Levi Strauss & Co. — Retail Foundations QBR
Q2 FY26 Review — April 29, 2026
Silent Read Session • Levi Strauss & Co. INTERNAL

Executive Summary

Q2 FY26

Building on Q1 foundations, the team is turning planning into execution — advancing core platforms within existing funding constraints through AI, automation, and strategic capacity management.

Oracle xStoreOracle Retail Xstore — the POS platform used across all Levi’s stores globally v25 is on plan: Canada launches first, followed by the US in 2026; Mexico moves to Q1 ‘27, while Europe and Asia remain deferred to align with active SOLARStore Operations Launch & Activation Roadmap — regional deployment programme rollouts. FY25 carryover initiatives CI/CD enablement and the Oracle Database 19c upgrade are closing out, reducing technical debt and strengthening reliability.

ACCAutodesk Construction Cloud — legacy project management platform being replaced by 4URSpace/4URspace is moving from discovery to delivery. Q1 confirmed ACC replacement direction via fit-gap/migration discovery and stakeholder alignment on a simpler, more cost-effective future state. Q2 shifts to value realisation — simplifying Store Development through a ServiceNow-led operating model, validating 4URSPACE in a controlled pilot, and creating a low-risk path to cut operational complexity and ACC run-rate costs.

The AECAutodesk Engineering & Construction Collection — licence bundle (44 licences) under review for right-sizing (Autodesk & Revit) workstream has shifted from assumed necessity to deliberate optimisation after Autodesk negotiations exposed elevated legal and commercial risk. Q1 established clarity — confirming AEC dependency is largely design review (not core authoring), with most production work done by external partners on their own licenses. Right-sizing AEC to a defined minimum baseline, aligning licenses to true business need, and reducing risk exposure while safeguarding near-term delivery — positioning AEC as fit-for-purpose rather than a legacy commitment. As of this QBR, we have not found a competitive product to AEC without eliminating capabilities which the store design team utilizes today. We will continue investigating alternative products.

As part of SOLAR R3.3, we successfully delivered all Retail system changes across 13 APACAsia-Pacific region — 13 markets, ~1,300 stores, 4 time zones covered in SOLAR R3.3 cutover markets, approximately 1,300 stores, and 4 time zones — on schedule and with minimal impact to store and business operations. The scope spanned a full redesign of the Xstore and RetailPro POS integration architecture (now leveraging the Xstore Poslog broadcaster model for real-time S/4 synchronisation), Adyen auto-settlement enablement for Australia and Singapore, Franchisee POS integration onto the S/4 canonical model, and seamless transition of fragmented loyalty systems across all markets. E-Tax integrations for Malaysia and Thailand, along with market-based traffic count system updates, were completed in parallel — all delivered with zero defects and zero downtime. The cutover executed overnight between 5 April EOD and store opening on 6 April. SOLAR discovery in Europe and Andes/Brazil remains active through FY26, with LSELevi Strauss Europe — next SOLAR migration target after APAC R3.3 migration planning underway.

The team continues to prioritise platform stability, compliance readiness, and execution predictability, with plans recalibrated to true capacity — driving stronger delivery momentum into H2 FY26.

OKR Highlights

Q2 FY26
1
Protect revenue and reduce operational risks in our stores by ensuring our core retail platforms remain compliant, supportable, and strategically aligned.
Key Result #1
Ensure uninterrupted xStoreOracle Retail Xstore — the POS platform used across all Levi’s stores globally operations by upgrading to the latest release (Oracle xStore v25), maintaining compliance and full vendor supportability.
  • $ revenue protected from POS outages or vendor support failures
📌 The team has completed the V25 build and initial testing in Q2. Store pilots will begin in Q3.
Baseline
# Stores
CA: 0
USA: 0
Target
# Stores
CA: 0
USA: 0
YTD
# Stores
CA: 0
USA: 0
On Track
2
Improve development velocity, platform stability, and operational efficiency of xStore and BackPocket by expanding automation coverage and strengthening observability.
Key Result #1
Achieve 80%+ P1 test automation coverage across xStore and BackPocket, accelerating feature delivery and minimizing the risk of human error.
  • Reduction in store-impacting incidents caused by human error (% decrease)
  • Time-to-production for new features (days/weeks reduction)
📌 This team was eliminated as part of the contractor rebalancing reductions. Future automation will shift to the responsible workstreams.
Baseline
AMA: 49%
LSE: 25%
LSA: 40%
Target
AMA: 80%
LSE: 80%
LSA: 80%
YTD
COMPLETED* ownership transferred
Key Result #2
Complete the AMAAsia, Middle East & Africa region Oracle 19c database upgrade across all 1,692 registers, ensuring xStore platform health and reliability to consistently deliver a high-quality in-store experience.
Baseline
AMA: 5
Target
AMA: 1,692
YTD
541
On Track
AMA 19c Upgrade541 / 1,692 (32%)
3
Empower business users and store teams through scalable AI self-service support capabilities and modernized project and portfolio delivery platform.
Key Result #1
Migrate all store development projects globally from ACCAutodesk Construction Cloud — being replaced by 4URSpace to 4URSpace, establishing a unified delivery standard and achieving full project portfolio visibility across all clusters.
  • 0% of global store projects successfully migrated to 4URSpace (Target: 100%)
  • 100% improvement in on-time project delivery post-migration
  • Reduction in delivery escalations due to lack of visibility (# decrease)
📌 The team has been building the mapping and data structures to begin the migration in Q3.
Baseline
0
Target
0
YTD
0
On Track

