Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended August 27, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-06631 _________________ LEVI STRAUSS & CO. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdicti ...

Levi Strauss & Co. (NYSE:LEVI) Q2 2023 Earnings Call Transcript July 6, 2023 5:00 PM ET Company Participants Aida Orphan - Vice President, Investor Relations Chip Bergh - President and Chief Executive Officer Harmit Singh - Chief Financial and Growth Officer Conference Call Participants Matthew Boss - JPMorgan Bob Drbul - Guggenheim Jay Sole - UBS Ike Boruchow - Wells Fargo Jim Duffy - Stifel Dana Telsey - Telsey Advisory Group Laurent Vasilescu - BNP Paribas Operator Good day, ladies and gentlemen, and wel ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended May 28, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-06631 _________________ LEVI STRAUSS & CO. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction ...

Levi Strauss & Co. (NYSE:LEVI) Q1 2023 Earnings Conference Call April 6, 2023 9:00 AM ET Company Participants Aida Orphan - Vice President, Investor Relations Chip Bergh - President and Chief Executive Officer Harmit Singh - Chief Financial and Growth Officer Conference Call Participants Bob Drbul - Guggenheim Matthew Boss - JPMorgan Jay Sole - UBS Ike Boruchow - Wells Fargo Dana Telsey - Telsey Group Tracy Kogan - Citi Laurent Vasilescu - BNP Paribas Brooke Roach - Goldman Sachs Alex Straton - Morgan Stanl ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Commission file number: 001-06631 _________________ LEVI STRAUSS & CO. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organization) _________________ Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended February 26, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) ...

Financial Data and Key Metrics Changes - Q4 net revenues were flat compared to the prior year's record Q4 revenue, with a 6% growth above 2019's pre-pandemic level [28] - For the full year, reported revenues grew by 7%, and 12% in constant currency, with adjusted EPS increasing year-over-year [28] - Adjusted diluted EPS for Q4 was $0.34, at the high end of the outlook, despite a $0.04 negative impact from foreign exchange [52] Business Line Data and Key Metrics Changes - The Levi's brand grew 11% in 2022, gaining global market share, particularly in men's and women's segments [6] - Direct-to-consumer (DTC) business increased by 18% for the year, with a record Q4 performance, contributing 39% of total company net revenues [8] - Women's revenue grew 13%, surpassing $2 billion, while the tops business grew 12%, exceeding $1.2 billion [12] Market Data and Key Metrics Changes - International business grew 13% in 2022, with 15% growth excluding Russia, driven by strong performance in Latin America and Asia [35] - In the Americas, net revenues declined 5%, with strong DTC growth offset by a decline in U.S. wholesale [41] - Europe saw a modest decline of 4% in revenues, excluding Russia, but showed sequential improvement from Q3 [53] Company Strategy and Development Direction - The company aims to expand its women's and tops businesses, which are key priorities in its strategic plan [12] - The 150th anniversary of the iconic 501 jean is expected to drive brand excitement and market share growth [14] - The company is focusing on diversifying its product offerings beyond denim, with nearly 40% of 2022 revenue coming from non-denim categories [34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strategies for profitable growth in 2023, despite macro uncertainties [21] - The company anticipates additional tailwinds in the second half of 2023 as product costs normalize and foreign exchange impacts lessen [21] - Management highlighted the importance of a diversified business model to navigate macroeconomic challenges [35] Other Important Information - The company plans to open more than 80 net new company-operated stores globally in 2023 [22] - Cash and liquidity remained strong, with net debt of approximately $500 million and overall liquidity of $1.5 billion [20] - The company returned approximately $350 million to shareholders in 2022, with a dividend of $0.12 per share declared for Q1 [54] Q&A Session Summary Question: What is the outlook for gross margins? - Management indicated that gross margins are structurally improved, with expectations of 20 to 30 basis points expansion driven by a favorable shift towards DTC and women's products [123] Question: How did the mass channel perform in Q4? - The mass channel, particularly Signature and Denizen, was down 19% in Q4, with expectations of continued double-digit declines in 2023 [50] Question: What is the expected revenue cadence for 2023? - The company expects a typical revenue split of 47% in the first half and 53% in the second half, with growth driven by improved conditions in the latter half [65] Question: How is the company managing inventory levels? - The company has strategically reduced buys for the first half by 25% and expects to normalize inventory levels by the end of Q2 [103] Question: What are the key drivers for growth in 2023? - Key drivers include continued strength in DTC, market share expansion, and the celebration of the 150th anniversary of the 501 jean [57]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended November 27, 2022 Commission file number: 001-06631 _____________________________ LEVI STRAUSS & CO. (Exact Name of Registrant as Specified in Its Charter) Delaware ...

Levi Strauss & Co. (NYSE:LEVI) Q3 2022 Earnings Conference Call October 6, 2022 5:00 PM ET Company Participants Aida Orphan - VP of IR Chip Bergh - President and CEO Harmit Singh - CFO Conference Call Participants Bob Drbul - Guggenheim Securities Paul Lejuez - Citigroup Omar Saad - Evercore ISI Matthew Boss - JP Morgan Chris Nardone - Bank of America Alex Stratton - Morgan Stanley Ike Boruchow - Wells Fargo Laurent Vasilescu - Exane BNP Paribas Jay Sole - UBS Dana Telsey - Telsey Group Presentation Operato ...

_________________ Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended August 28, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-06631 _________________ Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 LEVI STRAUSS & CO. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdicti ...

Levi Strauss & Co. (NYSE:LEVI) Q2 2022 Earnings Conference Call July 7, 2022 5:00 PM ET Company Participants Aida Orphan - VP of IR Chip Bergh - President and CEO Harmit Singh - CFO Conference Call Participants Matthew Boss - JP Morgan Kimberly Greenberger - Morgan Stanley Omar Saad - Evercore ISI Laurent Vasilescu - Exane BNP Paribas Tracy Kogan - Citigroup Jim Duffy - Stifel Brooke Roach - Goldman Sachs Robert Drbul - Guggenheim Securities Dana Telsey - Telsey Group Operator Good day, ladies and gentleme ...