Levi Strauss stock falls 18.7 percent after mixed results

Levi Strauss & Co. (ISIN US52736R1023) traded at USD 19.81 on the NYSE on September 22, 2026, while the stock stood 18.7 percent below its level immediately after the latest report. The sharp repricing contrasts with revenue of USD 1.56 billion in the reported quarter, an 8 percent year-over-year increase.

Revenue beat, guidance missed

According to Yahoo Finance on September 22, 2026, Levi Strauss reported quarterly revenue of USD 1.56 billion, up 8 percent from the prior-year period and 2.9 percent above analysts' expectations. The same report said the company also exceeded consensus EPS estimates, but its full-year EPS guidance came in slightly below expectations.

That combination explains the market's negative reading more clearly than revenue alone. A quantified sales beat of 2.9 percent did not offset the weaker guidance signal, leaving the stock down 18.7 percent since the report according to the September 22, 2026 market review.

Renewable energy adds a second angle

On September 22, 2026, Levi Strauss and Marks & Spencer launched the Fashion Renewable Collaborative, an initiative intended to help participating fashion suppliers assess and procure renewable electricity. GlobeNewswire reported that Levi Strauss generated USD 6.3 billion in net revenue during fiscal year 2025.

The renewable-energy program is strategically relevant but does not change the immediate earnings arithmetic. For the stock, the key comparison remains the 8 percent quarterly revenue increase against full-year EPS guidance that fell short of expectations.

NYSE price keeps the risk visible

The latest substantiated NYSE quote was USD 19.81 on September 22, 2026. The price data place the shares below the level seen before the results, while the latest reported quarterly revenue and the fiscal-year 2025 revenue figure provide two different time horizons for assessing the business.

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