Accomplishments This Quarter Since Last QBR

Q2 FY26
7
Initiatives
3
Complete
3
In Progress
1
Initiated
541
19c Registers Done
1,134
v25 Files Evaluated
📋 Highlight
💡 So What
→ What’s Next
xStore v25
▶ In Progress
Oracle Xstore v25 Upgrade
1,134
Files Evaluated
288
Remediated
77%
Modifications
  • Global Xstore Base Code & Java upgrade completed
    Java Runtime: 1,134 files evaluated, 288 required remediation (25.4%)
    Base Code: 97 files impacted with 7,681 changes
  • Alignment on rollout schedule with US/CA business partners
  • LS&Co custom code migrated for Canada; preparing for SIT1System Integration Testing Phase 1 — first formal integration testing milestone
  • Kick-Off with DTEDeployment & Test Environment team — handles imaging, break/fix, and NSO processes & S4 teams commenced
Establishes foundational alignment across technical and business stakeholders, translating upgrade scope into actionable rollout plans. Early partner communications clarify expectations and resource commitments; deliberate sequencing around holiday and system block windows removes calendar friction and prevents deployment conflicts with peak operational periods. This structured approach surfaces constraints upfront, allowing teams to stage readiness activities efficiently and giving leadership predictable checkpoints to track progress against business priorities.
  • Complete development for US/CA and begin testing activities
  • Conduct formal UATUser Acceptance Testing — business stakeholder validation before go-live with business stakeholders to validate end-to-end processes and user workflows
  • Conclude with pilot go-live, establishing operational baseline for full deployment
ACC / 4URSpace
▶ Execution Readiness
ACC → 4URSpace Migration
  • Enabled vendor access & validated API-based extraction feasibility at scale
  • Documented & formalised ServiceNow service-account/security model
  • Established data mapping + operating model for migration
  • De-risked migration: scope clarity, technical connectivity, security approvals
Provides a strong foundation for global portfolio visibility and governance while intentionally avoiding production risk during the peak holiday trading period. Q2 progressed the programme from defined direction into execution readiness — ahead of phased project transfer starting in Q3.
  • Start phased transfer of projects from ACC to 4URSPACE, leveraging mapping/data structures prepared in Q2
  • Implement ServiceNow-driven operating model (test → production integration)
  • Run controlled pilot to validate 4URSPACE as system of record before scaling
SOLAR
✓ Complete
SOLAR APAC R3.3 Cutover — 13 Markets, ~1,300 Stores
13
Markets
1,300
Stores
0
Defects
  • Xstore & RetailPro POS: Redesigned integration architecture using Xstore Poslog broadcaster model for real-time S/4 sync; unified pattern across all 12 markets
  • Adyen Auto-Settlement (AU & SG): Enabled with S/4; merchant accounts reconfigured, settlement reporting integrated
  • Franchisee POS Integration: Flat file mapped to S/4 canonical model; full canonical adoption
  • Loyalty Systems (all markets): Fragmented systems transitioned; APIs updated — zero defects, zero downtime
  • E-Tax Integrations (MY & TH): Completed with API changes aligned to new S/4 codes — zero defects, zero downtime
  • Traffic Count Systems (all markets): Updated across all markets with no business disruption
  • Cutover executed overnight: 5 April EOD → 6 April store opening
Demonstrated high execution velocity and cross-team coordination across 4 time zones under a tight overnight cutover window. Every retail system and terminal in 13 APAC markets touched simultaneously — delivered with zero defects and zero downtime through meticulous planning, disciplined execution, and strong cross-functional collaboration.
  • Continue stabilisation and hypercare across 13 markets
  • Capture lessons learned for SOLAR migration in LSELevi Strauss Europe — next SOLAR migration target and LATAM
  • SOLAR discovery in Europe and Andes/Brazil active through FY26
Oracle 19c
▶ In Progress
Oracle 19c Upgrade — AMAAsia, Middle East & Africa region
541
Upgraded
1,692
Target
32%
Complete
  • Active execution across IN, PK, and ZA
  • Week of 4/13: 81 machines planned, 57 upgraded, 24 under investigation
  • Target completion: 30 June 2026
Advances platform health and reliability for AMA stores, reducing technical debt and closing long-standing compliance risk on the Oracle database stack.
  • Continue working with local teams on preparation activities
  • Identify machines needing cleanup; engage RSSTRetail Systems Support Team — responsible for store-level infrastructure remediation for remediation
  • Target completion: 30 June 2026
CI/CD Pipeline
✓ Resolved
CI/CD Pipeline — Blocker Resolution
  • Resolved blockers preventing end-to-end deployments in non-prod
  • KT performed with deployment squad for feedback and adoption
Allows deployments to XCenterXCenter — Levi’s central retail operations hub coordinating xStore deployments & xStore applications to occur with less manual intervention than Oracle’s OOTBOut Of The Box — standard Oracle-supplied deployment method method. Reduces steps & time needed to deploy new software to stores, and adds the ability to stage updates ahead of deployment day.
  • KT for team; migrate process to production environment
Containerisation
◆ Initiated
Containerisation Discovery — xStore
  • Initial discussions started to define approach and design
  • Focus on Xstore and Xenvironment platforms
  • Assessing LSE concession store operations use case
Lays the groundwork for a more scalable, portable, and maintainable infrastructure — reducing environment setup overhead and improving deployment consistency across regions.
  • Continue working on approach and design
PQA
✓ Complete
PQAPlatform Quality Assurance — automation feasibility pilot, now complete — Tool Discovery
  • New QA tool identified for Xstore v25 automation
  • Replaces UFTUnified Functional Testing — legacy QA tool, 7 years, incompatible with xStore v25 (7-year legacy tool, incompatible with v25, no AI capabilities)
  • New tool: Python-based scripting with AI-enabled test development
The previous tool, UFT, had compatibility issues with Xstore v25 and no AI capabilities. The new process enables automated tests with AI tools and modern scripting language (Python) — better supporting v25 and AI-enabled test script development.
  • KT of new tool to development team & application QA resources
  • Note: This squad was eliminated as part of the Contractor Rebalancing reductions

