LEVI STRAUSS & CO, 10-K filed on 1/28/2026
Annual Report
v3.25.4
Cover Page - USD ($)
12 Months Ended
Nov. 30, 2025
Jan. 23, 2026
Jun. 01, 2025
Entity Information [Line Items]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Nov. 30, 2025    
Current Fiscal Year End Date --11-30    
Document Transition Report false    
Entity Registrant Name LEVI STRAUSS & CO.    
Entity File Number 001-06631    
Entity Central Index Key 0000094845    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 94-0905160    
Entity Address, Address Line One 1155 Battery Street    
Entity Address, City or Town San Francisco    
Entity Address, State or Province CA    
Entity Address, Postal Zip Code 94111    
City Area Code 415    
Local Phone Number 501-6000    
Title of 12(b) Security Class A Common Stock, $0.001 par value per share    
Trading Symbol LEVI    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 1,823,793,396
Documents Incorporated by Reference Portions of the registrant’s definitive Proxy Statement for the 2026 Annual Meeting of Stockholders to be filed with the U.S. Securities and Exchange Commission pursuant to Regulation 14A not later than 120 days after the end of the fiscal year covered by this Annual Report on Form 10-K are incorporated by reference in Part III, Items 10-14 of this Annual Report on Form 10-K.    
ICFR Auditor Attestation Flag true    
Common Class A      
Entity Information [Line Items]      
Entity Common Stock, Shares Outstanding   103,742,231  
Common Class B      
Entity Information [Line Items]      
Entity Common Stock, Shares Outstanding   286,725,056  
v3.25.4
Audit Information
12 Months Ended
Nov. 30, 2025
Audit Information [Abstract]  
Auditor Name PricewaterhouseCoopers LLP
Auditor Location San Francisco, California
Auditor Firm ID 238
v3.25.4
Consolidated Balance Sheets - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Current Assets:    
Cash and cash equivalents $ 757.9 $ 690.0
Short-term investments in marketable securities 90.9 0.0
Trade receivables, net 774.7 710.0
Inventories 1,237.7 1,131.3
Other current assets 238.5 211.7
Current assets held for sale 54.0 108.1
Total current assets 3,153.7 2,851.1
Property, plant and equipment, net 681.8 687.4
Goodwill 280.6 277.6
Other intangible assets, net 194.4 196.6
Deferred tax assets, net 830.1 798.5
Operating lease right-of-use assets, net 1,148.2 1,065.5
Other non-current assets 538.7 463.9
Non-current assets held for sale 21.3 34.9
Total assets 6,848.8 6,375.5
Current Liabilities:    
Accounts payable 597.6 663.4
Accrued salaries, wages and employee benefits 244.7 234.2
Accrued sales returns and allowances 226.1 193.4
Short-term operating lease liabilities 260.7 247.4
Other accrued liabilities 703.4 672.1
Total current liabilities 2,032.5 2,010.5
Long-term debt 1,039.2 994.0
Long-term operating lease liabilities 1,005.6 943.0
Long-term employee related benefits 252.7 253.6
Other long-term liabilities 240.2 203.9
Total liabilities 4,570.2 4,405.0
Commitments and contingencies
Stockholders’ Equity:    
Common stock — $0.001 par value; 1,200,000,000 Class A shares authorized; 103,620,225 shares and 103,984,741 shares issued and outstanding as of November 30, 2025 and December 1, 2024, respectively; and 422,000,000 Class B shares authorized, 286,756,831 shares and 291,411,568 shares issued and outstanding, as of November 30, 2025 and December 1, 2024, respectively 0.4 0.4
Additional paid-in capital 788.1 732.6
Retained earnings 1,897.3 1,672.0
Accumulated other comprehensive loss (407.2) (434.5)
Equity, Attributable to Parent, Total 2,278.6 1,970.5
Total liabilities and stockholders’ equity $ 6,848.8 $ 6,375.5
v3.25.4
Consolidated Balance Sheets (Parenthetical) - $ / shares
Nov. 30, 2025
Dec. 01, 2024
Common Class A    
Equity, Attributable to Parent [Abstract]    
Common stock, par value (usd per share) $ 0.001 $ 0.001
Common stock, shares authorized (shares) 1,200,000,000 1,200,000,000
Common stock, shares issued (shares) 103,620,225 103,984,741
Common stock, shares outstanding (shares) 103,620,225 103,984,741
Common Class B    
Equity, Attributable to Parent [Abstract]    
Common stock, shares authorized (shares) 422,000,000 422,000,000
Common stock, shares issued (shares) 286,756,831 291,411,568
Common stock, shares outstanding (shares) 286,756,831 291,411,568
v3.25.4
Consolidated Statements of Income - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Income Statement [Abstract]      
Net revenues $ 6,282.0 $ 6,032.0 $ 5,842.1
Cost of goods sold 2,404.2 2,374.9 2,481.4
Gross profit 3,877.8 3,657.1 3,360.7
Selling, general and administrative expenses 3,173.2 3,091.9 2,895.8
Restructuring charges, net 24.5 185.6 20.3
Goodwill and other intangible asset impairment charges 2.5 116.9 90.2
Operating income 677.6 262.7 354.4
Interest expense (48.6) (41.8) (45.9)
Other income (expense), net 5.0 (3.3) (42.2)
Income from continuing operations before income taxes 634.0 217.6 266.3
Income tax expense 132.0 7.2 15.7
Net income from continuing operations 502.0 210.4 250.6
Net income (loss) from discontinued operations, net of taxes 76.1 0.2 (1.0)
Net income $ 578.1 $ 210.6 $ 249.6
Earnings per common share:      
Continuing operations - Basic (usd per share) $ 1.27 $ 0.53 $ 0.63
Discontinued operations - Basic (usd per share) 0.19 0 0
Net income - Basic (usd per share) 1.46 0.53 0.63
Continuing operations - Diluted (usd per share) 1.26 0.52 0.62
Discontinued operations - Diluted (usd per share) 0.19 0 0
Net income - Diluted (usd per share) $ 1.45 $ 0.52 $ 0.62
Weighted-average common shares outstanding:      
Basic (in shares) 395,524,593 398,233,739 397,208,535
Diluted (in shares) 399,749,260 402,368,603 401,723,167
v3.25.4
Consolidated Statements of Comprehensive Income - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Consolidated Statements of Comprehensive Income [Abstract]      
Net income $ 578.1 $ 210.6 $ 249.6
Pension and postretirement benefits 5.8 15.3 34.6
Derivative instruments (82.9) 42.2 (61.0)
Foreign currency translation gains (losses) 114.9 (99.4) 66.2
Unrealized gains (losses) on marketable securities 0.2 0.0 0.8
Total other comprehensive income (loss), before related income taxes 38.0 (41.9) 40.6
Income tax (expense) benefit related to items of other comprehensive (loss) income (10.7) (1.7) (9.8)
Comprehensive income, net of income taxes $ 605.4 $ 167.0 $ 280.4
v3.25.4
Consolidated Statements of Stockholders' Equity - USD ($)
shares in Thousands, $ in Millions
Total
Class A & Class B Common Stock
Additional Paid-In Capital
Retained Earnings
Accumulated Other Comprehensive Loss
Begging balance (in shares) at Nov. 27, 2022   393,700      
Beginning balance at Nov. 27, 2022 $ 1,903.7 $ 0.4 $ 625.6 $ 1,699.4 $ (421.7)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 249.6     249.6  
Other comprehensive (loss) income , net of tax 30.8       30.8
Stock-based compensation and dividends, net (in shares)   3,500      
Stock-based compensation and dividends, net 74.4   74.6 (0.2)  
Employee stock purchase plan (in shares)   600      
Employee stock purchase plan 9.0   9.0    
Repurchase of common stock (in shares)   (500)      
Repurchase of common stock (8.1)     (8.1)  
Tax withholdings on equity awards (22.5)   (22.5)    
Cash dividends paid (190.5)     (190.5)  
Ending balance (in shares) at Nov. 26, 2023   397,300      
Ending balance at Nov. 26, 2023 2,046.4 $ 0.4 686.7 1,750.2 (390.9)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 210.6     210.6  
Other comprehensive (loss) income , net of tax (43.6)       (43.6)
Stock-based compensation and dividends, net (in shares)   2,500      
Stock-based compensation and dividends, net 62.6   62.8 (0.2)  
Employee stock purchase plan (in shares)   400      
Employee stock purchase plan $ 7.8   7.8    
Repurchase of common stock (in shares) (4,800) (4,800)      
Repurchase of common stock $ (90.1)     (90.1)  
Tax withholdings on equity awards (24.7)   (24.7)    
Cash dividends paid (198.5)     (198.5)  
Ending balance (in shares) at Dec. 01, 2024   395,400      
Ending balance at Dec. 01, 2024 1,970.5 $ 0.4 732.6 1,672.0 (434.5)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 578.1     578.1  
Other comprehensive (loss) income , net of tax 27.3       27.3
Stock-based compensation and dividends, net (in shares)   1,800      
Stock-based compensation and dividends, net 81.6   81.7 (0.1)  
Employee stock purchase plan (in shares)   400      
Employee stock purchase plan 7.1   7.1    
Accelerated share repurchase, including excise tax (in shares)   (5,600)      
Accelerated share repurchase, including excise tax (121.0)        
Repurchase of common stock (in shares)   (1,600)      
Repurchase of common stock (30.4)     (30.4)  
Tax withholdings on equity awards (21.7)   (21.7)    
Cash dividends paid (212.9)     (212.9)  
Ending balance (in shares) at Nov. 30, 2025   390,400      
Ending balance at Nov. 30, 2025 $ 2,278.6 $ 0.4 $ 788.1 $ 1,897.3 $ (407.2)
v3.25.4
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Cash Flows from Operating Activities:      
Net income $ 578,100 $ 210,600 $ 249,600
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation and amortization 206,300 193,200 165,300
Goodwill and other intangible asset impairment charges 2,500 116,900 90,200
Property, plant, equipment and right-of-use asset impairment, and gain/loss on early lease terminations, net 16,300 22,300 66,400
Gain on sale of business, prior to costs to sell (155,600) 0 0
Gain on sale of assets (8,500) 0 0
Realized (gain) loss on foreign currency contracts not designated for hedge accounting (24,300) 17,400 (16,100)
Realized gain on foreign currency contracts designated for hedge accounting (12,400) (2,400) (7,000)
Stock-based compensation 81,600 62,800 74,400
Benefit from deferred income taxes (16,400) (91,100) (104,300)
Other, net 19,700 18,200 25,500
Net change in operating assets and liabilities (157,700) 350,500 (108,500)
Net cash provided by operating activities 529,600 898,400 435,500
Cash Flows from Investing Activities:      
Proceeds from sale of business 194,700 0 0
Purchases of property, plant and equipment (221,400) (227,500) (313,600)
Net proceeds from sales of assets 23,100 0 0
Payments to acquire business 0 (34,400) (12,100)
Proceeds (payments) on settlement of forward foreign exchange contracts not designated for hedge accounting 24,300 (17,400) 16,100
Payments to acquire short-term investments (135,200) 0 0
Proceeds from sale, maturity and collection of short-term investments 45,800 0 70,800
Other investing activities, net 0 (1,800) (1,900)
Net cash used for investing activities (68,700) (281,100) (240,700)
Cash Flows from Financing Activities:      
Proceeds from issuance of long-term debt, net of issuance costs 542,500 0 0
Repayments of long-term debt including extinguishment costs 550,400 0 0
Proceeds from senior revolving credit facility 0 0 200,000
Repayments of senior revolving credit facility 0 0 (200,000)
Accelerated share repurchase (120,000) 0 0
Repurchase of common stock (30,500) (90,100) (8,100)
Tax withholdings on equity awards (21,700) (24,700) (22,500)
Dividend to stockholders (212,900) (198,500) (190,500)
Other financing activities, net (7,200) (6,000) 7,000
Net cash (used for) provided by financing activities (400,200) (319,300) (214,100)
Effect of exchange rate changes on cash and cash equivalents and restricted cash 7,200 (6,800) (11,500)
Net increase (decrease) in cash and cash equivalents and restricted cash 67,900 291,200 (30,800)
Beginning cash and cash equivalents 690,000 398,800 429,600
Cash, Cash Equivalents, Restricted Cash, and Restricted Cash Equivalents, Ending Balance 757,900 690,000 398,800
Noncash Investing Activity:      
Property, plant and equipment acquired and not yet paid at end of period 51,400 65,400 59,600
Supplemental disclosure of cash flow information:      
Cash paid for interest during the period 37,000 38,200 42,800
Income taxes $ 159,800 $ 102,300 $ 89,300
v3.25.4
Consolidated Statements of Stockholders' Equity (Parenthetical) - $ / shares
3 Months Ended 12 Months Ended
Dec. 01, 2024
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Consolidated Statements of Stockholders' Deficit and Comprehensive Income [Abstract]        
Cash dividends paid per share (usd per share) $ 0.13 $ 0.54 $ 0.50 $ 0.48
v3.25.4
Significant Accounting Policies
12 Months Ended
Nov. 30, 2025
Accounting Policies [Abstract]  
SIGNIFICANT ACCOUNTING POLICIES
Nature of Operations
Levi Strauss & Co. (the “Company”) is one of the world’s largest brand-name apparel companies. The Company designs, markets and sells – directly or through third parties and licensees – products that include jeans, casual and dress pants, activewear, tops, shorts, skirts, dresses, jackets, and related accessories, for men, women and children around the world under the Levi’s®, Levi Strauss Signature™, Denizen®, Dockers® and Beyond Yoga® brands.
In the fourth quarter of 2024 we announced we were undertaking an evaluation of strategic alternatives to the global Dockers® business, including a sale or other strategic transactions. During the second quarter of 2025, the Company entered into a definitive agreement to sell its Dockers® business. The transaction is subject to customary closing conditions and closed on July 31, 2025 for the Dockers® intellectual property and operations in the U.S. and Canada. The sale of the remaining Dockers® operations is expected to close in the first quarter of 2026. Dockers® net assets were classified as held for sale in the consolidated balance sheets for all periods presented. Additionally, the Company classified the Dockers® business as discontinued operations in its consolidated statements of income for all periods presented. See Note 2 “Discontinued Operations”. The Dockers® business is a separate operating segment historically presented in our financial statements under the caption of Other Brands.
The Company operates its business according to three reportable segments: Americas, Europe, and Asia, collectively comprising the Company's Levi's Brands business, which includes the Levi's®, Levi Strauss Signature™ and Denizen® brands. In the first quarter of 2024 the Company announced the strategic decision to discontinue the Denizen® brand with the wind down of operations substantially complete as of March 2, 2025. The Beyond Yoga® business, which is managed separately, does not meet the quantitative thresholds for reportable segments but is presented separately to increase transparency of performance.
Basis of Presentation and Principles of Consolidation
The consolidated financial statements of the Company and its wholly-owned and majority-owned foreign and domestic subsidiaries are prepared in conformity with generally accepted accounting principles in the United States ("U.S. GAAP"). All significant intercompany balances and transactions have been eliminated.
The Company’s fiscal year ends on the Sunday that is closest to November 30 of that year, although the fiscal years of certain foreign subsidiaries end on November 30. Fiscal year 2025 was a 52-week year, ending on November 30, 2025, fiscal year 2024 was a 53-week year ending on December 1, 2024, and fiscal year 2023 was a 52-week year, ending on November 26, 2023. Each quarter of fiscal years 2025, 2024 and 2023 consisted of 13 weeks, with the exception of the fourth quarter of fiscal year 2024 which consisted of 14 weeks. All references to years relate to fiscal years rather than calendar years.
Use of Estimates
The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the amounts reported in the consolidated financial statements and the related notes to the consolidated financial statements. Estimates are based upon historical factors, current circumstances and the experience and judgment of the Company’s management. Management evaluates its estimates and assumptions on an ongoing basis and may employ outside experts to assist in its evaluations. Changes in such estimates, based on more accurate future information, or different assumptions or conditions, may affect amounts reported in future periods.
Cash and Cash Equivalents
The Company considers all highly liquid investments with an original maturity of three months or less to be cash equivalents. Cash equivalents are stated at fair value.
Derivative Instruments and Hedging Activities
The Company records all derivatives at fair value, which are included in “Other current assets”, “Other non-current assets”, “Other accrued liabilities” or “Other long-term liabilities” on the Company’s consolidated balance sheets. The portion
of the fair value that represents cash flow occurring within one year is classified as current and the portion related to cash flows occurring beyond one year is classified as non-current. The cash flows from the designated derivative instruments used as hedges are classified in the Company's consolidated statements of cash flows in the same section as the cash flows of the hedged item.
Designated Cash Flow Hedges
The Company actively manages the risk of changes in functional currency equivalent cash flows resulting from anticipated non-functional currency denominated purchases and sales. The Company’s global sourcing organization uses the U.S. dollar as its functional currency and is primarily exposed to changes in functional currency equivalent cash flows from anticipated inventory purchases, as it procures inventory on behalf of subsidiaries with the Euro, Australian Dollar and Japanese Yen functional currencies. The Company's Mexico subsidiary uses the Mexican Peso as its functional currency and is exposed as it procures inventory in the U.S. Dollar. Additionally, a European subsidiary uses Euros as its functional currency and is exposed to anticipated non-functional currency denominated sales. The Company manages these risks by using currency forward contracts formally designated and effective as cash flow hedges. Hedge effectiveness is generally determined by evaluating the ability of a hedging instrument's cumulative change in fair value to offset the cumulative change in the present value of expected cash flows on the underlying exposures. For forward contracts, forward points are excluded from the determination of hedge effectiveness and are included in cost of goods sold for hedges of anticipated inventory purchases and in net revenues for hedges of anticipated sales on a straight-line basis over the life of the contract. In each accounting period, differences between the change in fair value of the forward points and the amount recognized on a straight-line basis is recognized in “Other comprehensive (loss) income.”
Net Investment Hedges
The Company designates certain non-derivative instruments as net investment hedges to hedge the Company's net investment position in certain of its foreign subsidiaries. For these instruments, the Company documents the hedge designation by identifying the hedging instrument, the nature of the risk being hedged and the approach for measuring hedge effectiveness.
Non-designated Cash Flow Hedges
The Company enters into derivative instruments not designated as hedges. These derivative instruments are not speculative and are used to manage the Company’s exposure to certain product sourcing activities, some intercompany sales, foreign subsidiaries' royalty payments, interest payments, earnings repatriations, net investment in foreign operations and funding activities but the Company has not elected to apply hedge accounting. Changes in the fair value of derivatives not designated in hedging relationships are recorded directly in “Other income (expense), net” in the Company’s consolidated statements of income.
Accounts Receivable, Net
The Company extends credit to its customers that satisfy pre-defined credit criteria. Accounts receivable are recorded net of an allowance for credit losses. The Company estimates the allowance for credit losses based on an analysis of the aging of accounts receivable, assessment of collectability, including any known or anticipated bankruptcies, customer-specific circumstances and an evaluation of current economic conditions. Actual write-off of receivables may differ from estimates due to changes in customer and economic circumstances. The allowance for credit losses was not significant as of November 30, 2025 and December 1, 2024.
Inventory Valuation
Inventory is almost entirely finished goods. The Company values inventories at the lower of cost or net realizable value. Inventory cost is determined using the first-in first-out method. The Company includes product costs, labor and related overhead, inbound freight, internal transfers, and the cost of operating its manufacturing facility, including the related depreciation expense, in the cost of inventories. The Company determines inventory net realizable value by estimating expected selling prices based on the Company's historical recovery rates for slow-moving and obsolete inventory and other factors, such as market conditions, expected channel of distribution and current consumer preferences.
Income Tax
Significant judgment is required to determine the Company's global income tax provision. In the ordinary course of a global business, there are many transactions and calculations where the ultimate tax outcome is uncertain. Some of these uncertainties arise from examinations in various jurisdictions and assumptions and estimates used in evaluating the need for valuation allowances.
The Company is subject to income taxes in the United States and numerous foreign jurisdictions. The Company computes its provision for income taxes using the asset and liability method, under which deferred tax assets and liabilities are recognized for the expected future tax consequences of temporary differences between the financial reporting and tax bases of assets and liabilities and for net operating loss and tax credit carryforwards. All deferred income taxes are classified as non-current on the Company's consolidated balance sheets. Deferred tax assets and liabilities are measured using the currently enacted tax rates that are expected to apply to taxable income for the years in which those tax assets and liabilities are expected to be realized or settled. Significant judgments are required in order to determine the realizability of deferred tax assets. In assessing the need for a valuation allowance, the Company's management evaluates all available positive and negative evidence, including historical operating results, estimates of future taxable income and the existence of prudent and feasible tax planning strategies.
The Company continuously reviews issues raised in connection with all ongoing examinations and open tax years to evaluate the adequacy of its tax liabilities. The Company evaluates uncertain tax positions under a two-step approach. The first step is to evaluate the uncertain tax position for recognition by determining if the weight of available evidence indicates that it is more likely than not that the position will be sustained upon examination based on its technical merits. The second step, for those positions that meet the recognition criteria, is to measure the tax benefit as the largest amount that is more than fifty percent likely to be realized. The Company believes that its recorded tax liabilities are adequate to cover all open tax years based on its assessment. This assessment relies on estimates and assumptions and involves significant judgments about future events. To the extent that the Company's view as to the outcome of these matters changes, the Company will adjust income tax expense in the period in which such determination is made. The Company classifies interest and penalties related to income taxes as income tax expense.
Cloud Computing Arrangements
The Company incurs costs to implement cloud computing arrangements that are hosted by third-party vendors. Implementation costs associated with cloud computing arrangements are capitalized when incurred during the application development phase. Amortization is calculated on a straight-line basis over the contractual term of the cloud computing arrangement on a straight-line basis, typically a three to seven year period. Capitalized amounts related to such arrangements are recorded within “Other current assets” and “Other non-current assets” in the consolidated balance sheets.
Property, Plant and Equipment
Property, plant and equipment are carried at cost, less accumulated depreciation. Depreciation is calculated using the straight-line method based upon the estimated useful lives of the assets. Buildings are depreciated over a 20 to 40 year period. Leasehold improvements are depreciated over the lesser of the estimated useful life of the improvement or the associated lease term. Machinery and equipment, including furniture and fixtures, automobiles and trucks, and networking communication equipment, is depreciated over a three to 15 year period.
Software development costs, which are direct costs associated with developing software for internal use, including certain payroll and payroll-related costs are capitalized when incurred during the application development phase and are depreciated on a straight-line basis over the estimated useful life, typically a three to seven year period.
The Company reviews property, plant and equipment for impairment whenever events or changes in circumstances indicate the carrying amount of an asset or an asset group may not be recoverable. Impairment losses are measured and recorded for the excess of carrying value over its fair value, estimated based on expected future cash flows and other quantitative and qualitative factors.
Goodwill and Other Intangible Assets
Goodwill resulted primarily from the acquisition of Beyond Yoga® in 2021, a 1985 acquisition of the Company by Levi Strauss Associates Inc., a former parent company that was subsequently merged into the Company in 1996, as well as other third-party acquisitions. Intangible assets comprise customer relationships and owned trademarks with definite and indefinite useful lives. Goodwill and indefinite-lived intangible assets are not amortized.
The Company tests goodwill and indefinite-lived intangible assets for impairment annually, or more frequently as warranted by events or changes in circumstances which indicate that the carrying amount of the assets may not be recoverable. Annual testing is performed in the fourth quarter of the fiscal year for all reporting units and indefinite-lived assets except Beyond Yoga®, which is performed in the third quarter.
When testing goodwill and indefinite-lived intangible assets for impairment, the Company has the option of first performing a qualitative assessment to determine whether it is more-likely-than-not that the fair value of a reporting unit or an indefinite-lived intangible asset is less than its carrying amount as a basis for determining whether it is necessary to perform a quantitative impairment test. If necessary, the Company can perform a single step quantitative impairment test by comparing the fair value of a reporting unit or indefinite-lived intangible asset with its carrying amount and record an impairment charge for the amount that the carrying amount exceeds the fair value, up to the total amount of goodwill allocated to a reporting unit or the carrying amount of the indefinite-lived intangible asset.
Under the quantitative test, the Company compares the carrying value of the reporting unit or indefinite-lived intangible asset to its fair value, which it estimates using an income approach. Under the income approach, the Company determines the fair value of the reporting unit using a discounted cash flow method, projecting future cash flows of the reporting unit, as well as a terminal value, and applying a discount rate that reflects the relative risk of the cash flows. To determine the estimated fair value of indefinite-lived intangible assets, the Company uses an income approach, specifically the relief-from-royalty method. This method assumes that, in lieu of ownership, a third-party would be willing to pay a royalty in order to obtain the rights to use a comparable asset. Under a qualitative assessment, the Company assesses various factors including industry and market conditions, macroeconomic conditions and performance of the businesses.
Restructuring Liabilities
Upon approval of a restructuring plan, the Company records restructuring liabilities for employee severance and related termination benefits when they become probable and estimable for ongoing arrangements. The Company records other costs associated with exit activities as they are incurred. The short-term portion and long-term portion of restructuring liabilities are included in “Other accrued liabilities” and “Other long-term liabilities”, respectively, in the Company’s consolidated balance sheets.
Operating Leases
The Company primarily leases retail store space, certain distribution and warehouse facilities, office space and equipment. The Company determines if an arrangement is or contains a lease at inception and begins recording lease activity at the commencement date, which is generally the date in which the Company takes possession of or controls the physical use of the asset. Right-of-use (“ROU”) assets and lease liabilities are recognized based on the present value of lease payments over the lease term with lease expense recognized on a straight-line basis. Incremental borrowing rates are used to determine the present value of future lease payments unless the implicit rate is readily determinable. Incremental borrowing rates reflect the rate the lessee would pay to borrow on a secured basis an amount equal to the lease payments and incorporates the term and economic environment of the lease. ROU assets include amounts for scheduled rent increases and are reduced by the amount of lease incentives. The lease term includes the non-cancelable period of the lease and options to extend or terminate the lease when it is reasonably certain the Company will exercise those options. Certain lease agreements include variable lease payments, which are based on a percent of retail sales over specified levels or adjust periodically for inflation as a result of changes in a published index, primarily the Consumer Price Index.
The Company has elected to account for lease and non-lease components together as a single lease component in the measurement of ROU assets and lease liabilities. Variable lease payments are not included in the measurement of ROU assets and lease liabilities. For leases with a lease term of 12 months or less, fixed lease payments are recognized on a straight-line basis over such term and are not recognized on the consolidated balance sheet.
The Company reviews its ROU assets for impairment whenever events or changes in circumstances indicate the carrying amount of an asset may be impaired. Impairment losses are measured and recorded for the excess of carrying value over its fair value, estimated based on expected future cash flows and other quantitative and qualitative factors.
See Note 14 for further discussion of the Company's leases.
Debt Issuance Costs
The Company capitalizes debt issuance costs on its senior revolving credit facility, which are included in “Other non-current assets” on the Company's consolidated balance sheets. Capitalized debt issuance costs on the Company's unsecured long-term debt are presented as a reduction to the debt outstanding on the Company's consolidated balance sheets. The unsecured long-term debt issuance costs are generally amortized utilizing the effective interest method whereas the senior revolving credit facility issuance costs are amortized utilizing the straight-line method. Amortization of debt issuance costs is included in “Interest expense” in the consolidated statements of income.
Fair Value of Financial Instruments
The fair values of the Company's financial instruments reflect the amounts that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date (exit price). The fair value estimates presented in these financial statements are based on information available to the Company as of November 30, 2025 and December 1, 2024.
The carrying values of cash and cash equivalents, trade receivables and short-term borrowings approximate fair value since they are short term in nature. The Company has estimated the fair value of its other financial instruments using the market and income approaches. Rabbi trust assets and forward foreign exchange contracts are carried at their fair values. The Company's debt instruments are carried at historical cost and adjusted for amortization of premiums, discounts, or deferred financing costs, foreign currency fluctuations and principal payments.
Benefits  
The Company has several non-contributory defined benefit retirement plans covering eligible employees and non-qualified deferred compensation plans that cover certain eligible employees. The Company also provides certain health care benefits for U.S. employees who meet age, participation and length of service requirements at retirement. In addition, the Company sponsors other retirement or post-employment plans for its foreign employees in accordance with local government programs and requirements. The Company retains the right to amend, curtail or discontinue any aspect of the plans, subject to local regulations.
The Company recognizes either an asset or a liability for any plan's funded status in its consolidated balance sheets. The Company measures changes in funded status using actuarial models which utilize an attribution approach that generally spreads individual events over the estimated service lives of the remaining employees in the plan. For plans where participants will not earn additional benefits by rendering future service, which includes the Company's U.S. plans, individual events are spread over the plan participants' estimated remaining lives. The Company's policy is to fund its retirement plans based upon actuarial recommendations and in accordance with applicable laws, income tax regulations and credit agreements. Net pension and postretirement benefit income or expense is generally determined using assumptions which include expected long-term rates of return on plan assets, discount rates, compensation rate increases and medical and mortality trend rates. The Company considers several factors including historical rates, expected rates and external data to determine the assumptions used in the actuarial models.
Employee Incentive Compensation
The Company maintains short-term and long-term employee incentive compensation plans. Provisions for employee incentive compensation are recorded in “Accrued salaries, wages and employee benefits” and “Long-term employee related benefits” on the Company's consolidated balance sheets. The Company accrues the related compensation expense over the period of the plan and changes in the liabilities for these incentive plans generally correlate with the Company's financial results and projected future financial performance.
Stock-Based Compensation
The Company has stock-based incentive plans that allow for the issuance of cash or equity-settled awards to certain employees and non-employee directors. The Company recognizes compensation expense for share-based awards that are classified as equity based on the grant date fair value of the awards over the requisite service period, adjusted for estimated forfeitures. The cash-settled awards are classified as liabilities and compensation expense is measured using fair value at the end of each reporting period until settlement.
The grant date fair value of the Company's stock appreciation right awards is estimated using the Black-Scholes valuation model. The grant date fair value of the Company's service based restricted stock units (“RSUs”) and non-market based performance RSUs is determined based on the fair value of the Company's common stock on the date of grant, adjusted to reflect the absence of dividend equivalents during vesting. The grant date fair value of the Company's market-based performance RSUs is estimated using a Monte Carlo simulation valuation model.
Compensation expense for performance based RSUs is recognized over the requisite service period when attainment of the performance goal is deemed probable, net of estimated forfeitures. Compensation expense for market-based RSUs, net of estimated forfeitures, is recognized over the requisite service period regardless of whether, and the extent to which, the market condition is ultimately satisfied. For RSU awards with cliff vesting terms, compensation expense is recognized on a straight-line basis. For awards granted to retirement-eligible employees, or employees who will become retirement-eligible prior to the end of the awards' respective stated vesting periods, the related stock-based compensation expense is recognized on an accelerated basis over a term commensurate with the period that the employee is required to provide service in order to vest in the award.
Due to the job function of the award recipients, the Company has included stock-based compensation expense in “Selling, general and administrative expenses” in the consolidated statements of income.
Self-Insurance
Up to certain limits, the Company self-insures various loss exposures primarily relating to workers' compensation risk and employee and eligible retiree medical health benefits. The Company carries insurance policies covering claim exposures which exceed predefined amounts, per occurrence and/or in the aggregate. Accruals for losses are made based on the Company's claims experience and actuarial assumptions followed in the insurance industry, including provisions for incurred but not reported losses.
Foreign Currency
The functional currency for most of the Company's foreign operations is the applicable local currency. For those operations, assets and liabilities are translated into U.S. Dollars using period-end exchange rates; income and expenses are translated at average monthly exchange rates; and equity accounts are translated at historical rates. Net changes resulting from such translations are recorded as a component of translation adjustments in “Accumulated other comprehensive loss” on the Company's consolidated balance sheets.
Foreign currency transactions are transactions denominated in a currency other than the entity's functional currency. At each balance sheet date, each entity remeasures the recorded balances related to foreign-currency transactions using the period-end exchange rate. Unrealized gains or losses arising from the remeasurement of these balances are recorded in “Other (expense) income, net” in the Company's consolidated statements of income. In addition, at the settlement date of foreign currency transactions, the realized foreign currency gains or losses are recorded in “Other (expense) income, net” in the Company's consolidated statements of income to reflect the difference between the rate effective at the settlement date and the historical rate at which the transaction was originally recorded.
Share Repurchases
On May 31, 2022, the board of directors of the Company approved a share repurchase program that authorizes the repurchase of up to $750 million of the Company's Class A common stock. During the first quarter of 2025, the Company repurchased 1.6 million shares for $30.0 million, plus broker’s commissions, in the open market. During the third quarter of 2025, the Company entered into an accelerated share repurchase transaction with a third-party financial institution to repurchase an aggregate of $120.0 million of the Company’s Class A common stock as part of its share repurchase program. At inception, the Company made an initial payment of $120.0 million and received and immediately retired 4,989,605 shares of Class A common stock, representing 80% of the dollar amount of the transaction based on the August 1, 2025 closing share price over the transaction’s term (the “ASR Agreement”). The Company settled the ASR Agreement in the fourth quarter of 2025 and received and immediately retired an additional 596,917 shares. The average price paid per share over the transaction’s term was $21.48. The transaction was recorded as a reduction of retained earnings of $109.4 million and a reduction of additional paid-in capital of $11.6 million. These purchases equate to an average repurchase price of approximately $20.80 per share for the year ended November 30, 2025.
During fiscal 2024, 4.8 million shares were repurchased for $90.0 million, plus broker's commissions, in the open market. This equates to an average repurchase price of approximately $18.64 per share.
The Company accounts for share repurchases by charging the excess of repurchase price over the repurchased Class A common stock's par value entirely to retained earnings. All repurchased shares are retired and become authorized but unissued shares. The Company accrues for the shares purchased under the share repurchase plan based on the trade date. The Company may terminate or limit the share repurchase program at any time.
Revenue Recognition
Net sales includes sales within the wholesale and direct-to-consumer channels. Wholesale channel revenues includes sales to third-party retailers such as department stores, specialty retailers, third-party e-commerce sites and franchise locations dedicated to the Company's brands. The Company also sells products directly to consumers, which are reflected in the direct-to-consumer (“DTC”) channel, through a variety of formats, including company-operated mainline and outlet stores, company-operated e-commerce sites and select shop-in-shops located in department stores and other third-party retail locations.
Revenue transactions generally comprise a single performance obligation, which consists of the sale of products to customers either through wholesale or DTC channels. The Company satisfies the performance obligation and records revenues
when transfer of control has passed to the customer, based on the terms of sale. Transfer of control passes to wholesale customers upon shipment or upon receipt depending on the agreement with the customer. Within the Company's DTC channel, control generally transfers to the customer at the time of sale within company-operated retail stores and upon delivery to the customer with respect to e-commerce transactions.
Payment terms for wholesale transactions depend on the country of sale or agreement with the customer, and payment is generally required after shipment or receipt by the wholesale customer. Payment is due at the time of sale for retail store and e-commerce transactions.
Revenue is recorded net of an allowance for estimated returns, discounts and retailer promotions and other similar incentives. The Company recognizes allowances for estimated returns in the period in which the related sale is recorded. These estimates are calculated based on a history of actual returns, estimated future returns and information regarding retailer inventory levels. In addition, allowances for estimated returns may be established for significant future known or anticipated events. The Company recognizes allowances for estimated discounts, retailer promotions and other similar incentives in the period in which the related sale is recorded. These estimates are calculated using the most likely amount method. Under this method, certain forms of variable consideration are based on expected sell-through results, which requires subjective estimates. These estimates are supported by historical results as well as specific customer and product-specific facts and circumstances related to the current period.
Net sales to the Company's ten largest customers for fiscal year 2025, fiscal year 2024, and fiscal year 2023, totaled 24%, 25% and 27% of net revenues for those fiscal years, respectively. No customer represented 10% or more of net revenues in any of these years.
The Company treats all shipping to the Company's customers, handling and certain other distribution activities as a fulfillment cost and recognizes these costs as selling, general and administrative expenses. Sales and value-added taxes collected from customers and remitted to governmental authorities are presented on a net basis in the consolidated statements of income.
Cost of Goods Sold
Cost of goods sold includes the expenses incurred to acquire and produce inventory for sale, including product costs, labor and related overhead, inbound freight, internal transfers, and the cost of operating the Company's manufacturing facility, including the related depreciation expense.
Selling, General and Administrative Expenses
Selling, general and administrative expenses (“SG&A”) consist primarily of costs relating to advertising, marketing, selling, distribution, information technology and other corporate functions. Selling costs include, among other things, all occupancy costs associated with company-operated stores and with the Company's company-operated shop-in-shops located within department stores. The Company expenses advertising costs as incurred. For fiscal years 2025, 2024 and 2023, total advertising expense was $437.0 million, $430.2 million and $404.3 million, respectively. Distribution costs include costs related to receiving and inspection at distribution centers, warehousing, shipping to the Company's customers, handling and certain other activities associated with the Company's distribution network. These expenses totaled $458.2 million, $382.9 million and $313.7 million for fiscal years 2025, 2024 and 2023, respectively.
Assets Held for Sale and Discontinued Operations
Assets and liabilities of a business that meet the accounting requirements to be classified as held for sale are separated in a disposal group. Disposal group net assets are recorded at the lower of their carrying amount or estimated fair value less expected costs to sell. After being classified as held for sale, assets are not depreciated or amortized.
Assets and liabilities of a disposal group that meet the accounting requirements to be classified as discontinued operations are presented separately for all current and prior periods in the consolidated balance sheets. The results of discontinued operations are reported in “Net income (loss) from discontinued operations, net of taxes” in the consolidated statements of income for the current and prior periods beginning in the period in which the business meets the held for sale criteria. Net income (loss) from discontinued operations includes direct costs attributable to the business held for sale, and an estimate of
costs from corporate functions dedicated to the business, but excludes corporate expenses composed of selling, general and administrative expenses not attributable to any of the operating segments. See Note 2 “Discontinued Operations”.
Unless otherwise indicated, the information in the notes to the consolidated financial statements refers only to the Company’s continuing operations.
Reclassification
Certain amounts on the consolidated balance sheets, income statements and statements of cash flows have been conformed to the November 30, 2025 presentation.
Recently Adopted Accounting Standards
In November 2023, the FASB issued ASU 2023-07, Improvements to Reportable Segment Disclosures. This guidance is designed to improve reportable segment disclosure requirements, primarily through enhanced disclosures about significant segment expenses. The Company adopted this ASU on a retrospective basis for the fiscal year ending November 30, 2025. See Note 22 “Business Segment Information” for additional disclosures.
Recently Issued Accounting Standards
The following recently issued accounting standards, all of which are a Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”), have been grouped by their required effective dates for the Company:
Fourth Quarter 2026
In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures. This new guidance is designed to enhance the transparency and decision usefulness of income tax disclosures. The amendments of this update are related to the rate reconciliation and income taxes paid by federal, state and foreign taxes, requiring (1) consistent categories and greater disaggregation of information in the rate reconciliation and (2) income taxes paid disaggregated by significant jurisdiction. ASU 2023-09 is effective for fiscal years beginning after December 15, 2024. Early adoption is permitted. The Company is currently assessing the impact that adopting this new accounting standard will have on its consolidated financial statements.
Fourth Quarter 2028
In November 2024, the FASB issued ASU 2024-03, Disaggregation of Income Statement Expenses. This new guidance is designed to improve the disclosures about the types of expenses, including employee compensation, depreciation, and amortization, and costs incurred related to inventory and manufacturing activities. ASU 2024-03 is effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027 on a prospective basis with optional retrospective application. Early adoption is permitted. The Company is currently assessing the impact that adopting this new accounting standard will have on its consolidated financial statements.
First Quarter 2029
In September 2025, the FASB issued ASU 2025-06, Targeted Improvements to the Accounting for Internal-Use Software. This new guidance amends the guidance for capitalizing development costs incurred for internal-use software and requires an entity to start capitalizing these costs when management has authorized and committed to funding the software project and it is probable that the project will be completed and the software will be used to perform the function intended. ASU 2025-06 is effective for fiscal years beginning after December 15, 2027, and interim periods within those annual reporting periods. Early adoption is permitted. The Company is currently assessing the impact that adopting this new accounting standard will have on its consolidated financial statements.
v3.25.4
Discontinued Operations
12 Months Ended
Nov. 30, 2025
Discontinued Operations and Disposal Groups [Abstract]  
DISCONTINUED OPERATIONS DISCONTINUED OPERATIONS
In the fourth quarter of 2024 the Company announced it had initiated a formal review of strategic alternatives to the global Dockers® brand, which could include a sale or other strategic transactions. During the first quarter of 2025, the Company commenced a sale process of its Dockers® business and the Company determined that the Dockers® business met held for sale and discontinued operations accounting criteria. During the second quarter of 2025, the Company entered into a definitive agreement to sell its Dockers® business for an initial transaction value of $311 million, subject to customary adjustments and closing conditions, with the potential to reach up to $391 million through an $80 million earnout opportunity in future years based on the performance of the Dockers® business. On July 31, 2025 the Company sold the Dockers® intellectual property and operations in the U.S. and Canada for gross proceeds of $194.7 million, resulting in a gain on sale of $139.0 million, net of direct costs to sell. The sale of the remaining Dockers® operations is expected to close in the first quarter of 2026.
Under the terms of a transition services agreement, the Company will provide certain post-closing accounting, tax, digital technology and supply chain services for Dockers® operations in the U.S. and Canada for a transitional period generally ending on January 31, 2026. Fees earned under the transition services agreement are included in “Selling, general and administrative expenses” in the consolidated statements of income.
The following table reconciles the gross proceeds with the gain on sale of Dockers® intellectual property and operations in the U.S. and Canada included in “Net income (loss) from discontinued operations, net of taxes”.
Year Ended
November 30,
2025
 
Gross proceeds$194.7 
Less direct costs to sell
16.6 
Less carrying amount of Dockers® intellectual property and operations in the U.S. and Canada
39.1 
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada
$139.0 
Dockers® net assets were classified as held for sale in the consolidated balance sheets for all periods presented. The Dockers® net assets were classified as current and non-current. Additionally, the Company classified the Dockers® business as discontinued operations in its consolidated statements of income for all periods presented.
The following table presents the assets and liabilities held for sale:
November 30,
2025
December 1,
2024
 (Dollars in millions)
Current Assets:
Inventories$54.0 $108.1 
Total current assets held for sale54.0 108.1 
Property, plant and equipment, net6.9 11.3 
Operating lease right-of-use assets, net14.4 23.6 
Total non-current assets held for sale21.3 34.9 
Total assets held for sale$75.3 $143.0 
Current Liabilities:
Short-term operating lease liabilities$3.9 $5.9 
Total current liabilities held for sale3.9 5.9 
Long-term operating lease liabilities6.1 17.5 
Total long-term liabilities held for sale6.1 17.5 
Total liabilities held for sale$10.0 $23.4 
The following table presents the results of discontinued operations:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Net revenues$240.0 $323.3 $336.9 
Cost of goods sold114.6 164.5 181.9 
Gross profit125.4 158.8 155.0 
Selling, general and administrative expenses142.3 154.3 156.1 
Restructuring charges, net(1)
17.3 3.1 — 
Income (loss) from discontinued operations before gain on sale and income taxes(34.2)1.4 (1.1)
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada before income taxes
139.0 — — 
Total income (loss) from discontinued operations before income taxes
104.8 1.4 (1.1)
Income tax expense (benefit)
28.7 1.2 (0.1)
Net income (loss) from discontinued operations, net of taxes
$76.1 $0.2 $(1.0)
____________
(1)Restructuring charges, net amounts previously attributable to corporate expenses were reported as discontinued operations for the year ended December 1, 2024.

