Every material Form 8-K LEVI STRAUSS & CO has filed with the SEC since August 18, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Levi Strauss reported third-quarter 2026 net revenues of $1.6 billion, up 4% on a reported basis, and adjusted diluted EPS of $0.48 versus $0.34 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $1.54 to $1.56 from $1.46 to $1.52 and plans a $100 million accelerated share repurchase. Tariff refunds boosted Q3 margins and profit, but management said direct-to-consumer sales fell short of internal expectations.
Q3 2026 adjusted diluted EPS was $0.48 versus $0.34 in Q3 2025; GAAP diluted EPS from continuing operations was $0.43 versus $0.31.
Tariff refunds contributed $0.16 of Q3 EPS, of which about $0.05 was redeployed to support the business.
DTC net revenues rose 2%, while U.S. DTC net revenues decreased 1%; management said DTC fell short of internal expectations.
Full-year 2026 adjusted diluted EPS guidance was raised to $1.54 to $1.56; a $100 million ASR is planned and a $0.16 dividend is payable November 4, 2026.
Levi Strauss & Co. named John Vandemore, former CFO of Skechers U.S.A., as Executive Vice President and Chief Financial Officer, effective November 1, 2026. He succeeds the role currently held by Harmit Singh, who announced his retirement in April 2026 and will serve as a Special Advisor through November 30, 2026, to support the transition.
Vandemore, 53, was CFO of Skechers U.S.A., Inc. starting November 2017 and previously held finance roles at Mattel and other firms
Base salary of $1,350,000 with an initial target bonus of 110% of base salary
Sign-on award includes a $4,000,000 cash incentive, plus RSU and SAR grants valued at $5,500,000 each
Robert Eckert, a Class III director who had served on Levi Strauss & Co.'s board since 2010, retired on August 14, 2026, after reaching the company's mandatory retirement age of 72. The board reduced its size to ten directors, and Joshua Prime was named chair of the Nominating, Governance and Corporate Citizenship Committee.
Robert Eckert retired from the board on August 14, 2026, having reached the mandatory retirement age; he had served since 2010.
Eckert had most recently been board chair until April 2026, and chair of the NGCC Committee.
Joshua Prime was appointed to the NGCC Committee and named its chair, effective upon Eckert's retirement.
The company said the retirement is not the result of any disagreement with the company on operations, policies or practices.
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