Levi's (LEVI): FY25 Q2 earnings call, Jul 10, 2025

…limited to, the effects of foreign currency fluctuations, taxes, any additional U.S. tariffs or responsive non-U.S. tariffs and any future restructuring, restructuring-related severance and other…

…While the global operating environment has become more challenging with uncertainty around tariffs and broader consumer behavior, we are navigating this period from a position…

…is mostly attributable to product brought in early to navigate the uncertain tariff impact, the disruption in the Red Sea and our market buybacks in…

…our internal task force has focused on understanding the financial impacts of tariffs. We're also designing and implementing comprehensive actions to mitigate the impact. While…

…gross margin for 2025. After mitigation, we expect the net impact of tariffs to be about 20 basis points headwind to our full year gross…