Cash flows related to discontinued operations are included in the consolidated statements of cash flows. The gain on sale of Dockers® intellectual property and operations in the U.S. and Canada of $155.6 million, prior to costs to sell, was an adjustment to reconcile net income to net cash provided by operating activities and the proceeds from sale of $194.7 million were included in cash flows from investing activities. There were no other significant operating noncash items or investing activities cash flows from discontinued operations during the years ended November 30, 2025, December 1, 2024, and November 26, 2023.
v3.25.4
Property, Plant and Equipment
12 Months Ended
Nov. 30, 2025
Property, Plant and Equipment [Abstract]  
PROPERTY, PLANT AND EQUIPMENT PROPERTY, PLANT AND EQUIPMENT
The components of property, plant and equipment were as follows:
November 30,
2025
December 1,
2024
(Dollars in millions)
Land$6.7 $7.5 
Buildings and leasehold improvements584.2 558.6 
Machinery and equipment574.3 626.5 
Capitalized internal-use software800.5 795.0 
Assets held for sale
— 19.7 
Construction in progress80.1 11.8 
Subtotal2,045.8 2,019.1 
Accumulated depreciation(1,364.0)(1,331.7)
Property, plant & equipment, net$681.8 $687.4 
Depreciation expense for the years ended November 30, 2025, December 1, 2024, and November 26, 2023, was $201.1 million, $183.9 million and $152.0 million, respectively.
v3.25.4
Goodwill and Other Intangible Assets
12 Months Ended
Nov. 30, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
GOODWILL AND OTHER INTANGIBLE ASSETS GOODWILL AND OTHER INTANGIBLE ASSETS
The changes in the carrying amount of goodwill by business segment for the years ended November 30, 2025 and December 1, 2024, were as follows:
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Balance, November 26, 2023
Goodwill
$231.7 $32.6 $2.8 $123.6 $390.7 
Accumulated impairment losses
— (11.6)— (75.4)(87.0)
231.7 21.0 2.8 48.2 303.7 
Impairment losses(1)
— (5.5)— (36.3)(41.8)
Goodwill acquired during the year(2)
15.9 5.0 — — 20.9 
Foreign currency fluctuation(4.9)(0.4)0.1 — (5.2)
Balance, December 1, 2024
Goodwill
242.7 37.2 2.9 123.6 406.4 
Accumulated impairment losses
— (17.1)— (111.7)(128.8)
242.7 20.1 2.9 11.9 277.6 
Impairment losses
(2.5)— — — (2.5)
Foreign currency fluctuation3.6 1.8 0.1 — 5.5 
Balance, November 30, 2025
Goodwill
246.3 39.0 3.0 123.6 411.9 
Accumulated impairment losses
(2.5)(17.1)— (111.7)(131.3)
Balance, November 30, 2025$243.8 $21.9 $3.0 $11.9 $280.6 
_____________
(1)For the year ended December 1, 2024 the Company recorded a $5.5 million goodwill noncash impairment charge related to our footwear business as a result of the decision to discontinue the category and a Beyond Yoga® goodwill noncash impairment charge of $36.3 million.
(2)For the year ended December 1, 2024 the Company recorded goodwill of $15.9 million in connection with the acquisition of all operating assets related to Levi’s® brands from Expofaro S.A.S., the Company’s former distributor in Colombia.
Other intangible assets, net, were as follows:
November 30, 2025December 1, 2024
Gross
Carrying
Value
Accumulated
Amortization
TotalGross
Carrying
Value
Accumulated
Amortization
Total
(Dollars in millions)
Non-amortized intangible assets:
Trademarks(1)
$177.9 $— $177.9 $177.9 $— $177.9 
Amortized intangible assets:
Customer relationships and other(2)
39.7 (23.2)16.5 37.6 (18.9)18.7 
Total$217.6 $(23.2)$194.4 $215.5 $(18.9)$196.6 
_____________
(1)For the year ended December 1, 2024 the Company recorded a Beyond Yoga® trademark noncash impairment charge of $66.0 million based on a Level 3 fair value of $135.1 million.
(2)For the year ended December 1, 2024 the Company recorded a Beyond Yoga® customer relationship intangible assets noncash impairment charge of $9.1 million based on a Level 3 fair value of $9.7 million.

2025 Impairment Testing
During the fourth quarter of 2025, in conjunction with our annual review of reporting units and indefinite-lived intangible assets other than the Beyond Yoga® reporting unit and indefinite-lived intangible assets, the Company elected to perform a qualitative assessment for the goodwill in certain of our reporting units and indefinite-lived intangible assets. This qualitative assessment included the review of certain macroeconomic factors and entity-specific qualitative factors to determine if it was more-likely-than-not that the fair values of our reporting units and indefinite-lived intangible assets were below carrying value. The assessments did not determine that it was more-likely-than-not that the fair values of the reporting units and indefinite-lived intangible assets were below their respective carrying values.
During the third quarter of 2025, as part of the Company’s annual review of the Beyond Yoga® reporting unit, the Company elected to perform a single step quantitative impairment test on the goodwill and indefinite lived trademark intangible assigned to the Beyond Yoga® reporting unit. The Company engaged third-party valuation specialists and used industry accepted valuation models and criteria that were reviewed and approved by various levels of management. The Company assessed the fair value of the Beyond Yoga® reporting unit using the discounted cash flow method under the income approach, utilizing estimated cash flows and a terminal value, discounted at a rate of return that reflects the relative risk of the cash flows. The trademark fair value was determined using the relief-from-royalty method to utilize the discounted projected future cash flows. Although the fair values of the Beyond Yoga® reporting unit and the indefinite lived trademark intangible exceeded their carrying values, the fair values of the Beyond Yoga® reporting unit and the indefinite lived trademark intangible were less than 10% in excess of their carrying values.
The significant assumptions used in the assessment of the fair value of the reporting unit included revenue growth rates, profit margins, operating expenses, capital expenditures, terminal value and discount rate. The significant assumptions used in the assessment of the fair value of the trademark intangible asset included revenue growth rates, discount rate and royalty rate. As our long-term strategies change, planned business performance expectations are not met over time, or specific valuation factors outside of our control, such as discount rates, change significantly, then the estimated fair values of the Beyond Yoga® reporting unit, the Beyond Yoga® indefinite-lived trademark intangible asset, or both might decline and lead to impairment charges in the future. Several factors could impact the Beyond Yoga® brand's ability to achieve expected future cash flows, including the success of retail store and international expansion, store and e-commerce productivity, the impact of promotional
activity, continued economic volatility and potential operational challenges related to macroeconomic factors and other strategic initiatives to drive increased profitability.
2024 Impairment Testing
During the fourth quarter of 2024, in conjunction with our annual review of reporting units and indefinite-lived intangible assets other than the Beyond Yoga® reporting unit and indefinite-lived intangible assets, the Company elected to perform a qualitative assessment for the goodwill in certain of our reporting units and indefinite-lived intangible assets. This qualitative assessment included the review of certain macroeconomic factors and entity-specific qualitative factors to determine if it was more-likely-than-not that the fair values of our reporting units and indefinite-lived intangible assets were below carrying value. The assessments did not determine that it was more-likely-than-not that the fair values of the reporting units and indefinite-lived intangible assets were below their respective carrying values.
During the third quarter of 2024, as part of the Company’s annual review of the Beyond Yoga® reporting unit, the Company elected to perform a single step quantitative impairment test on the goodwill and indefinite-lived trademark intangible assigned to the Beyond Yoga® reporting unit and performed impairment tests on the related customer relationship intangible assets. The Company engaged third-party valuation specialists and used industry accepted valuation models and criteria that were reviewed and approved by various levels of management.
The Company assessed the fair value of the Beyond Yoga® reporting unit as of the test date, May 27, 2024, using the discounted cash flow method under the income approach, utilizing estimated cash flows and a terminal value, discounted at a rate of return that reflects the relative risk of the cash flows. As a result of this assessment, the Company concluded that the carrying value of the Beyond Yoga® reporting unit exceeded the estimated fair value by $36.3 million, which was recorded as a noncash impairment charge to goodwill.
Prior to the assessment of the reporting unit, the Company concluded that the carrying values of the trademark and customer relationship intangible assets exceeded their estimated fair values. The trademark fair value was determined using the relief-from-royalty method to utilize the discounted projected future cash flows. Based on this assessment, the Company recorded a $66.0 million noncash impairment charge related to the Beyond Yoga® trademark. The customer relationship intangible assets fair values were determined using the multi-period excess earnings and distributor methods under the income approach. Based on these assessments, the Company recorded a $9.1 million noncash impairment charge related to the customer relationship intangible assets.
The significant assumptions used in the assessment of the fair value of the reporting unit included revenue growth rates, profit margins, operating expenses, capital expenditures, terminal value and a discount rate. The significant assumptions used in the assessment of the fair value of the trademark intangible asset included revenue growth rates, a discount rate and a royalty rate. The significant assumptions used in the assessment of the customer relationship intangible assets included revenues from existing customers and discount rates.
Total impairment charges for the year ended December 1, 2024 were $111.4 million and were recorded within “Goodwill and other intangible asset impairment charges” on the consolidated statements of income. During 2024, the Company appointed new Beyond Yoga® executive management and implemented a new strategic plan for growth and expansion, resulting in an adverse impact on expected cash flows.
2023 Impairment Testing
During the fourth quarter of 2023, in conjunction with our annual review of reporting units and indefinite-lived intangible assets other than the Beyond Yoga® reporting unit and indefinite-lived intangible assets, the Company elected to perform a qualitative assessment for the goodwill in certain of our reporting units and indefinite-lived intangible assets. This qualitative assessment included the review of certain macroeconomic factors and entity-specific qualitative factors to determine if it was more-likely-than-not that the fair values of our reporting units and indefinite-lived intangible assets were below carrying value. The assessments did not determine that it was more-likely-than-not that the fair value of the reporting units and indefinite-lived intangible assets were below their respective carrying values.
During the third quarter of 2023, as part of the Company’s annual review of the Beyond Yoga® reporting unit, the Company elected to perform a single step quantitative impairment test on the goodwill and indefinite-lived intangible assigned to the Beyond Yoga® reporting unit. The Company engaged third-party valuation specialists and used industry accepted valuation models and criteria that were reviewed and approved by various levels of management. The Company assessed the fair value of the Beyond Yoga® reporting unit as of the test date, May 29, 2023, using the discounted cash flow method under the income approach, utilizing estimated cash flows and a terminal value, discounted at a rate of return that reflects the relative risk of the cash flows. The significant assumptions used in the assessment of the reporting unit include revenue growth rates, profit margins, operating expenses, capital expenditures, terminal value and a discount rate. As a result of this assessment, the Company concluded that the carrying value of the Beyond Yoga® reporting unit exceeded the estimated fair value by $75.4 million, which was recorded as a noncash impairment charge to goodwill.
Prior to the assessment of the reporting unit, the Company concluded that the carrying value of the trademark intangible asset exceeded its estimated fair value, which was determined using the relief-from-royalty method. The significant assumptions used in the assessment of the trademark intangible asset include revenue growth rates, a discount rate and a royalty rate. Based on this assessment, the Company recorded a $14.8 million noncash impairment charge related to the Beyond Yoga® trademark.
Total impairment charges for the year ended November 26, 2023 were $90.2 million and were recorded within “Goodwill and other intangible asset impairment charges” on the consolidated statements of income. The impairment is due to incremental investments in the brand and team, and disciplined expansion in response to the current macroeconomic conditions, resulting in an adverse impact on expected cash flows, as well as an increase in discount rates.
Amortization Expense
Customer relationships and other are amortized over five to eleven years. Amortization expense for all years presented and future periods is not significant.
v3.25.4
Fair Value of Financial Instruments
12 Months Ended
Nov. 30, 2025
Fair Value Disclosures [Abstract]  
FAIR VALUE OF FINANCIAL INSTRUMENTS FAIR VALUE OF FINANCIAL INSTRUMENTS
The following table presents the Company’s financial instruments that are carried at fair value:
 November 30, 2025December 1, 2024
  Fair Value 
Estimated Using
 Fair Value 
Estimated Using
 Fair Value
Level 1 Inputs(1)
Level 2 Inputs(2)
Fair Value
Level 1 Inputs(1)
Level 2 Inputs(2)
 (Dollars in millions)
Financial assets carried at fair value
Rabbi trust assets$107.7 $107.7 $— $95.4 $95.4 $— 
Short-term investments in marketable securities90.9 — 90.9 — — — 
Derivative instruments(3)
6.8 — 6.8 17.6 — 17.6 
Total$205.4 $107.7 $97.7 $113.0 $95.4 $17.6 
Financial liabilities carried at fair value
Derivative instruments(3)
13.4 — 13.4 9.5 — 9.5 
_____________
(1)Fair values estimated using Level 1 inputs are inputs which consist of quoted prices in active markets for identical assets or liabilities that the Company has the ability to access at the measurement date. Rabbi trust assets consist of marketable equity securities. See Note 10 for more information on Rabbi trust assets.
(2)Fair values estimated using Level 2 inputs are inputs, other than quoted prices, that are observable for the asset or liability, either directly or indirectly and include among other things, quoted prices for similar assets or liabilities in markets that are active or inactive as well as inputs other than quoted prices that are observable. Short-term investments in marketable securities consist of fixed-income securities. For forward foreign exchange contracts, inputs include foreign currency exchange and interest rates and, where applicable, credit default swap prices.
(3)The Company’s cash flow hedges are subject to International Swaps and Derivatives Association, Inc. master agreements. These agreements permit the net settlement of these contracts on a per-institution basis. Refer to Note 6 for more information.
The following table presents the carrying value, including related accrued interest, and estimated fair value of the Company’s financial instruments that are carried at adjusted historical cost:
 November 30, 2025December 1, 2024
 Carrying
Value
Estimated
Fair Value
Carrying
Value
Estimated
Fair Value
 (Dollars in millions)
Financial liabilities carried at adjusted historical cost
4.000% senior notes due 2030(1)
$550.8 $559.7 $— $— 
3.375% senior notes due 2027(1)
— — 502.5 498.1 
3.50% senior notes due 2031(1)
500.3 467.8 499.6 440.8 
Short-term borrowings— — 5.5 5.5 
Total$1,051.1 $1,027.5 $1,007.6 $944.4 
_____________
(1)Fair values are estimated using Level 2 inputs and incorporate mid-market price quotes. Level 2 inputs are inputs other than quoted prices, that are observable for the liability, either directly or indirectly and include among other things, quoted prices for similar liabilities in markets that are active or inactive as well as inputs other than quoted prices that are observable.
v3.25.4
Derivative Instruments and Hedging Activities
12 Months Ended
Nov. 30, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES
As of November 30, 2025, the Company had forward foreign exchange contracts derivatives to buy $573.6 million and to sell $428.5 million in various foreign currencies. These contracts are at various exchange rates and expire at various dates through February 2027.
The table below provides data about the carrying values of derivative instruments and non-derivative instruments: 
 November 30, 2025December 1, 2024
 Assets(Liabilities)Derivative
Net Carrying
Value
Assets(Liabilities)Derivative
Net Carrying
Value
 Carrying
Value
Carrying
Value
Carrying
Value
Carrying
Value
 (Dollars in millions)
Derivatives designated as hedging instruments
Foreign exchange risk cash flow hedges(1)
$5.9 $— $5.9 $15.6 $— $15.6 
Foreign exchange risk cash flow hedges(2)
— (11.8)(11.8)— (4.7)(4.7)
Total$5.9 $(11.8)$15.6 $(4.7)
Derivatives not designated as hedging instruments
Forward foreign exchange contracts(1)
$6.8 $(5.9)$0.9 $17.6 $(15.6)$2.0 
Forward foreign exchange contracts(2)
11.8 (13.4)(1.6)4.7 (9.5)(4.8)
Total
$18.6 $(19.3)$22.3 $(25.1)
Non-derivatives designated as hedging instruments
4.000% Euro senior notes due 2030
$— $(550.8)$— $— 
3.375% Euro senior notes due 2027
— — — (500.9)
_____________
(1)Included in “Other current assets” or “Other non-current assets” on the Company’s consolidated balance sheets.
(2)Included in “Other accrued liabilities” or “Other long-term liabilities” on the Company’s consolidated balance sheets.
The Company's over-the-counter forward foreign exchange contracts are subject to International Swaps and Derivatives Association, Inc. master agreements. These agreements permit the net settlement of these contracts on a per-institution basis; however, the Company records the fair value on a gross basis on its consolidated balance sheets based on maturity dates, including those subject to master netting arrangements.
The table below presents the gross and net amounts of these contracts recognized on the Company's consolidated balance sheets by type of financial instrument:
November 30, 2025December 1, 2024
Gross Amounts of Assets / (Liabilities)
Presented in the Balance Sheet
Gross Amounts
Not Offset in the Balance Sheet
Net Amounts
of Assets / (Liabilities)
Gross Amounts of Assets / (Liabilities)
Presented in the Balance Sheet
Gross Amounts
Not Offset in the Balance Sheet
Net Amounts
of Assets / (Liabilities)
(Dollars in millions)
Foreign exchange risk contracts and forward foreign exchange contracts
Financial assets$24.5 $(12.8)$11.7 $37.9 $(11.0)$26.9 
Financial liabilities(31.1)12.8 (18.3)(29.9)11.0 (18.9)
Total$(6.6)$8.0 
The table below provides data about the amount of gains and losses related to derivative instruments and non-derivative instruments designated as cash flow and net investment hedges included in “Accumulated other comprehensive loss” (“AOCL”) on the Company’s consolidated balance sheets, and in “Other income (expense), net” in the Company’s consolidated statements of income:
 
Amount of (Loss) Gain
Recognized in AOCL
(Effective Portion)
Amount of (Loss) Gain Reclassified
from AOCL into Net Income(1)
 
As of
November 30,
2025
As of
December 1,
2024
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
 (Dollars in millions)
Foreign exchange risk contracts$(22.8)$10.2 $4.9 $(17.8)$21.1 
Realized forward foreign exchange swaps(2)
4.6 4.6 — — — 
Yen-denominated Eurobonds(19.8)(19.8)— — — 
Euro-denominated senior notes(63.7)(13.8)— — — 
Cumulative income taxes25.3 9.8 — — — 
Total$(76.4)$(9.0)
_____________
(1)Amounts reclassified from AOCL were classified as net revenues or costs of goods sold on the consolidated statements of income.
(2)Prior to 2006, the Company used foreign exchange currency swaps to hedge the net investment in its foreign operations. For hedges that qualified for hedge accounting, the net gains were included in AOCL and are not reclassified to earnings until the related net investment position has been liquidated.
There was no hedge ineffectiveness for the year ended November 30, 2025. Within the next 12 months, $21.6 million of losses from cash flow hedges are expected to be reclassified from AOCL into net income.
The table below presents the effects of the Company's cash flow hedges of foreign exchange risk contracts on the consolidated statements of income:
Year ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Amount of (loss) gain on cash flow hedge activity:
Net revenues$(0.5)$(5.6)$1.0 
Cost of goods sold5.4 (12.2)20.1 
The table below provides data about the amount of gains and losses related to derivatives not designated as hedging instruments included in “Other income (expense), net” in the Company’s consolidated statements of income:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
 (Dollars in millions)
Forward foreign exchange contracts:
Realized gain (loss)(1)
$36.6 $(15.1)$23.1 
Unrealized gain (loss)
1.6 (6.8)1.6 
Total$38.2 $(21.9)$24.7 
_____________
(1)Refer to Note 18 for more information.
v3.25.4
Other Accrued Liabilities
12 Months Ended
Nov. 30, 2025
Other Liabilities Disclosure [Abstract]  
Other Accrued Liabilities OTHER ACCRUED LIABILITIES  
The following table presents the Company's other accrued liabilities: 
November 30,
2025
December 1,
2024
 (Dollars in millions)
Other accrued liabilities
Accrued non-trade payables$195.5 $188.9 
Taxes other than income taxes payable83.7 69.0 
Accrued advertising and promotion56.9 64.1 
Restructuring liabilities55.8 69.8 
Accrued income taxes
55.6 40.3 
Accrued property, plant and equipment
51.4 65.4 
Fair value derivatives13.4 9.5 
Accrued interest payable12.2 8.3 
Accrued rent
10.2 9.2 
Short-term debt— 5.5 
Other168.7 142.1 
Total other accrued liabilities$703.4 $672.1 
v3.25.4
Supplier Finance Program
12 Months Ended
Nov. 30, 2025
Payables and Accruals [Abstract]  
Supplier Finance Program SUPPLIER FINANCE PROGRAM  
The Company offers a supplier financing program which enables the Company’s suppliers, at their sole discretion, to sell their receivables (i.e., the Company’s payment obligations to suppliers) to a financial institution on a non-recourse basis in order to be paid earlier than current payment terms provide.
The Company’s obligations to its suppliers, including amounts due and scheduled payment dates, are not impacted by the supplier’s participation in these arrangements. The Company’s payment terms to the financial institutions, including the timing and amount of payments, are based on the original supplier invoices. The Company’s current payment terms with a majority of its suppliers are typically 90 days. The Company has not pledged any assets and does not provide guarantees under the supplier finance program. As such, the outstanding payment obligations under the Company’s supplier finance program are included within “Accounts Payable” in the Consolidated Balance Sheets.
The following table presents a rollforward of total outstanding obligations due to suppliers that are eligible to participate in the supplier financing program:


(Dollars in millions)
Confirmed obligations outstanding as of December 1, 2024$152.2 
Invoices confirmed during the year815.7 
Confirmed invoices paid during the year(831.4)
Confirmed obligations outstanding as of November 30, 2025$136.5 
v3.25.4
Debt
12 Months Ended
Nov. 30, 2025
Debt Disclosure [Abstract]  
DEBT DEBT 
The following table presents the Company's debt: 
November 30,
2025
December 1,
2024
 (Dollars in millions)
Long-term debt
3.375% senior notes due 2027
$— $498.8 
4.000% senior notes due 2030
543.3 — 
3.50% senior notes due 2031
495.9 495.2 
Total long-term debt$1,039.2 $994.0 
Short-term debt
Short-term borrowings— 5.5 
Total debt$1,039.2 $999.5 
Senior Revolving Credit Facility
The Company is a party to a Second Amended and Restated Credit Agreement (as amended prior to the November 2024 amendment described below, the “2022 Credit Agreement” and, as amended by the November 2024 amendment, the “Credit Agreement”) that provides for a senior secured revolving credit facility (the “Credit Facility”). The Credit Facility is an asset-based facility, in which the borrowing availability is primarily based on the value of the U.S. Levi's® trademarks and the levels of certain eligible cash, accounts receivable and inventory in the United States and Canada.
In November 2024, the Company amended the Credit Facility under a new agreement, Amendment No. 8 to the Second Amended and Restated Credit Agreement dated as of November 8, 2024 (the “Credit Agreement Amendment”). The Credit Agreement Amendment leaves the material terms of the 2022 Credit Agreement substantially unchanged, with the exception that the maturity date was extended to November 8, 2029. The guarantees and security interest grants, covenants, and events of
default of the 2022 Credit Agreement have not been materially changed as a result of the Credit Agreement Amendment. Costs of $4.6 million associated with Credit Agreement Amendment, representing underwriting fees and other expenses, were capitalized and will be amortized to interest expense over the term of the agreement.
Availability, interest and maturity.  The maximum availability under the Credit Facility is $1.0 billion, of which $950.0 million is available to the Company for revolving loans in U.S. Dollars and $50.0 million is available to the Company for revolving loans in either U.S. or Canadian Dollars. The facility has an accordion feature which, if exercised, can expand the maximum availability to $1.15 billion. Subject to the availability under the borrowing base, the Company may make and repay borrowings from time to time until the maturity of the Credit Facility. The Company may make voluntary prepayments of borrowings at any time and must make mandatory prepayments if certain events occur. Of the maximum availability of $1.0 billion, the U.S. Levi’s® trademarks are deemed to add the lesser of (i) $350.0 million and (ii) 65% of the net orderly liquidation value of such trademarks to the borrowing base until removed from the Credit Facility collateral pursuant to the terms thereof. Upon the maturity date of November 8, 2029, all of the obligations outstanding under the Credit Facility become due. The interest rate for borrowings under the Credit Facility is an adjusted SOFR (SOFR plus 10 basis points) plus 125-175 basis points, depending on borrowing base availability, and the rate for undrawn availability is 20 basis points.
The Company’s unused availability under its Credit Facility was $875.4 million at November 30, 2025, as total availability of $894.4 million, based on the collateral levels discussed above, was reduced by $19.0 million from other credit-related instruments. The Company has stand-by letters of credit with various international banks under the Credit Facility serving as guarantees to cover U.S. workers' compensation claims and working capital requirements for certain subsidiaries, primarily in India.
The Credit Agreement also provides that the Company may incur additional secured indebtedness on assets other than the collateral of the Credit Facility up to the greater of (i) $1.6 billion in the aggregate and (ii) an amount that would not cause the Company's secured leverage ratio (as defined in the Credit Agreement) to exceed 3.25 to 1.00, in each case if certain conditions are met.
Guarantees and security.  The Company's obligations under the Credit Agreement are guaranteed by certain domestic subsidiaries. The obligations under the Credit Agreement are secured by specified domestic assets, including certain U.S. trademarks associated with the Levi's® brand and accounts receivable, goods and inventory in the United States. Additionally, the obligations of Levi Strauss & Co. (Canada) Inc. under the Credit Agreement are secured by Canadian accounts receivable, goods, inventory and other Canadian assets. The lien on the U.S. Levi's® trademarks and related intellectual property may be released at the Company's discretion subject to certain conditions, and such release would reduce the borrowing base.
Covenants.  The Credit Agreement contains customary covenants restricting the Company's activities, as well as those of the Company's subsidiaries, including limitations on the ability to sell assets, engage in mergers, or other fundamental changes, enter into capital leases or certain leases not in the ordinary course of business, enter into transactions involving related parties or derivatives, incur or prepay indebtedness, grant liens or negative pledges on the Company's assets, make loans or other investments, pay dividends or repurchase stock or other securities, guarantee third-party obligations, engage in sale leasebacks and make changes in the Company's corporate structure. There are exceptions to these covenants, and some are only applicable when unused availability falls below specified thresholds. In addition, the Credit Agreement includes, as a financial covenant, a springing fixed charge coverage ratio of 1.0 to 1.0, which arises when availability falls below a specified threshold. As of November 30, 2025, the Company was in compliance with these covenants.
Events of default.  The Credit Agreement contains customary events of default, including payment failures, breaches of representations and warranties, failure to comply with covenants, failure to satisfy other obligations under the Credit Agreement or related documents, defaults in respect of other indebtedness, bankruptcy, insolvency and inability to pay debts when due, material judgments, pension plan terminations or specified underfunding, substantial stock ownership changes, failure of certain provisions of any guarantee or security document supporting the Credit Facility to be in full force and effect, change of control and specified changes in the composition of the board of directors. The cross-default provisions in the Agreement apply if a default occurs on other indebtedness of the Company or the guarantors in excess of $50.0 million and the applicable grace period in respect of the indebtedness has expired, such that the lenders of or trustee for the defaulted indebtedness have the right to accelerate. If an event of default occurs under the Credit Agreement, subject to any applicable grace period, the lenders may terminate their commitments, declare immediately payable all borrowings under the Credit Facility and foreclose on the collateral.
Issuance of Senior Notes due 2030 and Redemption of Senior Notes due 2027
In July 2025, the Company issued €475.0 million in aggregate principal amount of 4.000% senior notes due 2030 (the “Senior Notes due 2030”) to qualified institutional buyers and to purchasers outside the U.S. The Company used the net proceeds of the Senior Notes due 2030, together with cash on hand, to redeem all €475.0 million in aggregate principal amount of its outstanding 3.375% Senior Notes due 2027.
Principal, interest and maturity. The Senior Notes due 2030 will mature on August 15, 2030. Interest on the Senior Notes due 2030 is payable semi-annually in arrears on February 15 and August 15.
Ranking. The Senior Notes due 2030 are not guaranteed by any of the Company's subsidiaries and are unsecured obligations. Accordingly, they:
rank equal in right of payment with all of the Company's other existing and future unsecured and unsubordinated debt;
rank senior in right of payment to the Company's future debt and other obligations that are, by their terms, expressly subordinated in right of payment to the Senior Notes due 2030;
are effectively subordinated in right of payment to all of the Company's existing and future senior secured debt and other obligations (including the Credit Facility) to the extent of the value of the collateral securing such debt; and
are structurally subordinated to all obligations of each of the Company's subsidiaries.

Optional redemption. The Company may redeem some or all of the Senior Notes due 2030, at once or over time, at redemption prices specified in the indenture governing the Senior Notes due 2030 (the “2030 indenture”), plus accrued and unpaid interest, if any, to the date of redemption.
Mandatory redemption, offer to purchase and open market purchases. The Company is not required to make any sinking fund payments with respect to the Senior Notes due 2030. However, under certain circumstances as described under “Change of control” below, the Company may be required to offer to purchase the Senior Notes due 2030. The Company may from time to time purchase the Senior Notes due 2030 in the open market or otherwise.
Covenants. The 2030 indenture contains covenants that limit, among other things, the Company’s ability to incur liens, enter into sale and leaseback transactions and merge or consolidate with another person. The 2030 indenture also limits the ability of the Company’s subsidiaries to incur additional debt, incur liens and enter into sale and leaseback transactions. The 2030 indenture provides for customary events of default (subject in certain cases to customary grace and cure periods), which include nonpayment, breach of covenants, payment defaults or acceleration of certain other indebtedness, a failure to pay certain judgments and certain events of bankruptcy and insolvency. Generally, if an event of default occurs, the trustee under the 2030 indenture or the holders of at least 25% in aggregate principal amount of the then outstanding Senior Notes due 2030 may declare all the Senior Notes due 2030 to be due and payable immediately. As of November 30, 2025, the Company was in compliance with these covenants.
Change of control. Upon the occurrence of a change of control triggering event (as defined in the 2030 indenture), each holder of the Senior Notes due 2030 may require the Company to repurchase all or a portion of the Senior Notes due 2030 in cash at a price equal to 101% of the principal amount of the Senior Notes due 2030 to be repurchased, plus accrued and unpaid interest, if any, to the date of purchase.
Senior Notes due 2031
Principal, interest, and maturity. In February 2021, the Company issued $500.0 million in aggregate principal amount of 3.50% senior notes due 2031 (the “Senior Notes due 2031”) to qualified institutional buyers and to purchasers outside the United States. The Senior Notes due 2031 are unsecured obligations that rank equally with all of the Company’s other existing and future unsecured and unsubordinated debt and will mature on March 1, 2031. Interest on the notes is payable semi-annually in arrears on March 1 and September 1, commencing on September 1, 2021. Costs associated with the issuance of the notes, representing underwriting fees and other expenses, were capitalized and will be amortized to interest expense over the term of the notes.
Ranking. The Senior Notes due 2031 are not guaranteed by any of the Company's subsidiaries and are unsecured obligations. Accordingly, they:
rank equal in right of payment with all of the Company's other existing and future unsecured and unsubordinated debt;
rank senior in right of payment to the Company's future debt and other obligations that are, by their terms, expressly subordinated in right of payment to the Senior Notes due 2031;
are effectively subordinated in right of payment to all of the Company's existing and future senior secured debt and other obligations (including the Credit Facility) to the extent of the value of the collateral securing such debt; and
are structurally subordinated to all obligations of each of the Company's subsidiaries.
Optional redemption. The Company may redeem up to 40% of the original aggregate principal amount of the Senior Notes due 2031 prior to March 1, 2026, at a price equal to 103.5% of the principal amount, plus accrued and unpaid interest, if any, to the date of redemption, and a “make-whole” premium. On or after March 1, 2026, the Company may redeem some or all of the Senior Notes due 2031, at once or over time, at redemption prices specified in the indenture governing the Senior Notes due 2031, plus accrued and unpaid interest, if any, to the date of redemption.
Mandatory redemption, Offer to Purchase and Open Market Purchases. The Company is not required to make any sinking fund payments with respect to the Senior Notes due 2031. However, under certain circumstances in the event of an asset sale or as described under “Change of Control” below, the Company may be required to offer to purchase the Senior Notes due 2031. The Company may from time to time purchase the Senior Notes due 2031 in the open market or otherwise.
Covenants. The indenture contains covenants that limit, among other things, the Company’s and certain of the Company’s subsidiaries’ ability to incur liens, other than permitted liens, the Company's subsidiaries’ ability to incur additional debt, and the Company's ability to merge or consolidate with another person, and sell, assign, transfer, lease convey or otherwise dispose of all or substantially all of the Company’s assets or the assets of its subsidiaries. The indenture provides for customary events of default (subject in certain cases to customary grace and cure periods), which include payment failures, failure to comply with covenants, failure to satisfy other obligations under the agreement or related documents, defaults in respect of other indebtedness, bankruptcy, insolvency and ability to pay debts when due, material judgments, pension plan terminations or specified underfunding, and substantial stock ownership changes. Generally, if an event of default occurs, the trustee under the indenture or holders of the Senior Notes due 2031 may declare all the Senior Notes due 2031 to be due and payable immediately. As of November 30, 2025, the Company was in compliance with these covenants.
Change of control. Upon the occurrence of a change of control triggering event (as defined in the 2031 indenture), unless the Company has exercised its right, if any, to redeem the Notes in full, each holder of the Senior Notes due 2031 may require the Company to repurchase all or a portion of the Senior Notes due 2031 in cash at a price equal to 101% of the principal amount of the Senior Notes due 2031 to be repurchased, plus accrued and unpaid interest, if any, to the date of purchase.
Short-term Borrowings
Short-term borrowings consist of term loans and revolving credit facilities at various foreign subsidiaries that the Company expects to either pay over the next 12 months or refinance at the end of their applicable terms. Certain of these borrowings are guaranteed by stand-by letters of credit issued under the Credit Facility. Short-term borrowings are included in other accrued liabilities in the consolidated balance sheets.
Principal Payments on Debt
The table below sets forth, as of November 30, 2025, the Company's required aggregate short-term and long-term debt principal payments:
(Dollars in millions)
2026$— 
2027— 
2028— 
2029— 
2030550.8 
Thereafter500.0 
Total future debt principal payments$1,050.8 
Interest Rates on Borrowings
The Company’s weighted-average interest rate on average borrowings outstanding during fiscal year 2025, 2024 and 2023 was 4.44%, 4.01% and 4.20%, respectively. The weighted-average interest rate on average borrowings outstanding includes the amortization of capitalized issuance costs, including underwriting fees and other expenses, and excludes interest on obligations to participants under deferred compensation plans.
Dividends and Restrictions
The terms of the indentures relating to the Company's unsecured notes and its Credit Facility contain covenants that restrict the Company's ability to pay dividends to its stockholders. For information about the Company's dividend payments, see Note 15. As of November 30, 2025, and at the time dividends were paid, the Company met the requirements of its debt instruments.
Subsidiaries of the Company that are not wholly-owned subsidiaries and that are “restricted subsidiaries” under the Company’s indentures are permitted under the indentures to pay dividends to all stockholders either on a pro rata basis or on a basis that results in the receipt by the Company or a restricted subsidiary that is the parent of the restricted subsidiary of dividends or distributions of greater value than it would receive on a pro rata basis.
The terms of the indentures relating to the Company's unsecured notes and its Credit Facility contain covenants that restrict (in each case subject to certain exceptions) the Company or any restricted subsidiary from entering into any arrangements that would restrict the payment of dividends or of any obligation owed by the restricted subsidiary to the Company or any other restricted subsidiary, the making of any loans or advances to the Company or any other restricted subsidiary, or transferring any of its property to the Company or any other restricted subsidiary.
v3.25.4
Benefits
12 Months Ended
Nov. 30, 2025
Retirement Benefits [Abstract]  
BENEFITS BENEFITS
Employee Savings and Investment Plan
The Company's Employee Savings and Investment Plan (“ESIP”) is a qualified plan that covers eligible U.S. payroll employees. The Company matches 125% of ESIP participants’ contributions to all funds maintained under the qualified plan up to the first 6.0% of eligible compensation. Total amounts charged to expense for the Company's employee investment plans for the years ended November 30, 2025, December 1, 2024 and November 26, 2023, were $18.8 million, $20.6 million and $20.6 million, respectively.
Annual Incentive Plan
The Annual Incentive Plan (“AIP”) provides a cash bonus that is earned based upon the Company's business unit and consolidated financial results as measured against pre-established internal targets and upon the performance and job level of the individual. Total amounts charged to expense for this plan for the years ended November 30, 2025, December 1, 2024, and
November 26, 2023 were $110.7 million, $108.9 million and $73.7 million, respectively. Total amounts accrued for this plan as of November 30, 2025, and December 1, 2024 were $99.0 million and $100.5 million, respectively.
Pension Plans
Deferred compensation plans. The Company has non-qualified deferred compensation plans for executives and outside directors. These plans, which the Company considers unfunded pension plans, allow for participants to defer a portion of their compensation and, at the Company’s sole discretion, to receive matching contributions for a portion of the deferred amounts. The deferred compensation plan obligations are payable in cash upon retirement, termination of employment and/or limited other times in a lump-sum distribution or in installments, as elected by the participant in accordance with the plan. The plan obligations are measured at an estimate of the benefits to which the employee is entitled if the employee separates immediately. Participants earn a return, or may incur losses, on their deferred compensation based on their selection of a hypothetical portfolio of publicly traded investments. The Company held marketable securities, which are general assets of the Company and are included in “Other non-current assets” on the Company's consolidated balance sheets, of $107.7 million and $95.4 million in an irrevocable grantor's Rabbi trust as of November 30, 2025 and December 1, 2024, respectively, related to the plans. Unrealized gains and losses on these marketable equity securities are reported as a component of “Other income (expense), net” in the Company's consolidated statements of income.
For the years ended November 30, 2025, December 1, 2024 and November 26, 2023 hypothetical returns earned by the participants in deferred compensation plans resulted in the Company recognizing expense as a result of the change in value of the deferred compensation plans in the amount of $13.3 million, $23.0 million, and $9.2 million, respectively.
Deferred compensation plan liabilities were recognized in the Company’s consolidated balance sheets as follows:
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Accrued salaries, wages and employee benefits$11.1 $13.1 $9.1 
Long-term employee related benefits
109.7 104.8 94.8 

