold; it said higher gross profit, including this benefit, drove the increase in continuing-operations income, partly offset by higher SG&A.
For the first nine months, net revenues were $4,914.2 million versus $4,516.2 million, and continuing-operations net income was $440.5 million versus $341.8 million. Net cash provided by operating activities was $585.2 million versus $262.8 million and includes continuing and discontinued operations. Levi Strauss completed the sale of Dockers’ remaining operations on February 27, 2026, with $96.3 million in gross proceeds and a $17.3 million gain, net of direct costs to sell.
After quarter-end, the board declared a $0.16-per-share cash dividend, approximately $61 million in total, for holders of record October 21, 2026. As of August 30, 2026, cash and cash equivalents were $641.4 million and long-term debt was $1,043.6 million.
Levi Strauss & Co. (LEVI) reported that Timothy Joseph Davis, SVP, Global Controller, had 1,899 Class A Common Stock shares withheld on October 1, 2026, to cover tax obligations from settlement of vested RSUs. The reported price was $19.92 per share; Davis held 43,941 shares directly after the transaction. This was a tax-withholding disposition.
Levi Strauss & Co. (LEVI) appointed John Vandemore as executive vice president and chief financial officer, effective November 1, 2026; his employment is expected to begin that day. He will receive an annual base salary of $1,350,000 and an initial annual incentive target of 110% of base salary. Beginning in 2027, annual equity grants are expected to have an aggregate target grant-date fair value of $4,250,000.
His one-time sign-on award includes a $4,000,000 cash incentive and RSU and SAR grants valued at $5,500,000 each. The sign-on award is subject to continued employment; each equity grant vests 50% on its first anniversary and 25% on each of the next two anniversaries. Harmit Singh will remain executive vice president and chief financial and growth officer until Vandemore joins, then serve as a special advisor through November 30, 2026.
Levi Strauss & Co. (LEVI) reported a planned Board transition tied to its corporate governance guidelines. On August 14, 2026, Class III director Robert Eckert retired from the Board after reaching the mandatory retirement age set by those guidelines, under which directors are deemed to resign automatically upon their 72nd birthday unless this requirement is waived. Eckert had served on the Board since 2010, was Board chair until April 2026, chaired the Nominating, Governance and Corporate Citizenship Committee (NGCC Committee), and sat on the Compensation and Human Capital Committee. The company states that his retirement is not due to any disagreement regarding operations, policies, or practices. Effective upon his retirement, the Board appointed Joshua Prime to the NGCC Committee and named him its chair, and the overall Board size was reduced to ten directors.
Prime Joshua E reported acquisition or exercise transactions in this Form 4 filing.
Levi Strauss & Co director Joshua E. Prime reported a grant of 106 dividend equivalent rights, each representing a contingent right to receive one share of Class A Common Stock, at no cash cost. Following this award, he directly holds 73,422 Class A shares or related rights.
Levi Strauss & Co. director Jenny J. Ming reported two stock-based award acquisitions dated 2026-08-05. She received 54 dividend equivalent rights (DERs) tied to Class A Common Stock, which vest 100% on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the underlying grant.
She was also credited with 104 fully vested DERs related to Class B Common Stock, each representing a contingent right to receive one share and subject to a deferral delivery feature. Following these awards, she directly holds 73087 Class A shares and 60191 Class B-linked DERs. Both transactions are coded as grants or awards, with no market purchases or sales reported.