李维斯 2026年季度报告

Form 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the Quarterly Period Ended March 1, 2026 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 LEVI STRAUSS& CO. (Exact Name of Registrant as Specified in Its Charter) 94-0905160(I.R.S.EmployerIdentificationNo.) (415) 501-6000(Registrant’s Telephone Number, Including Area Code) None(Former Name, Former Address and Former Fiscal Year, if Changed Since Last Report)_________________ Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934: Title of each classTrading symbol(s)Name of each exchange on which registeredClass A Common Stock, $0.001 par value per shareLEVINew York Stock Exchange Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports),and (2)has been subject to such filing requirements for the past 90days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedand posted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorterperiod that the registrant was required to submit and post such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See definition of "Large accelerated filer," "accelerated filer," "smaller reportingcompany," and "emerging growth company" in Rule12b-2 of the Exchange Act. (Check one): Emerging growth company☐Smallerreportingcompany☐ Large accelerated filerNon-accelerated filer Accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. As of March31, 2026, the registrant had 98,176,901 shares of Class A common stock, $0.001 par value per shareand286,419,350shares of Class B common stock, $0.001 par value per share, outstanding. LEVI STRAUSS& CO. AND SUBSIDIARIES INDEX TO FORM 10-Q FOR THE QUARTERLY PERIOD ENDED MARCH1, 2026 PART I — FINANCIAL INFORMATION Item1.Consolidated Financial Statements (unaudited):Consolidated Balance Sheets as of March 1, 2026 and November 30, 20253Consolidated Statements of Income for the Three Months Ended March 1, 2026 and March 2, 20254Consolidated Statements of Comprehensive Income (Loss) for the Three Months Ended March 1,2026 and March 2, 20255Consolidated Statements of Stockholders’ Equity for the Three Months Ended March 1, 2026 andMarch 2, 20256Consolidated Statements of Cash Flows for the Three Months Ended March 1, 2026 and March 2,20257Notes to Consolidated Financial Statements8Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations26Item 3.Quantitative and Qualitative Disclosures About Market Risk55Item 4.Controls and Procedures55 PART II — OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSIGNATURE WHERE YOU CAN FIND MORE INFORMATION Investors and others should note that we announce material financial information to our investors using our corporate website,pressreleases,SEC filings and public conference calls and webcasts(including our Investor Relations page athttp://investors.levistrauss.com). We also use the following social media channels as a means of disclosing information about ourcompany, products, planned financial and other announcements, attendance at upcoming investor and industry conferences and othermatters, as well as for complying with our disclosure obligations under Regulation FD promulgated under the Securities Exchange Actof 1934, as amended. •our X account (previously Twitter account) (https://X.com/LeviStraussCo);•our company blog (https://www.levistrauss.com/unzipped-blog/);•our Facebook page (https://www.facebook.com/levistraussco/);•our LinkedIn page (https://www.linkedin.com/company/levi-strauss-&-co-);•our Instagram page (https://www.instagram.com/levistraussco/); and•our YouTube channel (https://www.youtube.com/user/levistraussvideo). The information we post through these channels may be deemed material. Accordingly, investors should monitor these channelsin addition to following our press releases, SEC filings and public conference calls and webcasts. This list may be updated from timeto time. The information we post through these channels is not a part of this Quarterly Report. LEVI STRAUSS & CO. AND SUBSI