Defined benefit pension plans.  The Company has several non-contributory defined benefit retirement plans covering eligible employees. Plan assets are invested in a diversified portfolio of securities including stocks, bonds, cash equivalents and other alternative investments including real estate investment trust funds. Benefits payable under the plans are based on years of service, final average compensation, or both. The Company retains the right to amend, curtail or discontinue any aspect of the plans, subject to local regulations.
Postretirement plans.  The Company maintains plans that provide postretirement benefits to eligible employees, principally health care, to substantially all U.S. retirees and their qualified dependents. These plans were established with the intention that they would continue indefinitely. However, the Company retains the right to amend, curtail or discontinue any aspect of the plans at any time. The plans are contributory and contain certain cost-sharing features, such as deductibles and coinsurance. The Company's policy is to fund postretirement benefits as claims and premiums are paid.
The following tables summarize activity of the Company's defined benefit pension plans and postretirement benefit plans:
Pension BenefitsPostretirement Benefits
2025202420252024
(Dollars in millions)
Change in benefit obligation:
Benefit obligation at beginning of year$779.5 $769.4 $35.8 $39.2 
Service cost2.9 2.6 — — 
Interest cost35.4 39.7 1.6 2.0 
Plan participants' contribution0.5 0.5 2.4 3.7 
Actuarial loss (gain)(1)
2.0 38.6 (0.2)0.5 
Net curtailment loss (gain)— (1.7)— — 
Impact of foreign currency changes9.7 (3.5)— — 
Plan settlements(2)
(0.9)(1.8)— — 
Net benefits paid(63.0)(64.3)(8.8)(9.6)
Benefit obligation at end of year$766.1 $779.5 $30.8 $35.8 
Change in plan assets:
Fair value of plan assets at beginning of year766.5 739.4 — — 
Actual return on plan assets37.1 84.3 — — 
Employer contribution11.2 15.3 1.6 0.6 
Plan participants' contributions0.5 0.5 2.4 3.7 
Plan settlements(0.9)(1.8)— — 
Net transfer in (out)(3)
(4.8)(5.3)4.8 5.3 
Impact of foreign currency changes8.2 (1.6)— — 
Net benefits paid(63.0)(64.3)(8.8)(9.6)
Fair value of plan assets at end of year754.8 766.5 — — 
Unfunded status at end of year
$(11.3)$(13.0)$(30.8)$(35.8)
_____________
(1)The 2025 and 2024 actuarial losses in the Company's pension benefit plans is primarily from changes in discount rate assumptions.
(2)In 2024 the curtailment and settlement was primarily related to pension plans outside of the U.S in connection with Project Fuel.
(3)Starting in 2024, under an Internal Revenue Code Section 420 asset transfer, the Company used U.S. pension plan assets to offset the employer contribution for postretirement medical benefits paid during the year.
Amounts recognized in the Company's consolidated balance sheets as of November 30, 2025 and December 1, 2024, consist of the following:
Pension BenefitsPostretirement Benefits
2025202420252024
(Dollars in millions)
Unfunded status recognized on the balance sheet:
Prepaid benefit cost(1)
$109.1 $107.4 $— $— 
Accrued benefit liability – current portion(2)
(11.2)(10.3)(4.3)(5.0)
Accrued benefit liability – long-term portion(2)
(109.2)(110.1)(26.5)(30.8)
$(11.3)$(13.0)$(30.8)$(35.8)
Accumulated other comprehensive loss:
Net actuarial loss$(195.9)$(201.6)$0.2 $— 
Net prior service benefit— — — — 
$(195.9)$(201.6)$0.2 $— 
_____________
(1)Included in “Other non-current assets” on the Company’s consolidated balance sheets.
(2)Included in “Accrued salaries, wages and employee benefits” or “Long-term employee related benefits” on the Company’s consolidated balance sheets.

The accumulated benefit obligation for all defined benefit plans was $0.8 billion at both November 30, 2025 and December 1, 2024. Information for the Company's defined benefit plans with an accumulated or projected benefit obligation in excess of plan assets is as follows:
Pension Benefits
20252024
(Dollars in millions)
Accumulated benefit obligations in excess of plan assets:
Aggregate accumulated benefit obligation$117.3 $117.8 
Projected benefit obligations in excess of plan assets:
Aggregate projected benefit obligation$121.5 $121.4 
Aggregate fair value of plan assets1.1 1.0 
The components of the Company's net periodic benefit cost were as follows:
 Pension BenefitsPostretirement Benefits
 202520242023202520242023
 (Dollars in millions)
Net periodic benefit cost (income):
Service cost$2.9 $2.6 $2.8 $— $— $— 
Interest cost35.4 39.7 39.9 1.6 2.0 2.0 
Expected return on plan assets(37.1)(38.9)(37.7)— — — 
Amortization of prior service benefit— (0.1)(0.1)— — — 
Amortization of actuarial loss7.0 8.0 8.9 — — — 
Curtailment (gain)
— (1.7)— — — — 
Net settlement loss (gain)
0.5 1.0 18.9 — — — 
Net periodic benefit cost
8.7 10.6 32.7 1.6 2.0 2.0 
Changes in accumulated other comprehensive loss:
Actuarial (gain) loss
1.9 (6.9)(7.9)(0.2)0.5 1.0 
Amortization of prior service benefit— 0.1 0.1 — — — 
Amortization of actuarial loss(7.0)(8.0)(8.9)— — — 
Net settlement (loss) gain(0.5)(1.0)(18.9)— — — 
Total recognized in accumulated other comprehensive loss(5.6)(15.8)(35.6)(0.2)0.5 1.0 
Total recognized in net periodic benefit cost and accumulated other comprehensive loss$3.1 $(5.2)$(2.9)$1.4 $2.5 $3.0 
Assumptions used in accounting for the Company's benefit plans were as follows:
Pension BenefitsPostretirement Benefits
202520242023202520242023
Weighted-average assumptions used to determine net periodic benefit cost:
Discount rate5.0%5.5%5.0%5.0%5.6%5.1%
Expected long-term rate of return on plan assets5.0%5.4%4.8%
Rate of compensation increase3.5%3.5%3.6%
Weighted-average assumptions used to determine benefit obligations:
Discount rate5.0%5.0%5.5%4.8%5.0%5.6%
Rate of compensation increase3.5%3.5%3.5%
Assumed health care cost trend rates were as follows:
Health care trend rate assumed for next year6.8%7.3%7.0%
Rate trend to which the cost trend is assumed to decline4.0%4.0%3.9%
Year that rate reaches the ultimate trend rate204820472048
For the Company's benefit plans, the discount rate used to determine the present value of the future pension and postretirement plan obligations was based on a yield curve constructed from a portfolio of high quality corporate bonds with
various maturities. Each year's expected future benefit payments are discounted to their present value at the appropriate yield curve rate, thereby generating the overall discount rate. The Company utilized a variety of country-specific third-party bond indices to determine the appropriate discount rates to use for the benefit plans of its foreign subsidiaries.
The Company bases the overall expected long-term rate of return on assets on anticipated long-term returns of individual asset classes and each pension plans' target asset allocation strategy based on current economic conditions. For the U.S. pension plan, the expected long-term returns for each asset class are determined through a mean-variance model to estimate 20-year returns for the plan. 
Health care cost trend rate assumptions are not a significant input in the calculation of the amounts reported for the Company's postretirement benefits plans. A one percentage-point change in assumed health care cost trend rates would have no significant effect on the total service and interest cost components or on the postretirement benefit obligation.
Consolidated pension plan assets relate primarily to the U.S. pension plan. The Company utilizes the services of independent third-party investment managers to oversee the management of U.S. pension plan assets.
 The Company's investment strategy is to invest plan assets in a diversified portfolio of domestic and international equity securities, fixed-income securities and real estate and other alternative investments with the objective to provide a regular and reliable source of assets to meet the benefit obligation of the pension plans. Prohibited investments for the U.S. pension plan include certain privately placed or other non-marketable debt instruments, letter stock, commodities or commodity contracts and derivatives of mortgage-backed securities, such as interest-only, principal-only or inverse floaters. The current target allocation percentages for the Company's U.S. pension plan assets are 15% for equity securities and real estate with an allowable deviation of plus or minus 4% and 85% for fixed-income securities with an allowable deviation of plus or minus 4%.
The fair values of the Company's pension plan assets by asset class are as follows:
Year Ended November 30, 2025
Asset ClassTotalQuoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant
Observable Inputs
(Level 2)
Significant
Unobservable Inputs
(Level 3)
(Dollars in millions)
Cash and cash equivalents$4.0 $4.0 $— $— 
Equity securities(1)
U.S. large cap46.1 — 46.1 — 
U.S. small cap5.7 — 5.7 — 
International62.7 — 62.7 — 
Fixed-income securities(2)
617.5 — 617.5 — 
Other alternative investments
Real estate(3)
14.9 — 14.9 — 
Other(4)
3.9 — 3.9 — 
Total investments at fair value$754.8 $4.0 $750.8 $— 
Year Ended December 1, 2024
Asset ClassTotalQuoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant
Observable Inputs
(Level 2)
Significant
Unobservable Inputs
(Level 3)
(Dollars in millions)
Cash and cash equivalents$8.0 $8.0 $— $— 
Equity securities(1)
U.S. large cap46.0 — 46.0 — 
U.S. small cap5.9 — 5.9 — 
International63.6 — 63.6 — 
Fixed-income securities(2)
624.8 — 624.8 — 
Other alternative investments
Real estate(3)
14.7 — 14.7 — 
Other(4)
3.5 — 3.5 — 
Total investments at fair value$766.5 $8.0 $758.5 $— 
_____________
(1)Primarily consist of equity index funds that track various market indices.
(2)Predominantly includes bond index funds that invest in long-term U.S. government and investment grade corporate bonds.
(3)Primarily consist of investments in U.S. Real Estate Investment Trusts.
(4)Primarily relates to accounts held and managed by a third-party insurance company for employee-participants in Belgium. Fair values are based on accumulated plan contributions plus a contractually-guaranteed return plus a share of any incremental investment fund profits.
The fair value of plan assets is composed of U.S. plan assets of $593.7 million and non-U.S. plan assets of $161.1 million. The fair values of the substantial majority of the equity, fixed-income and real estate investments are based on the net asset value of commingled trust funds that passively track various market indices.
The Company's estimated future benefit payments to participants, which reflect expected future service as appropriate, are anticipated to be paid as follows:
Pension
Benefits
Postretirement
Benefits
Deferred
Compensation
Total
(Dollars in millions)
2026$69.4 $4.6 $11.1 $85.1 
202763.9 4.1 6.0 74.0 
202863.0 3.7 6.4 73.1 
202963.5 3.4 7.6 74.5 
203061.4 3.1 6.9 71.4 
2031-2035288.6 11.5 34.5 334.6 
At November 30, 2025, the Company's contributions to its pension plans for fiscal year 2026 are estimated to be $12.1 million.
v3.25.4
Stock-Based Incentive Compensation Plans
12 Months Ended
Nov. 30, 2025
Share-Based Payment Arrangement, Noncash Expense [Abstract]  
STOCK-BASED INCENTIVE COMPENSATION PLANS STOCK-BASED INCENTIVE COMPENSATION PLANS
The Company recognized stock-based compensation expense of $81.2 million, $70.7 million and $72.7 million, and related income tax benefits of $20.0 million, $17.2 million and $17.3 million, respectively, for the years ended November 30, 2025, December 1, 2024 and November 26, 2023, respectively. As of November 30, 2025, there was $80.7 million of total unrecognized compensation cost related to unvested equity awards, which cost is expected to be recognized over a weighted-average period of 2.3 years.
2016 Equity Incentive Plan
Prior to the IPO in March 2019, the Company granted awards under the 2016 Equity Incentive Plan (the “2016 Plan”), which provided for the granting of a variety of stock awards, including stock options, restricted stock, restricted stock units (“RSUs”), stock appreciation rights (“SARs”) and cash or equity settled awards to certain employees and non-employee directors. The maximum number of shares of common stock authorized for issuance under the 2016 Plan was 80.0 million shares. Upon completion of the IPO, shares that remained available for future grants under the 2016 Plan ceased to be available and the Company’s 2019 Equity Incentive Plan (the “2019 Plan”) became effective. Awards granted before the IPO remain outstanding according to the plan’s terms. Outstanding awards under the 2016 Plan are issuable as Class B common stock and can be voluntarily converted to Class A common stock and sold to the public.
2019 Equity Incentive Plan
In March 2019, in connection with the IPO, the Company’s stockholders adopted the 2019 Plan which provides for the grant of a variety of stock awards, including stock options, restricted stock, RSUs, SARs, and cash or equity settled awards to certain employees and non-employee directors. The maximum number of shares of Class A common stock authorized for issuance under the 2019 Plan is 40.0 million shares. At November 30, 2025, there were 13.7 million shares of Class A common stock available for future grants under the 2019 Plan.
2019 Employee Stock Purchase Plan
In March 2019, in connection with the IPO, the Company’s stockholders adopted the Company’s 2019 Employee Stock Purchase Plan (the “2019 ESPP”), which permits participants to purchase a total of 12.0 million shares of the Company’s Class A common stock through payroll deductions of up to 10% of their earnings, subject to automatic annual increases. Unless otherwise determined by the administrator, the purchase price of the shares will be 85% of the fair market value of the Class A common stock on the date of purchase. At November 30, 2025, there were 9.1 million shares of Class A common stock available for issuance under the 2019 ESPP. The ESPP did not have a material impact on the consolidated financial statements in fiscal years 2025, 2024 or 2023.
Shares of common stock associated with the above plans will be issued from the Company's authorized but unissued shares and are subject to the Stockholders' Agreement that governs all shares.
Under the 2016 Plan and 2019 Plan, stock awards have a maximum contractual term of ten years, and if applicable, must have an exercise price at least equal to the fair market value of the Company's common stock on the grant date. Awards generally vest according to terms determined at the time of grant, or as otherwise determined by the board of directors in its discretion.
Upon the exercise of a stock-settled SAR, the participant will receive shares of common stock. The number of shares of common stock issued per SAR unit exercised is equal to the excess of (i) the per-share fair market value of the Company's common stock on the date of exercise, over (ii) the exercise price of the SAR.
Stock-settled RSUs which may include service, performance or market conditions are issued to certain employees. Each stock-settled RSU is converted to a share of common stock upon vesting and does not have pre-vesting “dividend equivalent rights”.
Non-employee members of the board of directors receive RSUs annually. The RSUs additionally have “dividend equivalent rights” of which dividends paid by the Company on its common stock are credited by the equivalent addition of RSUs.
Equity Awards
SARs. The Company grants SARs to the Company's senior executives. SARs with service conditions (“Service SARs”) vest from three-and-a-half to four years, and have maximum contractual lives of ten years. Service SARs activity during the year ended November 30, 2025 was as follows:
Service SARs
UnitsWeighted-Average Exercise PriceWeighted-Average Remaining Contractual Life (Years)Aggregate Intrinsic Value
(Units in thousands and dollars in millions, except weighted-average exercise price)
Outstanding at December 1, 20246,250 $16.99 6.6
Granted1,145 19.14 
Exercised(501)9.83 
Forfeited(83)17.98 
Outstanding at November 30, 20256,811 $17.86 6.5
Vested and expected to vest at November 30, 20256,804 $17.86 6.5$28.4 
Exercisable at November 30, 20254,039 $17.78 5.5$17.2 
The aggregate intrinsic values are calculated as the difference between the exercise price of the underlying SARs and the fair value of the Company's common stock that were in-the-money at that date.
November 30, 2025December 1, 2024November 26, 2023
(Dollars in millions)
Aggregate intrinsic value of Service SARs exercised during the year$4.4 $19.5 $6.9 
Aggregate intrinsic value of Performance SARs exercised during the year$— $— $28.9 
Unrecognized future compensation costs as of November 30, 2025 of $7.7 million for Service SARs are expected to be recognized over a weighted-average period of 2.4 years.
The weighted-average grant date fair value of SARs was estimated using the Black-Scholes option valuation model. The weighted-average grant date fair values and corresponding weighted-average assumptions used in the Black-Scholes option valuation model were as follows:
Service SARs Granted
202520242023
Weighted-average grant date fair value$7.55 $6.62 $6.58 
Weighted-average assumptions:
Expected life (in years)7.07.27.0
Expected volatility45.1 %46.2 %48.0 %
Risk-free interest rate4.3 %4.0 %3.8 %
Expected dividend2.6 %2.9 %2.9 %
RSUs. The Company grants RSUs to the Company's senior executives and to select levels of the Company's management. RSUs with service conditions (“Service RSUs”) granted vest in four annual equal installments of 25% beginning on the first anniversary of the date granted subject to continued employment. RSUs with performance or market conditions (“Performance RSUs”) vest at varying unit amounts, up to 250% of those awarded, based on the attainment of certain three-year cumulative performance goals over a three-year performance period subject to continued employment. Service and Performance RSU activity during the year ended November 30, 2025 was as follows:
Service RSUsPerformance RSUs
UnitsWeighted-Average Grant Date Fair ValueWeighted-Average Remaining Contractual Life (Years)UnitsWeighted-Average Grant Date Fair ValueWeighted-Average Remaining Contractual Life (Years)
(Units in thousands)
Outstanding at December 1, 20245,469 $16.78 2.33,206 $19.19 1.7
Granted2,958 18.02 1,301 21.75 
Vested(2,074)17.34 (570)21.57 
Performance adjustment— — (233)21.57 
Forfeited(418)16.70 (201)18.91 
Outstanding at November 30, 20255,935 $17.21 2.43,503 $19.61 1.8
The total fair value of Service RSU awards vested during 2025, 2024 and 2023 was $37.0 million, $36.7 million and $33.0 million, respectively. The total fair value of Performance RSU awards vested during 2025, 2024 and 2023 was $9.9 million, $7.9 million and $9.9 million, respectively. Unrecognized future compensation cost as of November 30, 2025 of $52.7 million for Service RSUs and $20.3 million for Performance RSUs is expected to be recognized over a weighted-average period of 2.4 and 1.8 years, respectively.
The grant date fair value of Service and Performance RSUs was based on the fair value of the Company’s common stock at the time of grant, unless the awards were subject to market conditions, in which case the Monte Carlo simulation model was utilized. During 2025, 2024 and 2023, the weighted-average grant date fair values for Service and Performance RSUs granted without a market condition were $17.96, $15.84 and $16.02, respectively. The weighted-average grant date fair value and corresponding weighted-average assumptions used in the Monte Carlo valuation models were as follows:
Performance RSUs Granted
202520242023
Weighted-average grant date fair value$25.82 $17.88 $19.83 
Weighted-average assumptions:
Expected life (in years)2.92.82.8
Expected volatility44.1 %45.4 %49.6 %
Risk-free interest rate4.2 %4.1 %3.9 %
Expected dividend2.7 %2.9 %2.7 %
RSUs to the Board of Directors. The Company grants RSUs to certain members of its board of directors (“Board RSUs”). The total fair value of Board RSUs granted during the year ended November 30, 2025 of $2.5 million was estimated using the fair value of the Company's common stock. The total fair value of RSUs outstanding, vested and expected to vest was $9.2 million and $6.7 million as of November 30, 2025 and December 1, 2024, respectively.
v3.25.4
Restructuring Activities
12 Months Ended
Nov. 30, 2025
Restructuring and Related Activities [Abstract]  
RESTRUCTURING ACTIVITIES RESTRUCTURING ACTIVITIES
In the first quarter of 2024, the Company’s Board of Directors (the "Board") approved a multi-year global productivity initiative, “Project Fuel”, designed to accelerate the execution of our Brand Led and DTC First strategies while fueling long-term profitable growth. This was a two-year initiative that began in 2024, with a focus on optimizing the Company’s operating model and structure, redesigning business processes and identifying opportunities to reduce costs and simplify processes across the organization. This initiative was substantially completed as of November 30, 2025. However, the Company continues to transition the operations of certain of its global distribution and fulfillment centers to third-party logistics providers and continue other efforts in line with our global productivity initiative. The Company may incur additional significant restructuring and restructuring related charges as it progresses the global productivity initiative, which could be material in a future fiscal quarter or year.
For the year ended November 30, 2025, the Company recognized restructuring charges of $24.5 million in connection with Project Fuel, consisting primarily of severance and other post-employment benefits, based on separation benefits provided by Company policy or statutory benefit plans, as well as contract termination costs and asset impairments, partially offset by a gain on the sale of a previously closed distribution center. For the year ended December 1, 2024, the Company recognized restructuring charges of $185.6 million in connection with Project Fuel, consisting primarily of severance and other post-employment benefits, based on separation benefits provided by Company policy or statutory benefit plans, as well as contract termination costs and asset impairments. These charges were recorded in “Restructuring charges, net” in the consolidated statements of income. As of November 30, 2025, the restructuring liability was $70.0 million, with $55.8 million and $14.2 million classified as “Other accrued liabilities” and “Other long-term liabilities”, respectively, within the Company’s consolidated balance sheet.
For the year ended November 30, 2025, the Company also recognized $12.1 million of restructuring related charges primarily consisting of consulting costs and distribution center transition costs. For the year ended December 1, 2024, the Company recognized $54.3 million of restructuring related charges primarily consisting of consulting fees. Additionally, the Company recognized an impairment charge of $11.1 million in the third quarter of 2024 related to capitalized internal-use software as a result of the decision to discontinue certain technology projects in connection with Project Fuel. Restructuring related charges were recorded in “Selling, general and administrative expenses” in the consolidated statements of income.
The following tables summarize the activities associated with restructuring liabilities for the years ended November 30, 2025 and December 1, 2024. "Net Charges (Reversals)" represents the initial charge related to the restructuring activity as well as revisions of estimates related to severance and employee-related benefits and other, "Payments" consists of cash payments for severance and employee-related benefits and other, and "Foreign Currency Fluctuations" includes foreign currency fluctuations.

 Year Ended November 30, 2025
 Liabilities
Net Charges
(Reversals)(1)
Payments
Foreign
Currency
Fluctuations
Liabilities
December 1,
2024
November 30,
2025
 
(Dollars in millions)
Severance and employee-related benefits
$83.7 $28.3 $(62.0)$3.1 $53.1 
Contract termination costs and other
20.7 3.2 (12.0)5.0 16.9 
Total
$104.4 $31.5 $(74.0)$8.1 $70.0 
_____________
(1)Excludes $5.5 million in stock compensation related charges recorded in Additional paid-in capital, $9.2 million of asset impairment charges in connection with the closures of distribution centers, partially offset by a $9.3 million gain on the sale of a previously closed distribution center. Includes $12.2 million of Dockers® restructuring costs reported as discontinued operations.
 Year Ended December 1, 2024
 Liabilities
Net Charges
(Reversals)(1)
Payments
Foreign
Currency
Fluctuations
Liabilities
November 26,
2023
December 1,
2024
 
(Dollars in millions)
Severance and employee-related benefits
$17.8 $153.3 $(87.8)$0.4 $83.7 
Contract termination costs and other
0.2 25.2 (4.1)(0.6)20.7 
Total
$18.0 $178.5 $(91.9)$(0.2)$104.4 
_____________
(1)Excludes $2.1 million in stock compensation related charges recorded in Additional paid-in capital and $8.1 million recorded in Property, plant and equipment net, of which $7.6 million related to impairment charges associated with the closure of a distribution center. Includes $3.1 million of Dockers® restructuring costs reported as discontinued operations.
v3.25.4
Commitments and Contingencies
12 Months Ended
Nov. 30, 2025
Commitments and Contingencies Disclosure [Abstract]  
COMMITMENTS AND CONTINGENCIES COMMITMENTS AND CONTINGENCIES
Forward Foreign Exchange Contracts
The Company uses over-the-counter derivative instruments to manage its exposure to foreign currencies. The Company is exposed to credit loss in the event of nonperformance by the counterparties to the forward foreign exchange contracts. However, the Company believes that its exposures are appropriately diversified across counterparties and that these counterparties are creditworthy financial institutions. See Note 6 for additional information.
Guarantees
Indemnification agreements.  In the ordinary course of business, the Company enters into agreements containing indemnification provisions under which the Company agrees to indemnify the other party for specified claims and losses. For example, the Company's trademark license agreements, real estate leases, consulting agreements, logistics outsourcing agreements, securities purchase agreements and credit agreements typically contain such provisions. This type of indemnification provision obligates the Company to pay certain amounts associated with claims brought against the other party as the result of trademark infringement, negligence or willful misconduct of Company employees, breach of contract by the Company including inaccuracy of representations and warranties, specified lawsuits in which the Company and the other party are co-defendants, product claims and other matters. These amounts generally are not readily quantifiable; the maximum possible liability or amount of potential payments that could arise out of an indemnification claim depends entirely on the specific facts and circumstances associated with the claim. The Company has insurance coverage that minimizes the potential exposure to certain of such claims. The Company also believes that the likelihood of material payment obligations under these agreements to third parties is low.
Other Contingencies
Litigation. In the ordinary course of business, the Company has various claims, complaints and pending cases, including contractual matters, facility and employee-related matters, distribution matters, product liability matters, intellectual property matters, bankruptcy preference matters, and tax and administrative matters. The Company establishes loss provisions for these ordinary course claims as well as other matters in which losses are probable and can be reasonably estimated. The Company does not believe any of these pending claims, complaints and legal proceedings will have a material impact on its financial condition, results of operations or cash flows.
Customs Duty Audits. The Company imports both raw materials and finished garments into all of its geographic regions, and as such, is subject to numerous countries’ complex customs laws and regulations with respect to its import and export activity. The Company has various pending audit assessments in connection with these activities. As of November 30, 2025, the Company has recorded certain estimated liabilities for these matters which are not material. The Company does not believe any of the claims for customs duty and related charges will have a material impact on its financial condition, results of operations or cash flows.
Inventory Purchase Commitments. The Company also has minimum inventory purchase commitments, including fabric commitments, with suppliers that secure a portion of material needs for future seasons, which have a remaining term of less than one year.
v3.25.4
Leases
12 Months Ended
Nov. 30, 2025
Leases [Abstract]  
LEASES LEASES
On June 6, 2024, the Company entered into an agreement to replace certain of the Company’s legacy U.S. distribution centers with a new third-party logistics center. The Company maintains certain rights over the warehouse, and warehouse equipment and technologies which resulted in an Operating lease ROU asset and lease liability of $30.6 million in “Operating lease right-of-use assets, net” and “Short-term Operating lease liabilities” and “Long-term Operating lease liabilities” balances and a Financing lease ROU asset and lease liability of $14.0 million in “Other non-current assets” and “Other long-term liabilities” balances on the consolidated balance sheets during 2024. In the first quarter of 2025, the Company recorded an additional Financing lease ROU asset and lease liability of $61.6 million in “Other non-current assets” and “Other long-term liabilities” balances on the consolidated balance sheets.
In the fourth quarter of fiscal year 2023, the Company leased a distribution facility in Germany and recognized a ROU asset of $80.8 million and corresponding lease liability of $91.6 million. During 2023, the Company capitalized approximately $57.4 million for Company-owned equipment to be installed in the leased facility. During 2024, the Company entered into an agreement with a third-party logistics provider to manage all aspects of the distribution center. The Company has received payments of approximately $87.1 million from the provider for use of the Company’s warehouse equipment and technologies over the term of the agreement. The Company maintains certain rights over the warehouse equipment and technologies and retains the related equipment on the consolidated balance sheets. The upfront payment is being amortized as a reduction in the related distribution expenses over the expected term of the arrangement, which commenced in the second half of 2024. The upfront payment was recognized on the consolidated balance sheets in “Other accrued liabilities” and “Other long-term liabilities” and the proceeds were recorded as an operating activity in “Net change in operating assets and liabilities” on the consolidated statements of cash flows.
Operating lease costs and finance lease amortization of ROU assets are primarily recognized in SG&A within the Company's consolidated statements of income, based on the underlying nature of the leased asset. Interest expense on finance lease liabilities is recognized in “Interest expense” on the Company's consolidated statements of income. The components of operating lease costs were as follows:
November 30, 2025December 1, 2024November 26, 2023
(Dollars in millions)
Operating leases:
Operating lease costs, including variable lease costs and short-term lease costs
$411.7 $405.1 $372.0 
Variable lease costs
98.2 99.3 91.8 
Short-term lease costs
12.3 7.5 7.6 
Amounts of future undiscounted cash flows related to lease payments over the lease term are as follows and are reconciled to the present value of the lease liabilities as recorded in the Company's consolidated balance sheets.
November 30,
2025
(Dollars in millions)
Operating Leases
Finance Leases
2026$304.8 $13.4 
2027259.8 13.4 
2028213.5 13.4 
2029163.8 13.4 
2030130.4 13.2 
Thereafter377.3 29.0 
Total undiscounted future cash flows related to lease payments1,449.6 95.8 
Less: Interest183.3 22.3 
Present value of lease liabilities$1,266.3 $73.5 

The following table includes the weighted average remaining lease terms, in years, and the weighted average discount rate used to calculate the present value of lease liabilities:
November 30,
2025
December 1,
2024
Operating leases:
Weighted-average remaining lease term (years)6.76.9
Weighted-average discount rate4.34 %4.27 %
Finance leases:
Weighted-average remaining lease term (years)7.26.9
Weighted-average discount rate7.87 %7.61 %

The table below includes supplemental cash and non-cash information related to leases:
November 30,
2025
December 1,
2024
(Dollars in millions)
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash outflows from operating leases$319.5 $292.4 
Operating lease right-of-use assets obtained in exchange for new operating lease liabilities306.9 305.4 
Finance lease right-of-use assets acquired in exchange for finance lease obligations
63.9 14.0 
v3.25.4
Dividend
12 Months Ended
Nov. 30, 2025
Dividends [Abstract]  
DIVIDEND DIVIDENDS
Dividends are declared at the discretion of the Board. In January, April, July and October 2025, the Company declared cash dividends of $0.13, $0.13, $0.14 and $0.14 per share, respectively, to holders of record of its Class A and Class B common stock. In January, April, July and October 2024, the Company declared cash dividends of $0.12, $0.12, $0.13, and $0.13 per share, respectively, to holders of record of its Class A and Class B common stock. A total of $212.9 million and $198.5 million in dividends were paid during the years ended November 30, 2025 and December 1, 2024, respectively.
The Company does not have an established dividend policy. The Board reviews the Company's ability to pay dividends on an ongoing basis and establishes the dividend amount based on the Company's financial condition, results of operations, capital requirements, current and projected cash flows and other factors, and any restrictions related to the terms of the Company’s debt agreements.
Subsequent to the Company's fiscal 2025 year end, the Board declared a cash dividend of $0.14 per share to holders of record of its Class A and Class B common stock at the close of business on February 10, 2026, for a total quarterly dividend of approximately $55 million.
v3.25.4
Accumulated Other Comprehensive Loss
12 Months Ended
Nov. 30, 2025
Equity [Abstract]  
ACCUMULATED OTHER COMPREHENSIVE LOSS ACCUMULATED OTHER COMPREHENSIVE LOSS
The following is a summary of the components of "Accumulated other comprehensive loss", net of related income taxes:
Pension and
Postretirement
Benefits(1)
Translation AdjustmentsUnrealized
Gain (Loss) on
Marketable
Securities
Derivative Instruments(2)
Foreign
Currency
Translation
Total
(Dollars in millions)
Accumulated other comprehensive loss at November 27, 2022
$(179.5)$7.2 $(248.7)$(0.7)$(421.7)
Other comprehensive income (loss) before reclassifications(1.4)(28.1)53.0 0.1 23.6 
Amounts reclassified from accumulated other comprehensive loss27.7 (21.1)— 0.6 7.2 
Net increase (decrease) in other comprehensive income (loss)26.3 (49.2)53.0 0.7 30.8 
Accumulated other comprehensive loss at November 26, 2023
(153.2)(42.0)(195.7)— (390.9)
Other comprehensive income (loss) before reclassifications3.1 15.2 (88.6)— (70.3)
Amounts reclassified from accumulated other comprehensive loss8.9 17.8 — — 26.7 
Net increase (decrease) in other comprehensive income (loss)12.0 33.0 (88.6)— (43.6)
Accumulated other comprehensive loss at December 1, 2024
(141.2)(9.0)(284.3)— (434.5)
Other comprehensive income (loss) before reclassifications(3.2)(62.5)90.2 0.2 24.7 
Amounts reclassified from accumulated other comprehensive loss7.5 (4.9)— — 2.6 
Net increase (decrease) in other comprehensive income (loss)4.3 (67.4)90.2 0.2 27.3 
Accumulated other comprehensive loss at November 30, 2025
$(136.9)$(76.4)$(194.1)$0.2 $(407.2)
___________
(1)Amounts reclassified were recorded in “Other income (expense), net”.
(2)Amounts reclassified were recorded within “Net revenues” and “Cost of goods sold”. For more information, refer to Note 6.
v3.25.4
Net Revenues
12 Months Ended
Nov. 30, 2025
Revenue from Contract with Customer [Abstract]  
Net Revenues NET REVENUES
Disaggregated Revenue
The table below provides the Company's revenues disaggregated by segment and channel.
Year Ended November 30, 2025
Levi's Brands
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Net revenues by channel:
Wholesale$1,921.5 $756.6 $477.7 $49.4 $3,205.2 
Direct-to-consumer1,375.5 942.7 656.7 101.9 3,076.8 
Total net revenues$3,297.0 $1,699.3 $1,134.4 $151.3 $6,282.0 

Year Ended December 1, 2024
Levi's Brands
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Net revenues by channel:
Wholesale$1,919.8 $756.4 $493.3 $53.4 $3,222.9 
Direct-to-consumer1,280.8 861.5 589.1 77.7 2,809.1 
Total net revenues$3,200.6 $1,617.9 $1,082.4 $131.1 $6,032.0 

Year Ended November 26, 2023
Levi's Brands
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Net revenues by channel:
Wholesale$1,981.4 $804.7 $485.0 $49.2 $3,320.3 
Direct-to-consumer1,105.5 774.8 574.7 66.8 2,521.8 
Total net revenues$3,086.9 $1,579.5 $1,059.7 $116.0 $5,842.1 

The Company did not have any material contract assets or contract liabilities recorded in the consolidated balance sheets at November 30, 2025 and December 1, 2024.
v3.25.4
Other (Expense) Income, Net
12 Months Ended
Nov. 30, 2025
Other Income and Expenses [Abstract]  
OTHER INCOME (EXPENSE), NET
The following table summarizes significant components of “Other income (expense), net”:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
 (Dollars in millions)
Foreign exchange management gains (losses) (1)
$38.2 $(21.9)$24.7 
Foreign currency transaction (losses) gains (2)
(48.1)8.2 (47.8)
Marketable securities gains(3)
6.6 11.8 3.4 
Pension settlement loss(4)
— — (19.0)
Other, net(5)
8.3 (1.4)(3.5)
Total other income (expense), net
$5.0 $(3.3)$(42.2)
_____________
(1)Gains and losses on forward foreign exchange contracts primarily result from currency fluctuations relative to negotiated contract rates. Gains in fiscal year 2025 were primarily due to currency fluctuations relative to negotiated contract rates on positions to buy the Euro. Losses in fiscal year 2024 were primarily due to currency fluctuations relative to negotiated contract rates on positions to sell the Euro and the Mexican Peso. Gains in fiscal year 2023 were primarily due to currency fluctuations relative to negotiated contract rates on positions to sell the Euro and the Mexican Peso.
(2)Foreign currency transaction gains and losses reflect the impact of currency fluctuation on the Company's foreign currency denominated balances. Losses in fiscal year 2025 were primarily due to the impact of U.S. dollar weakening against historical rates on payables denominated in Euros. Gains in fiscal year 2024 were primarily due to the impact of U.S. dollar strengthening against historical rates on payables denominated in Mexican Pesos and Euros. Losses in fiscal year 2023 were primarily due to lower outstanding Euro-denominated payables subjected to a U.S. dollar strengthening against historical rates, as well as U.S. dollar weakening against the Mexican Peso.
(3)Marketable securities gains includes unrealized gains and losses from marketable equity securities held in an irrevocable grantor’s Rabbi trust in connection with the Company's deferred compensation plan. See Note 10 for more information on Rabbi trust assets.
(4)On May 30, 2023, the Company used pension plan assets to purchase nonparticipating annuity contracts in order to transfer certain liabilities associated with its U.S. pension plan to an insurance company. As a result, the Company remeasured the U.S. pension plan, which resulted in a noncash pension settlement charge of $19.0 million recognized within “Other income (expense), net” in the Company’s consolidated statement of income and “Other, net” in the Company’s consolidated statement of cash flows from operations.
(5)For the year ended November 30, 2025, Other, net includes interest income on cash and cash equivalents and short-term investments in marketable securities of $23.0 million and realized gains of $5.8 million from marketable equity securities held in an irrevocable grantor’s Rabbi trust in connection with the Company’s deferred compensation plan, partially offset by pension and deferred compensation expenses of $20.8 million. For the year ended December 1, 2024, Other, net of a $1.4 million loss includes pension and deferred compensation expenses of $34.0 million partially offset by interest income on cash and cash equivalents of $20.7 million, realized gains of $3.1 million from marketable equity securities held in a Rabbi trust in connection with the Company’s deferred compensation plan, an insurance recovery of $2.7 million, a government subsidy gain of $1.4 million, and other miscellaneous income and expense items.
v3.25.4
Income Taxes
12 Months Ended
Nov. 30, 2025
Income Tax Disclosure [Abstract]  
INCOME TAXES INCOME TAXES
The Company's income tax expense was $132.0 million, $7.2 million and $15.7 million and the Company's effective income tax rate was 20.8%, 3.3% and 5.9% for the years ended November 30, 2025, December 1, 2024 and November 26, 2023, respectively.
The increase in the effective tax rate in fiscal year 2025 was primarily driven by the prior year tax benefits from an international intellectual property transaction, a $10.1 million tax benefit related to favorable resolutions of state audits and a lower earnings before taxes base that magnified the impact of these discrete items. During 2024, the Company completed an intercompany sale of intellectual property between entities based in different tax jurisdictions resulting in net tax benefits of $46.4 million.
The decrease in the effective tax rate in fiscal year 2024 as compared to fiscal year 2023 was primarily driven by an international intellectual property transaction which benefited fiscal year 2024, partially offset by the reduced FDII benefit in fiscal year 2024.
The Company's income tax expense (benefit) differed from the amount computed by applying the U.S. federal statutory income tax rate to income before income taxes as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Income tax expense (benefit) at U.S. federal statutory rate$133.1 21.0 %$45.7 21.0 %$55.7 21.0 %
State income taxes, net of U.S. federal impact3.0 0.5 %(4.3)(1.9)%1.3 0.5 %
Change in valuation allowance
— — %(0.5)(0.2)%(2.0)(0.8)%
Impact of foreign operations, net(1)
19.6 3.1 %25.8 11.8 %14.3 5.4 %
Foreign-derived intangible income benefit ("FDII")(25.1)(4.0)%(6.5)(3.0)%(55.9)(21.0)%
Reassessment of tax liabilities
(1.0)(0.2)%(11.0)(5.1)%(0.6)(0.2)%
International intellectual property transaction
— — %(45.9)(21.1)%— — %
Stock-based compensation7.5 1.2 %3.7 1.7 %6.6 2.5 %
Other, including non-deductible expenses(5.1)(0.8)%0.2 0.1 %(3.7)(1.5)%
Total$132.0 20.8 %$7.2 3.3 %$15.7 5.9 %
___________
(1)Included in Impact of foreign operations, net are foreign rate differential, Global Intangible Low-Taxed Income ("GILTI") and the tax impact of actual and deemed repatriations of foreign earnings net of foreign tax credits.

