Levi's Q1 Earnings Expected to Show Modest Beat, Guidance Steady Despite Ongoing Tensions and Rising Oil Prices

Levi Strauss & Co is expected to post a modest Q1 sales and earnings beat but there's limited potential for a market-moving reaction, according to UBS analysts. The firm expects a $0.01 to $0.02 EPS beat, confirmation of fiscal 2026 guidance, and second quarter EPS guidance in the $0.22 to $0.24 range. Despite positive operational trends, investor sentiment has softened, with shares down nearly 13% over the past three months. UBS maintains a Buy rating with a $33 price target.