Key Learnings & Next Steps

Q2 FY26

Learning #1: Early regional and business alignment de-risks deployment execution more than technical readiness alone

The xStore v25 program showed that proactive engagement with regional stakeholders — before deployment windows open — reduces execution risk. Early engagement with Canada and the US (factoring holiday blocks and system constraints) enabled predictable scheduling and avoided reactive replanning. The ORCE contrast (descoped) reinforced that aligning scope, timing, and regional capacity upfront is as critical as technical prep. Future programs should embed formal early-alignment checkpoints into the planning phase, not just execution.

Look Ahead — Q3 Focus

Q3 FY26 Priorities
Q1 — Planning
Dec 2025 – Feb 2026
Q2 — Execution
Mar – May 2026
Q3 — Pilot & Deployment
Jun – Aug 2026
🕐
Q4 — Hypercare & Stabilisation
Sep – Nov 2026
4
Initiatives
Jul 13
Canada Go-Live
Mid Q3
ServiceNow Gate
Jun–Aug
Q3 Window
1
Advance Xstore v25 — Pilot Execution & Rollout
Canada first deployment market → US rollout planning
🚀 Canada Go-Live: Jul 13

In Q3 FY26, the XStore v25 programme transitions from development and testing into pilot execution and initial rollout, using Canada as the first deployment market to validate readiness before scaling to larger geographies.

📅 Q3 Timeline
Apr – May
Complete dev, code remediation & close priority Oracle SRs
27 Apr – 10 Jul
SIT, regression, pre-UAT & UAT for Canada
🚀 GO-LIVE
Jul 13
Canada pilot go-live — operational baseline established
Late July
Stabilise post-pilot; refine runbooks & learnings
Post-pilot
US rollout prep, leveraging Canada outcomes
2
Enhance Store Development — ACC/4URSpace Migration
ServiceNow integration gate → controlled migration execution
🔑 Gate: ServiceNow Integration

In Q3 FY26, the ACC → 4URSPACE programme transitions from technical readiness into controlled execution, with ServiceNow integration completed as the primary gating milestone enabling the start of disciplined migration activities.