Impact of foreign operations. The tax expense in fiscal year 2025 decreased as compared to fiscal year 2024 primarily due to a lower valuation allowance against foreign tax credits and U.S. tax cost from GILTI.
Foreign-derived intangible income benefit. A higher benefit in fiscal year 2025 as compared to fiscal year 2024 is due to a larger amount of royalty income eligible for the FDII deduction in the current year.
The U.S. and foreign components of income from continuing operations before income taxes were as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Domestic$125.5 $(117.8)$(164.7)
Foreign508.5 335.4 431.0 
Total income before income taxes$634.0 $217.6 $266.3 

Income tax expense (benefit) consisted of the following:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
U.S. Federal
Current$30.2 $13.3 $14.4 
Deferred(23.1)4.7 (91.5)
$7.1 $18.0 $(77.1)
U.S. State
Current$13.4 $1.2 $11.3 
Deferred(10.4)(14.9)(9.7)
$3.0 $(13.7)$1.6 
Foreign
Current$109.0 $83.8 $94.2 
Deferred12.9 (80.9)(3.0)
$121.9 $2.9 $91.2 
Consolidated
Current$152.6 $98.3 $119.9 
Deferred(20.6)(91.1)(104.2)
Total income tax expense$132.0 $7.2 $15.7 
Deferred Tax Assets and Liabilities
The Company's deferred tax assets and deferred tax liabilities were as follows:
November 30,
2025
December 1,
2024
(Dollars in millions)
Deferred tax assets
Foreign tax credit carryforwards$20.4 $26.1 
State net operating loss carryforwards13.8 15.7 
Foreign net operating loss carryforwards24.7 32.8 
Employee compensation and benefit plans91.2 87.5 
Advance royalties211.0 158.8 
Prepaid services
34.5 46.5 
Accrued liabilities32.4 35.9 
Sales returns and allowances44.6 39.0 
Inventory29.7 32.7 
Intangibles
268.6 275.1 
Property, plant and equipment (1)
86.8 61.0 
Lease liability328.6 288.7 
Other (1)
33.5 36.6 
Total gross deferred tax assets1,219.8 1,136.4 
Less: Valuation allowance(48.2)(52.9)
Deferred tax assets, net of valuation allowance1,171.6 1,083.5 
Deferred tax liabilities
U.S. Branches(56.7)(40.1)
Right of use asset(301.6)(259.4)
Total deferred tax liabilities(358.3)(299.5)
Total net deferred tax assets$813.3 $784.0 
_____________
(1)Fiscal year 2024 amounts have been conformed to the fiscal year 2025 presentation.
Foreign tax credit carryforwards. The foreign tax credit carryforwards at November 30, 2025, are subject to expiration through 2035 if not utilized.
Net operating loss carryforwards. As of November 30, 2025, the Company had state net operating loss carryforwards of $226.8 million and foreign net operating loss carryforwards of $131.3 million. Of the state net operating losses, $205.0 million are subject to expiration through 2045, and the remaining $21.8 million are available as indefinite carryforwards under applicable tax laws. Of the foreign net operating losses, $39.5 million are subject to expiration through 2032 and the remaining $91.8 million are available as indefinite carryforwards under applicable tax laws.
Valuation Allowance. The following table details the changes in valuation allowance during the year ended November 30, 2025:
Valuation
Allowance at December 1, 2024
Changes in
Related Gross
Deferred Tax
Asset
Change /
(Release)
Valuation
Allowance at November 30, 2025
(Dollars in millions)
Foreign tax credit and U.S. state net operating loss carryforwards$20.9 $(0.6)$— $20.3 
Foreign net operating loss carryforwards and other foreign deferred tax assets
32.0 (4.1)— 27.9 
$52.9 $(4.7)$— $48.2 
Unremitted earnings of certain foreign subsidiaries. The Company historically provided for U.S. income taxes on the undistributed earnings of foreign subsidiaries unless they were considered indefinitely reinvested outside the United States. The Company reevaluated its historical indefinite reinvestment assertion as a result of the enactment of the Tax Cuts and Jobs Act, (the "Tax Act" enacted on December 22, 2017) and determined that any historical undistributed earnings through November 25, 2018 of foreign subsidiaries, as well as most of the additional undistributed earnings generated through November 30, 2025, are no longer considered to be indefinitely reinvested. The deferred tax liability related to foreign and state tax costs associated with the future remittance of these undistributed earnings of foreign subsidiaries was $10.8 million (included in Other deferred tax assets and liabilities). For the year ended November 30, 2025, management asserted indefinite reinvestment on a portion of foreign earnings generated in fiscal years 2019 to 2025. If such earnings were to be distributed to the U.S., the related foreign withholding and state tax costs would be approximately $10.6 million.
Uncertain Income Tax Positions
As of November 30, 2025, the Company’s total gross amount of unrecognized tax benefits was $47.2 million, of which $46.4 million could impact the effective tax rate, if recognized, as compared to December 1, 2024, when the Company’s total gross amount of unrecognized tax benefits was $42.7 million, of which $41.4 million could have impacted the effective tax rate, if recognized.
The following table reflects the changes to the Company's unrecognized tax benefits:
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Unrecognized tax benefits beginning balance$42.7 $42.3 $38.1 
Increases related to current year tax positions1.4 4.2 4.1 
Increases related to tax positions from prior years9.6 0.7 1.9 
Decreases related to tax positions from prior years(3.6)(3.6)— 
Settlement with tax authorities(2.9)(0.7)(1.7)
Lapses of statutes of limitation— — (0.2)
Other, including foreign currency translation— (0.2)0.1 
Unrecognized tax benefits ending balance$47.2 $42.7 $42.3 
The Company evaluates all domestic and foreign audit issues and believes that it is reasonably possible that total gross unrecognized tax benefits will not significantly change within the next 12 months.
As of November 30, 2025 and December 1, 2024, accrued interest and penalties primarily relating to non-U.S. jurisdictions were not material.
The Company files income tax returns in the United States and in various foreign (including Belgium, Hong Kong, India, Mexico and Canada), state and local jurisdictions. With few exceptions, examinations have been completed by tax authorities or the statute of limitations has expired for United States federal, foreign, state and local income tax returns filed by the Company for years through 2014.
v3.25.4
Earnings Per Share Attributable to Common Stockholders
12 Months Ended
Nov. 30, 2025
Earnings Per Share [Abstract]  
Earnings Per Share Attributable to Common Stockholders EARNINGS PER SHARE
Basic earnings per share is calculated by dividing net income by the weighted-average number of common shares outstanding. Diluted earnings per share adjusts the basic earnings per share and the weighted-average number of common shares outstanding for the potentially dilutive impact of RSUs and stock appreciation rights using the treasury stock method. The following table sets forth the computation of the Company's basic and diluted earnings per share:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions, except per share amounts)
Numerator:
Net income from continuing operations
$502.0 $210.4 $250.6 
Net income (loss) from discontinued operations, net of taxes
76.10.2(1.0)
Net income
$578.1 $210.6 $249.6 
Denominator:
Weighted-average common shares outstanding - basic395,524,593 398,233,739 397,208,535 
Dilutive effect of stock awards4,224,667 4,134,864 4,514,632 
Weighted-average common shares outstanding - diluted399,749,260 402,368,603 401,723,167 
Earnings per common share:
Continuing operations - Basic
$1.27 $0.53 $0.63 
Discontinued operations - Basic
0.19 — — 
Net income - Basic
$1.46 $0.53 $0.63 
Continuing operations - Diluted
$1.26 $0.52 $0.62 
Discontinued operations - Diluted
0.19 — — 
Net income - Diluted
$1.45 $0.52 $0.62 
Anti-dilutive securities excluded from calculation of diluted earnings per share
3,740,183 4,119,726 5,408,781 
v3.25.4
Related Parties
12 Months Ended
Nov. 30, 2025
Related Party Transactions [Abstract]  
RELATED PARTIES RELATED PARTIES
Michelle Gass (President and CEO) and David Jedrzejek (Senior Vice President and General Counsel) are members of the Board of Directors of the Levi Strauss Foundation, which is an independent non-profit entity that is not one of our consolidated entities. Mr. Jedrzejek also serves as a Vice President of the Levi Strauss Foundation. Ms. Gass and Mr. Jedrzejek began serving on the Board of Directors of the Levi Strauss Foundation on January 24, 2024 and September 26, 2023, respectively. During fiscal years 2025, 2024 and 2023, donations to the Levi Strauss Foundation were $5.7 million, $6.3 million, and
$11.3 million, respectively, and the Company recognized expenses related to their donation commitments of $9.2 million, $7.2 million, and $2.2 million, respectively.
v3.25.4
Business Segment Information
12 Months Ended
Nov. 30, 2025
Segment Reporting [Abstract]  
BUSINESS SEGMENT INFORMATION BUSINESS SEGMENT INFORMATION
The Company manages its business according to three reportable segments: Americas, Europe, and Asia, collectively comprising the Company's Levi's Brands business, which includes Levi's®, Levi Strauss Signature™ and Denizen® brands. The Beyond Yoga® business is managed separately and does not meet the quantitative threshold for reportable segments. Corporate expenses are comprised of selling, general and administrative expenses that management does not attribute to any of our operating segments and these expenses primarily relate to corporate administration, information resources, finance and human resources functional and organizational costs. In the first quarter of 2024 we announced the strategic decision to discontinue the Denizen® brand with the wind down of operations substantially complete as of March 2, 2025. At the end of the first quarter of 2025, the Company determined that the Dockers® business met held for sale and discontinued operations accounting criteria. During the second quarter of 2025, the Company entered into a definitive agreement to sell its Dockers® business and on July 31, 2025 the Company sold the Dockers® intellectual property and operations in the U.S. and Canada. The sale of the remaining Dockers® operations is expected to close in the first quarter of 2026. Accordingly, the Company classified the Dockers® business as discontinued operations in its consolidated statements of income for all periods presented and excluded the business from segment results for all periods presented. See Note 2 “Discontinued Operations”.
The Company considers its chief executive officer to be its chief operating decision maker. The Company’s chief operating decision maker manages business operations, evaluates performance and allocates resources based on the segments’ net revenues and operating income. The Company reports inventories by segment as that information is used by the chief operating decision maker in assessing segment performance. The Company does not report its other assets by segment as that information is not regularly provided to the chief operating decision maker in assessing segment performance.
Business segment information for the Company is as follows:
Year Ended November 30, 2025
Levi’s Brands
AmericasEuropeAsiaTotal
(Dollars in millions)
Segment net revenues
$3,297.0 $1,699.3 $1,134.4 $6,130.7 
Beyond Yoga® net revenues
151.3 
Total net revenues
$6,282.0 
Segment cost of goods sold
1,419.0 497.1 441.5 
Segment selling, general, and administrative
1,155.1 835.5 544.3 
Segment operating income$722.9 $366.7 $148.6 $1,238.2 
Beyond Yoga® operating loss
(13.6)
Restructuring charges, net(1)
(24.5)
Goodwill and other intangible asset impairment charges
(2.5)
Corporate expenses(2)
(520.0)
Interest expense(48.6)
Other income (expense), net(3)
5.0 
Income from continuing operations before income taxes
$634.0 
___________
(1)For the year ended November 30, 2025 restructuring charges, net consisted primarily of severance and other post-employment benefit charges, and asset impairment and contract termination costs, partially offset by a gain recognized on the sale of a distribution center in connection with Project Fuel.
(2)For the year ended November 30, 2025 corporate expenses included restructuring related expenses, primarily $12.1 million of Project Fuel related costs which included consulting costs, distribution center transition costs, and employee one-time incentives.
(3)For the year ended November 30, 2025 other income (expense), net includes subrogation related to an insurance recovery of $1.3 million.
Year Ended December 1, 2024
Levi’s Brands
AmericasEuropeAsiaTotal
(Dollars in millions)
Segment net revenues
$3,200.6 $1,617.9 $1,082.4 $5,900.9 
Beyond Yoga® net revenues
131.1 
Total net revenues
$6,032.0 
Segment cost of goods sold
1,383.4 505.8 432.0 
Segment selling, general and administrative expenses
1,120.2 792.5 515.5 
Segment operating income$697.0 $319.6 $134.9 $1,151.5 
Beyond Yoga® operating loss
(20.0)
Restructuring charges, net(1)
(185.6)
Goodwill and other intangible asset impairment charges(2)
(116.9)
Corporate expenses(3)
(566.3)
Interest expense(41.8)
Other income (expense), net(4)
(3.3)
Income from continuing operations before income taxes
$217.6 
___________
(1)For the year ended December 1, 2024 restructuring charges, net consisted primarily of severance and other post-employment benefit charges in connection with Project Fuel.
(2)For the year ended December 1, 2024, goodwill and other intangible asset impairment charges includes $36.3 million related to Beyond Yoga® reporting unit goodwill, $66.0 million related to the Beyond Yoga® trademark and $9.1 million related to the Beyond Yoga® customer relationship intangible assets. Additionally, the year ended December 1, 2024 includes a $5.5 million goodwill impairment charge related to the footwear business.
(3)For the year ended December 1, 2024 corporate expenses included restructuring related expenses, mostly consulting fees of $54.3 million, in connection with Project Fuel and $11.1 million of impairments related to discontinued technology projects. A $3.1 million benefit related to incentive compensation for the Dockers® business was reclassified from Corporate expenses to SG&A within discontinued operations for the year ended December 1, 2024.
(4)For the year ended December 1, 2024, other income (expense), net included an insurance recovery of $2.7 million and a government subsidy gain of $1.4 million.
Year Ended November 26, 2023
Levi’s Brands
AmericasEuropeAsiaTotal
(Dollars in millions)
Segment net revenues
$3,086.9 $1,579.5 $1,059.7 $5,726.1 
Beyond Yoga® net revenues
116.0 
Total net revenues
$5,842.1 
Segment cost of goods sold
1,484.2 541.8 432.2 
Segment selling, general, and administrative
1,067.4 732.7 480.3 
Segment operating income$535.3 $305.0 $147.2 $987.5 
Beyond Yoga® operating income
1.0 
Restructuring charges, net
(20.3)
Goodwill and other intangible asset impairment charges(1)
(90.2)
Corporate expenses(2)
(523.6)
Interest expense(45.9)
Other (expense) income, net(3)
(42.2)
Income from continuing operations before income taxes
$266.3 
___________
(1)For the year ended November 26, 2023, goodwill and other intangible asset impairment includes impairment charges of $75.4 million related to Beyond Yoga® reporting unit goodwill and $14.8 million related to the Beyond Yoga® trademark.
(2)For the year ended November 26, 2023, corporate expenses included $49.3 million in impairment charges related to capitalized internal-use software, net of a $3.9 million gain on the termination of store leases related to the Russia-Ukraine war which are considered part of the Company's Europe segment.
(3)For the year ended November 26, 2023, Other income (expense), net included a noncash pension settlement charge recorded during the third quarter. For more information refer to Note 18.



Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Depreciation and amortization expense:
Americas$61.3 $60.6 $51.4 
Europe31.0 26.0 19.3 
Asia19.8 16.0 12.9 
Total segment depreciation and amortization expense112.1 102.6 83.6 
Beyond Yoga® and unallocated
92.7 86.1 72.8 
Total continuing operations depreciation and amortization expense
$204.8 $188.7 $156.4 
November 30, 2025
AmericasEuropeAsiaSegment Total
Unallocated(1)
Consolidated Total
(Dollars in millions)
Assets:
Inventories$761.7 $161.3 $178.1 $1,101.1 $136.6 $1,237.7 
All other assets— — — — 5,611.1 5,611.1 
Total assets$6,848.8 
___________
(1)Unallocated inventories include $38.5 million of Beyond Yoga® inventory.
December 1, 2024
AmericasEuropeAsiaSegment Total
Unallocated(1)
Consolidated Total
(Dollars in millions)
Assets:
Inventories$680.4 $144.5 $172.8 $997.7 $133.6 $1,131.3 
All other assets— — — — 5,244.2 5,244.2 
Total assets$6,375.5 
___________
(1)Unallocated inventories include $31.4 million of Beyond Yoga® inventory.
Geographic information for the Company revenues was as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Net revenues:
United States$2,674.1 $2,631.7 $2,533.4 
Foreign countries3,607.9 3,400.3 3,308.7 
Total net revenues$6,282.0 $6,032.0 $5,842.1 
Geographic information for the Company assets was as follows:
Year Ended
November 30,
2025
December 1,
2024
(Dollars in millions)
Net deferred tax assets:
United States$507.2 $482.1 
Foreign countries322.9 316.4 
Total net deferred tax assets$830.1 $798.5 
Long-lived assets:
United States$422.0 $442.0 
Foreign countries300.4 290.1 
Total long-lived assets$722.4 $732.1 
v3.25.4
Supplemental Disclosures of Cash Flow Information
12 Months Ended
Nov. 30, 2025
Supplemental Cash Flow Elements [Abstract]  
SUPPLEMENTAL DISCLOSURES OF CASH FLOW INFORMATION SUPPLEMENTAL DISCLOSURES OF CASH FLOW INFORMATION
Changes in operating assets and liabilities affecting cash were as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Change in operating assets and liabilities:
Trade receivables$(48.9)$14.8 $(49.9)
Inventories(51.6)14.9 142.9 
Accounts payable(69.3)105.1 (95.7)
Other accrued liabilities
58.2 60.4 (82.7)
Short-term restructuring liabilities
(16.1)53.7 — 
Accrued salaries, wages and employee benefits and long-term employee related benefits1.6 21.8 (42.7)
Right-of-use operating lease assets and current and non-current operating lease liabilities, net
(16.0)0.6 3.7 
Other current and non-current assets(10.9)(39.2)(22.2)
Other current and long-term liabilities(4.7)118.4 38.1 
Net change in operating assets and liabilities$(157.7)$350.5 $(108.5)
v3.25.4
Schedule II: Valuation and Qualifying Acounts
12 Months Ended
Nov. 30, 2025
SEC Schedule, 12-09, Valuation and Qualifying Accounts [Abstract]  
Valuation and Qualifying Accounts
SCHEDULE II
LEVI STRAUSS & CO. AND SUBSIDIARIES
VALUATION AND QUALIFYING ACCOUNTS
Allowance for Credit LossesBalance at
Beginning of
Period
Additions
Charged to
Expenses
Deductions(1)
Balance at
End of
Period
(Dollars in millions)
November 30, 2025$5.7 3.1 — $8.8 
December 1, 2024$5.7 1.9 1.9 $5.7 
November 26, 2023$7.5 0.5 2.3 $5.7 
Sales ReturnsBalance at
Beginning of
Period
Additions
Charged to
Net Sales
Deductions(1)
Balance at
End of
Period
(Dollars in millions)
November 30, 2025$64.4 611.2 600.9 $74.7 
December 1, 2024$60.2 530.9 526.7 $64.4 
November 26, 2023$54.4 432.8 427.0 $60.2 
Sales Discounts and IncentivesBalance at
Beginning of
Period
Additions
Charged to
Net Sales
Deductions(1)
Balance at
End of
Period
(Dollars in millions)
November 30, 2025$129.8 533.9 512.0 $151.7 
December 1, 2024$130.4 511.1 511.7 $129.8 
November 26, 2023$126.4 468.4 464.4 $130.4 
Valuation Allowance Against Deferred Tax AssetsBalance at
Beginning of
Period
Changes in Related Gross Deferred Tax Asset
Change/(Release)
Balance at
End of
Period
(Dollars in millions)
November 30, 2025$52.9 (4.7)— $48.2 
December 1, 2024$47.4 5.9 (0.4)$52.9 
November 26, 2023$49.6 (0.2)(2.0)$47.4 
_____________
(1)The charges to the accounts are for the purposes for which the allowances were created.
v3.25.4
Insider Trading Arrangements
3 Months Ended 12 Months Ended
Nov. 30, 2025
Nov. 30, 2025
Trading Arrangements, by Individual    
Material Terms of Trading Arrangement  
During the fourth quarter ended November 30, 2025, none of our directors or officers (as defined in Rule 16a-1(f) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”)) adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as those terms are defined in Item 408 of Regulation S-K.
Rule 10b5-1 Arrangement Adopted false  
Non-Rule 10b5-1 Arrangement Adopted false  
Rule 10b5-1 Arrangement Terminated false  
Non-Rule 10b5-1 Arrangement Terminated false  
v3.25.4
Insider Trading Policies and Procedures
12 Months Ended
Nov. 30, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.4
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Nov. 30, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
We are heavily dependent on information technology systems and networks, including the Internet, third-party services and artificial intelligence, across our supply chain, including for product design, production, forecasting, ordering, manufacturing, transportation, sales, and distribution, as well as for processing financial information, external and internal reporting purposes, retail operations and other business activities. We maintain a comprehensive process for assessing, identifying and managing material risks from cybersecurity threats, including, but not limited to, risks from ransomware attacks, security breaches, cyber-attacks or other malicious activities by hackers, criminal groups, nation-states and nation-state-sponsored organizations and social-activist organizations, computer viruses or other malicious codes, unauthorized access, phishing attacks or unauthorized uses, as part of our overall risk management framework and processes. Our risk management framework considers cybersecurity risks alongside other company risks to evaluate their nature and severity, as well as to identify mitigations and assess the impact of those mitigations on residual risk.
We maintain a comprehensive cybersecurity and information security framework that includes risk assessment and mitigation through a threat intelligence-driven approach, application controls and enhanced security with ransomware defense. The framework leverages the National Institute of Standards and Technology (NIST) Cyber Security Framework 2.0, as well as other standards. We utilize policies, software, training programs and hardware solutions to protect and monitor our environment, including multifactor authentication, firewalls, intrusion detection and prevention systems, vulnerability and penetration testing, identity management, security information and event management systems and insider threat management systems. We also carry insurance that provides protection against certain potential losses arising from a cybersecurity incident.
Our policies require that certain of our employees and contractors complete mandatory security awareness training upon hire or engagement and annually thereafter. The training covers essential topics such as phishing awareness, password security, data protection, social engineering, physical security and compliance requirements. Additionally, targeted training is provided based on roles, responsibilities and access levels to ensure relevance and effectiveness. The awareness and training program also includes practical exercises, such as simulated phishing attacks, to reinforce training objectives and improve understanding of security vulnerabilities. We also participate in a variety of initiatives and work closely with industry alliances and trade associations for collaboration and for increasing our security knowledge and awareness.
We utilize third-party service providers as a normal part of our business operations. To address cybersecurity risks arising from our relationships with third-party service providers, our cybersecurity risk management processes include a third-party risk management program that assesses risks from vendors and suppliers. Our process includes cybersecurity and data privacy assessments during vendor onboarding to identify and classify risk based on several factors, including the type of data handled by the third-party service provider and the potential impact to our business if there were a significant disruption to the third-party service or system.
We maintain a robust Cybersecurity Incident Response Program intended to help us respond to an incident, prevent or minimize system disruption or the loss of data, recover business-critical services and facilitate compliance with any applicable legal obligations. Our program includes a written response plan that provides a framework for handling cybersecurity incidents based on the severity of the incident and the formation of a cross-functional incident response team staffed in accordance with the relevant severity level. The plan also sets out a coordinated approach to assessing the severity of potential and actual incidents and their impacts, containing, investigating, documenting, mitigating and remediating incidents, including reporting findings and keeping senior management, the Board of Directors and other key stakeholders and third parties (such as insurance providers and incident response professionals) informed and involved as appropriate.
Our cybersecurity team regularly tests our cybersecurity controls through penetration testing, vulnerability scanning, and attack simulation.
Additionally, in connection with our cybersecurity risk management processes, we engage consultants, including outside counsel, to review our processes or programs, benchmark and opine on best practices. We conduct tests on our ecommerce sites to identify control gaps and prioritize process improvements that align with our business and cybersecurity strategy. We also periodically engage a third-party independent review of our cybersecurity program against the NIST Cybersecurity Framework 2.0 to provide an independent assessment and perspective measured against industry standards. In addition, members of senior
management participate in periodic tabletop exercises with third-party experts on crisis management best practices to apply their learnings to the company’s business continuity, enterprise risk and cybersecurity programs.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block] We maintain a comprehensive process for assessing, identifying and managing material risks from cybersecurity threats, including, but not limited to, risks from ransomware attacks, security breaches, cyber-attacks or other malicious activities by hackers, criminal groups, nation-states and nation-state-sponsored organizations and social-activist organizations, computer viruses or other malicious codes, unauthorized access, phishing attacks or unauthorized uses, as part of our overall risk management framework and processes. Our risk management framework considers cybersecurity risks alongside other company risks to evaluate their nature and severity, as well as to identify mitigations and assess the impact of those mitigations on residual risk.
We maintain a comprehensive cybersecurity and information security framework that includes risk assessment and mitigation through a threat intelligence-driven approach, application controls and enhanced security with ransomware defense. The framework leverages the National Institute of Standards and Technology (NIST) Cyber Security Framework 2.0, as well as other standards. We utilize policies, software, training programs and hardware solutions to protect and monitor our environment, including multifactor authentication, firewalls, intrusion detection and prevention systems, vulnerability and penetration testing, identity management, security information and event management systems and insider threat management systems. We also carry insurance that provides protection against certain potential losses arising from a cybersecurity incident.
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Board of Directors Oversight [Text Block]
The Audit Committee of the Board of Directors is primarily responsible for the oversight of risks from cybersecurity threats. This includes the responsibility for reviewing and discussing with management and the Board of Directors our information technology use and protection, including, but not limited to, data governance, privacy, IT risks, compliance, cybersecurity and significant legislative and regulatory developments that could materially impact us, as well as the evaluation with management of the implementation and effectiveness of our controls to monitor and mitigate these risks and the oversight for any investigations related to specific cybersecurity or technology incidents. To fulfill this responsibility, the Audit Committee receives regular reports about cybersecurity risks from our CISO, and receives more frequent updates as needed, including in the event of a significant cybersecurity incident in accordance with our Cybersecurity Incident Response Plan. These regular reports periodically include information regarding the implementation and administration of the registrants cybersecurity processes, cybersecurity governance processes, status of projects relating to cybersecurity, cybersecurity matters relating to any particular products or services, summaries of any material cybersecurity threats or incidents and responses thereto, regulatory updates, updates on cybersecurity trends and the results of any assessments performed by internal stakeholders or third-party advisors. Updates related to data use and protection and regulatory updates are also periodically provided by our Chief Privacy Officer.
Our Board of Directors retains responsibility for the oversight of our overall risk management systems and processes and our CISO provides periodic reports to the full Board of Directors on cybersecurity risk. The Board of Directors also participates in educational sessions relating to cybersecurity matters.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block]
The Audit Committee of the Board of Directors is primarily responsible for the oversight of risks from cybersecurity threats. This includes the responsibility for reviewing and discussing with management and the Board of Directors our information technology use and protection, including, but not limited to, data governance, privacy, IT risks, compliance, cybersecurity and significant legislative and regulatory developments that could materially impact us, as well as the evaluation with management of the implementation and effectiveness of our controls to monitor and mitigate these risks and the oversight for any investigations related to specific cybersecurity or technology incidents. To fulfill this responsibility, the Audit Committee receives regular reports about cybersecurity risks from our CISO, and receives more frequent updates as needed, including in the event of a significant cybersecurity incident in accordance with our Cybersecurity Incident Response Plan. These regular reports periodically include information regarding the implementation and administration of the registrants cybersecurity processes, cybersecurity governance processes, status of projects relating to cybersecurity, cybersecurity matters relating to any particular products or services, summaries of any material cybersecurity threats or incidents and responses thereto, regulatory updates, updates on cybersecurity trends and the results of any assessments performed by internal stakeholders or third-party advisors. Updates related to data use and protection and regulatory updates are also periodically provided by our Chief Privacy Officer.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] To fulfill this responsibility, the Audit Committee receives regular reports about cybersecurity risks from our CISO, and receives more frequent updates as needed, including in the event of a significant cybersecurity incident in accordance with our Cybersecurity Incident Response Plan.
Cybersecurity Risk Role of Management [Text Block]
Our cybersecurity strategy is developed in close collaboration with business stakeholders and is led by our Chief Information Security Officer (CISO). This strategy forms the foundation of our information security programs and supports effective cybersecurity risk management. Cybersecurity risk management is the responsibility of our information security team, which is overseen by our CISO. Our cyber fusion team, a subset of the information security team, is responsible for incident response, endpoint security management, detection engineering, vulnerability management, and threat intelligence. The cyber fusion team partners with technology and business stakeholders to strengthen the resiliency of our systems. Our CISO is informed about and monitors the prevention, detection, mitigation and remediation of cybersecurity incidents pursuant to the escalation procedures in our Cybersecurity Incident Response Plan. As described above, for incidents assessed at elevated severity levels, our CISO, crisis management team and legal team promptly engage a cross-functional incident response team to assess and monitor the incident to comply with applicable legal requirements.
Our CISO has served in this position since 2021 and has over two decades of experience in developing robust security programs across various industries. His previous positions include Deputy CISO for the Federal Reserve System, Chief Business Security Officer at ADP and cybersecurity leadership roles at Equifax. Before joining Equifax, he held positions in information security, compliance and internal audit at McKesson Corporation, Fifth Third Bank and AT&T. He also holds numerous industry certifications and serves as the Board Secretary of the Retail & Hospitality Information Sharing and Analysis Center.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Our cybersecurity strategy is developed in close collaboration with business stakeholders and is led by our Chief Information Security Officer (CISO). This strategy forms the foundation of our information security programs and supports effective cybersecurity risk management. Cybersecurity risk management is the responsibility of our information security team, which is overseen by our CISO. Our cyber fusion team, a subset of the information security team, is responsible for incident response, endpoint security management, detection engineering, vulnerability management, and threat intelligence. The cyber fusion team partners with technology and business stakeholders to strengthen the resiliency of our systems. Our CISO is informed about and monitors the prevention, detection, mitigation and remediation of cybersecurity incidents pursuant to the escalation procedures in our Cybersecurity Incident Response Plan. As described above, for incidents assessed at elevated severity levels, our CISO, crisis management team and legal team promptly engage a cross-functional incident response team to assess and monitor the incident to comply with applicable legal requirements.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our CISO has served in this position since 2021 and has over two decades of experience in developing robust security programs across various industries. His previous positions include Deputy CISO for the Federal Reserve System, Chief Business Security Officer at ADP and cybersecurity leadership roles at Equifax. Before joining Equifax, he held positions in information security, compliance and internal audit at McKesson Corporation, Fifth Third Bank and AT&T. He also holds numerous industry certifications and serves as the Board Secretary of the Retail & Hospitality Information Sharing and Analysis Center.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] Our CISO is informed about and monitors the prevention, detection, mitigation and remediation of cybersecurity incidents pursuant to the escalation procedures in our Cybersecurity Incident Response Plan. As described above, for incidents assessed at elevated severity levels, our CISO, crisis management team and legal team promptly engage a cross-functional incident response team to assess and monitor the incident to comply with applicable legal requirements.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
Significant Accounting Policies (Policies)
12 Months Ended
Nov. 30, 2025
Accounting Policies [Abstract]  
Basis of Presentation and Principles of Consolidation
The consolidated financial statements of the Company and its wholly-owned and majority-owned foreign and domestic subsidiaries are prepared in conformity with generally accepted accounting principles in the United States ("U.S. GAAP"). All significant intercompany balances and transactions have been eliminated.
Fiscal Period
The Company’s fiscal year ends on the Sunday that is closest to November 30 of that year, although the fiscal years of certain foreign subsidiaries end on November 30. Fiscal year 2025 was a 52-week year, ending on November 30, 2025, fiscal year 2024 was a 53-week year ending on December 1, 2024, and fiscal year 2023 was a 52-week year, ending on November 26, 2023. Each quarter of fiscal years 2025, 2024 and 2023 consisted of 13 weeks, with the exception of the fourth quarter of fiscal year 2024 which consisted of 14 weeks. All references to years relate to fiscal years rather than calendar years.
Use of Estimates The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the amounts reported in the consolidated financial statements and the related notes to the consolidated financial statements. Estimates are based upon historical factors, current circumstances and the experience and judgment of the Company’s management. Management evaluates its estimates and assumptions on an ongoing basis and may employ outside experts to assist in its evaluations. Changes in such estimates, based on more accurate future information, or different assumptions or conditions, may affect amounts reported in future periods.
Cash and Cash Equivalents
The Company considers all highly liquid investments with an original maturity of three months or less to be cash equivalents. Cash equivalents are stated at fair value.
Derivative Instruments and Hedging Activities
The Company records all derivatives at fair value, which are included in “Other current assets”, “Other non-current assets”, “Other accrued liabilities” or “Other long-term liabilities” on the Company’s consolidated balance sheets. The portion
of the fair value that represents cash flow occurring within one year is classified as current and the portion related to cash flows occurring beyond one year is classified as non-current. The cash flows from the designated derivative instruments used as hedges are classified in the Company's consolidated statements of cash flows in the same section as the cash flows of the hedged item.
Designated Cash Flow Hedges
The Company actively manages the risk of changes in functional currency equivalent cash flows resulting from anticipated non-functional currency denominated purchases and sales. The Company’s global sourcing organization uses the U.S. dollar as its functional currency and is primarily exposed to changes in functional currency equivalent cash flows from anticipated inventory purchases, as it procures inventory on behalf of subsidiaries with the Euro, Australian Dollar and Japanese Yen functional currencies. The Company's Mexico subsidiary uses the Mexican Peso as its functional currency and is exposed as it procures inventory in the U.S. Dollar. Additionally, a European subsidiary uses Euros as its functional currency and is exposed to anticipated non-functional currency denominated sales. The Company manages these risks by using currency forward contracts formally designated and effective as cash flow hedges. Hedge effectiveness is generally determined by evaluating the ability of a hedging instrument's cumulative change in fair value to offset the cumulative change in the present value of expected cash flows on the underlying exposures. For forward contracts, forward points are excluded from the determination of hedge effectiveness and are included in cost of goods sold for hedges of anticipated inventory purchases and in net revenues for hedges of anticipated sales on a straight-line basis over the life of the contract. In each accounting period, differences between the change in fair value of the forward points and the amount recognized on a straight-line basis is recognized in “Other comprehensive (loss) income.”
Net Investment Hedges
The Company designates certain non-derivative instruments as net investment hedges to hedge the Company's net investment position in certain of its foreign subsidiaries. For these instruments, the Company documents the hedge designation by identifying the hedging instrument, the nature of the risk being hedged and the approach for measuring hedge effectiveness.
Non-designated Cash Flow Hedges
The Company enters into derivative instruments not designated as hedges. These derivative instruments are not speculative and are used to manage the Company’s exposure to certain product sourcing activities, some intercompany sales, foreign subsidiaries' royalty payments, interest payments, earnings repatriations, net investment in foreign operations and funding activities but the Company has not elected to apply hedge accounting. Changes in the fair value of derivatives not designated in hedging relationships are recorded directly in “Other income (expense), net” in the Company’s consolidated statements of income.
Accounts Receivable, Net
The Company extends credit to its customers that satisfy pre-defined credit criteria. Accounts receivable are recorded net of an allowance for credit losses. The Company estimates the allowance for credit losses based on an analysis of the aging of accounts receivable, assessment of collectability, including any known or anticipated bankruptcies, customer-specific circumstances and an evaluation of current economic conditions. Actual write-off of receivables may differ from estimates due to changes in customer and economic circumstances. The allowance for credit losses was not significant as of November 30, 2025 and December 1, 2024.
Inventory Valuation The Company values inventories at the lower of cost or net realizable value. Inventory cost is determined using the first-in first-out method. The Company includes product costs, labor and related overhead, inbound freight, internal transfers, and the cost of operating its manufacturing facility, including the related depreciation expense, in the cost of inventories. The Company determines inventory net realizable value by estimating expected selling prices based on the Company's historical recovery rates for slow-moving and obsolete inventory and other factors, such as market conditions, expected channel of distribution and current consumer preferences.
Income Tax
Significant judgment is required to determine the Company's global income tax provision. In the ordinary course of a global business, there are many transactions and calculations where the ultimate tax outcome is uncertain. Some of these uncertainties arise from examinations in various jurisdictions and assumptions and estimates used in evaluating the need for valuation allowances.
The Company is subject to income taxes in the United States and numerous foreign jurisdictions. The Company computes its provision for income taxes using the asset and liability method, under which deferred tax assets and liabilities are recognized for the expected future tax consequences of temporary differences between the financial reporting and tax bases of assets and liabilities and for net operating loss and tax credit carryforwards. All deferred income taxes are classified as non-current on the Company's consolidated balance sheets. Deferred tax assets and liabilities are measured using the currently enacted tax rates that are expected to apply to taxable income for the years in which those tax assets and liabilities are expected to be realized or settled. Significant judgments are required in order to determine the realizability of deferred tax assets. In assessing the need for a valuation allowance, the Company's management evaluates all available positive and negative evidence, including historical operating results, estimates of future taxable income and the existence of prudent and feasible tax planning strategies.
The Company continuously reviews issues raised in connection with all ongoing examinations and open tax years to evaluate the adequacy of its tax liabilities. The Company evaluates uncertain tax positions under a two-step approach. The first step is to evaluate the uncertain tax position for recognition by determining if the weight of available evidence indicates that it is more likely than not that the position will be sustained upon examination based on its technical merits. The second step, for those positions that meet the recognition criteria, is to measure the tax benefit as the largest amount that is more than fifty percent likely to be realized. The Company believes that its recorded tax liabilities are adequate to cover all open tax years based on its assessment. This assessment relies on estimates and assumptions and involves significant judgments about future events. To the extent that the Company's view as to the outcome of these matters changes, the Company will adjust income tax expense in the period in which such determination is made. The Company classifies interest and penalties related to income taxes as income tax expense.
Cloud Computing Arrangements
The Company incurs costs to implement cloud computing arrangements that are hosted by third-party vendors. Implementation costs associated with cloud computing arrangements are capitalized when incurred during the application development phase. Amortization is calculated on a straight-line basis over the contractual term of the cloud computing arrangement on a straight-line basis, typically a three to seven year period. Capitalized amounts related to such arrangements are recorded within “Other current assets” and “Other non-current assets” in the consolidated balance sheets.
Property, Plant and Equipment
Property, plant and equipment are carried at cost, less accumulated depreciation. Depreciation is calculated using the straight-line method based upon the estimated useful lives of the assets. Buildings are depreciated over a 20 to 40 year period. Leasehold improvements are depreciated over the lesser of the estimated useful life of the improvement or the associated lease term. Machinery and equipment, including furniture and fixtures, automobiles and trucks, and networking communication equipment, is depreciated over a three to 15 year period.
Software development costs, which are direct costs associated with developing software for internal use, including certain payroll and payroll-related costs are capitalized when incurred during the application development phase and are depreciated on a straight-line basis over the estimated useful life, typically a three to seven year period.
The Company reviews property, plant and equipment for impairment whenever events or changes in circumstances indicate the carrying amount of an asset or an asset group may not be recoverable. Impairment losses are measured and recorded for the excess of carrying value over its fair value, estimated based on expected future cash flows and other quantitative and qualitative factors.
Goodwill and Other Intangible Assets
Goodwill resulted primarily from the acquisition of Beyond Yoga® in 2021, a 1985 acquisition of the Company by Levi Strauss Associates Inc., a former parent company that was subsequently merged into the Company in 1996, as well as other third-party acquisitions. Intangible assets comprise customer relationships and owned trademarks with definite and indefinite useful lives. Goodwill and indefinite-lived intangible assets are not amortized.
The Company tests goodwill and indefinite-lived intangible assets for impairment annually, or more frequently as warranted by events or changes in circumstances which indicate that the carrying amount of the assets may not be recoverable. Annual testing is performed in the fourth quarter of the fiscal year for all reporting units and indefinite-lived assets except Beyond Yoga®, which is performed in the third quarter.
When testing goodwill and indefinite-lived intangible assets for impairment, the Company has the option of first performing a qualitative assessment to determine whether it is more-likely-than-not that the fair value of a reporting unit or an indefinite-lived intangible asset is less than its carrying amount as a basis for determining whether it is necessary to perform a quantitative impairment test. If necessary, the Company can perform a single step quantitative impairment test by comparing the fair value of a reporting unit or indefinite-lived intangible asset with its carrying amount and record an impairment charge for the amount that the carrying amount exceeds the fair value, up to the total amount of goodwill allocated to a reporting unit or the carrying amount of the indefinite-lived intangible asset.
Under the quantitative test, the Company compares the carrying value of the reporting unit or indefinite-lived intangible asset to its fair value, which it estimates using an income approach. Under the income approach, the Company determines the fair value of the reporting unit using a discounted cash flow method, projecting future cash flows of the reporting unit, as well as a terminal value, and applying a discount rate that reflects the relative risk of the cash flows. To determine the estimated fair value of indefinite-lived intangible assets, the Company uses an income approach, specifically the relief-from-royalty method. This method assumes that, in lieu of ownership, a third-party would be willing to pay a royalty in order to obtain the rights to use a comparable asset. Under a qualitative assessment, the Company assesses various factors including industry and market conditions, macroeconomic conditions and performance of the businesses.
Restructuring Liabilities
Restructuring Liabilities
Upon approval of a restructuring plan, the Company records restructuring liabilities for employee severance and related termination benefits when they become probable and estimable for ongoing arrangements. The Company records other costs associated with exit activities as they are incurred. The short-term portion and long-term portion of restructuring liabilities are included in “Other accrued liabilities” and “Other long-term liabilities”, respectively, in the Company’s consolidated balance sheets.
Operating Leases
The Company primarily leases retail store space, certain distribution and warehouse facilities, office space and equipment. The Company determines if an arrangement is or contains a lease at inception and begins recording lease activity at the commencement date, which is generally the date in which the Company takes possession of or controls the physical use of the asset. Right-of-use (“ROU”) assets and lease liabilities are recognized based on the present value of lease payments over the lease term with lease expense recognized on a straight-line basis. Incremental borrowing rates are used to determine the present value of future lease payments unless the implicit rate is readily determinable. Incremental borrowing rates reflect the rate the lessee would pay to borrow on a secured basis an amount equal to the lease payments and incorporates the term and economic environment of the lease. ROU assets include amounts for scheduled rent increases and are reduced by the amount of lease incentives. The lease term includes the non-cancelable period of the lease and options to extend or terminate the lease when it is reasonably certain the Company will exercise those options. Certain lease agreements include variable lease payments, which are based on a percent of retail sales over specified levels or adjust periodically for inflation as a result of changes in a published index, primarily the Consumer Price Index.
The Company has elected to account for lease and non-lease components together as a single lease component in the measurement of ROU assets and lease liabilities. Variable lease payments are not included in the measurement of ROU assets and lease liabilities. For leases with a lease term of 12 months or less, fixed lease payments are recognized on a straight-line basis over such term and are not recognized on the consolidated balance sheet.
The Company reviews its ROU assets for impairment whenever events or changes in circumstances indicate the carrying amount of an asset may be impaired. Impairment losses are measured and recorded for the excess of carrying value over its fair value, estimated based on expected future cash flows and other quantitative and qualitative factors.
See Note 14 for further discussion of the Company's leases.
Debt Issuance Costs
The Company capitalizes debt issuance costs on its senior revolving credit facility, which are included in “Other non-current assets” on the Company's consolidated balance sheets. Capitalized debt issuance costs on the Company's unsecured long-term debt are presented as a reduction to the debt outstanding on the Company's consolidated balance sheets. The unsecured long-term debt issuance costs are generally amortized utilizing the effective interest method whereas the senior revolving credit facility issuance costs are amortized utilizing the straight-line method. Amortization of debt issuance costs is included in “Interest expense” in the consolidated statements of income.
Fair Value of Financial Instruments
The fair values of the Company's financial instruments reflect the amounts that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date (exit price). The fair value estimates presented in these financial statements are based on information available to the Company as of November 30, 2025 and December 1, 2024.
The carrying values of cash and cash equivalents, trade receivables and short-term borrowings approximate fair value since they are short term in nature. The Company has estimated the fair value of its other financial instruments using the market and income approaches. Rabbi trust assets and forward foreign exchange contracts are carried at their fair values. The Company's debt instruments are carried at historical cost and adjusted for amortization of premiums, discounts, or deferred financing costs, foreign currency fluctuations and principal payments.
Benefits
The Company has several non-contributory defined benefit retirement plans covering eligible employees and non-qualified deferred compensation plans that cover certain eligible employees. The Company also provides certain health care benefits for U.S. employees who meet age, participation and length of service requirements at retirement. In addition, the Company sponsors other retirement or post-employment plans for its foreign employees in accordance with local government programs and requirements. The Company retains the right to amend, curtail or discontinue any aspect of the plans, subject to local regulations.
The Company recognizes either an asset or a liability for any plan's funded status in its consolidated balance sheets. The Company measures changes in funded status using actuarial models which utilize an attribution approach that generally spreads individual events over the estimated service lives of the remaining employees in the plan. For plans where participants will not earn additional benefits by rendering future service, which includes the Company's U.S. plans, individual events are spread over the plan participants' estimated remaining lives. The Company's policy is to fund its retirement plans based upon actuarial recommendations and in accordance with applicable laws, income tax regulations and credit agreements. Net pension and postretirement benefit income or expense is generally determined using assumptions which include expected long-term rates of return on plan assets, discount rates, compensation rate increases and medical and mortality trend rates. The Company considers several factors including historical rates, expected rates and external data to determine the assumptions used in the actuarial models.
Employee Incentive Compensation
The Company maintains short-term and long-term employee incentive compensation plans. Provisions for employee incentive compensation are recorded in “Accrued salaries, wages and employee benefits” and “Long-term employee related benefits” on the Company's consolidated balance sheets. The Company accrues the related compensation expense over the period of the plan and changes in the liabilities for these incentive plans generally correlate with the Company's financial results and projected future financial performance.
Stock-Based Compensation
The Company has stock-based incentive plans that allow for the issuance of cash or equity-settled awards to certain employees and non-employee directors. The Company recognizes compensation expense for share-based awards that are classified as equity based on the grant date fair value of the awards over the requisite service period, adjusted for estimated forfeitures. The cash-settled awards are classified as liabilities and compensation expense is measured using fair value at the end of each reporting period until settlement.
The grant date fair value of the Company's stock appreciation right awards is estimated using the Black-Scholes valuation model. The grant date fair value of the Company's service based restricted stock units (“RSUs”) and non-market based performance RSUs is determined based on the fair value of the Company's common stock on the date of grant, adjusted to reflect the absence of dividend equivalents during vesting. The grant date fair value of the Company's market-based performance RSUs is estimated using a Monte Carlo simulation valuation model.
Compensation expense for performance based RSUs is recognized over the requisite service period when attainment of the performance goal is deemed probable, net of estimated forfeitures. Compensation expense for market-based RSUs, net of estimated forfeitures, is recognized over the requisite service period regardless of whether, and the extent to which, the market condition is ultimately satisfied. For RSU awards with cliff vesting terms, compensation expense is recognized on a straight-line basis. For awards granted to retirement-eligible employees, or employees who will become retirement-eligible prior to the end of the awards' respective stated vesting periods, the related stock-based compensation expense is recognized on an accelerated basis over a term commensurate with the period that the employee is required to provide service in order to vest in the award.
Due to the job function of the award recipients, the Company has included stock-based compensation expense in “Selling, general and administrative expenses” in the consolidated statements of income.
Self-Insurance Up to certain limits, the Company self-insures various loss exposures primarily relating to workers' compensation risk and employee and eligible retiree medical health benefits. The Company carries insurance policies covering claim exposures which exceed predefined amounts, per occurrence and/or in the aggregate. Accruals for losses are made based on the Company's claims experience and actuarial assumptions followed in the insurance industry, including provisions for incurred but not reported losses.
Foreign Currency
The functional currency for most of the Company's foreign operations is the applicable local currency. For those operations, assets and liabilities are translated into U.S. Dollars using period-end exchange rates; income and expenses are translated at average monthly exchange rates; and equity accounts are translated at historical rates. Net changes resulting from such translations are recorded as a component of translation adjustments in “Accumulated other comprehensive loss” on the Company's consolidated balance sheets.
Foreign currency transactions are transactions denominated in a currency other than the entity's functional currency. At each balance sheet date, each entity remeasures the recorded balances related to foreign-currency transactions using the period-end exchange rate. Unrealized gains or losses arising from the remeasurement of these balances are recorded in “Other (expense) income, net” in the Company's consolidated statements of income. In addition, at the settlement date of foreign currency transactions, the realized foreign currency gains or losses are recorded in “Other (expense) income, net” in the Company's consolidated statements of income to reflect the difference between the rate effective at the settlement date and the historical rate at which the transaction was originally recorded.
Revenue Recognition
Net sales includes sales within the wholesale and direct-to-consumer channels. Wholesale channel revenues includes sales to third-party retailers such as department stores, specialty retailers, third-party e-commerce sites and franchise locations dedicated to the Company's brands. The Company also sells products directly to consumers, which are reflected in the direct-to-consumer (“DTC”) channel, through a variety of formats, including company-operated mainline and outlet stores, company-operated e-commerce sites and select shop-in-shops located in department stores and other third-party retail locations.
Revenue transactions generally comprise a single performance obligation, which consists of the sale of products to customers either through wholesale or DTC channels. The Company satisfies the performance obligation and records revenues
when transfer of control has passed to the customer, based on the terms of sale. Transfer of control passes to wholesale customers upon shipment or upon receipt depending on the agreement with the customer. Within the Company's DTC channel, control generally transfers to the customer at the time of sale within company-operated retail stores and upon delivery to the customer with respect to e-commerce transactions.
Payment terms for wholesale transactions depend on the country of sale or agreement with the customer, and payment is generally required after shipment or receipt by the wholesale customer. Payment is due at the time of sale for retail store and e-commerce transactions.
Revenue is recorded net of an allowance for estimated returns, discounts and retailer promotions and other similar incentives. The Company recognizes allowances for estimated returns in the period in which the related sale is recorded. These estimates are calculated based on a history of actual returns, estimated future returns and information regarding retailer inventory levels. In addition, allowances for estimated returns may be established for significant future known or anticipated events. The Company recognizes allowances for estimated discounts, retailer promotions and other similar incentives in the period in which the related sale is recorded. These estimates are calculated using the most likely amount method. Under this method, certain forms of variable consideration are based on expected sell-through results, which requires subjective estimates. These estimates are supported by historical results as well as specific customer and product-specific facts and circumstances related to the current period.
Net sales to the Company's ten largest customers for fiscal year 2025, fiscal year 2024, and fiscal year 2023, totaled 24%, 25% and 27% of net revenues for those fiscal years, respectively. No customer represented 10% or more of net revenues in any of these years.
The Company treats all shipping to the Company's customers, handling and certain other distribution activities as a fulfillment cost and recognizes these costs as selling, general and administrative expenses. Sales and value-added taxes collected from customers and remitted to governmental authorities are presented on a net basis in the consolidated statements of income.
Cost goods sold
Cost of goods sold includes the expenses incurred to acquire and produce inventory for sale, including product costs, labor and related overhead, inbound freight, internal transfers, and the cost of operating the Company's manufacturing facility, including the related depreciation expense.
Selling, General and Administrative Expenses Selling, general and administrative expenses (“SG&A”) consist primarily of costs relating to advertising, marketing, selling, distribution, information technology and other corporate functions. Selling costs include, among other things, all occupancy costs associated with company-operated stores and with the Company's company-operated shop-in-shops located within department stores. The Company expenses advertising costs as incurred. For fiscal years 2025, 2024 and 2023, total advertising expense was $437.0 million, $430.2 million and $404.3 million, respectively. Distribution costs include costs related to receiving and inspection at distribution centers, warehousing, shipping to the Company's customers, handling and certain other activities associated with the Company's distribution network. These expenses totaled $458.2 million, $382.9 million and $313.7 million for fiscal years 2025, 2024 and 2023, respectively.
Assets Held for Sale and Discontinued Operations
Assets and liabilities of a business that meet the accounting requirements to be classified as held for sale are separated in a disposal group. Disposal group net assets are recorded at the lower of their carrying amount or estimated fair value less expected costs to sell. After being classified as held for sale, assets are not depreciated or amortized.
Assets and liabilities of a disposal group that meet the accounting requirements to be classified as discontinued operations are presented separately for all current and prior periods in the consolidated balance sheets. The results of discontinued operations are reported in “Net income (loss) from discontinued operations, net of taxes” in the consolidated statements of income for the current and prior periods beginning in the period in which the business meets the held for sale criteria. Net income (loss) from discontinued operations includes direct costs attributable to the business held for sale, and an estimate of
costs from corporate functions dedicated to the business, but excludes corporate expenses composed of selling, general and administrative expenses not attributable to any of the operating segments. See Note 2 “Discontinued Operations”.
Unless otherwise indicated, the information in the notes to the consolidated financial statements refers only to the Company’s continuing operations.
Reclassification
Certain amounts on the consolidated balance sheets, income statements and statements of cash flows have been conformed to the November 30, 2025 presentation.
Recently Adopted Accounting Standards And Recently Issued Accounting Standards
In November 2023, the FASB issued ASU 2023-07, Improvements to Reportable Segment Disclosures. This guidance is designed to improve reportable segment disclosure requirements, primarily through enhanced disclosures about significant segment expenses. The Company adopted this ASU on a retrospective basis for the fiscal year ending November 30, 2025. See Note 22 “Business Segment Information” for additional disclosures.
Recently Issued Accounting Standards
The following recently issued accounting standards, all of which are a Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”), have been grouped by their required effective dates for the Company:
Fourth Quarter 2026
In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures. This new guidance is designed to enhance the transparency and decision usefulness of income tax disclosures. The amendments of this update are related to the rate reconciliation and income taxes paid by federal, state and foreign taxes, requiring (1) consistent categories and greater disaggregation of information in the rate reconciliation and (2) income taxes paid disaggregated by significant jurisdiction. ASU 2023-09 is effective for fiscal years beginning after December 15, 2024. Early adoption is permitted. The Company is currently assessing the impact that adopting this new accounting standard will have on its consolidated financial statements.
Fourth Quarter 2028
In November 2024, the FASB issued ASU 2024-03, Disaggregation of Income Statement Expenses. This new guidance is designed to improve the disclosures about the types of expenses, including employee compensation, depreciation, and amortization, and costs incurred related to inventory and manufacturing activities. ASU 2024-03 is effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027 on a prospective basis with optional retrospective application. Early adoption is permitted. The Company is currently assessing the impact that adopting this new accounting standard will have on its consolidated financial statements.
First Quarter 2029
In September 2025, the FASB issued ASU 2025-06, Targeted Improvements to the Accounting for Internal-Use Software. This new guidance amends the guidance for capitalizing development costs incurred for internal-use software and requires an entity to start capitalizing these costs when management has authorized and committed to funding the software project and it is probable that the project will be completed and the software will be used to perform the function intended. ASU 2025-06 is effective for fiscal years beginning after December 15, 2027, and interim periods within those annual reporting periods. Early adoption is permitted. The Company is currently assessing the impact that adopting this new accounting standard will have on its consolidated financial statements.
v3.25.4
Discontinued Operations (Tables)
12 Months Ended
Nov. 30, 2025
Discontinued Operations and Disposal Groups [Abstract]  
Reconciliation of Gross Proceeds From Discontinued Operations
The following table reconciles the gross proceeds with the gain on sale of Dockers® intellectual property and operations in the U.S. and Canada included in “Net income (loss) from discontinued operations, net of taxes”.
Year Ended
November 30,
2025
 
