Levi Strauss beats quarterly estimates as pricing strategies offset tariff pressure

The denim maker reported strong fourth-quarter results driven by direct-to-consumer growth. Strategic price hikes helped mitigate the impact of higher tariffs.

Insights:
Levi Strauss & Co. reported fourth-quarter results on January 28, 2026, that beat Wall Street estimates for revenue and adjusted earnings. The company announced its performance amid a complex trade environment, noting that it expects a roughly 150 basis-point annual impact on gross margin due to tariffs. In response to the quarterly report, shares of Levi Strauss & Co. rose about 2% in extended trading.
A logo is displayed on a denim jacket at the Levi’s outlet retail store at Bicester Village in Oxfordshire, Britain, August 21, 2024. REUTERS/Hollie Adams
A logo is displayed on a denim jacket at the Levi’s outlet retail store at Bicester Village in Oxfordshire, Britain, August 21, 2024. REUTERS/Hollie Adams
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