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Levi Strauss & Co. 8-K Filings

LEVI NYSE

Every 8-K that Levi Strauss & Co. (LEVI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow LEVI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LEVI filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

Levi Strauss & Co. reports a cybersecurity incident in which an unauthorized third party accessed company files using social engineering to gain entry to three employees’ company-issued computers. After detection, the company activated response protocols, contained the breach, and engaged third-party cybersecurity experts; an investigation remains ongoing.

Preliminary findings indicate certain corporate information was accessed and exfiltrated, but the company states that no consumer data was impacted and business operations were not interrupted. Based on information available as of this report, Levi Strauss does not believe the incident has had, or is reasonably likely to have, a material impact on its business strategy, operations, financial condition, or results. Notifications to affected parties and regulators are being made in accordance with applicable law.

Rhea-AI Summary

Levi Strauss & Co. reported solid second-quarter 2026 results, with net revenues of $1.56 billion, up 8% year over year and 6% on an organic basis. Growth was broad-based, led by the Americas, Asia and the Beyond Yoga brand, and supported by both wholesale and direct-to-consumer channels.

Operating margin improved to 7.8%, while Adjusted EBIT margin rose to 9.0%. Net income from continuing operations increased to $94.8 million, and diluted EPS from continuing operations climbed to $0.24, with adjusted diluted EPS at $0.28. Cash and cash equivalents reached $849 million, and inventories declined 7% versus the prior year.

The company raised its full-year 2026 outlook, now targeting reported net revenue growth of 7.0%–7.5% and adjusted diluted EPS of $1.46–$1.52. It also increased its quarterly dividend to $0.16 per share and continued capital returns through a $200 million accelerated share repurchase program.

Rhea-AI Summary

Levi Strauss & Co. reported that director Elliott Rodgers has resigned from its Board of Directors, effective June 15, 2026, following his appointment as an executive officer of Kohl’s Corporation. The company states his departure is not due to any disagreement over operations, policies, or practices.

After his resignation, the Board plans to reduce its size to 11 directors, indicating the vacancy will not be immediately filled. This reflects a governance change in board composition but does not signal a dispute between the company and the departing director.

Rhea-AI Summary

Levi Strauss & Co. reported voting results from its April 22, 2026 Annual Meeting of Shareholders. Three Class I directors—Jill Beraud, Artemis Patrick, and Elliott Rodgers—were elected to serve until the 2029 Annual Meeting.

Shareholders approved, on an advisory basis, the compensation of the company’s named executive officers and ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending November 29, 2026. Shareholders voted against a shareholder proposal seeking a bylaw amendment related to a sustainability ROI report by the Audit Committee.

Rhea-AI Summary

Levi Strauss & Co.’s Board of Directors approved amendments to the company’s Amended and Restated Bylaws effective April 23, 2026. The changes clarify advance notice requirements for stockholder nominations and other business proposals, including the information required about proposed nominees and related persons.

The amendments also update provisions related to the SEC’s universal proxy rules, refine how stockholder meetings are conducted and administered, and require any indemnitee seeking expense advancement to provide an undertaking to repay amounts if indemnification is ultimately unavailable. In addition, the bylaws now designate the Delaware Court of Chancery as the exclusive forum for indemnification and advancement-of-expenses claims under the bylaws.

Rhea-AI Summary

Levi Strauss & Co. announced that Executive Vice President and Chief Financial & Growth Officer Harmit Singh will remain in his role until a successor is appointed, then move to Special Advisor before retiring. The company has engaged an executive search firm to find the next Chief Financial Officer.

Singh will serve as Special Advisor from a transition date no later than November 30, 2026 through November 30, 2026, continuing to receive his current base salary and full eligibility for the 2026 annual incentive award. After this period, he will receive $3 million in cash severance paid over 78 weeks, subsidized COBRA health coverage for 78 weeks, and other executive-level benefits through the end of 2027, subject to a general release.

The company states that Singh’s transition is not due to any disagreement on accounting or financial reporting matters. A related press release highlights his 13 years of service, role in taking the company public, and contributions to its shift toward a direct-to-consumer model. Levi Strauss & Co. reported 2025 net revenues of $6.3 billion.

Rhea-AI Summary

Levi Strauss & Co. reported strong first-quarter 2026 results with sales, margins and EPS above guidance and raised its full-year outlook. Net revenues were $1.7 billion, up 14% on a reported basis and 9% on an organic basis versus Q1 2025, driven by growth across Americas, Europe, Asia and Beyond Yoga.

Direct-to-consumer net revenues grew 16% reported and 10% organic, with DTC comprising 52% of total net revenues and DTC comparable sales up 7%. Wholesale net revenues increased 12% reported and 8% organic. Net income from continuing operations was $177 million and diluted EPS from continuing operations was $0.45; adjusted diluted EPS was $0.42.