Gross proceeds$194.7 
Less direct costs to sell
16.6 
Less carrying amount of Dockers® intellectual property and operations in the U.S. and Canada
39.1 
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada
$139.0 
The following table presents the assets and liabilities held for sale:
November 30,
2025
December 1,
2024
 (Dollars in millions)
Current Assets:
Inventories$54.0 $108.1 
Total current assets held for sale54.0 108.1 
Property, plant and equipment, net6.9 11.3 
Operating lease right-of-use assets, net14.4 23.6 
Total non-current assets held for sale21.3 34.9 
Total assets held for sale$75.3 $143.0 
Current Liabilities:
Short-term operating lease liabilities$3.9 $5.9 
Total current liabilities held for sale3.9 5.9 
Long-term operating lease liabilities6.1 17.5 
Total long-term liabilities held for sale6.1 17.5 
Total liabilities held for sale$10.0 $23.4 
The following table presents the results of discontinued operations:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Net revenues$240.0 $323.3 $336.9 
Cost of goods sold114.6 164.5 181.9 
Gross profit125.4 158.8 155.0 
Selling, general and administrative expenses142.3 154.3 156.1 
Restructuring charges, net(1)
17.3 3.1 — 
Income (loss) from discontinued operations before gain on sale and income taxes(34.2)1.4 (1.1)
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada before income taxes
139.0 — — 
Total income (loss) from discontinued operations before income taxes
104.8 1.4 (1.1)
Income tax expense (benefit)
28.7 1.2 (0.1)
Net income (loss) from discontinued operations, net of taxes
$76.1 $0.2 $(1.0)
____________
(1)Restructuring charges, net amounts previously attributable to corporate expenses were reported as discontinued operations for the year ended December 1, 2024.
Assets and Liabilities Held for Sale
The following table reconciles the gross proceeds with the gain on sale of Dockers® intellectual property and operations in the U.S. and Canada included in “Net income (loss) from discontinued operations, net of taxes”.
Year Ended
November 30,
2025
 
Gross proceeds$194.7 
Less direct costs to sell
16.6 
Less carrying amount of Dockers® intellectual property and operations in the U.S. and Canada
39.1 
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada
$139.0 
The following table presents the assets and liabilities held for sale:
November 30,
2025
December 1,
2024
 (Dollars in millions)
Current Assets:
Inventories$54.0 $108.1 
Total current assets held for sale54.0 108.1 
Property, plant and equipment, net6.9 11.3 
Operating lease right-of-use assets, net14.4 23.6 
Total non-current assets held for sale21.3 34.9 
Total assets held for sale$75.3 $143.0 
Current Liabilities:
Short-term operating lease liabilities$3.9 $5.9 
Total current liabilities held for sale3.9 5.9 
Long-term operating lease liabilities6.1 17.5 
Total long-term liabilities held for sale6.1 17.5 
Total liabilities held for sale$10.0 $23.4 
The following table presents the results of discontinued operations:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Net revenues$240.0 $323.3 $336.9 
Cost of goods sold114.6 164.5 181.9 
Gross profit125.4 158.8 155.0 
Selling, general and administrative expenses142.3 154.3 156.1 
Restructuring charges, net(1)
17.3 3.1 — 
Income (loss) from discontinued operations before gain on sale and income taxes(34.2)1.4 (1.1)
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada before income taxes
139.0 — — 
Total income (loss) from discontinued operations before income taxes
104.8 1.4 (1.1)
Income tax expense (benefit)
28.7 1.2 (0.1)
Net income (loss) from discontinued operations, net of taxes
$76.1 $0.2 $(1.0)
____________
(1)Restructuring charges, net amounts previously attributable to corporate expenses were reported as discontinued operations for the year ended December 1, 2024.
Results of Discontinued Operations
The following table reconciles the gross proceeds with the gain on sale of Dockers® intellectual property and operations in the U.S. and Canada included in “Net income (loss) from discontinued operations, net of taxes”.
Year Ended
November 30,
2025
 
Gross proceeds$194.7 
Less direct costs to sell
16.6 
Less carrying amount of Dockers® intellectual property and operations in the U.S. and Canada
39.1 
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada
$139.0 
The following table presents the assets and liabilities held for sale:
November 30,
2025
December 1,
2024
 (Dollars in millions)
Current Assets:
Inventories$54.0 $108.1 
Total current assets held for sale54.0 108.1 
Property, plant and equipment, net6.9 11.3 
Operating lease right-of-use assets, net14.4 23.6 
Total non-current assets held for sale21.3 34.9 
Total assets held for sale$75.3 $143.0 
Current Liabilities:
Short-term operating lease liabilities$3.9 $5.9 
Total current liabilities held for sale3.9 5.9 
Long-term operating lease liabilities6.1 17.5 
Total long-term liabilities held for sale6.1 17.5 
Total liabilities held for sale$10.0 $23.4 
The following table presents the results of discontinued operations:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Net revenues$240.0 $323.3 $336.9 
Cost of goods sold114.6 164.5 181.9 
Gross profit125.4 158.8 155.0 
Selling, general and administrative expenses142.3 154.3 156.1 
Restructuring charges, net(1)
17.3 3.1 — 
Income (loss) from discontinued operations before gain on sale and income taxes(34.2)1.4 (1.1)
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada before income taxes
139.0 — — 
Total income (loss) from discontinued operations before income taxes
104.8 1.4 (1.1)
Income tax expense (benefit)
28.7 1.2 (0.1)
Net income (loss) from discontinued operations, net of taxes
$76.1 $0.2 $(1.0)
____________
(1)Restructuring charges, net amounts previously attributable to corporate expenses were reported as discontinued operations for the year ended December 1, 2024.
v3.25.4
Property, Plant and Equipment (Tables)
12 Months Ended
Nov. 30, 2025
Property, Plant and Equipment [Abstract]  
Components of property, plant and equipment
The components of property, plant and equipment were as follows:
November 30,
2025
December 1,
2024
(Dollars in millions)
Land$6.7 $7.5 
Buildings and leasehold improvements584.2 558.6 
Machinery and equipment574.3 626.5 
Capitalized internal-use software800.5 795.0 
Assets held for sale
— 19.7 
Construction in progress80.1 11.8 
Subtotal2,045.8 2,019.1 
Accumulated depreciation(1,364.0)(1,331.7)
Property, plant & equipment, net$681.8 $687.4 
v3.25.4
Goodwill and Other Intangible Assets (Tables)
12 Months Ended
Nov. 30, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Carrying amount of goodwill
The changes in the carrying amount of goodwill by business segment for the years ended November 30, 2025 and December 1, 2024, were as follows:
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Balance, November 26, 2023
Goodwill
$231.7 $32.6 $2.8 $123.6 $390.7 
Accumulated impairment losses
— (11.6)— (75.4)(87.0)
231.7 21.0 2.8 48.2 303.7 
Impairment losses(1)
— (5.5)— (36.3)(41.8)
Goodwill acquired during the year(2)
15.9 5.0 — — 20.9 
Foreign currency fluctuation(4.9)(0.4)0.1 — (5.2)
Balance, December 1, 2024
Goodwill
242.7 37.2 2.9 123.6 406.4 
Accumulated impairment losses
— (17.1)— (111.7)(128.8)
242.7 20.1 2.9 11.9 277.6 
Impairment losses
(2.5)— — — (2.5)
Foreign currency fluctuation3.6 1.8 0.1 — 5.5 
Balance, November 30, 2025
Goodwill
246.3 39.0 3.0 123.6 411.9 
Accumulated impairment losses
(2.5)(17.1)— (111.7)(131.3)
Balance, November 30, 2025$243.8 $21.9 $3.0 $11.9 $280.6 
_____________
(1)For the year ended December 1, 2024 the Company recorded a $5.5 million goodwill noncash impairment charge related to our footwear business as a result of the decision to discontinue the category and a Beyond Yoga® goodwill noncash impairment charge of $36.3 million.
(2)For the year ended December 1, 2024 the Company recorded goodwill of $15.9 million in connection with the acquisition of all operating assets related to Levi’s® brands from Expofaro S.A.S., the Company’s former distributor in Colombia.
Finite-lived intangible assets
Other intangible assets, net, were as follows:
November 30, 2025December 1, 2024
Gross
Carrying
Value
Accumulated
Amortization
TotalGross
Carrying
Value
Accumulated
Amortization
Total
(Dollars in millions)
Non-amortized intangible assets:
Trademarks(1)
$177.9 $— $177.9 $177.9 $— $177.9 
Amortized intangible assets:
Customer relationships and other(2)
39.7 (23.2)16.5 37.6 (18.9)18.7 
Total$217.6 $(23.2)$194.4 $215.5 $(18.9)$196.6 
_____________
(1)For the year ended December 1, 2024 the Company recorded a Beyond Yoga® trademark noncash impairment charge of $66.0 million based on a Level 3 fair value of $135.1 million.
(2)For the year ended December 1, 2024 the Company recorded a Beyond Yoga® customer relationship intangible assets noncash impairment charge of $9.1 million based on a Level 3 fair value of $9.7 million.
Indefinite-lived intangible assets
Other intangible assets, net, were as follows:
November 30, 2025December 1, 2024
Gross
Carrying
Value
Accumulated
Amortization
TotalGross
Carrying
Value
Accumulated
Amortization
Total
(Dollars in millions)
Non-amortized intangible assets:
Trademarks(1)
$177.9 $— $177.9 $177.9 $— $177.9 
Amortized intangible assets:
Customer relationships and other(2)
39.7 (23.2)16.5 37.6 (18.9)18.7 
Total$217.6 $(23.2)$194.4 $215.5 $(18.9)$196.6 
_____________
(1)For the year ended December 1, 2024 the Company recorded a Beyond Yoga® trademark noncash impairment charge of $66.0 million based on a Level 3 fair value of $135.1 million.
(2)For the year ended December 1, 2024 the Company recorded a Beyond Yoga® customer relationship intangible assets noncash impairment charge of $9.1 million based on a Level 3 fair value of $9.7 million.
v3.25.4
Fair Value of Financial Instruments (Tables)
12 Months Ended
Nov. 30, 2025
Fair Value Disclosures [Abstract]  
Financial assets and liabilities carried at fair value
The following table presents the Company’s financial instruments that are carried at fair value:
 November 30, 2025December 1, 2024
  Fair Value 
Estimated Using
 Fair Value 
Estimated Using
 Fair Value
Level 1 Inputs(1)
Level 2 Inputs(2)
Fair Value
Level 1 Inputs(1)
Level 2 Inputs(2)
 (Dollars in millions)
Financial assets carried at fair value
Rabbi trust assets$107.7 $107.7 $— $95.4 $95.4 $— 
Short-term investments in marketable securities90.9 — 90.9 — — — 
Derivative instruments(3)
6.8 — 6.8 17.6 — 17.6 
Total$205.4 $107.7 $97.7 $113.0 $95.4 $17.6 
Financial liabilities carried at fair value
Derivative instruments(3)
13.4 — 13.4 9.5 — 9.5 
_____________
(1)Fair values estimated using Level 1 inputs are inputs which consist of quoted prices in active markets for identical assets or liabilities that the Company has the ability to access at the measurement date. Rabbi trust assets consist of marketable equity securities. See Note 10 for more information on Rabbi trust assets.
(2)Fair values estimated using Level 2 inputs are inputs, other than quoted prices, that are observable for the asset or liability, either directly or indirectly and include among other things, quoted prices for similar assets or liabilities in markets that are active or inactive as well as inputs other than quoted prices that are observable. Short-term investments in marketable securities consist of fixed-income securities. For forward foreign exchange contracts, inputs include foreign currency exchange and interest rates and, where applicable, credit default swap prices.
(3)The Company’s cash flow hedges are subject to International Swaps and Derivatives Association, Inc. master agreements. These agreements permit the net settlement of these contracts on a per-institution basis. Refer to Note 6 for more information.
Financial liabilities carried at adjusted historical cost
The following table presents the carrying value, including related accrued interest, and estimated fair value of the Company’s financial instruments that are carried at adjusted historical cost:
 November 30, 2025December 1, 2024
 Carrying
Value
Estimated
Fair Value
Carrying
Value
Estimated
Fair Value
 (Dollars in millions)
Financial liabilities carried at adjusted historical cost
4.000% senior notes due 2030(1)
$550.8 $559.7 $— $— 
3.375% senior notes due 2027(1)
— — 502.5 498.1 
3.50% senior notes due 2031(1)
500.3 467.8 499.6 440.8 
Short-term borrowings— — 5.5 5.5 
Total$1,051.1 $1,027.5 $1,007.6 $944.4 
_____________
(1)Fair values are estimated using Level 2 inputs and incorporate mid-market price quotes. Level 2 inputs are inputs other than quoted prices, that are observable for the liability, either directly or indirectly and include among other things, quoted prices for similar liabilities in markets that are active or inactive as well as inputs other than quoted prices that are observable.
v3.25.4
Derivative Instruments and Hedging Activities (Tables)
12 Months Ended
Nov. 30, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Carrying values of derivative instruments and non-derivative instruments
The table below provides data about the carrying values of derivative instruments and non-derivative instruments: 
 November 30, 2025December 1, 2024
 Assets(Liabilities)Derivative
Net Carrying
Value
Assets(Liabilities)Derivative
Net Carrying
Value
 Carrying
Value
Carrying
Value
Carrying
Value
Carrying
Value
 (Dollars in millions)
Derivatives designated as hedging instruments
Foreign exchange risk cash flow hedges(1)
$5.9 $— $5.9 $15.6 $— $15.6 
Foreign exchange risk cash flow hedges(2)
— (11.8)(11.8)— (4.7)(4.7)
Total$5.9 $(11.8)$15.6 $(4.7)
Derivatives not designated as hedging instruments
Forward foreign exchange contracts(1)
$6.8 $(5.9)$0.9 $17.6 $(15.6)$2.0 
Forward foreign exchange contracts(2)
11.8 (13.4)(1.6)4.7 (9.5)(4.8)
Total
$18.6 $(19.3)$22.3 $(25.1)
Non-derivatives designated as hedging instruments
4.000% Euro senior notes due 2030
$— $(550.8)$— $— 
3.375% Euro senior notes due 2027
— — — (500.9)
_____________
(1)Included in “Other current assets” or “Other non-current assets” on the Company’s consolidated balance sheets.
(2)Included in “Other accrued liabilities” or “Other long-term liabilities” on the Company’s consolidated balance sheets.
The table below presents the gross and net amounts of these contracts recognized on the Company's consolidated balance sheets by type of financial instrument:
November 30, 2025December 1, 2024
Gross Amounts of Assets / (Liabilities)
Presented in the Balance Sheet
Gross Amounts
Not Offset in the Balance Sheet
Net Amounts
of Assets / (Liabilities)
Gross Amounts of Assets / (Liabilities)
Presented in the Balance Sheet
Gross Amounts
Not Offset in the Balance Sheet
Net Amounts
of Assets / (Liabilities)
(Dollars in millions)
Foreign exchange risk contracts and forward foreign exchange contracts
Financial assets$24.5 $(12.8)$11.7 $37.9 $(11.0)$26.9 
Financial liabilities(31.1)12.8 (18.3)(29.9)11.0 (18.9)
Total$(6.6)$8.0 
Gains and losses included in AOCI
The table below provides data about the amount of gains and losses related to derivative instruments and non-derivative instruments designated as cash flow and net investment hedges included in “Accumulated other comprehensive loss” (“AOCL”) on the Company’s consolidated balance sheets, and in “Other income (expense), net” in the Company’s consolidated statements of income:
 
Amount of (Loss) Gain
Recognized in AOCL
(Effective Portion)
Amount of (Loss) Gain Reclassified
from AOCL into Net Income(1)
 
As of
November 30,
2025
As of
December 1,
2024
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
 (Dollars in millions)
Foreign exchange risk contracts$(22.8)$10.2 $4.9 $(17.8)$21.1 
Realized forward foreign exchange swaps(2)
4.6 4.6 — — — 
Yen-denominated Eurobonds(19.8)(19.8)— — — 
Euro-denominated senior notes(63.7)(13.8)— — — 
Cumulative income taxes25.3 9.8 — — — 
Total$(76.4)$(9.0)
_____________
(1)Amounts reclassified from AOCL were classified as net revenues or costs of goods sold on the consolidated statements of income.
(2)Prior to 2006, the Company used foreign exchange currency swaps to hedge the net investment in its foreign operations. For hedges that qualified for hedge accounting, the net gains were included in AOCL and are not reclassified to earnings until the related net investment position has been liquidated.
Gains and losses included in statements of income
The table below presents the effects of the Company's cash flow hedges of foreign exchange risk contracts on the consolidated statements of income:
Year ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Amount of (loss) gain on cash flow hedge activity:
Net revenues$(0.5)$(5.6)$1.0 
Cost of goods sold5.4 (12.2)20.1 
The table below provides data about the amount of gains and losses related to derivatives not designated as hedging instruments included in “Other income (expense), net” in the Company’s consolidated statements of income:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
 (Dollars in millions)
Forward foreign exchange contracts:
Realized gain (loss)(1)
$36.6 $(15.1)$23.1 
Unrealized gain (loss)
1.6 (6.8)1.6 
Total$38.2 $(21.9)$24.7 
_____________
(1)Refer to Note 18 for more information.
v3.25.4
Other Accrued Liabilities (Tables)
12 Months Ended
Nov. 30, 2025
Other Liabilities Disclosure [Abstract]  
Other Accrued Liabilities
The following table presents the Company's other accrued liabilities: 
November 30,
2025
December 1,
2024
 (Dollars in millions)
Other accrued liabilities
Accrued non-trade payables$195.5 $188.9 
Taxes other than income taxes payable83.7 69.0 
Accrued advertising and promotion56.9 64.1 
Restructuring liabilities55.8 69.8 
Accrued income taxes
55.6 40.3 
Accrued property, plant and equipment
51.4 65.4 
Fair value derivatives13.4 9.5 
Accrued interest payable12.2 8.3 
Accrued rent
10.2 9.2 
Short-term debt— 5.5 
Other168.7 142.1 
Total other accrued liabilities$703.4 $672.1 
v3.25.4
Supplier Finance Program (Tables)
12 Months Ended
Nov. 30, 2025
Payables and Accruals [Abstract]  
Supplier Finance Program
The following table presents a rollforward of total outstanding obligations due to suppliers that are eligible to participate in the supplier financing program:


