Levi's (LEVI): FY25 Q3 earnings call, Oct 9, 2025

Thu, Oct 9Earnings callSpeaker-labelled transcriptLevi's

No Kalshi or Polymarket word markets were listed for Levi's Oct 9, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

14 matches for “Tariff”; 5 quoted, at least 25 words apart.

Harmit Singhcompanyprepared

…raising our revenue and EPS outlook for the year, despite incorporating higher tariffs than assumed in our previous guidance. Now turning to our quarter three…

Harmit Singhcompanyprepared

…points versus the prior year, more than offsetting 80 basis points of tariff headwind. Three key drivers fuel the continued expansion. First, our structural business…

Harmit Singhcompanyprepared

…the holiday and higher product cost than a year ago due to tariffs. In unit terms, inventory was up 8% versus last year. As of…

Harmit Singhcompanyprepared

…2026, we are continuing to take actions to offset the impact of tariffs. As a reminder, these mitigation initiatives include promotion optimization, targeted pricing action,…

Harmit Singhcompanyprepared

…expected to contract approximately 100 basis points in quarter four, driven by tariffs as well as the impact of the fifty-third week. And we expect…

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