Operating margin was 11.4% versus 12.5% a year ago, with adjusted EBIT margin at 12.5% versus 13.4%, reflecting tariffs and higher planned advertising. The company returned $214 million to shareholders, including $54 million of dividends and a $200 million accelerated share repurchase retiring approximately 8 million shares. Full-year 2026 guidance for net revenue growth, gross margin, adjusted EBIT margin and adjusted diluted EPS was raised, and Executive Vice President and Chief Financial & Growth Officer Harmit Singh will retire after a planned transition to a Special Advisor role.

Rhea-AI Summary

Levi Strauss & Co. reported that board member Christopher McCormick has decided to retire from the Board of Directors, effective at the company’s 2026 annual meeting of shareholders. He will not stand for reelection at that meeting and will continue to serve until his current term concludes.

The company stated that Mr. McCormick’s decision to retire is not due to any disagreement with Levi Strauss & Co. or its Board. This reflects an orderly, planned transition in board composition rather than a dispute or abrupt departure.

Rhea-AI Summary

Levi Strauss & Co. filed a current report to furnish a press release announcing its fourth quarter and full fiscal year 2025 financial results. The company issued the press release on January 28, 2026 and attached it as Exhibit 99.1.

The report states that this earnings information, including the exhibit, is being furnished rather than filed under the Exchange Act, which affects how it is treated for legal and liability purposes. No specific revenue, profit, or other financial figures are included in this document itself.

Rhea-AI Summary

Levi Strauss & Co. expanded its Board of Directors to 13 members and elected Jeffrey J. Jones II as a new independent Class III director, effective January 21, 2026. He will serve on the Compensation and Human Capital Committee and the Nominating, Governance and Corporate Citizenship Committee and is expected to hold his board seat until the company’s 2028 annual meeting of shareholders, subject to earlier departure events.

As a non-employee director, Mr. Jones will receive restricted stock units with a grant date fair value of $44,110 in Class A common stock, vesting in full on the earlier of the day before the next annual meeting or one year from grant, with delivery deferred until six months after he leaves the board. He will also receive a prorated cash retainer of $94,382 for the 2026 calendar year. The company notes he was not elected under any special arrangement and has no related-party transactions requiring disclosure.

Rhea-AI Summary

Levi Strauss & Co. furnished a press release announcing its third quarter 2025 financial results in connection with a current report dated October 9, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference for the detailed numbers and performance discussion.

The company notes that the information provided under this earnings disclosure section and the related exhibit is being furnished, not filed, meaning it is not subject to certain liability provisions of the Securities Exchange Act and is not automatically incorporated into other securities offerings or reports unless specifically referenced.

Rhea-AI Summary

Levi Strauss & Co. reported that longtime director Spencer Fleischer retired from its Board of Directors on October 2, 2025 after reaching the company’s mandatory retirement age. Company guidelines state that directors are deemed to have resigned automatically upon their 72nd birthday unless this requirement is formally waived.

Fleischer had served on the Board since 2013 and was most recently chair of the Compensation and Human Capital Committee and a member of the Finance Committee. Following his retirement, Troy Alstead was appointed chair of the Compensation and Human Capital Committee, and the Board now consists of twelve directors. The company stated that Fleischer’s retirement was not due to any disagreement regarding operations, policies, or practices.

Rhea-AI Summary

Levi Strauss & Co. filed an amended report to disclose how often it will ask shareholders to give advisory feedback on executive pay. Following the shareholder vote at its April 23, 2025 annual meeting and the board’s recommendation, the company chose to hold this say-on-pay advisory vote every year until the next required vote on frequency.

Rhea-AI Summary

Levi Strauss & Co. named Timothy Joseph 'Joe' Davis as Senior Vice President, Global Controller, effective August 11, 2025. Mr. Davis, 56, joins from Crocs, Inc., where he served as Vice President and Chief Accounting Officer beginning in 2019, and previously held senior accounting roles at Agero and Thermo Fisher Scientific. He holds a B.S. in Accounting and is a Certified Public Accountant.

The filing states his employment is at-will and discloses compensation: a $450,000 base salary, a target annual bonus equal to 50% of base salary, aggregate 2025 equity grants valued at $500,000 (split into $250,000 time-based RSUs vesting ratably over four years and $250,000 performance-based RSUs tied to three-year goals), a $185,000 signing cash bonus paid in two installments, and a $115,000 sign-on RSU grant vesting at 12 and 24 months. He will participate in standard executive benefits, relocation policy, and the company severance plan; no related-party transactions or family relationships were reported. The filing also notes Lisa Stirling will transition to Vice President, U.S. and Canada Finance effective the same date and lists the employment offer letter as an exhibit.