(Dollars in millions)
Confirmed obligations outstanding as of December 1, 2024$152.2 
Invoices confirmed during the year815.7 
Confirmed invoices paid during the year(831.4)
Confirmed obligations outstanding as of November 30, 2025$136.5 
v3.25.4
Debt (Tables)
12 Months Ended
Nov. 30, 2025
Debt Disclosure [Abstract]  
Schedule of long-term and short-term debt instruments
The following table presents the Company's debt: 
November 30,
2025
December 1,
2024
 (Dollars in millions)
Long-term debt
3.375% senior notes due 2027
$— $498.8 
4.000% senior notes due 2030
543.3 — 
3.50% senior notes due 2031
495.9 495.2 
Total long-term debt$1,039.2 $994.0 
Short-term debt
Short-term borrowings— 5.5 
Total debt$1,039.2 $999.5 
Schedule of Debt Principal Payments
The table below sets forth, as of November 30, 2025, the Company's required aggregate short-term and long-term debt principal payments:
(Dollars in millions)
2026$— 
2027— 
2028— 
2029— 
2030550.8 
Thereafter500.0 
Total future debt principal payments$1,050.8 
v3.25.4
Benefits (Tables)
12 Months Ended
Nov. 30, 2025
Retirement Benefits [Abstract]  
Schedule of benefit obligations in excess of fair value of plan assets
The following tables summarize activity of the Company's defined benefit pension plans and postretirement benefit plans:
Pension BenefitsPostretirement Benefits
2025202420252024
(Dollars in millions)
Change in benefit obligation:
Benefit obligation at beginning of year$779.5 $769.4 $35.8 $39.2 
Service cost2.9 2.6 — — 
Interest cost35.4 39.7 1.6 2.0 
Plan participants' contribution0.5 0.5 2.4 3.7 
Actuarial loss (gain)(1)
2.0 38.6 (0.2)0.5 
Net curtailment loss (gain)— (1.7)— — 
Impact of foreign currency changes9.7 (3.5)— — 
Plan settlements(2)
(0.9)(1.8)— — 
Net benefits paid(63.0)(64.3)(8.8)(9.6)
Benefit obligation at end of year$766.1 $779.5 $30.8 $35.8 
Change in plan assets:
Fair value of plan assets at beginning of year766.5 739.4 — — 
Actual return on plan assets37.1 84.3 — — 
Employer contribution11.2 15.3 1.6 0.6 
Plan participants' contributions0.5 0.5 2.4 3.7 
Plan settlements(0.9)(1.8)— — 
Net transfer in (out)(3)
(4.8)(5.3)4.8 5.3 
Impact of foreign currency changes8.2 (1.6)— — 
Net benefits paid(63.0)(64.3)(8.8)(9.6)
Fair value of plan assets at end of year754.8 766.5 — — 
Unfunded status at end of year
$(11.3)$(13.0)$(30.8)$(35.8)
_____________
(1)The 2025 and 2024 actuarial losses in the Company's pension benefit plans is primarily from changes in discount rate assumptions.
(2)In 2024 the curtailment and settlement was primarily related to pension plans outside of the U.S in connection with Project Fuel.
(3)Starting in 2024, under an Internal Revenue Code Section 420 asset transfer, the Company used U.S. pension plan assets to offset the employer contribution for postretirement medical benefits paid during the year.
Schedule of amounts recognized in balance sheet
Amounts recognized in the Company's consolidated balance sheets as of November 30, 2025 and December 1, 2024, consist of the following:
Pension BenefitsPostretirement Benefits
2025202420252024
(Dollars in millions)
Unfunded status recognized on the balance sheet:
Prepaid benefit cost(1)
$109.1 $107.4 $— $— 
Accrued benefit liability – current portion(2)
(11.2)(10.3)(4.3)(5.0)
Accrued benefit liability – long-term portion(2)
(109.2)(110.1)(26.5)(30.8)
$(11.3)$(13.0)$(30.8)$(35.8)
Accumulated other comprehensive loss:
Net actuarial loss$(195.9)$(201.6)$0.2 $— 
Net prior service benefit— — — — 
$(195.9)$(201.6)$0.2 $— 
_____________
(1)Included in “Other non-current assets” on the Company’s consolidated balance sheets.
(2)Included in “Accrued salaries, wages and employee benefits” or “Long-term employee related benefits” on the Company’s consolidated balance sheets.
Schedule of accumulated benefit obligations in excess of fair value of plan assets Information for the Company's defined benefit plans with an accumulated or projected benefit obligation in excess of plan assets is as follows:
Pension Benefits
20252024
(Dollars in millions)
Accumulated benefit obligations in excess of plan assets:
Aggregate accumulated benefit obligation$117.3 $117.8 
Projected benefit obligations in excess of plan assets:
Aggregate projected benefit obligation$121.5 $121.4 
Aggregate fair value of plan assets1.1 1.0 
Schedule of defined benefit plans disclosures
Deferred compensation plan liabilities were recognized in the Company’s consolidated balance sheets as follows:
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Accrued salaries, wages and employee benefits$11.1 $13.1 $9.1 
Long-term employee related benefits
109.7 104.8 94.8 
The components of the Company's net periodic benefit cost were as follows:
 Pension BenefitsPostretirement Benefits
 202520242023202520242023
 (Dollars in millions)
Net periodic benefit cost (income):
Service cost$2.9 $2.6 $2.8 $— $— $— 
Interest cost35.4 39.7 39.9 1.6 2.0 2.0 
Expected return on plan assets(37.1)(38.9)(37.7)— — — 
Amortization of prior service benefit— (0.1)(0.1)— — — 
Amortization of actuarial loss7.0 8.0 8.9 — — — 
Curtailment (gain)
— (1.7)— — — — 
Net settlement loss (gain)
0.5 1.0 18.9 — — — 
Net periodic benefit cost
8.7 10.6 32.7 1.6 2.0 2.0 
Changes in accumulated other comprehensive loss:
Actuarial (gain) loss
1.9 (6.9)(7.9)(0.2)0.5 1.0 
Amortization of prior service benefit— 0.1 0.1 — — — 
Amortization of actuarial loss(7.0)(8.0)(8.9)— — — 
Net settlement (loss) gain(0.5)(1.0)(18.9)— — — 
Total recognized in accumulated other comprehensive loss(5.6)(15.8)(35.6)(0.2)0.5 1.0 
Total recognized in net periodic benefit cost and accumulated other comprehensive loss$3.1 $(5.2)$(2.9)$1.4 $2.5 $3.0 
Schedule of assumptions used
Assumptions used in accounting for the Company's benefit plans were as follows:
Pension BenefitsPostretirement Benefits
202520242023202520242023
Weighted-average assumptions used to determine net periodic benefit cost:
Discount rate5.0%5.5%5.0%5.0%5.6%5.1%
Expected long-term rate of return on plan assets5.0%5.4%4.8%
Rate of compensation increase3.5%3.5%3.6%
Weighted-average assumptions used to determine benefit obligations:
Discount rate5.0%5.0%5.5%4.8%5.0%5.6%
Rate of compensation increase3.5%3.5%3.5%
Assumed health care cost trend rates were as follows:
Health care trend rate assumed for next year6.8%7.3%7.0%
Rate trend to which the cost trend is assumed to decline4.0%4.0%3.9%
Year that rate reaches the ultimate trend rate204820472048
Fair values of pension plan assets
The fair values of the Company's pension plan assets by asset class are as follows:
Year Ended November 30, 2025
Asset ClassTotalQuoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant
Observable Inputs
(Level 2)
Significant
Unobservable Inputs
(Level 3)
(Dollars in millions)
Cash and cash equivalents$4.0 $4.0 $— $— 
Equity securities(1)
U.S. large cap46.1 — 46.1 — 
U.S. small cap5.7 — 5.7 — 
International62.7 — 62.7 — 
Fixed-income securities(2)
617.5 — 617.5 — 
Other alternative investments
Real estate(3)
14.9 — 14.9 — 
Other(4)
3.9 — 3.9 — 
Total investments at fair value$754.8 $4.0 $750.8 $— 
Year Ended December 1, 2024
Asset ClassTotalQuoted Prices in
Active Markets for
Identical Assets
(Level 1)
Significant
Observable Inputs
(Level 2)
Significant
Unobservable Inputs
(Level 3)
(Dollars in millions)
Cash and cash equivalents$8.0 $8.0 $— $— 
Equity securities(1)
U.S. large cap46.0 — 46.0 — 
U.S. small cap5.9 — 5.9 — 
International63.6 — 63.6 — 
Fixed-income securities(2)
624.8 — 624.8 — 
Other alternative investments
Real estate(3)
14.7 — 14.7 — 
Other(4)
3.5 — 3.5 — 
Total investments at fair value$766.5 $8.0 $758.5 $— 
_____________
(1)Primarily consist of equity index funds that track various market indices.
(2)Predominantly includes bond index funds that invest in long-term U.S. government and investment grade corporate bonds.
(3)Primarily consist of investments in U.S. Real Estate Investment Trusts.
(4)Primarily relates to accounts held and managed by a third-party insurance company for employee-participants in Belgium. Fair values are based on accumulated plan contributions plus a contractually-guaranteed return plus a share of any incremental investment fund profits.
Schedule of expected benefit payments
The Company's estimated future benefit payments to participants, which reflect expected future service as appropriate, are anticipated to be paid as follows:
Pension
Benefits
Postretirement
Benefits
Deferred
Compensation
Total
(Dollars in millions)
2026$69.4 $4.6 $11.1 $85.1 
202763.9 4.1 6.0 74.0 
202863.0 3.7 6.4 73.1 
202963.5 3.4 7.6 74.5 
203061.4 3.1 6.9 71.4 
2031-2035288.6 11.5 34.5 334.6 
v3.25.4
Stock-Based Incentive Compensation Plans (Tables)
12 Months Ended
Nov. 30, 2025
Share-Based Payment Arrangement, Noncash Expense [Abstract]  
Stock appreciation rights award activity Service SARs activity during the year ended November 30, 2025 was as follows:
Service SARs
UnitsWeighted-Average Exercise PriceWeighted-Average Remaining Contractual Life (Years)Aggregate Intrinsic Value
(Units in thousands and dollars in millions, except weighted-average exercise price)
Outstanding at December 1, 20246,250 $16.99 6.6
Granted1,145 19.14 
Exercised(501)9.83 
Forfeited(83)17.98 
Outstanding at November 30, 20256,811 $17.86 6.5
Vested and expected to vest at November 30, 20256,804 $17.86 6.5$28.4 
Exercisable at November 30, 20254,039 $17.78 5.5$17.2 
November 30, 2025December 1, 2024November 26, 2023
(Dollars in millions)
Aggregate intrinsic value of Service SARs exercised during the year$4.4 $19.5 $6.9 
Aggregate intrinsic value of Performance SARs exercised during the year$— $— $28.9 
Stock appreciation rights, valuation assumptions The weighted-average grant date fair values and corresponding weighted-average assumptions used in the Black-Scholes option valuation model were as follows:
Service SARs Granted
202520242023
Weighted-average grant date fair value$7.55 $6.62 $6.58 
Weighted-average assumptions:
Expected life (in years)7.07.27.0
Expected volatility45.1 %46.2 %48.0 %
Risk-free interest rate4.3 %4.0 %3.8 %
Expected dividend2.6 %2.9 %2.9 %
The weighted-average grant date fair value and corresponding weighted-average assumptions used in the Monte Carlo valuation models were as follows:
Performance RSUs Granted
202520242023
Weighted-average grant date fair value$25.82 $17.88 $19.83 
Weighted-average assumptions:
Expected life (in years)2.92.82.8
Expected volatility44.1 %45.4 %49.6 %
Risk-free interest rate4.2 %4.1 %3.9 %
Expected dividend2.7 %2.9 %2.7 %
Restricted stock units award activity Service and Performance RSU activity during the year ended November 30, 2025 was as follows:
Service RSUsPerformance RSUs
UnitsWeighted-Average Grant Date Fair ValueWeighted-Average Remaining Contractual Life (Years)UnitsWeighted-Average Grant Date Fair ValueWeighted-Average Remaining Contractual Life (Years)
(Units in thousands)
Outstanding at December 1, 20245,469 $16.78 2.33,206 $19.19 1.7
Granted2,958 18.02 1,301 21.75 
Vested(2,074)17.34 (570)21.57 
Performance adjustment— — (233)21.57 
Forfeited(418)16.70 (201)18.91 
Outstanding at November 30, 20255,935 $17.21 2.43,503 $19.61 1.8
v3.25.4
Restructuring (Tables)
12 Months Ended
Nov. 30, 2025
Restructuring and Related Activities [Abstract]  
Schedule of Restructuring Reserve by Type of Cost
The following tables summarize the activities associated with restructuring liabilities for the years ended November 30, 2025 and December 1, 2024. "Net Charges (Reversals)" represents the initial charge related to the restructuring activity as well as revisions of estimates related to severance and employee-related benefits and other, "Payments" consists of cash payments for severance and employee-related benefits and other, and "Foreign Currency Fluctuations" includes foreign currency fluctuations.

 Year Ended November 30, 2025
 Liabilities
Net Charges
(Reversals)(1)
Payments
Foreign
Currency
Fluctuations
Liabilities
December 1,
2024
November 30,
2025
 
(Dollars in millions)
Severance and employee-related benefits
$83.7 $28.3 $(62.0)$3.1 $53.1 
Contract termination costs and other
20.7 3.2 (12.0)5.0 16.9 
Total
$104.4 $31.5 $(74.0)$8.1 $70.0 
_____________
(1)Excludes $5.5 million in stock compensation related charges recorded in Additional paid-in capital, $9.2 million of asset impairment charges in connection with the closures of distribution centers, partially offset by a $9.3 million gain on the sale of a previously closed distribution center. Includes $12.2 million of Dockers® restructuring costs reported as discontinued operations.
 Year Ended December 1, 2024
 Liabilities
Net Charges
(Reversals)(1)
Payments
Foreign
Currency
Fluctuations
Liabilities
November 26,
2023
December 1,
2024
 
(Dollars in millions)
Severance and employee-related benefits
$17.8 $153.3 $(87.8)$0.4 $83.7 
Contract termination costs and other
0.2 25.2 (4.1)(0.6)20.7 
Total
$18.0 $178.5 $(91.9)$(0.2)$104.4 
_____________
(1)Excludes $2.1 million in stock compensation related charges recorded in Additional paid-in capital and $8.1 million recorded in Property, plant and equipment net, of which $7.6 million related to impairment charges associated with the closure of a distribution center. Includes $3.1 million of Dockers® restructuring costs reported as discontinued operations.
v3.25.4
Leases (Tables)
12 Months Ended
Nov. 30, 2025
Leases [Abstract]  
Components of Lease Costs The components of operating lease costs were as follows:
November 30, 2025December 1, 2024November 26, 2023
(Dollars in millions)
Operating leases:
Operating lease costs, including variable lease costs and short-term lease costs
$411.7 $405.1 $372.0 
Variable lease costs
98.2 99.3 91.8 
Short-term lease costs
12.3 7.5 7.6 
The following table includes the weighted average remaining lease terms, in years, and the weighted average discount rate used to calculate the present value of lease liabilities:
November 30,
2025
December 1,
2024
Operating leases:
Weighted-average remaining lease term (years)6.76.9
Weighted-average discount rate4.34 %4.27 %
Finance leases:
Weighted-average remaining lease term (years)7.26.9
Weighted-average discount rate7.87 %7.61 %

The table below includes supplemental cash and non-cash information related to leases:
November 30,
2025
December 1,
2024
(Dollars in millions)
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash outflows from operating leases$319.5 $292.4 
Operating lease right-of-use assets obtained in exchange for new operating lease liabilities306.9 305.4 
Finance lease right-of-use assets acquired in exchange for finance lease obligations
63.9 14.0 
Schedule of Operating Lease Liabilities
Amounts of future undiscounted cash flows related to lease payments over the lease term are as follows and are reconciled to the present value of the lease liabilities as recorded in the Company's consolidated balance sheets.
November 30,
2025
(Dollars in millions)
Operating Leases
Finance Leases
2026$304.8 $13.4 
2027259.8 13.4 
2028213.5 13.4 
2029163.8 13.4 
2030130.4 13.2 
Thereafter377.3 29.0 
Total undiscounted future cash flows related to lease payments1,449.6 95.8 
Less: Interest183.3 22.3 
Present value of lease liabilities$1,266.3 $73.5 
Schedule of Finance Lease Liabilities
Amounts of future undiscounted cash flows related to lease payments over the lease term are as follows and are reconciled to the present value of the lease liabilities as recorded in the Company's consolidated balance sheets.
November 30,
2025
(Dollars in millions)
Operating Leases
Finance Leases
2026$304.8 $13.4 
2027259.8 13.4 
2028213.5 13.4 
2029163.8 13.4 
2030130.4 13.2 
Thereafter377.3 29.0 
Total undiscounted future cash flows related to lease payments1,449.6 95.8 
Less: Interest183.3 22.3 
Present value of lease liabilities$1,266.3 $73.5 
v3.25.4
Accumulated Other Comprehensive Loss (Tables)
12 Months Ended
Nov. 30, 2025
Equity [Abstract]  
Schedule of accumulated other comprehensive loss
The following is a summary of the components of "Accumulated other comprehensive loss", net of related income taxes:
Pension and
Postretirement
Benefits(1)
Translation AdjustmentsUnrealized
Gain (Loss) on
Marketable
Securities
Derivative Instruments(2)
Foreign
Currency
Translation
Total
(Dollars in millions)
Accumulated other comprehensive loss at November 27, 2022
$(179.5)$7.2 $(248.7)$(0.7)$(421.7)
Other comprehensive income (loss) before reclassifications(1.4)(28.1)53.0 0.1 23.6 
Amounts reclassified from accumulated other comprehensive loss27.7 (21.1)— 0.6 7.2 
Net increase (decrease) in other comprehensive income (loss)26.3 (49.2)53.0 0.7 30.8 
Accumulated other comprehensive loss at November 26, 2023
(153.2)(42.0)(195.7)— (390.9)
Other comprehensive income (loss) before reclassifications3.1 15.2 (88.6)— (70.3)
Amounts reclassified from accumulated other comprehensive loss8.9 17.8 — — 26.7 
Net increase (decrease) in other comprehensive income (loss)12.0 33.0 (88.6)— (43.6)
Accumulated other comprehensive loss at December 1, 2024
(141.2)(9.0)(284.3)— (434.5)
Other comprehensive income (loss) before reclassifications(3.2)(62.5)90.2 0.2 24.7 
Amounts reclassified from accumulated other comprehensive loss7.5 (4.9)— — 2.6 
Net increase (decrease) in other comprehensive income (loss)4.3 (67.4)90.2 0.2 27.3 
Accumulated other comprehensive loss at November 30, 2025
$(136.9)$(76.4)$(194.1)$0.2 $(407.2)
___________
(1)Amounts reclassified were recorded in “Other income (expense), net”.
(2)Amounts reclassified were recorded within “Net revenues” and “Cost of goods sold”. For more information, refer to Note 6.
v3.25.4
Net Revenues (Tables)
12 Months Ended
Nov. 30, 2025
Revenue from Contract with Customer [Abstract]  
Disaggregation of Revenue
The table below provides the Company's revenues disaggregated by segment and channel.
Year Ended November 30, 2025
Levi's Brands
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Net revenues by channel:
Wholesale$1,921.5 $756.6 $477.7 $49.4 $3,205.2 
Direct-to-consumer1,375.5 942.7 656.7 101.9 3,076.8 
Total net revenues$3,297.0 $1,699.3 $1,134.4 $151.3 $6,282.0 