📅 Q3 Timeline
Early Q3
Finalise enterprise-approved auth model (OAuth / Managed Identity)
Early–Mid Q3
Complete ServiceNow ↔ 4URSPACE API integration
🔑 GATE
Mid Q3
Validate end-to-end project lifecycle flows
Late Q3
Activate controlled migration from ACC to 4URSPACE
End Q3
Apply learnings & define next migration phases
3
AEC — Autodesk Right-Sizing & Vendor Strategy
Assessment → execution: right-size licences, reduce exposure, evaluate alternatives
🔢 Target: Sustainable licence model

In Q3 FY26, the AEC workstream moves from assessment into execution, translating Q2 findings into concrete actions to right-size Autodesk usage while maintaining continuity for near-term store delivery.

📅 Q3 Timeline
Early Q3
Validate minimum AEC licence baseline for critical roles
Early–Mid Q3
Transition users to lighter-weight Autodesk review tools
🔢 MODEL
Mid Q3
Formalise sustainable AEC usage & licensing model
Mid–Late Q3
Evaluate competitive alternatives for long-term optionality
Ongoing Q3
Strengthen Autodesk negotiating position ahead of renewal
4
Evaluate Containerisation Strategy for Future Scalability
XStore containerisation discovery — LSE concession stores primary use case
🔎 Discovery & Recommendation

In Q3 FY26, the team will execute a focused discovery to evaluate XStore containerisation as a future deployment model, assessing feasibility, complexity, and value to support scalable and flexible store formats.

📅 Q3 Timeline
Early Q3
Initiate containerisation discovery — LSE concession use case
Early–Mid Q3
Assess technical feasibility across XStore, XEnvironment & services
Mid Q3
Evaluate operational benefits: faster deploy, reduced footprint
Mid Q3
Identify risks, constraints & prerequisite investments
🔎 REPORT
Late Q3
Document findings & recommendations for platform roadmap

Deferred Projects

Deliberate & Documented

ORCE — Oracle Retail Customer Engagement

ORCE was deferred to allow the team to focus fully on the V25 upgrade which provides significantly more value to our stores. In addition, Oracle has not announced an End Of Life date for our current version of ORCE and therefore we will defer for as long as possible as this is not a go forward platform once we have a global loyalty, gift card and promotion solution which encompasses eCom and Retail.

PQA — Platform Quality Assurance

PQA is being stopped as part of the Contractor Rebalance reductions. However, we will continue to leverage the learnings, tooling patterns, and automation assets which this team created, allowing us to simplify our operating model, reduce overhead, and focus investment on executing Xstore, Retail Foundations, and CI/CD at scale.

Appendix

Jira Metrics & Deployment Timeline

Jira Metrics

📊
Q1 we planned — Q2 we execute Q1 (Dec–Feb) established architecture, aligned stakeholders, and built the backlog. Q2 (Mar–May) is where implementation tickets are logged and velocity builds. High open counts in implementation boards signal healthy execution momentum — not delay.
RETAILF
Retail Foundations Programme
35
Open Epics
0
Closed Apr
Long-running programme epics spanning multiple quarters — not expected to close within a single QBR period. Open count reflects scope, not blockers.
Q1 PlanningQ2 ExecutingQ3 Ahead
BIM360
Fleet Management
35
Open
4
Closed Apr
Fleet management tickets. 4 items closed in April signal early velocity building as Q2 execution ramps.
Q1 PlanningQ2 ExecutingQ3 Ahead
PPD26
POS Platforms & Deployments FY26
33
Open
6
Closed Apr
Platform deployment and POS initiatives tracking FY26. 6 closures in April reflect steady execution cadence across active deployment workstreams.
Q1 PlanningQ2 ExecutingQ3 Ahead
🔥 High Velocity
XSV25
xStore v25 Implementation Board
100+
Open
100+
Closed Apr
Hero board for xStore v25 implementation. 100+ items closed in April demonstrates the team has shifted from planning to full execution mode — the programme’s highest-velocity board and the leading indicator of H2 delivery confidence.
Q1 PlanningQ2 Executing 🔥Q3 Canada Pilot

Deployment Timeline

📌 Oracle xStore v25 (by region) and SOLAR (by region) deployment timeline, Sep 2025 — Sep 2028. Red line marks today.
xStore v25 SOLAR Code Remediation
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