Year Ended December 1, 2024
Levi's Brands
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Net revenues by channel:
Wholesale$1,919.8 $756.4 $493.3 $53.4 $3,222.9 
Direct-to-consumer1,280.8 861.5 589.1 77.7 2,809.1 
Total net revenues$3,200.6 $1,617.9 $1,082.4 $131.1 $6,032.0 
Year Ended November 26, 2023
Levi's Brands
AmericasEuropeAsia
Beyond Yoga®
Total
(Dollars in millions)
Net revenues by channel:
Wholesale$1,981.4 $804.7 $485.0 $49.2 $3,320.3 
Direct-to-consumer1,105.5 774.8 574.7 66.8 2,521.8 
Total net revenues$3,086.9 $1,579.5 $1,059.7 $116.0 $5,842.1 
v3.25.4
Other (Expense) Income, Net (Tables)
12 Months Ended
Nov. 30, 2025
Other Income and Expenses [Abstract]  
Schedule of other nonoperating income (expense)
The following table summarizes significant components of “Other income (expense), net”:
 Year Ended
 November 30,
2025
December 1,
2024
November 26,
2023
 (Dollars in millions)
Foreign exchange management gains (losses) (1)
$38.2 $(21.9)$24.7 
Foreign currency transaction (losses) gains (2)
(48.1)8.2 (47.8)
Marketable securities gains(3)
6.6 11.8 3.4 
Pension settlement loss(4)
— — (19.0)
Other, net(5)
8.3 (1.4)(3.5)
Total other income (expense), net
$5.0 $(3.3)$(42.2)
_____________
(1)Gains and losses on forward foreign exchange contracts primarily result from currency fluctuations relative to negotiated contract rates. Gains in fiscal year 2025 were primarily due to currency fluctuations relative to negotiated contract rates on positions to buy the Euro. Losses in fiscal year 2024 were primarily due to currency fluctuations relative to negotiated contract rates on positions to sell the Euro and the Mexican Peso. Gains in fiscal year 2023 were primarily due to currency fluctuations relative to negotiated contract rates on positions to sell the Euro and the Mexican Peso.
(2)Foreign currency transaction gains and losses reflect the impact of currency fluctuation on the Company's foreign currency denominated balances. Losses in fiscal year 2025 were primarily due to the impact of U.S. dollar weakening against historical rates on payables denominated in Euros. Gains in fiscal year 2024 were primarily due to the impact of U.S. dollar strengthening against historical rates on payables denominated in Mexican Pesos and Euros. Losses in fiscal year 2023 were primarily due to lower outstanding Euro-denominated payables subjected to a U.S. dollar strengthening against historical rates, as well as U.S. dollar weakening against the Mexican Peso.
(3)Marketable securities gains includes unrealized gains and losses from marketable equity securities held in an irrevocable grantor’s Rabbi trust in connection with the Company's deferred compensation plan. See Note 10 for more information on Rabbi trust assets.
(4)On May 30, 2023, the Company used pension plan assets to purchase nonparticipating annuity contracts in order to transfer certain liabilities associated with its U.S. pension plan to an insurance company. As a result, the Company remeasured the U.S. pension plan, which resulted in a noncash pension settlement charge of $19.0 million recognized within “Other income (expense), net” in the Company’s consolidated statement of income and “Other, net” in the Company’s consolidated statement of cash flows from operations.
(5)For the year ended November 30, 2025, Other, net includes interest income on cash and cash equivalents and short-term investments in marketable securities of $23.0 million and realized gains of $5.8 million from marketable equity securities held in an irrevocable grantor’s Rabbi trust in connection with the Company’s deferred compensation plan, partially offset by pension and deferred compensation expenses of $20.8 million. For the year ended December 1, 2024, Other, net of a $1.4 million loss includes pension and deferred compensation expenses of $34.0 million partially offset by interest income on cash and cash equivalents of $20.7 million, realized gains of $3.1 million from marketable equity securities held in a Rabbi trust in connection with the Company’s deferred compensation plan, an insurance recovery of $2.7 million, a government subsidy gain of $1.4 million, and other miscellaneous income and expense items.
v3.25.4
Income Taxes (Tables)
12 Months Ended
Nov. 30, 2025
Income Tax Disclosure [Abstract]  
Schedule of effective income tax rate reconciliation
The Company's income tax expense (benefit) differed from the amount computed by applying the U.S. federal statutory income tax rate to income before income taxes as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Income tax expense (benefit) at U.S. federal statutory rate$133.1 21.0 %$45.7 21.0 %$55.7 21.0 %
State income taxes, net of U.S. federal impact3.0 0.5 %(4.3)(1.9)%1.3 0.5 %
Change in valuation allowance
— — %(0.5)(0.2)%(2.0)(0.8)%
Impact of foreign operations, net(1)
19.6 3.1 %25.8 11.8 %14.3 5.4 %
Foreign-derived intangible income benefit ("FDII")(25.1)(4.0)%(6.5)(3.0)%(55.9)(21.0)%
Reassessment of tax liabilities
(1.0)(0.2)%(11.0)(5.1)%(0.6)(0.2)%
International intellectual property transaction
— — %(45.9)(21.1)%— — %
Stock-based compensation7.5 1.2 %3.7 1.7 %6.6 2.5 %
Other, including non-deductible expenses(5.1)(0.8)%0.2 0.1 %(3.7)(1.5)%
Total$132.0 20.8 %$7.2 3.3 %$15.7 5.9 %
___________
(1)Included in Impact of foreign operations, net are foreign rate differential, Global Intangible Low-Taxed Income ("GILTI") and the tax impact of actual and deemed repatriations of foreign earnings net of foreign tax credits.
Schedule of income before income tax, domestic and foreign
The U.S. and foreign components of income from continuing operations before income taxes were as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Domestic$125.5 $(117.8)$(164.7)
Foreign508.5 335.4 431.0 
Total income before income taxes$634.0 $217.6 $266.3 
Schedule of components of income tax expense (benefit)
Income tax expense (benefit) consisted of the following:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
U.S. Federal
Current$30.2 $13.3 $14.4 
Deferred(23.1)4.7 (91.5)
$7.1 $18.0 $(77.1)
U.S. State
Current$13.4 $1.2 $11.3 
Deferred(10.4)(14.9)(9.7)
$3.0 $(13.7)$1.6 
Foreign
Current$109.0 $83.8 $94.2 
Deferred12.9 (80.9)(3.0)
$121.9 $2.9 $91.2 
Consolidated
Current$152.6 $98.3 $119.9 
Deferred(20.6)(91.1)(104.2)
Total income tax expense$132.0 $7.2 $15.7 
Schedule of deferred tax assets and liabilities
The Company's deferred tax assets and deferred tax liabilities were as follows:
November 30,
2025
December 1,
2024
(Dollars in millions)
Deferred tax assets
Foreign tax credit carryforwards$20.4 $26.1 
State net operating loss carryforwards13.8 15.7 
Foreign net operating loss carryforwards24.7 32.8 
Employee compensation and benefit plans91.2 87.5 
Advance royalties211.0 158.8 
Prepaid services
34.5 46.5 
Accrued liabilities32.4 35.9 
Sales returns and allowances44.6 39.0 
Inventory29.7 32.7 
Intangibles
268.6 275.1 
Property, plant and equipment (1)
86.8 61.0 
Lease liability328.6 288.7 
Other (1)
33.5 36.6 
Total gross deferred tax assets1,219.8 1,136.4 
Less: Valuation allowance(48.2)(52.9)
Deferred tax assets, net of valuation allowance1,171.6 1,083.5 
Deferred tax liabilities
U.S. Branches(56.7)(40.1)
Right of use asset(301.6)(259.4)
Total deferred tax liabilities(358.3)(299.5)
Total net deferred tax assets$813.3 $784.0 
_____________
(1)Fiscal year 2024 amounts have been conformed to the fiscal year 2025 presentation.
Summary of valuation allowance The following table details the changes in valuation allowance during the year ended November 30, 2025:
Valuation
Allowance at December 1, 2024
Changes in
Related Gross
Deferred Tax
Asset
Change /
(Release)
Valuation
Allowance at November 30, 2025
(Dollars in millions)
Foreign tax credit and U.S. state net operating loss carryforwards$20.9 $(0.6)$— $20.3 
Foreign net operating loss carryforwards and other foreign deferred tax assets
32.0 (4.1)— 27.9 
$52.9 $(4.7)$— $48.2 
Schedule of unrecognized tax benefits roll forward
The following table reflects the changes to the Company's unrecognized tax benefits:
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Unrecognized tax benefits beginning balance$42.7 $42.3 $38.1 
Increases related to current year tax positions1.4 4.2 4.1 
Increases related to tax positions from prior years9.6 0.7 1.9 
Decreases related to tax positions from prior years(3.6)(3.6)— 
Settlement with tax authorities(2.9)(0.7)(1.7)
Lapses of statutes of limitation— — (0.2)
Other, including foreign currency translation— (0.2)0.1 
Unrecognized tax benefits ending balance$47.2 $42.7 $42.3 
v3.25.4
Earnings Per Share Attributable to Common Stockholders Earnings Per Share Attributable to Common Stockholders (Tables)
12 Months Ended
Nov. 30, 2025
Earnings Per Share [Abstract]  
Schedule of Earnings Per Share, Basic and Diluted The following table sets forth the computation of the Company's basic and diluted earnings per share:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions, except per share amounts)
Numerator:
Net income from continuing operations
$502.0 $210.4 $250.6 
Net income (loss) from discontinued operations, net of taxes
76.10.2(1.0)
Net income
$578.1 $210.6 $249.6 
Denominator:
Weighted-average common shares outstanding - basic395,524,593 398,233,739 397,208,535 
Dilutive effect of stock awards4,224,667 4,134,864 4,514,632 
Weighted-average common shares outstanding - diluted399,749,260 402,368,603 401,723,167 
Earnings per common share:
Continuing operations - Basic
$1.27 $0.53 $0.63 
Discontinued operations - Basic
0.19 — — 
Net income - Basic
$1.46 $0.53 $0.63 
Continuing operations - Diluted
$1.26 $0.52 $0.62 
Discontinued operations - Diluted
0.19 — — 
Net income - Diluted
$1.45 $0.52 $0.62 
Anti-dilutive securities excluded from calculation of diluted earnings per share
3,740,183 4,119,726 5,408,781 
v3.25.4
Business Segment Information (Tables)
12 Months Ended
Nov. 30, 2025
Segment Reporting [Abstract]  
Reconciliation of operating profit (loss)
Business segment information for the Company is as follows:
Year Ended November 30, 2025
Levi’s Brands
AmericasEuropeAsiaTotal
(Dollars in millions)
Segment net revenues
$3,297.0 $1,699.3 $1,134.4 $6,130.7 
Beyond Yoga® net revenues
151.3 
Total net revenues
$6,282.0 
Segment cost of goods sold
1,419.0 497.1 441.5 
Segment selling, general, and administrative
1,155.1 835.5 544.3 
Segment operating income$722.9 $366.7 $148.6 $1,238.2 
Beyond Yoga® operating loss
(13.6)
Restructuring charges, net(1)
(24.5)
Goodwill and other intangible asset impairment charges
(2.5)
Corporate expenses(2)
(520.0)
Interest expense(48.6)
Other income (expense), net(3)
5.0 
Income from continuing operations before income taxes
$634.0 
___________
(1)For the year ended November 30, 2025 restructuring charges, net consisted primarily of severance and other post-employment benefit charges, and asset impairment and contract termination costs, partially offset by a gain recognized on the sale of a distribution center in connection with Project Fuel.
(2)For the year ended November 30, 2025 corporate expenses included restructuring related expenses, primarily $12.1 million of Project Fuel related costs which included consulting costs, distribution center transition costs, and employee one-time incentives.
(3)For the year ended November 30, 2025 other income (expense), net includes subrogation related to an insurance recovery of $1.3 million.
Year Ended December 1, 2024
Levi’s Brands
AmericasEuropeAsiaTotal
(Dollars in millions)
Segment net revenues
$3,200.6 $1,617.9 $1,082.4 $5,900.9 
Beyond Yoga® net revenues
131.1 
Total net revenues
$6,032.0 
Segment cost of goods sold
1,383.4 505.8 432.0 
Segment selling, general and administrative expenses
1,120.2 792.5 515.5 
Segment operating income$697.0 $319.6 $134.9 $1,151.5 
Beyond Yoga® operating loss
(20.0)
Restructuring charges, net(1)
(185.6)
Goodwill and other intangible asset impairment charges(2)
(116.9)
Corporate expenses(3)
(566.3)
Interest expense(41.8)
Other income (expense), net(4)
(3.3)
Income from continuing operations before income taxes
$217.6 
___________
(1)For the year ended December 1, 2024 restructuring charges, net consisted primarily of severance and other post-employment benefit charges in connection with Project Fuel.
(2)For the year ended December 1, 2024, goodwill and other intangible asset impairment charges includes $36.3 million related to Beyond Yoga® reporting unit goodwill, $66.0 million related to the Beyond Yoga® trademark and $9.1 million related to the Beyond Yoga® customer relationship intangible assets. Additionally, the year ended December 1, 2024 includes a $5.5 million goodwill impairment charge related to the footwear business.
(3)For the year ended December 1, 2024 corporate expenses included restructuring related expenses, mostly consulting fees of $54.3 million, in connection with Project Fuel and $11.1 million of impairments related to discontinued technology projects. A $3.1 million benefit related to incentive compensation for the Dockers® business was reclassified from Corporate expenses to SG&A within discontinued operations for the year ended December 1, 2024.
(4)For the year ended December 1, 2024, other income (expense), net included an insurance recovery of $2.7 million and a government subsidy gain of $1.4 million.
Year Ended November 26, 2023
Levi’s Brands
AmericasEuropeAsiaTotal
(Dollars in millions)
Segment net revenues
$3,086.9 $1,579.5 $1,059.7 $5,726.1 
Beyond Yoga® net revenues
116.0 
Total net revenues
$5,842.1 
Segment cost of goods sold
1,484.2 541.8 432.2 
Segment selling, general, and administrative
1,067.4 732.7 480.3 
Segment operating income$535.3 $305.0 $147.2 $987.5 
Beyond Yoga® operating income
1.0 
Restructuring charges, net
(20.3)
Goodwill and other intangible asset impairment charges(1)
(90.2)
Corporate expenses(2)
(523.6)
Interest expense(45.9)
Other (expense) income, net(3)
(42.2)
Income from continuing operations before income taxes
$266.3 
___________
(1)For the year ended November 26, 2023, goodwill and other intangible asset impairment includes impairment charges of $75.4 million related to Beyond Yoga® reporting unit goodwill and $14.8 million related to the Beyond Yoga® trademark.
(2)For the year ended November 26, 2023, corporate expenses included $49.3 million in impairment charges related to capitalized internal-use software, net of a $3.9 million gain on the termination of store leases related to the Russia-Ukraine war which are considered part of the Company's Europe segment.
(3)For the year ended November 26, 2023, Other income (expense), net included a noncash pension settlement charge recorded during the third quarter. For more information refer to Note 18.
Reconciliation of other significant reconciling items
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Depreciation and amortization expense:
Americas$61.3 $60.6 $51.4 
Europe31.0 26.0 19.3 
Asia19.8 16.0 12.9 
Total segment depreciation and amortization expense112.1 102.6 83.6 
Beyond Yoga® and unallocated
92.7 86.1 72.8 
Total continuing operations depreciation and amortization expense
$204.8 $188.7 $156.4 
Reconciliation of assets
November 30, 2025
AmericasEuropeAsiaSegment Total
Unallocated(1)
Consolidated Total
(Dollars in millions)
Assets:
Inventories$761.7 $161.3 $178.1 $1,101.1 $136.6 $1,237.7 
All other assets— — — — 5,611.1 5,611.1 
Total assets$6,848.8 
___________
(1)Unallocated inventories include $38.5 million of Beyond Yoga® inventory.
December 1, 2024
AmericasEuropeAsiaSegment Total
Unallocated(1)
Consolidated Total
(Dollars in millions)
Assets:
Inventories$680.4 $144.5 $172.8 $997.7 $133.6 $1,131.3 
All other assets— — — — 5,244.2 5,244.2 
Total assets$6,375.5 
___________
(1)Unallocated inventories include $31.4 million of Beyond Yoga® inventory.
Reconciliation of revenue
Geographic information for the Company revenues was as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Net revenues:
United States$2,674.1 $2,631.7 $2,533.4 
Foreign countries3,607.9 3,400.3 3,308.7 
Total net revenues$6,282.0 $6,032.0 $5,842.1 
Geographic information for the Company assets was as follows:
Year Ended
November 30,
2025
December 1,
2024
(Dollars in millions)
Net deferred tax assets:
United States$507.2 $482.1 
Foreign countries322.9 316.4 
Total net deferred tax assets$830.1 $798.5 
Long-lived assets:
United States$422.0 $442.0 
Foreign countries300.4 290.1 
Total long-lived assets$722.4 $732.1 
v3.25.4
Supplemental Disclosures of Cash Flow Information (Tables)
12 Months Ended
Nov. 30, 2025
Supplemental Cash Flow Elements [Abstract]  
Changes in Operating Assets and Liabilities Affecting Cash
Changes in operating assets and liabilities affecting cash were as follows:
Year Ended
November 30,
2025
December 1,
2024
November 26,
2023
(Dollars in millions)
Change in operating assets and liabilities:
Trade receivables$(48.9)$14.8 $(49.9)
Inventories(51.6)14.9 142.9 
Accounts payable(69.3)105.1 (95.7)
Other accrued liabilities
58.2 60.4 (82.7)
Short-term restructuring liabilities
(16.1)53.7 — 
Accrued salaries, wages and employee benefits and long-term employee related benefits1.6 21.8 (42.7)
Right-of-use operating lease assets and current and non-current operating lease liabilities, net
(16.0)0.6 3.7 
Other current and non-current assets(10.9)(39.2)(22.2)
Other current and long-term liabilities(4.7)118.4 38.1 
Net change in operating assets and liabilities$(157.7)$350.5 $(108.5)
v3.25.4
Accounting Policies- Nature of Operations (Details)
3 Months Ended
Nov. 30, 2025
segment
Accounting Policies [Abstract]  
Number of reportable segments 3
v3.25.4
Significant Accounting Policies - Cloud Computing Arrangements and Property, Plant and Equipment (Details)
Nov. 30, 2025
Minimum  
Property, Plant and Equipment [Line Items]  
Cloud computing amortizationperiod 3 years
Maximum  
Property, Plant and Equipment [Line Items]  
Cloud computing amortizationperiod 7 years
Building | Minimum  
Property, Plant and Equipment [Line Items]  
Estimated useful lives 20 years
Building | Maximum  
Property, Plant and Equipment [Line Items]  
Estimated useful lives 40 years
Machinery and equipment | Minimum  
Property, Plant and Equipment [Line Items]  
Estimated useful lives 3 years
Machinery and equipment | Maximum  
Property, Plant and Equipment [Line Items]  
Estimated useful lives 15 years
Software Development | Minimum  
Property, Plant and Equipment [Line Items]  
Estimated useful lives 3 years
Software Development | Maximum  
Property, Plant and Equipment [Line Items]  
Estimated useful lives 7 years
v3.25.4
Significant Accounting Policies - Share Repurchases (Details) - USD ($)
$ / shares in Units, $ in Millions
3 Months Ended 9 Months Ended 12 Months Ended
Nov. 30, 2025
Aug. 31, 2025
Mar. 02, 2025
Aug. 31, 2025
Nov. 30, 2025
Dec. 01, 2024
May 31, 2022
Share Repurchase Program [Line Items]              
Share repurchase program, authorized amount             $ 750.0
Shares repurchased (in shares)     1,600,000     4,800,000  
Repurchased value     $ 30.0     $ 90.0  
Shares repurchased and retired (in shares)         $ 121.0    
Average repurchased price (in usd per share)           $ 18.64  
Accelerated Share Repurchase Agreement              
Share Repurchase Program [Line Items]              
Accelerated share repurchase agreement, amount   $ 120.0          
Accelerated share repurchases initial payment   $ 120.0   $ 120.0      
Shares repurchased and retired (in shares) 596,917 4,989,605          
Percentage of amount repurchased   80.00%          
Accelerated share repurchases, price paid (in usd per share)       $ 21.48      
Accelerated share repurchases, average price (in usd per share)         $ 20.80    
Accelerated Share Repurchase Agreement | Retained Earnings              
Share Repurchase Program [Line Items]              
Shares repurchased and retired (in shares)         $ 109.4    
Accelerated Share Repurchase Agreement | Additional Paid-In Capital              
Share Repurchase Program [Line Items]              
Shares repurchased and retired (in shares)         $ 11.6    
v3.25.4
Significant Accounting Policies - Revenue Recognition (Details)
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Sales Revenue, Services, Net | Customer Concentration Risk | Ten Largest Customers      
Revenue, Major Customer [Line Items]      
Concentration risk, percentage 24.00% 25.00% 27.00%
v3.25.4
Significant Accounting Policies -Selling, General and Administrative Expenses (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Accounting Policies [Abstract]      
Advertising expense $ 437.0 $ 430.2 $ 404.3
Distribution costs $ 458.2 $ 382.9 $ 313.7
v3.25.4
Discontinued Operations - Narrative (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Jul. 31, 2025
Jun. 01, 2025
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]          
Proceeds from sale of business     $ 194.7 $ 0.0 $ 0.0
Gain on sale of business     155.6 $ 0.0 $ 0.0
Dockers | Disposal Group, Held-for-Sale or Disposed of by Sale, Not Discontinued Operations          
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]          
Sale of business purchase price   $ 311.0      
Sale of business, earnout contingency   80.0      
Proceeds from sale of business $ 194.7   194.7    
Gain on sale of business $ 139.0   $ 155.6    
Dockers | Disposal Group, Held-for-Sale or Disposed of by Sale, Not Discontinued Operations | Maximum          
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]          
Sale of business, earnout contingency   $ 391.0      
v3.25.4
Discontinued Operations -Reconciliation of Gross Proceeds From Discontinued Operations (Details) - USD ($)
$ in Millions
12 Months Ended
Jul. 31, 2025
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]        
Proceeds from sale of business   $ 194.7 $ 0.0 $ 0.0
Dockers | Disposal Group, Held-for-Sale or Disposed of by Sale, Not Discontinued Operations        
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]        
Proceeds from sale of business $ 194.7 194.7    
Less direct costs to sell   16.6    
Less carrying amount of Dockers® intellectual property and operations in the U.S. and Canada   39.1    
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada   $ 139.0    
v3.25.4
Discontinued Operations - Assets and Liabilities (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]    
Total current assets held for sale $ 54.0 $ 108.1
Total non-current assets held for sale 21.3 34.9
Dockers | Disposal Group, Held-for-Sale or Disposed of by Sale, Not Discontinued Operations    
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]    
Inventories 54.0 108.1
Total current assets held for sale 54.0 108.1
Property, plant and equipment, net 6.9 11.3
Operating lease right-of-use assets, net 14.4 23.6
Total non-current assets held for sale 21.3 34.9
Total assets held for sale 75.3 143.0
Short-term operating lease liabilities 3.9 5.9
Total current liabilities held for sale 3.9 5.9
Long-term operating lease liabilities 6.1 17.5
Total long-term liabilities held for sale 6.1 17.5
Total liabilities held for sale $ 10.0 $ 23.4
v3.25.4
Discontinued Operations Results of Operations (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]      
Net revenues $ 240.0 $ 323.3 $ 336.9
Cost of goods sold 114.6 164.5 181.9
Gross profit 125.4 158.8 155.0
Selling, general and administrative expenses 142.3 154.3 156.1
Restructuring charges, net 17.3 3.1 0.0
Income (loss) from discontinued operations before income taxes and gain on sale (34.2) 1.4 (1.1)
Gain on sale of Dockers® intellectual property and operations in the U.S. and Canada before income taxes 139.0 0.0 0.0
Total income (loss) from discontinued operations before income taxes 104.8 1.4 (1.1)
Income tax expense (benefit) 28.7 1.2 (0.1)
Net income (loss) from discontinued operations, net of taxes $ 76.1 $ 0.2 $ (1.0)
v3.25.4
Property, Plant and Equipment (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Aug. 25, 2024
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Property, Plant and Equipment [Line Items]        
Property, plant and equipment, gross   $ 2,045.8 $ 2,019.1  
Accumulated depreciation   (1,364.0) (1,331.7)  
PP&E, net   681.8 687.4  
Depreciation expense   201.1 183.9 $ 152.0
Restructuring charges, net   24.5 185.6 20.3
Capitalized computer software, impairments $ 11.1   11.1 49.3
Tangible asset impairment charges       49.3
Facility Closing        
Property, Plant and Equipment [Line Items]        
Restructuring charges, net   9.2 7.6  
Gain on sale of previously closed centers   (9.3)    
Disposal Group, Held-for-Sale, Not Discontinued Operations        
Property, Plant and Equipment [Line Items]        
Property, plant and equipment, gross   0.0 19.7  
Land        
Property, Plant and Equipment [Line Items]        
Property, plant and equipment, gross   6.7 7.5  
Buildings and leasehold improvements        
Property, Plant and Equipment [Line Items]        
Property, plant and equipment, gross   584.2 558.6  
Tangible asset impairment charges       20.5
Machinery and equipment        
Property, Plant and Equipment [Line Items]        
Property, plant and equipment, gross   574.3 626.5  
Capitalized internal-use software        
Property, Plant and Equipment [Line Items]        
Property, plant and equipment, gross   800.5 795.0  
Construction in progress        
Property, Plant and Equipment [Line Items]        
Property, plant and equipment, gross   $ 80.1 $ 11.8  
Store Assets        
Property, Plant and Equipment [Line Items]        
Tangible asset impairment charges       $ 14.3
v3.25.4
Goodwill and Other Intangible Assets - Goodwill (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Goodwill [Line Items]      
Goodwill $ 411.9 $ 406.4 $ 390.7
Accumulated impairment losses (131.3) (128.8) (87.0)
Goodwill [Roll Forward]      
Beginning balance 277.6 303.7  
Impairment losses (2.5) (41.8)  
Goodwill acquired during the year   20.9  
Foreign currency fluctuation 5.5 (5.2)  
Ending balance 280.6 277.6 303.7
Americas      
Goodwill [Line Items]      
Goodwill 246.3 242.7 231.7
Accumulated impairment losses (2.5) 0.0 0.0
Goodwill [Roll Forward]      
Beginning balance 242.7 231.7  
Impairment losses (2.5) 0.0  
Goodwill acquired during the year   15.9  
Foreign currency fluctuation 3.6 (4.9)  
Ending balance 243.8 242.7 231.7
Europe      
Goodwill [Line Items]      
Goodwill 39.0 37.2 32.6
Accumulated impairment losses (17.1) (17.1) (11.6)
Goodwill [Roll Forward]      
Beginning balance 20.1 21.0  
Impairment losses 0.0 (5.5)  
Goodwill acquired during the year   5.0  
Foreign currency fluctuation 1.8 (0.4)  
Ending balance 21.9 20.1 21.0
Asia      
Goodwill [Line Items]      
Goodwill 3.0 2.9 2.8
Accumulated impairment losses 0.0 0.0 0.0
Goodwill [Roll Forward]      
Beginning balance 2.9 2.8  
Impairment losses 0.0 0.0  
Goodwill acquired during the year   0.0  
Foreign currency fluctuation 0.1 0.1  
Ending balance 3.0 2.9 2.8
Other Brands      
Goodwill [Line Items]      
Goodwill 123.6 123.6 123.6
Accumulated impairment losses (111.7) (111.7) (75.4)
Goodwill [Roll Forward]      
Beginning balance 11.9 48.2  
Impairment losses 0.0 (36.3)  
Goodwill acquired during the year   0.0  
Foreign currency fluctuation 0.0 0.0  
Ending balance $ 11.9 $ 11.9 $ 48.2
v3.25.4
Goodwill and Other Intangible Assets - Other Intangible Assets, Net (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 01, 2024
Nov. 26, 2023
Nov. 30, 2025
Indefinite-Lived Intangible Assets [Line Items]      
Impairment of intangible assets, indefinite-lived (excluding goodwill)   $ 14.8  
Finite-Lived Intangible Assets [Line Items]      
Amortized intangible assets, accumulated amortization $ (18.9)   $ (23.2)
Intangible Assets, Net (Excluding Goodwill) [Abstract]      
Total, gross carrying value 215.5   217.6
Total, accumulated amortization (18.9)   (23.2)
Total 196.6   194.4
Customer relationships and other      
Finite-Lived Intangible Assets [Line Items]      
Amortized intangible assets, gross carrying amount 37.6   39.7
Amortized intangible assets, accumulated amortization (18.9)   (23.2)
Amortized intangible assets, total 18.7   16.5
Intangible Assets, Net (Excluding Goodwill) [Abstract]      
Total, accumulated amortization (18.9)   (23.2)
Trademarks      
Indefinite-Lived Intangible Assets [Line Items]      
Non-amortized intangible assets 177.9   $ 177.9
Trademarks | Beyond Yoga      
Indefinite-Lived Intangible Assets [Line Items]      
Impairment of intangible assets, indefinite-lived (excluding goodwill) $ 66.0    
Intangible Assets, Net (Excluding Goodwill) [Abstract]      
Impairment, Intangible Asset, Indefinite-Lived (Excluding Goodwill), Statement of Income or Comprehensive Income [Extensible Enumeration] Goodwill and other intangible asset impairment charges    
Level 3 | Trademarks | Beyond Yoga      
Indefinite-Lived Intangible Assets [Line Items]      
Non-amortized intangible assets $ 135.1    
v3.25.4
Intangible Assets, Goodwill and Other -Other Intangible Assets, Net Other (Details) - Beyond Yoga
$ in Millions
12 Months Ended
Dec. 01, 2024
USD ($)
Customer relationships and other  
Finite-Lived Intangible Assets [Line Items]  
Intangible assets, impairment $ 9.1
Impairment, Intangible Asset, Finite-Lived, Statement of Income or Comprehensive Income [Extensible Enumeration] Goodwill and other intangible asset impairment charges
Customer Relationships  
Finite-Lived Intangible Assets [Line Items]  
Finite-lived intangible assets at fair value $ 9.7
v3.25.4
Goodwill and Other Intangible Assets - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Goodwill [Line Items]      
Goodwill impairment $ 2.5 $ 41.8  
Impairment of intangible assets, indefinite-lived (excluding goodwill)     $ 14.8
Goodwill and other intangible asset impairment charges 2.5 116.9 $ 90.2
GoodwillImpairmentLossStatementOfIncomeOrComprehensiveIncomeExtensibleEnumerationNotDisclosedFlag     75.4 million
Beyond Yoga      
Goodwill [Line Items]      
Goodwill impairment $ 36.3   $ 75.4
Goodwill and other intangible asset impairment charges   111.4  
Customer relationships and other | Beyond Yoga      
Goodwill [Line Items]      
Intangible assets, impairment   $ 9.1  
Minimum | Acquired contractual rights      
Goodwill [Line Items]      
Finite-lived intangible asset, useful life 5 years    
Maximum | Acquired contractual rights      
Goodwill [Line Items]      
Finite-lived intangible asset, useful life 11 years    
v3.25.4
Fair Value of Financial Instruments - Fair Value (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Financial assets carried at fair value    
Short-term investments in marketable securities $ 90.9 $ 0.0
Recurring [Member]    
Financial assets carried at fair value    
Rabbi trust assets 107.7 95.4
Short-term investments in marketable securities 90.9 0.0
Forward foreign exchange contracts 6.8 17.6
Total 205.4 113.0
Financial liabilities carried at fair value    
Forward foreign exchange contracts 13.4 9.5
Recurring [Member] | Level 1 Inputs    
Financial assets carried at fair value    
Rabbi trust assets 107.7 95.4
Short-term investments in marketable securities 0.0 0.0
Forward foreign exchange contracts 0.0 0.0
Total 107.7 95.4
Financial liabilities carried at fair value    
Forward foreign exchange contracts 0.0 0.0
Recurring [Member] | Level 2 Inputs    
Financial assets carried at fair value    
Rabbi trust assets 0.0 0.0
Short-term investments in marketable securities 90.9 0.0
Forward foreign exchange contracts 6.8 17.6
Total 97.7 17.6
Financial liabilities carried at fair value    
Forward foreign exchange contracts $ 13.4 $ 9.5
v3.25.4
Fair Value of Financial Instruments - Adjusted Historical Cost (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Jul. 31, 2025
Dec. 01, 2024
Feb. 28, 2021
Senior notes | 4.000% Senior Notes Due 2030        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Stated interest rate 4.00% 4.00%    
Senior notes | 3.375% senior notes due 2027        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Stated interest rate 3.375% 3.375%    
Senior notes | 3.50% Senior Notes Due 2031        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Stated interest rate 3.50%     3.50%
Recurring [Member] | Carrying Value        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Short-term debt carried at adjusted historical cost $ 0.0   $ 5.5  
Total financial liabilities carried at adjusted historical cost 1,051.1   1,007.6  
Recurring [Member] | Carrying Value | Senior notes | 4.000% Senior Notes Due 2030        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Long-term debt carried at adjusted historical cost 550.8   0.0  
Recurring [Member] | Carrying Value | Senior notes | 3.375% senior notes due 2027        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Long-term debt carried at adjusted historical cost 0.0   502.5  
Recurring [Member] | Carrying Value | Senior notes | 3.50% Senior Notes Due 2031        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Long-term debt carried at adjusted historical cost 500.3   499.6  
Recurring [Member] | Estimated Fair Value        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Short-term debt carried at adjusted historical cost 0.0   5.5  
Total financial liabilities carried at adjusted historical cost 1,027.5   944.4  
Recurring [Member] | Estimated Fair Value | Senior notes | 4.000% Senior Notes Due 2030        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Long-term debt carried at adjusted historical cost 559.7   0.0  
Recurring [Member] | Estimated Fair Value | Senior notes | 3.375% senior notes due 2027        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Long-term debt carried at adjusted historical cost 0.0   498.1  
Recurring [Member] | Estimated Fair Value | Senior notes | 3.50% Senior Notes Due 2031        
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]        
Long-term debt carried at adjusted historical cost $ 467.8   $ 440.8  
v3.25.4
Derivative Instruments and Hedging Activities - Balance Sheet (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Jul. 31, 2025
Dec. 01, 2024
Foreign Exchange Contract      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Derivative asset, gross asset $ 24.5   $ 37.9
Derivative asset, gross liability (12.8)   (11.0)
Derivative asset, net 11.7   26.9
Derivative liability, gross asset 12.8   11.0
Derivative Liability, gross liability (31.1)   (29.9)
Derivative Liability, net (18.3)   (18.9)
Derivative, Fair Value, Net $ (6.6)   8.0
Senior notes | 4.000% Senior Notes Due 2030      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Stated interest rate 4.00% 4.00%  
Senior notes | 3.375% senior notes due 2027      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Stated interest rate 3.375% 3.375%  
Long [Member]      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Forward foreign exchange contracts to sell $ 573.6    
Short [Member]      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Forward foreign exchange contracts to sell 428.5    
Designated as Hedging Instrument [Member] | Carrying Value | Senior notes | 4.000% Senior Notes Due 2030      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Hedging assets 0.0   0.0
Hedging liabilities (550.8)   0.0
Designated as Hedging Instrument [Member] | Carrying Value | Senior notes | 3.375% senior notes due 2027      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Hedging assets 0.0   0.0
Hedging liabilities 0.0   (500.9)
Not Designated as Hedging Instrument [Member] | Carrying Value | Foreign Exchange Contract      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Derivative asset, net 18.6   22.3
Derivative Liability, net (19.3)   (25.1)
Not Designated as Hedging Instrument [Member] | Carrying Value | Other assets [Member] | Foreign Exchange Contract      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Derivative asset, gross asset 6.8   17.6
Derivative liability, gross asset (5.9)   (15.6)
Derivative asset, Net Carrying Value 0.9   2.0
Not Designated as Hedging Instrument [Member] | Carrying Value | Other accrued liabilities [Member] | Foreign Exchange Contract      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Derivative asset, gross liability 11.8   4.7
Derivative Liability, gross liability (13.4)   (9.5)
Derivative liability, Net Carrying Value (1.6)   (4.8)
Cash Flow Hedging [Member] | Designated as Hedging Instrument [Member] | Carrying Value | Forward foreign exchange contracts      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Derivative asset, net 5.9   15.6
Derivative Liability, net (11.8)   (4.7)
Cash Flow Hedging [Member] | Designated as Hedging Instrument [Member] | Carrying Value | Other assets [Member] | Forward foreign exchange contracts      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Derivative asset, gross asset 5.9   15.6
Derivative liability, gross asset 0.0   0.0
Derivative asset, Net Carrying Value 5.9   15.6
Cash Flow Hedging [Member] | Designated as Hedging Instrument [Member] | Carrying Value | Other accrued liabilities [Member] | Forward foreign exchange contracts      
Carrying Value, Balance Sheet Location By Contract Type, By Hedging Designation [Line Items]      
Derivative asset, gross liability 0.0   0.0
Derivative Liability, gross liability (11.8)   (4.7)
Derivative liability, Net Carrying Value $ (11.8)   $ (4.7)
v3.25.4
Derivative Instruments and Hedging Activities - Income Statement (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Derivative Instruments, Gain (Loss) [Line Items]      
Cumulative income taxes, gain or (loss) recognized in AOCI $ 25.3 $ 9.8  
Total, gain or (loss) recognized in AOCI (76.4) (9.0)  
Cumulative income taxes, gain or (loss) reclassified from AOCI 0.0 0.0 $ 0.0
Yen-denominated Eurobonds due 2016 [Member] | Bonds [Member]      
Derivative Instruments, Gain (Loss) [Line Items]      
Non-derivative hedging instruments-gain or (loss) recognized in AOCI (19.8) (19.8)  
Non-derivative hedging instruments-gain or (loss) recognized in other income 0.0 0.0 0.0
Euro Senior Notes [Member] | Senior notes      
Derivative Instruments, Gain (Loss) [Line Items]      
Non-derivative hedging instruments-gain or (loss) recognized in AOCI (63.7) (13.8)  
Non-derivative hedging instruments-gain or (loss) recognized in other income 0.0 0.0 0.0
Foreign Exchange Contract      
Derivative Instruments, Gain (Loss) [Line Items]      
Forward foreign exchange contracts, gain of (loss) recognized in AOCI (22.8) 10.2  
Other Comprehensive Income (Loss), Cash Flow Hedge, Gain (Loss), Reclassification, before Tax 4.9 (17.8) 21.1
Currency Swap [Member]      
Derivative Instruments, Gain (Loss) [Line Items]      
Forward foreign exchange contracts, gain of (loss) recognized in AOCI 4.6 4.6  
Other Comprehensive Income (Loss), Cash Flow Hedge, Gain (Loss), Reclassification, before Tax $ 0.0 $ 0.0 $ 0.0
v3.25.4
Derivative Instruments and Hedging Activities - Realized & Unrealized (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Derivative Instruments, Gain (Loss) [Line Items]      
Cash flow hedged expected to be reclassified from AOCI into net income within next 12 months $ (21.6)    
Revenue from Contract with Customer, Excluding Assessed Tax      
Derivative Instruments, Gain (Loss) [Line Items]      
Amount of Gain (Loss) on Cash Flow Hedge Activity $ (0.5) $ (5.6) $ 1.0
DerivativeGainLossStatementOfIncomeOrComprehensiveIncomeExtensibleEnumerationNotDisclosedFlag (0.5) (5.6) 1.0
Cost of goods sold      
Derivative Instruments, Gain (Loss) [Line Items]      
Amount of Gain (Loss) on Cash Flow Hedge Activity $ 5.4 $ (12.2) $ 20.1
DerivativeGainLossStatementOfIncomeOrComprehensiveIncomeExtensibleEnumerationNotDisclosedFlag 5.4 (12.2) 20.1
Foreign Exchange Contract | Other Income      
Derivative Instruments, Gain (Loss) [Line Items]      
Realized $ 36.6 $ (15.1) $ 23.1
Unrealized 1.6 (6.8) 1.6
Total $ 38.2 $ (21.9) $ 24.7
v3.25.4
Other Accrued Liabilities (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Other Liabilities Disclosure [Abstract]    
Accrued non-trade payables $ 195.5 $ 188.9
Accrued advertising and promotion 56.9 64.1
Restructuring liabilities 55.8 69.8
Accrued income taxes 55.6 40.3
Accrued property, plant and equipment 51.4 65.4
Taxes other than income taxes payable 83.7 69.0
Short-term debt 0.0 5.5
Accrued interest payable 12.2 8.3
Accrued rent 10.2 9.2
Fair value derivatives 13.4 9.5
Other 168.7 142.1
Total other accrued liabilities $ 703.4 $ 672.1
v3.25.4
Supplier Finance Program (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Supplier Finance Program, Obligation [Roll Forward]    
Confirmed obligations outstanding as of December 1, 2024 $ 152.2  
Invoices confirmed during the year 815.7  
Confirmed invoices paid during the year (831.4)  
Confirmed obligations outstanding as of November 30, 2025 $ 136.5 $ 152.2
SupplierFinanceProgramObligationStatementOfFinancialPositionExtensibleEnumerationNotDisclosedFlag 136.5 152.2
v3.25.4
Debt - Schedule of Components of Debt (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Jul. 31, 2025
Dec. 01, 2024
Feb. 28, 2021
Schedule of Long-term and Short-term Debt Instruments [Line Items]        
Long-term debt, excluding current maturities $ 1,039.2   $ 994.0  
Short-term debt 0.0   5.5  
Total debt 1,039.2   999.5  
Short-term borrowings [Member]        
Schedule of Long-term and Short-term Debt Instruments [Line Items]        
Short-term debt $ 0.0   5.5  
3.375% senior notes due 2027 | Senior notes        
Schedule of Long-term and Short-term Debt Instruments [Line Items]        
Stated interest rate 3.375% 3.375%    
Long-term debt, excluding current maturities $ 0.0   498.8  
4.000% Senior Notes Due 2030 | Senior notes        
Schedule of Long-term and Short-term Debt Instruments [Line Items]        
Stated interest rate 4.00% 4.00%    
Long-term debt, excluding current maturities $ 543.3   0.0  
3.50% Senior Notes Due 2031 | Senior notes        
Schedule of Long-term and Short-term Debt Instruments [Line Items]        
Stated interest rate 3.50%     3.50%
Long-term debt, excluding current maturities $ 495.9   $ 495.2  
v3.25.4
Debt - Narrative (Details)
€ in Millions
1 Months Ended 12 Months Ended
Jul. 31, 2025
EUR (€)
Feb. 28, 2021
USD ($)
Nov. 30, 2025
USD ($)
Dec. 01, 2024
Nov. 26, 2023
Debt Instruments [Line Items]          
Interest rate during period     4.44% 4.01% 4.20%
Credit Agreement | Revolving Credit Facility          
Debt Instruments [Line Items]          
Basis spread on variable rate     0.10%    
Credit Agreement | Line of Credit          
Debt Instruments [Line Items]          
Rate for undrawn availability     0.20%    
Credit Agreement | Line of Credit | Revolving Credit Facility          
Debt Instruments [Line Items]          
Debt issuance costs     $ 4,600,000    
Maximum borrowing capacity     1,000,000,000.0    
Credit facility accordion feature, increase limit     1,150,000,000    
Remaining borrowing capacity     875,400,000    
Credit facility, available     894,400,000    
Letters of credit amount outstanding     $ 19,000,000.0    
Letter of credit facility, coverage ratio     1.0    
Letter of credit facility, default in other indebtedness, minimum     $ 50,000,000.0    
Credit Agreement | Line of Credit | Revolving Credit Facility | Minimum          
Debt Instruments [Line Items]          
Basis spread on variable rate     1.25%    
Credit Agreement | Line of Credit | Revolving Credit Facility | Maximum          
Debt Instruments [Line Items]          
Basis spread on variable rate     1.75%    
Credit Agreement | Line of Credit | United States of America, Dollars | Revolving Credit Facility          
Debt Instruments [Line Items]          
Maximum borrowing capacity     $ 950,000,000.0    
Credit Agreement | Line of Credit | United States of America, Dollars or Canada, Dollars | Revolving Credit Facility          
Debt Instruments [Line Items]          
Maximum borrowing capacity     50,000,000.0    
Credit Agreement | Secured Debt | Revolving Credit Facility          
Debt Instruments [Line Items]          
Maximum borrowing capacity     $ 1,600,000,000    
Letter of credit facility, coverage ratio     3.25    
Credit Agreement | Secured Debt | Revolving Credit Facility | Trademarks          
Debt Instruments [Line Items]          
Maximum borrowing capacity     $ 350,000,000.0    
Maximum borrowing capacity, percentage of net orderly liquidation value     65.00%    
4.000% Senior Notes Due 2030 | Senior notes          
Debt Instruments [Line Items]          
Face amount | € € 475.0        
Stated interest rate 4.00%   4.00%    
Default event, holder may declare notes due and payable, based upon percentage of principal (at least) 25.00%        
Debt covenant, repurchase of debt 101.00%        
3.375% senior notes due 2027 | Senior notes          
Debt Instruments [Line Items]          
Stated interest rate 3.375%   3.375%    
Debt redeemed | € € 475.0        
3.50% Senior Notes Due 2031 | Senior notes          
Debt Instruments [Line Items]          
Face amount   $ 500,000,000      
Stated interest rate   3.50% 3.50%    
Debt covenant, repurchase of debt   101.00%      
3.50% Senior Notes Due 2031 | Senior notes | Debt Instrument, Redemption, Period One          
Debt Instruments [Line Items]          
Maximum percent of principle amount that can be redeemed   40.00%      
Redemption price   103.50%      
v3.25.4
Debt - Principal Payments on Short-term and Long-Term Debt (Details)
$ in Millions
Nov. 30, 2025
USD ($)
Maturities of Long-term and Short-term Debt [Abstract]  
2026 $ 0.0
2027 0.0
2028 0.0
2029 0.0
2030 550.8
Thereafter 500.0
Total future debt principal payments $ 1,050.8
v3.25.4
Benefits - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Defined Benefit Plan Disclosure [Line Items]      
ESIP Employer contributions match (percent) 125.00%    
ESIP Employer contribution match, percent of employee's eligible compensation, maximum (percent) 6.00%    
ESIP Compensation expense $ 18.8 $ 20.6 $ 20.6
Assets Held-in-trust 107.7 95.4  
Deferred compensation plan, expense 13.3   9.2
Deferred compensation plan, gain   (23.0)  
Accumulated benefit obligation $ 800.0    
Expected duration of returns for the plan 20 years    
Estimated future employer contributions in next fiscal year $ 12.1    
Annual Incentive Plan (AIP)      
Defined Benefit Plan Disclosure [Line Items]      
EICP Compensation expense (benefit) 110.7 108.9 73.7
EICP Accrued liabilities 99.0 100.5  
United States      
Defined Benefit Plan Disclosure [Line Items]      
Fair value of plan assets $ 593.7    
United States | Equity Securities and Real Estate [Member]      
Defined Benefit Plan Disclosure [Line Items]      
Target plan asset allocations 15.00%    
United States | Equity Securities and Real Estate [Member] | Minimum      
Defined Benefit Plan Disclosure [Line Items]      
Target plan asset allocation, allowable deviation 4.00%    
United States | Equity Securities and Real Estate [Member] | Maximum      
Defined Benefit Plan Disclosure [Line Items]      
Target plan asset allocation, allowable deviation 4.00%    
United States | Fixed Income Securities [Member]      
Defined Benefit Plan Disclosure [Line Items]      
Target plan asset allocations 85.00%    
United States | Fixed Income Securities [Member] | Minimum      
Defined Benefit Plan Disclosure [Line Items]      
Target plan asset allocation, allowable deviation 4.00%    
United States | Fixed Income Securities [Member] | Maximum      
Defined Benefit Plan Disclosure [Line Items]      
Target plan asset allocation, allowable deviation 4.00%    
Foreign Plan      
Defined Benefit Plan Disclosure [Line Items]      
Fair value of plan assets $ 161.1    
Pension Benefits      
Defined Benefit Plan Disclosure [Line Items]      
Fair value of plan assets 754.8 766.5 739.4
Postretirement Benefits      
Defined Benefit Plan Disclosure [Line Items]      
Fair value of plan assets $ 0.0 $ 0.0 $ 0.0
v3.25.4
Benefits - Deferred compensation plan liabilities recognized on balance sheet (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Defined Benefit Plan Disclosure [Line Items]      
Accrued salaries, wages and employee benefits $ 244.7 $ 234.2  
Other long-term liabilities 252.7 253.6  
Other Pension Plan      
Defined Benefit Plan Disclosure [Line Items]      
Accrued salaries, wages and employee benefits 11.1 13.1 $ 9.1
Other long-term liabilities $ 109.7 $ 104.8 $ 94.8
v3.25.4
Benefits - Benefit obligations in excess of fair value of plan assets (Details) - USD ($)
$ in Thousands
12 Months Ended
May 30, 2023
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Change in plan assets [Roll Forward]        
U.S. pension settlement loss $ 19,000 $ 0 $ 0 $ 19,000
Amounts reclassified from accumulated other comprehensive loss   (2,600) (26,700) (7,200)
Pension Benefits        
Change in benefit obligation [Roll Forward]        
Benefit obligation at beginning of year   779,500 769,400  
Service cost   2,900 2,600 2,800
Interest cost   35,400 39,700 39,900
Plan participants' contribution   500 500  
Actuarial loss (gain)   2,000 38,600  
Net curtailment loss (gain)   0 (1,700)  
Impact of foreign currency changes   9,700 (3,500)  
Plan settlements   (900) (1,800)  
Net benefits paid   (63,000) (64,300)  
Benefit obligation at end of year   766,100 779,500 769,400
Change in plan assets [Roll Forward]        
Fair value of plan assets at beginning of year   766,500 739,400  
Actual return on plan assets   37,100 84,300  
Employer contribution   11,200 15,300  
Plan participants' contributions   500 500  
Plan settlements   (900) (1,800)  
Defined Benefit Plan, Plan Assets, Increase (Decrease) for Assets Transferred to (from) Plan   (4,800) (5,300)  
Impact of foreign currency changes   8,200 (1,600)  
Net benefits paid   (63,000) (64,300)  
Fair value of plan assets at end of year   754,800 766,500 739,400
Unfunded status at end of year   (11,300) (13,000)  
Postretirement Benefits        
Change in benefit obligation [Roll Forward]        
Benefit obligation at beginning of year   35,800 39,200  
Service cost   0 0 0
Interest cost   1,600 2,000 2,000
Plan participants' contribution   2,400 3,700  
Actuarial loss (gain)   (200) 500  
Net curtailment loss (gain)   0 0  
Impact of foreign currency changes   0 0  
Plan settlements   0 0  
Net benefits paid   (8,800) (9,600)  
Benefit obligation at end of year   30,800 35,800 39,200
Change in plan assets [Roll Forward]        
Fair value of plan assets at beginning of year   0 0  
Actual return on plan assets   0 0  
Employer contribution   1,600 600  
Plan participants' contributions   2,400 3,700  
Plan settlements   0 0  
Defined Benefit Plan, Plan Assets, Increase (Decrease) for Assets Transferred to (from) Plan   4,800 5,300  
Impact of foreign currency changes   0 0  
Net benefits paid   (8,800) (9,600)  
Fair value of plan assets at end of year   0 0 $ 0
Unfunded status at end of year   $ (30,800) $ (35,800)  
v3.25.4
Benefits - Amounts recognized in balance sheet (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Pension Benefits    
Defined Benefit Plan Disclosure [Line Items]    
Assets for Plan Benefits, Defined Benefit Plan $ 109.1 $ 107.4
Accrued benefit liability – current portion(2) (11.2) (10.3)
Accrued benefit liability – long-term portion(2) (109.2) (110.1)
Amount recognized in balance sheet (11.3) (13.0)
Accumulated other comprehensive loss:    
Net actuarial loss (195.9) (201.6)
Net prior service benefit 0.0 0.0
Other comprehensive income (loss) (195.9) (201.6)
Postretirement Benefits    
Defined Benefit Plan Disclosure [Line Items]    
Assets for Plan Benefits, Defined Benefit Plan 0.0 0.0
Accrued benefit liability – current portion(2) (4.3) (5.0)
Accrued benefit liability – long-term portion(2) (26.5) (30.8)
Amount recognized in balance sheet (30.8) (35.8)
Accumulated other comprehensive loss:    
Net actuarial loss 0.2 0.0
Net prior service benefit 0.0 0.0
Other comprehensive income (loss) $ 0.2 $ 0.0
v3.25.4
Benefits - Accumulated benefit obligations in excess of fair value of plan assets (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Accumulated benefit obligations in excess of plan assets [Abstract]    
Aggregate accumulated benefit obligation $ 117.3 $ 117.8
Projected benefit obligations in excess of plan assets [Abstract]    
Aggregate projected benefit obligation 121.5 121.4
Aggregate fair value of plan assets $ 1.1 $ 1.0
v3.25.4
Benefits - Defined benefit plans (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Pension Benefits      
Net periodic benefit cost (income):      
Service cost $ 2.9 $ 2.6 $ 2.8
Interest cost 35.4 39.7 39.9
Expected return on plan assets (37.1) (38.9) (37.7)
Amortization of prior service benefit 0.0 (0.1) (0.1)
Amortization of actuarial loss 7.0 8.0 8.9
Curtailment (gain) 0.0 (1.7) 0.0
Net settlement loss (gain) 0.5 1.0 18.9
Net periodic benefit cost 8.7 10.6 32.7
Changes in accumulated other comprehensive loss:      
Actuarial (gain) loss 1.9 (6.9) (7.9)
Amortization of prior service benefit (cost) 0.0 0.1 0.1
Amortization of actuarial loss (7.0) (8.0) (8.9)
Net settlement (loss) gain (0.5) (1.0) (18.9)
Total recognized in accumulated other comprehensive loss (5.6) (15.8) (35.6)
Total recognized in net periodic benefit cost and accumulated other comprehensive loss 3.1 (5.2) (2.9)
Postretirement Benefits      
Net periodic benefit cost (income):      
Service cost 0.0 0.0 0.0
Interest cost 1.6 2.0 2.0
Expected return on plan assets 0.0 0.0 0.0
Amortization of prior service benefit 0.0 0.0 0.0
Amortization of actuarial loss 0.0 0.0 0.0
Curtailment (gain) 0.0 0.0 0.0
Net settlement loss (gain) 0.0 0.0 0.0
Net periodic benefit cost 1.6 2.0 2.0
Changes in accumulated other comprehensive loss:      
Actuarial (gain) loss (0.2) 0.5 1.0
Amortization of prior service benefit (cost) 0.0 0.0 0.0
Amortization of actuarial loss 0.0 0.0 0.0
Net settlement (loss) gain 0.0 0.0 0.0
Total recognized in accumulated other comprehensive loss (0.2) 0.5 1.0
Total recognized in net periodic benefit cost and accumulated other comprehensive loss $ 1.4 $ 2.5 $ 3.0
v3.25.4
Benefits - Assumptions used (Details)
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Pension Benefits      
Weighted-average assumptions used to determine net periodic benefit cost:      
Discount rate 5.00% 5.50% 5.00%
Expected long-term rate of return on plan assets 5.00% 5.40% 4.80%
Rate of compensation increase 3.50% 3.50% 3.60%
Weighted-average assumptions used to determine benefit obligations:      
Discount rate 5.00% 5.00% 5.50%
Rate of compensation increase 3.50% 3.50% 3.50%
Postretirement Benefits      
Weighted-average assumptions used to determine net periodic benefit cost:      
Discount rate 5.00% 5.60% 5.10%
Weighted-average assumptions used to determine benefit obligations:      
Discount rate 4.80% 5.00% 5.60%
Assumed health care cost trend rates were as follows:      
Health care trend rate assumed for next year 6.80% 7.30% 7.00%
Rate trend to which the cost trend is assumed to decline 4.00% 4.00% 3.90%
Year that rate reaches the ultimate trend rate 2048 2047 2048
v3.25.4
Benefits - Fair values of pension plan assets (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets $ 4.0 $ 8.0
Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 750.8 758.5
Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Cash and cash equivalents [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 4.0 8.0
Cash and cash equivalents [Member] | Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Cash and cash equivalents [Member] | Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
U.S. large cap [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
U.S. large cap [Member] | Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 46.1 46.0
U.S. large cap [Member] | Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
U.S. small cap [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
U.S. small cap [Member] | Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 5.7 5.9
U.S. small cap [Member] | Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
International [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
International [Member] | Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 62.7 63.6
International [Member] | Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Fixed income securities [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Fixed income securities [Member] | Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 617.5 624.8
Fixed income securities [Member] | Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Real estate [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Real estate [Member] | Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 14.9 14.7
Real estate [Member] | Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Other [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Other [Member] | Level 2 Inputs    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 3.9 3.5
Other [Member] | Level 3    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 0.0 0.0
Estimated Fair Value    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 754.8 766.5
Estimated Fair Value | Cash and cash equivalents [Member]    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 4.0 8.0
Estimated Fair Value | U.S. large cap [Member]    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 46.1 46.0
Estimated Fair Value | U.S. small cap [Member]    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 5.7 5.9
Estimated Fair Value | International [Member]    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 62.7 63.6
Estimated Fair Value | Fixed income securities [Member]    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 617.5 624.8
Estimated Fair Value | Real estate [Member]    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets 14.9 14.7
Estimated Fair Value | Other [Member]    
Defined Benefit Plan Disclosure [Line Items]    
Fair value of plan assets $ 3.9 $ 3.5
v3.25.4
Benefits - Expected benefit payments (Details)
$ in Millions
Nov. 30, 2025
USD ($)
Defined Benefit Plan Disclosure [Line Items]  
2026 $ 85.1
2027 74.0
2028 73.1
2029 74.5
2030 71.4
2031-2035 334.6
Pension Benefits  
Defined Benefit Plan Disclosure [Line Items]  
2026 69.4
2027 63.9
2028 63.0
2029 63.5
2030 61.4
2031-2035 288.6
Postretirement Benefits  
Defined Benefit Plan Disclosure [Line Items]  
2026 4.6
2027 4.1
2028 3.7
2029 3.4
2030 3.1
2031-2035 11.5
Other Pension Plan  
Defined Benefit Plan Disclosure [Line Items]  
2026 11.1
2027 6.0
2028 6.4
2029 7.6
2030 6.9
2031-2035 $ 34.5
v3.25.4
Stock-Based Incentive Compensation Plans - Narrative (Details)
$ / shares in Units, shares in Millions, $ in Millions
1 Months Ended 12 Months Ended
Mar. 31, 2019
shares
Nov. 30, 2025
USD ($)
installment
$ / shares
shares
Dec. 01, 2024
USD ($)
$ / shares
Nov. 26, 2023
USD ($)
$ / shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Share-based compensation expense   $ 81.2 $ 70.7 $ 72.7
Tax benefit (expense) realized from exercise of stock options   20.0 $ 17.2 $ 17.3
Total compensation cost not yet recognized   $ 80.7    
Total compensation cost not yet recognized, period for recognition   2 years 3 months 18 days    
Number of shares available for grant (shares) | shares   13.7    
Authorized amount, ESPP (shares) | shares 12.0      
Fixed contribution rate 10.00%      
ESPP purchase price of common stock, percent of market price 85.00%      
Available for issuance, ESPP (shares) | shares   9.1    
Weighted-average grant date fair value without a market condition (in dollars per unit) | $ / shares     $ 15.84 $ 16.02
Service Restricted Stock Units [Member]        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Fair value of awards vested in period   $ 37.0 $ 36.7 $ 33.0
Performance Restricted Stock Units        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Fair value of awards vested in period   9.9 7.9 9.9
Restricted Stock Units (RSUs) [Member]        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Awards granted, fair value   2.5    
Awards vested and expected to vest, fair value   $ 9.2 6.7  
2016 Equity Incentive Plan (EIP)        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Number of shares authorized (shares) | shares   80.0    
Contractual term   10 years    
2016 Equity Incentive Plan (EIP) | Performance-Based Stock Appreciation Rights SARs        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Exercises in period, intrinsic value   $ 0.0 0.0 28.9
2016 Equity Incentive Plan (EIP) | Service Stock Appreciation Rights (SARs)        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total compensation cost not yet recognized   $ 7.7    
Total compensation cost not yet recognized, period for recognition   2 years 4 months 24 days    
Contractual term   10 years    
Exercises in period, intrinsic value   $ 4.4 $ 19.5 $ 6.9
2016 Equity Incentive Plan (EIP) | Service Stock Appreciation Rights (SARs) | Minimum        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Award vesting period   3 years 6 months    
2016 Equity Incentive Plan (EIP) | Service Stock Appreciation Rights (SARs) | Maximum        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Award vesting period   4 years    
2016 Equity Incentive Plan (EIP) | Service Restricted Stock Units [Member]        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total compensation cost not yet recognized   $ 52.7    
Total compensation cost not yet recognized, period for recognition   2 years 4 months 24 days    
Weighted-average grant date fair value without a market condition (in dollars per unit) | $ / shares   $ 17.96    
2016 Equity Incentive Plan (EIP) | Performance Restricted Stock Units        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total compensation cost not yet recognized   $ 20.3    
Total compensation cost not yet recognized, period for recognition   1 year 9 months 18 days    
Award vesting rights, percentage, number of installments | installment   4    
Award performance goal period   3 years    
Award performance period   3 years    
Weighted-average grant date fair value without a market condition (in dollars per unit) | $ / shares   $ 25.82    
2016 Equity Incentive Plan (EIP) | Performance Restricted Stock Units | Share-based Payment Arrangement, Tranche One        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Award vesting rights, percentage   25.00%    
2016 Equity Incentive Plan (EIP) | Performance Restricted Stock Units | Share-based Payment Arrangement, Tranche Two        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Award vesting rights, percentage   25.00%    
2016 Equity Incentive Plan (EIP) | Performance Restricted Stock Units | Share-based Payment Arrangement, Tranche Three        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Award vesting rights, percentage   25.00%    
2016 Equity Incentive Plan (EIP) | Performance Restricted Stock Units | Share-based Payment Arrangement, Tranche Four        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Award vesting rights, percentage   25.00%    
2016 Equity Incentive Plan (EIP) | Performance Restricted Stock Units | Maximum        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Award vesting rights, percentage   250.00%    
2019 Equity Incentive Plan        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Number of shares authorized (shares) | shares   40.0    
Contractual term   10 years    
v3.25.4
Stock-Based Incentive Compensation Plans - Activity (Details) - 2016 Equity Incentive Plan (EIP) - USD ($)
$ / shares in Units, shares in Thousands, $ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Performance Restricted Stock Units    
Weighted-Average Remaining Contractual Life (Years) [Abstract]    
Weighted Average Remaining Contractual Life (Years) 1 year 9 months 18 days 1 year 8 months 12 days
Service Stock Appreciation Rights (SARs)    
Units [Roll Forward]    
Beginning balance, Units 6,250  
Granted, Units 1,145  
Exercised, Units (501)  
Forfeited, Units (83)  
Ending balance, Units 6,811 6,250
Vested and expected to vest, Units 6,804  
Exercisable, Units 4,039  
Weighted-Average Exercise Price [Roll Forward]    
Beginning balance, Weighted-Average Exercise Price (in dollars per unit) $ 16.99  
Granted, Weighted-Average Exercise Price (in dollars per unit) 19.14  
Exercised, Weighted-Average Exercise Price (in dollars per unit) 9.83  
Forfeited, Weighted-Average Exercise Price (in dollars per unit) 17.98  
Ending balance, Weighted-Average Exercise Price (in dollars per unit) 17.86 $ 16.99
Vested and expected to vest, Weighted-Average Exercise Price (in dollars per unit) 17.86  
Exercisable, Weighted-Average Exercise Price (in dollars per unit) $ 17.78  
Weighted-Average Remaining Contractual Life (Years) [Abstract]    
Weighted Average Remaining Contractual Life (Years) 6 years 6 months 6 years 7 months 6 days
Vested and expected to vest, Weighted Average Remaining Contractual Life (Years) 6 years 6 months  
Exercisable, Weighted-Average Remaining Contractual Life (Years) 5 years 6 months  
Aggregate Intrinsic Value [Abstract]    
Vested and expected to vest $ 28.4  
Exercisable $ 17.2  
v3.25.4
Stock-Based Incentive Compensation Plans - Aggregate Intrinsic Value - Exercised (Details) - 2016 Equity Incentive Plan (EIP) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Service Stock Appreciation Rights (SARs)      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Exercises in period, intrinsic value $ 4.4 $ 19.5 $ 6.9
Performance-Based Stock Appreciation Rights SARs      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Exercises in period, intrinsic value $ 0.0 $ 0.0 $ 28.9
v3.25.4
Stock-Based Incentive Compensation Plans - Fair Value Assumptions (Details) - 2016 Equity Incentive Plan (EIP) - $ / shares
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Service Stock Appreciation Rights (SARs)      
Fair Value Assumptions [Abstract]      
Weighted-average grant date fair value (in dollars per unit) $ 7.55 $ 6.62 $ 6.58
Expected life (in years) 7 years 7 years 2 months 12 days 7 years
Expected volatility (percent) 45.10% 46.20% 48.00%
Risk-free interest rate (percent) 4.30% 4.00% 3.80%
Expected dividend (percent) 2.60% 2.90% 2.90%
Performance Restricted Stock Units      
Fair Value Assumptions [Abstract]      
Weighted-average grant date fair value (in dollars per unit)   $ 17.88 $ 19.83
Expected life (in years) 2 years 10 months 24 days 2 years 9 months 18 days 2 years 9 months 18 days
Expected volatility (percent) 44.10% 45.40% 49.60%
Risk-free interest rate (percent) 4.20% 4.10% 3.90%
Expected dividend (percent) 2.70% 2.90% 2.70%
Granted, Weighted-Average Fair Value (in dollars per unit) $ 21.75    
Service Restricted Stock Units [Member]      
Fair Value Assumptions [Abstract]      
Granted, Weighted-Average Fair Value (in dollars per unit) $ 18.02    
v3.25.4
Stock-Based Incentive Compensation Plans Stock-Based Incentive Compensation Plans - RSU (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Service Restricted Stock Units [Member]      
Weighted Average Fair Value At Period End [Roll Forward]      
Fair value of awards vested in period $ 37.0 $ 36.7 $ 33.0
Performance Restricted Stock Units      
Weighted Average Fair Value At Period End [Roll Forward]      
Fair value of awards vested in period $ 9.9 $ 7.9 $ 9.9
2016 Equity Incentive Plan (EIP) | Service Restricted Stock Units [Member]      
Units [Roll Forward]      
Beginning balance, Units 5,469    
Granted, Units 2,958    
Vested, Units (2,074)    
Granted Replacement Awards, Units 0    
Forfeited, Units (418)    
Ending balance, Units 5,935 5,469  
Weighted Average Fair Value At Period End [Roll Forward]      
Beginning balance, Weighted-Average Fair Value (in dollars per unit) $ 16.78    
Granted, Weighted-Average Fair Value (in dollars per unit) 18.02    
Vested, Weighted-Average Fair Value (in dollars per unit) 17.34    
Granted Replacement Awards, Weighted-Average Fair Value (in dollars per unit) 0    
Forfeited, Weighted-Average Fair Value (in dollars per unit) 16.70    
Ending balance, Weighted-Average Fair Value (in dollars per unit) $ 17.21 $ 16.78  
Weighted Average Remaining Contractual Life (Years) 2 years 4 months 24 days 2 years 3 months 18 days  
2016 Equity Incentive Plan (EIP) | Performance Restricted Stock Units      
Units [Roll Forward]      
Beginning balance, Units 3,206    
Granted, Units 1,301    
Vested, Units (570)    
Granted Replacement Awards, Units (233)    
Forfeited, Units (201)    
Ending balance, Units 3,503 3,206  
Weighted Average Fair Value At Period End [Roll Forward]      
Beginning balance, Weighted-Average Fair Value (in dollars per unit) $ 19.19    
Granted, Weighted-Average Fair Value (in dollars per unit) 21.75    
Vested, Weighted-Average Fair Value (in dollars per unit) 21.57    
Granted Replacement Awards, Weighted-Average Fair Value (in dollars per unit) 21.57    
Forfeited, Weighted-Average Fair Value (in dollars per unit) 18.91    
Ending balance, Weighted-Average Fair Value (in dollars per unit) $ 19.61 $ 19.19  
Weighted Average Remaining Contractual Life (Years) 1 year 9 months 18 days 1 year 8 months 12 days  
v3.25.4
Restructuring Activities - Narrative (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Aug. 25, 2024
Feb. 25, 2024
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Restructuring Cost and Reserve [Line Items]          
Restructuring initiative term   2 years      
Restructuring charges     $ 24.5 $ 185.6 $ 20.3
Taxes other than income taxes payable     83.7 69.0  
Restructuring charges, net     $ 24.5 185.6 20.3
Capitalized computer software, impairments $ 11.1     11.1 49.3
Restructuring Charges, Statement of Income or Comprehensive Income [Extensible Enumeration]     Restructuring charges, net    
Consulting Fees And Other          
Restructuring Cost and Reserve [Line Items]          
Restructuring charges, net     $ 12.1    
Project Fuel          
Restructuring Cost and Reserve [Line Items]          
Restructuring charges     24.5 185.6  
Taxes other than income taxes payable     70.0 104.4 $ 18.0
Restructuring reserve, current     55.8    
Other long-term liabilities     14.2    
Restructuring charges, net     $ 31.5 178.5  
Project Fuel | Consulting Fees And Other          
Restructuring Cost and Reserve [Line Items]          
Restructuring charges, net       $ 54.3  
v3.25.4
Restructuring - Restructuring Liabilities (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Restructuring Reserve [Roll Forward]      
Restructuring Reserve, Beginning Balance $ 69.0    
Restructuring charges, net 24.5 $ 185.6 $ 20.3
Restructuring Reserve, Ending Balance 83.7 69.0  
Stock-based compensation 81.6 62.6 74.4
Tangible asset impairment charges     49.3
Gain related to early termination of store lease agreements     (3.9)
Facility Closing      
Restructuring Reserve [Roll Forward]      
Restructuring charges, net 9.2 7.6  
Project Fuel      
Restructuring Reserve [Roll Forward]      
Restructuring Reserve, Beginning Balance 104.4 18.0  
Restructuring charges, net 31.5 178.5  
Payments (74.0) (91.9)  
Foreign Currency Fluctuations 8.1 (0.2)  
Restructuring Reserve, Ending Balance 70.0 104.4 18.0
Stock-based compensation 5.5 2.1  
Asset impairment charges 9.2    
Tangible asset impairment charges   8.1  
Gain related to early termination of store lease agreements 9.3    
Project Fuel | Discontinued Operations, Held-for-Sale | Dockers      
Restructuring Reserve [Roll Forward]      
Restructuring charges, net 12.2 3.1  
Project Fuel | Severance and employee-related benefits      
Restructuring Reserve [Roll Forward]      
Restructuring Reserve, Beginning Balance 83.7 17.8  
Restructuring charges, net 28.3 153.3  
Payments (62.0) (87.8)  
Foreign Currency Fluctuations 3.1 0.4  
Restructuring Reserve, Ending Balance 53.1 83.7 17.8
Project Fuel | Contract termination costs and other      
Restructuring Reserve [Roll Forward]      
Restructuring Reserve, Beginning Balance 20.7 0.2  
Restructuring charges, net 3.2 25.2  
Payments (12.0) (4.1)  
Foreign Currency Fluctuations 5.0 (0.6)  
Restructuring Reserve, Ending Balance $ 16.9 20.7 $ 0.2
Project Fuel | Facility Closing      
Restructuring Reserve [Roll Forward]      
Asset impairment charges   $ 7.6  
v3.25.4
Commitments and Contingencies (Details)
12 Months Ended
Nov. 30, 2025
Commitments and Contingencies Disclosure [Abstract]  
Purchase commitment, remaining term (less than) 1 year
v3.25.4
Leases - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Mar. 02, 2025
Dec. 01, 2024
Jun. 06, 2024
Lessee, Lease, Description [Line Items]        
Operating lease right-of-use assets, net $ 1,148.2   $ 1,065.5  
Operating lease liabilities 1,266.3      
Finance Lease, liability 73.5      
Equipment installed in lease facility which is expected to be capitalized     57.4  
Upfront Payment Proceeds Received Distribution Center Conversion $ 87.1      
Warehouse, Warehouse Equipment, And Technologies        
Lessee, Lease, Description [Line Items]        
Operating lease right-of-use assets, net       $ 30.6
Operating lease liabilities       30.6
Finance Lease, Right-of-Use Asset, after Accumulated Amortization   $ 61.6   14.0
Finance Lease, liability   $ 61.6   $ 14.0
Distribution Facility        
Lessee, Lease, Description [Line Items]        
Operating lease right-of-use assets, net     80.8  
Operating lease liabilities     $ 91.6  
v3.25.4
Leases - Components Of Lease Costs (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Lease, Cost [Abstract]      
Operating lease costs $ 411.7 $ 405.1 $ 372.0
Variable lease costs 98.2 99.3 91.8
Short-term Lease, Cost $ 12.3 $ 7.5 $ 7.6
v3.25.4
Leases - Schedule of Operating Lease Liabilities (Details)
$ in Millions
Nov. 30, 2025
USD ($)
Operating Leases  
2026 $ 304.8
2027 259.8
2028 213.5
2029 163.8
2030 130.4
Thereafter 377.3
Total undiscounted future cash flows related to lease payments 1,449.6
Less: Interest 183.3
Operating lease liabilities 1,266.3
Finance Leases  
2026 13.4
2027 13.4
2028 13.4
2029 13.4
2030 13.2
Thereafter 29.0
Total undiscounted future cash flows related to lease payments 95.8
Less: Interest 22.3
Finance Lease, liability $ 73.5
Finance Lease, Liability, Statement of Financial Position [Extensible Enumeration] Other long-term liabilities
v3.25.4
Leases - Supplemental Information (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Leases [Abstract]    
Weighted-average remaining lease term (years) 6 years 8 months 12 days 6 years 10 months 24 days
Weighted-average discount rate 4.34% 4.27%
Finance Lease, Weighted Average Remaining Lease Term 7 years 2 months 12 days 6 years 10 months 24 days
Finance Lease, Weighted Average Discount Rate, Percent 7.87% 7.61%
Operating cash outflows from operating leases $ 319.5 $ 292.4
Operating lease right-of-use assets obtained in exchange for new operating lease liabilities 306.9 305.4
Finance lease right-of-use assets acquired in exchange for finance lease obligations $ 63.9 $ 14.0
v3.25.4
Dividend (Details) - USD ($)
$ / shares in Units, $ in Millions
2 Months Ended 3 Months Ended 12 Months Ended
Jan. 28, 2026
Nov. 30, 2025
Aug. 31, 2025
Jun. 01, 2025
Mar. 02, 2025
Dec. 01, 2024
Aug. 25, 2024
May 26, 2024
Feb. 25, 2024
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Class of Stock [Line Items]                        
Cash dividends declared per share (usd per share)   $ 0.14 $ 0.14 $ 0.13 $ 0.13   $ 0.13 $ 0.12 $ 0.12      
Cash dividend paid                   $ 212.9 $ 198.5 $ 190.5
Cash dividends paid per share (usd per share)           $ 0.13       $ 0.54 $ 0.50 $ 0.48
Subsequent Event                        
Class of Stock [Line Items]                        
Cash dividends declared per share (usd per share) $ 0.14                      
Cash dividend paid $ 55.0                      
v3.25.4
Accumulated Other Comprehensive Loss (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Accumulated other comprehensive (loss) income at beginning period $ 1,970.5    
Other comprehensive (loss) income before reclassifications 24.7 $ (70.3) $ 23.6
Amounts reclassified from accumulated other comprehensive loss 2.6 26.7 7.2
Net increase (decrease) in other comprehensive (loss) income 27.3   30.8
Accumulated other comprehensive (loss) income at ending period 2,278.6 1,970.5  
Pension and Postretirement Benefits(1)      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Accumulated other comprehensive (loss) income at beginning period (141.2) (153.2) (179.5)
Other comprehensive (loss) income before reclassifications (3.2) 3.1 (1.4)
Amounts reclassified from accumulated other comprehensive loss 7.5 8.9 27.7
Net increase (decrease) in other comprehensive (loss) income 4.3 12.0 26.3
Accumulated other comprehensive (loss) income at ending period (136.9) (141.2) (153.2)
Derivative Instruments(2)      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Accumulated other comprehensive (loss) income at beginning period (9.0) (42.0) 7.2
Other comprehensive (loss) income before reclassifications (62.5) 15.2 (28.1)
Amounts reclassified from accumulated other comprehensive loss (4.9) 17.8 (21.1)
Net increase (decrease) in other comprehensive (loss) income (67.4) 33.0 (49.2)
Accumulated other comprehensive (loss) income at ending period (76.4) (9.0) (42.0)
Foreign Currency Translation      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Accumulated other comprehensive (loss) income at beginning period (284.3) (195.7) (248.7)
Other comprehensive (loss) income before reclassifications 90.2 (88.6) 53.0
Amounts reclassified from accumulated other comprehensive loss 0.0 0.0 0.0
Net increase (decrease) in other comprehensive (loss) income 90.2 (88.6) 53.0
Accumulated other comprehensive (loss) income at ending period (194.1) (284.3) (195.7)
Unrealized Gain (Loss) on Marketable Securities      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Accumulated other comprehensive (loss) income at beginning period 0.0 0.0 (0.7)
Other comprehensive (loss) income before reclassifications 0.2 0.0 0.1
Amounts reclassified from accumulated other comprehensive loss 0.0 0.0 0.6
Net increase (decrease) in other comprehensive (loss) income 0.2 0.0 0.7
Accumulated other comprehensive (loss) income at ending period 0.2 0.0 0.0
Accumulated Other Comprehensive Loss      
AOCI Attributable to Parent, Net of Tax [Roll Forward]      
Accumulated other comprehensive (loss) income at beginning period (434.5) (390.9) (421.7)
Net increase (decrease) in other comprehensive (loss) income   (43.6)  
Accumulated other comprehensive (loss) income at ending period $ (407.2) $ (434.5) $ (390.9)
v3.25.4
Net Revenues (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Disaggregation of Revenue [Line Items]      
Net revenues $ 6,282.0 $ 6,032.0 $ 5,842.1
Wholesale      
Disaggregation of Revenue [Line Items]      
Net revenues 3,205.2 3,222.9 3,320.3
Direct-to-consumer      
Disaggregation of Revenue [Line Items]      
Net revenues 3,076.8 2,809.1 2,521.8
Operating Segments      
Disaggregation of Revenue [Line Items]      
Net revenues 6,130.7 5,900.9 5,726.1
Operating Segments | Americas      
Disaggregation of Revenue [Line Items]      
Net revenues 3,297.0 3,200.6 3,086.9
Operating Segments | Americas | Wholesale      
Disaggregation of Revenue [Line Items]      
Net revenues 1,921.5 1,919.8 1,981.4
Operating Segments | Americas | Direct-to-consumer      
Disaggregation of Revenue [Line Items]      
Net revenues 1,375.5 1,280.8 1,105.5
Operating Segments | Europe      
Disaggregation of Revenue [Line Items]      
Net revenues 1,699.3 1,617.9 1,579.5
Operating Segments | Europe | Wholesale      
Disaggregation of Revenue [Line Items]      
Net revenues 756.6 756.4 804.7
Operating Segments | Europe | Direct-to-consumer      
Disaggregation of Revenue [Line Items]      
Net revenues 942.7 861.5 774.8
Operating Segments | Asia      
Disaggregation of Revenue [Line Items]      
Net revenues 1,134.4 1,082.4 1,059.7
Operating Segments | Asia | Wholesale      
Disaggregation of Revenue [Line Items]      
Net revenues 477.7 493.3 485.0
Operating Segments | Asia | Direct-to-consumer      
Disaggregation of Revenue [Line Items]      
Net revenues 656.7 589.1 574.7
Operating Segments | Other Brands      
Disaggregation of Revenue [Line Items]      
Net revenues 151.3 131.1 116.0
Operating Segments | Other Brands | Wholesale      
Disaggregation of Revenue [Line Items]      
Net revenues 49.4 53.4 49.2
Operating Segments | Other Brands | Direct-to-consumer      
Disaggregation of Revenue [Line Items]      
Net revenues $ 101.9 $ 77.7 $ 66.8
v3.25.4
Other (Expense) Income, Net (Details) - USD ($)
$ in Millions
12 Months Ended
May 30, 2023
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Other Income and Expenses [Abstract]        
Foreign exchange management (losses) gains   $ 38.2 $ (21.9) $ 24.7
Foreign currency transaction (losses) gains   (48.1) 8.2 (47.8)
Marketable equity securities gains   6.6 11.8 3.4
U.S. pension settlement loss $ (19.0) 0.0 0.0 (19.0)
Other, net   8.3 (1.4) (3.5)
Other income (expense), net   5.0 (3.3) $ (42.2)
Interest Income (Expense), Nonoperating, Net   23.0 20.7  
Debt Securities, Realized Gain (Loss)   5.8 3.1  
Deferred Compensation Arrangement with Individual, Compensation Expense   20.8 34.0  
Gain on Business Interruption Insurance Recovery   $ (1.3) (2.7)  
Government Assistance, Nonoperating Income, Increase (Decrease)     $ (1.4)  
Gain on Business Interruption Insurance Recovery, Statement of Income or Comprehensive Income [Extensible Enumeration]     Other income (expense), net  
v3.25.4
Income Taxes - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Nov. 27, 2022
Income Taxes [Line Items]        
Income tax expense $ 132.0 $ 7.2 $ 15.7  
Effective income tax rate 20.80% 3.30% 5.90%  
Tax benefit from intercompany sale of intellectual property $ 10.1 $ 46.4    
Undistributed earnings of foreign subsidiaries 10.8      
Undistributed Earnings of Foreign Subsidiaries, Withholding And State Taxes 10.6      
Unrecognized tax benefits 47.2 42.7 $ 42.3 $ 38.1
Unrecognized tax benefits that would impact effective tax rate 46.4 41.4    
Penalties and interest accrued 0.0 $ 0.0    
Foreign Tax Jurisdiction [Member]        
Income Taxes [Line Items]        
Operating loss carryforwards 131.3      
Operating loss carryforwards, subject to expiration 39.5      
Operating loss carryforwards, not subject to expiration 91.8      
State and Local Jurisdiction        
Income Taxes [Line Items]        
Operating loss carryforwards 226.8      
Operating loss carryforwards, subject to expiration 205.0      
Operating loss carryforwards, not subject to expiration $ 21.8      
v3.25.4
Income Taxes - Effective Income Tax Rate Reconciliation (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Income Tax Expense Reconciliation [Abstract]      
Income tax expense (benefit) at U.S. federal statutory rate $ 133.1 $ 45.7 $ 55.7
State income taxes, net of U.S. federal impact 3.0 (4.3) 1.3
Change in valuation allowance 0.0 (0.5) (2.0)
Impact of foreign operations, net 19.6 25.8 14.3
Foreign-derived intangible income benefit ("FDII") (25.1) (6.5) (55.9)
Reassessment of tax liabilities (1.0) (11.0) (0.6)
International intellectual property transaction 0.0 (45.9) 0.0
Stock-based compensation 7.5 3.7 6.6
Other, including non-deductible expenses (5.1) 0.2 (3.7)
Total $ 132.0 $ 7.2 $ 15.7
Effective Income Tax Rate Reconciliation [Abstract]      
U.S. federal statutory rate (percent) 21.00% 21.00% 21.00%
State income taxes, net of U.S. federal impact (percent) 0.50% (1.90%) 0.50%
Change in valuation allowance (percent) 0.00% (0.20%) (0.80%)
Impact of foreign operations (percent) 3.10% 11.80% 5.40%
Foreign-derived intangible income benefit (FDII) (percent) (4.00%) (3.00%) (21.00%)
Reassessment of tax liabilities (percent) (0.20%) (5.10%) (0.20%)
International intellectual property transaction (percent) 0.00% (21.10%) 0.00%
Stock-based compensation (percent) 1.20% 1.70% 2.50%
Other, including non-deductible expenses (percent) (0.80%) 0.10% (1.50%)
Total 20.80% 3.30% 5.90%
v3.25.4
Income Taxes - Domestic and Foreign Income (Loss) before income Taxes (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Income Tax Disclosure [Abstract]      
Domestic $ 125.5 $ (117.8) $ (164.7)
Foreign 508.5 335.4 431.0
Income from continuing operations before income taxes $ 634.0 $ 217.6 $ 266.3
v3.25.4
Income Taxes - Current and Deferred Tax (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Income Tax Disclosure [Abstract]      
U.S. Federal Current $ 30.2 $ 13.3 $ 14.4
U.S. Federal Deferred (23.1) 4.7 (91.5)
U.S. Federal Total 7.1 18.0 (77.1)
U.S. State Current 13.4 1.2 11.3
U.S. State Deferred (10.4) (14.9) (9.7)
U.S. State Total 3.0 (13.7) 1.6
Foreign Current 109.0 83.8 94.2
Foreign Deferred 12.9 (80.9) (3.0)
Foreign Total 121.9 2.9 91.2
Consolidated Current 152.6 98.3 119.9
Deferred income taxes (20.6) (91.1) (104.2)
Total $ 132.0 $ 7.2 $ 15.7
v3.25.4
Income Taxes - Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Income Tax Disclosure [Abstract]    
Foreign tax credit carryforwards $ 20.4 $ 26.1
State net operating loss carryforwards 13.8 15.7
Foreign net operating loss carryforwards 24.7 32.8
Employee compensation and benefit plans 91.2 87.5
Advance royalties 211.0 158.8
Prepaid services 34.5 46.5
Accrued liabilities 32.4 35.9
Sales returns and allowances 44.6 39.0
Inventory 29.7 32.7
Deferred Tax Assets, Goodwill and Intangible Assets 268.6 275.1
Intangibles 86.8 61.0
Lease liability 328.6 288.7
Other (1) 33.5 36.6
Total gross deferred tax assets 1,219.8 1,136.4
Less: Valuation allowance (48.2) (52.9)
Deferred tax assets, net of valuation allowance 1,171.6 1,083.5
U.S. Branches (56.7) (40.1)
Right of use asset (301.6) (259.4)
Total deferred tax liabilities (358.3) (299.5)
Total net deferred tax assets $ 813.3 $ 784.0
v3.25.4
Income Taxes - Summary of Operating Loss Carryforwards (Details) - SEC Schedule, 12-09, Valuation Allowance, Deferred Tax Asset [Member] - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Valuation Allowance [Line Items]      
Balance at Beginning of Period $ 52.9 $ 47.4 $ 49.6
Changes in Related Gross Deferred Tax Asset (4.7) 5.9 (0.2)
Change / (Release) [1] 0.0 (0.4) (2.0)
Balance at End of Period 48.2 52.9 $ 47.4
Domestic Tax Jurisdiction [Member]      
Valuation Allowance [Line Items]      
Balance at Beginning of Period 20.9    
Changes in Related Gross Deferred Tax Asset (0.6)    
Change / (Release) 0.0    
Balance at End of Period 20.3 20.9  
Foreign Tax Jurisdiction [Member]      
Valuation Allowance [Line Items]      
Balance at Beginning of Period 32.0    
Changes in Related Gross Deferred Tax Asset (4.1)    
Change / (Release) 0.0    
Balance at End of Period $ 27.9 $ 32.0  
[1] The charges to the accounts are for the purposes for which the allowances were created.
v3.25.4
Income Taxes - Unrecognized tax benefits (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Reconciliation of Unrecognized Tax Benefits [Roll Forward]      
Gross unrecognized tax benefits, beginning of period $ 42.7 $ 42.3 $ 38.1
Increases related to current year tax positions 1.4 4.2 4.1
Increases related to tax positions from prior years 9.6 0.7 1.9
Decreases related to tax positions from prior years (3.6) (3.6) 0.0
Settlement with tax authorities 2.9 0.7 1.7
Lapses of statutes of limitation 0.0 0.0 (0.2)
Other, including foreign currency translation     0.1
Other, including foreign currency translation 0.0 (0.2)  
Gross unrecognized tax benefits, end of period $ 47.2 $ 42.7 $ 42.3
v3.25.4
Earnings Per Share - Schedule of Computation of Basic and Diluted Earnings Per Share (Details) - USD ($)
$ / shares in Units, $ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Numerator:      
Net income from continuing operations $ 502.0 $ 210.4 $ 250.6
Net income (loss) from discontinued operations, net of taxes 76.1 0.2 (1.0)
Net income $ 578.1 $ 210.6 $ 249.6
Denominator:      
Weighted-average common shares outstanding - basic (in shares) 395,524,593 398,233,739 397,208,535
Dilutive effect of stock awards (in shares) 4,224,667 4,134,864 4,514,632
Weighted-average common shares outstanding - diluted (in shares) 399,749,260 402,368,603 401,723,167
Earnings (loss) per common share:      
Continuing operations - Basic (usd per share) $ 1.27 $ 0.53 $ 0.63
Discontinued operations - Basic (usd per share) 0.19 0 0
Net income - Basic (usd per share) 1.46 0.53 0.63
Continuing operations - Diluted (usd per share) 1.26 0.52 0.62
Discontinued operations - Diluted (usd per share) 0.19 0 0
Net income - Diluted (usd per share) $ 1.45 $ 0.52 $ 0.62
Anti-dilutive securities excluded from calculation of diluted earnings per share attributable to common stockholders (in shares) 3,740,183 4,119,726 5,408,781
v3.25.4
Related Parties (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Related Party Transaction [Line Items]      
Selling, general and administrative expenses $ 3,173.2 $ 3,091.9 $ 2,895.8
Related Party      
Related Party Transaction [Line Items]      
Related Party Transaction, Donation 5.7 6.3 11.3
Selling, general and administrative expenses $ 9.2 $ 7.2 $ 2.2
v3.25.4
Business Segment Information (Details)
$ in Millions
3 Months Ended 12 Months Ended
Nov. 30, 2025
segment
Aug. 25, 2024
USD ($)
Nov. 30, 2025
USD ($)
Dec. 01, 2024
USD ($)
Nov. 26, 2023
USD ($)
Segment Reporting [Abstract]          
Number of reportable segments | segment 3        
Segment Reporting Information [Line Items]          
Net revenues     $ 6,282.0 $ 6,032.0 $ 5,842.1
Cost of goods sold     2,404.2 2,374.9 2,481.4
Selling, general and administrative expenses     3,173.2 3,091.9 2,895.8
Operating income (loss)     677.6 262.7 354.4
Restructuring charges, net     (24.5) (185.6) (20.3)
Goodwill and other intangible asset impairment charges     (2.5) (116.9) (90.2)
Interest expense     (48.6) (41.8) (45.9)
Other income (expense), net     5.0 (3.3) (42.2)
Income from continuing operations before income taxes     634.0 217.6 266.3
Goodwill impairment     2.5 41.8  
Impairment of intangible assets, indefinite-lived (excluding goodwill)         14.8
Capitalized computer software, impairments   $ 11.1   11.1 49.3
Restructuring charges, net     24.5 185.6 20.3
Gain related to early termination of store lease agreements         (3.9)
Insurance recovery     1.3 2.7  
Government Assistance, Nonoperating Income, Increase (Decrease)       (1.4)  
Disposal Group, Held-for-Sale or Disposed of by Sale, Not Discontinued Operations | Dockers          
Segment Reporting Information [Line Items]          
Other corporate staff costs and expenses       3.1  
Project Fuel          
Segment Reporting Information [Line Items]          
Restructuring charges, net     (24.5) (185.6)  
Restructuring charges, net     31.5 178.5  
Asset impairment charges     9.2    
Gain related to early termination of store lease agreements     9.3    
Consulting Fees And Other          
Segment Reporting Information [Line Items]          
Restructuring charges, net     12.1    
Consulting Fees And Other | Project Fuel          
Segment Reporting Information [Line Items]          
Restructuring charges, net       54.3  
Beyond Yoga          
Segment Reporting Information [Line Items]          
Goodwill and other intangible asset impairment charges       (111.4)  
Goodwill impairment     36.3   75.4
Beyond Yoga | Trademarks          
Segment Reporting Information [Line Items]          
Impairment of intangible assets, indefinite-lived (excluding goodwill)       $ 66.0  
Impairment, Intangible Asset, Indefinite-Lived (Excluding Goodwill), Statement of Income or Comprehensive Income [Extensible Enumeration]       Goodwill and other intangible asset impairment charges  
Footware Business          
Segment Reporting Information [Line Items]          
Goodwill impairment     5.5    
Customer relationships and other | Beyond Yoga          
Segment Reporting Information [Line Items]          
Intangible assets, impairment       $ 9.1  
Impairment, Intangible Asset, Finite-Lived, Statement of Income or Comprehensive Income [Extensible Enumeration]       Goodwill and other intangible asset impairment charges  
Operating Segments          
Segment Reporting Information [Line Items]          
Net revenues     6,130.7 $ 5,900.9 5,726.1
Operating income (loss)     1,238.2 1,151.5 987.5
Segment Reporting, Reconciling Item, Excluding Corporate Nonsegment | Beyond Yoga          
Segment Reporting Information [Line Items]          
Net revenues     151.3 131.1 116.0
Operating income (loss)     (13.6) (20.0) 1.0
Segment Reporting, Reconciling Item, Corporate Nonsegment          
Segment Reporting Information [Line Items]          
Other corporate staff costs and expenses     520.0 566.3 523.6
Americas          
Segment Reporting Information [Line Items]          
Cost of goods sold     1,419.0 1,383.4 1,484.2
Selling, general and administrative expenses     1,155.1 1,120.2 1,067.4
Operating income (loss)       697.0 535.3
Goodwill impairment     2.5 0.0  
Americas | Operating Segments          
Segment Reporting Information [Line Items]          
Net revenues     3,297.0 3,200.6 3,086.9
Operating income (loss)     722.9    
Europe          
Segment Reporting Information [Line Items]          
Cost of goods sold     497.1 505.8 541.8
Selling, general and administrative expenses     835.5 792.5 732.7
Operating income (loss)       319.6 305.0
Goodwill impairment     0.0 5.5  
Europe | Operating Segments          
Segment Reporting Information [Line Items]          
Net revenues     1,699.3 1,617.9 1,579.5
Operating income (loss)     366.7    
Asia          
Segment Reporting Information [Line Items]          
Cost of goods sold     441.5 432.0 432.2
Selling, general and administrative expenses     544.3 515.5 480.3
Operating income (loss)       134.9 147.2
Goodwill impairment     0.0 0.0  
Asia | Operating Segments          
Segment Reporting Information [Line Items]          
Net revenues     1,134.4 1,082.4 1,059.7
Operating income (loss)     148.6    
Other Brands          
Segment Reporting Information [Line Items]          
Goodwill impairment     0.0 36.3  
Other Brands | Operating Segments          
Segment Reporting Information [Line Items]          
Net revenues     $ 151.3 $ 131.1 $ 116.0
v3.25.4
Business Segment Information - Schedule of Depreciation and Amortization by Segment (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Segment Reporting Information [Line Items]      
Total continuing operations depreciation and amortization expense $ 206.3 $ 193.2 $ 165.3
Continuing Operations      
Segment Reporting Information [Line Items]      
Total continuing operations depreciation and amortization expense 204.8 188.7 156.4
Operating Segments      
Segment Reporting Information [Line Items]      
Total continuing operations depreciation and amortization expense 112.1 102.6 83.6
Segment Reporting, Reconciling Item, Excluding Corporate Nonsegment      
Segment Reporting Information [Line Items]      
Total continuing operations depreciation and amortization expense 92.7 86.1 72.8
Americas | Operating Segments      
Segment Reporting Information [Line Items]      
Total continuing operations depreciation and amortization expense 61.3 60.6 51.4
Europe | Operating Segments      
Segment Reporting Information [Line Items]      
Total continuing operations depreciation and amortization expense 31.0 26.0 19.3
Asia | Operating Segments      
Segment Reporting Information [Line Items]      
Total continuing operations depreciation and amortization expense $ 19.8 $ 16.0 $ 12.9
v3.25.4
Business Segment Information - Schedule of Assets by Geographical Segment (Details) - USD ($)
$ in Millions
Nov. 30, 2025
Dec. 01, 2024
Segment Reporting Information [Line Items]    
Inventories $ 1,237.7 $ 1,131.3
All other assets 5,611.1 5,244.2
Total assets 6,848.8 6,375.5
Operating Segments    
Segment Reporting Information [Line Items]    
Inventories 1,101.1 997.7
All other assets 0.0 0.0
Americas | Operating Segments    
Segment Reporting Information [Line Items]    
Inventories 761.7 680.4
All other assets 0.0 0.0
Europe | Operating Segments    
Segment Reporting Information [Line Items]    
Inventories 161.3 144.5
All other assets 0.0 0.0
Asia | Operating Segments    
Segment Reporting Information [Line Items]    
Inventories 178.1 172.8
All other assets 0.0 0.0
Unallocated(1)    
Segment Reporting Information [Line Items]    
Inventories 136.6 133.6
All other assets 5,611.1 5,244.2
Beyond Yoga® and unallocated    
Segment Reporting Information [Line Items]    
Inventories $ 38.5 $ 31.4
v3.25.4
Business Segment Information - Revenue, Deferred Tax Assets, and Long Lived Assets by Geographical Segment (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Revenues from External Customers and Long-Lived Assets [Line Items]      
Net revenues $ 6,282.0 $ 6,032.0 $ 5,842.1
Total net deferred tax assets 830.1 798.5  
Total long-lived assets 722.4 732.1  
United States      
Revenues from External Customers and Long-Lived Assets [Line Items]      
Net revenues 2,674.1 2,631.7 2,533.4
Total net deferred tax assets 507.2 482.1  
Total long-lived assets 422.0 442.0  
Foreign countries      
Revenues from External Customers and Long-Lived Assets [Line Items]      
Net revenues 3,607.9 3,400.3 $ 3,308.7
Total net deferred tax assets 322.9 316.4  
Total long-lived assets $ 300.4 $ 290.1  
v3.25.4
Supplemental Disclosures of Cash Flow Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
Change in operating assets and liabilities:      
Increase (Decrease) in Accounts Receivable $ (48,900) $ 14,800 $ (49,900)
Increase (Decrease) in Inventories (51,600) 14,900 142,900
Increase (Decrease) in Accounts Payable (69,300) 105,100 (95,700)
Other accrued liabilities 58,200 60,400 (82,700)
Increase (Decrease) in Restructuring Reserve (16,100) 53,700 0
Increase (Decrease) in Employee Related Liabilities 1,600 21,800 (42,700)
Increase (Decrease) in Operating Lease, Right-of-Use Asset and Operating Lease, Liability, Noncurrent (16,000) 600 3,700
Increase (Decrease) in Other Current Assets (10,900) (39,200) (22,200)
Increase (Decrease) in Other Operating Assets and Liabilities, Net (4,700) 118,400 38,100
Adjustment to Reconcile Net Income to Cash Provided by (Used in) Operating Activity, Increase (Decrease) in Operating Capital $ (157,700) $ 350,500 $ (108,500)
v3.25.4
Schedule II: Valuation and Qualifying Acounts (Details) - USD ($)
$ in Millions
12 Months Ended
Nov. 30, 2025
Dec. 01, 2024
Nov. 26, 2023
SEC Schedule, 12-09, Allowance, Credit Loss [Member]      
SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Line Items]      
Balance at Beginning of Period $ 5.7 $ 5.7 $ 7.5
Additions Charged to Expenses/Net Sales/(Releases) to Tax Expense 3.1 1.9 0.5
Change/(Release) [1] 0.0 1.9 2.3
Balance at End of Period 8.8 5.7 5.7
Sales Returns [Member]      
SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Line Items]      
Balance at Beginning of Period 64.4 60.2 54.4
Additions Charged to Expenses/Net Sales/(Releases) to Tax Expense 611.2 530.9 432.8
Change/(Release) [1] 600.9 526.7 427.0
Balance at End of Period 74.7 64.4 60.2
Sales Discounts and Incentives [Member]      
SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Line Items]      
Balance at Beginning of Period 129.8 130.4 126.4
Additions Charged to Expenses/Net Sales/(Releases) to Tax Expense 533.9 511.1 468.4
Change/(Release) [1] 512.0 511.7 464.4
Balance at End of Period 151.7 129.8 130.4
SEC Schedule, 12-09, Valuation Allowance, Deferred Tax Asset [Member]      
SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Line Items]      
Balance at Beginning of Period 52.9 47.4 49.6
Additions Charged to Expenses/Net Sales/(Releases) to Tax Expense (4.7) 5.9 (0.2)
Change/(Release) [1] 0.0 0.4 2.0
Balance at End of Period $ 48.2 $ 52.9 $ 47.4
[1] The charges to the accounts are for the purposes for which the allowances were created.