Levi's (LEVI): FY26 Q1 earnings call, Apr 7, 2026
On its Apr 7, 2026 earnings call (FY26 Q1), Levi's said 10 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 10 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Tariff | Yes | 9 | 9 | ✓ | 92%transcripts from the transcript model | – |
| Super Bowl | Yes | 6 | 7 | ✓ | 39%transcripts from the transcript model | – |
| China | Yes | 4 | 4 | ✓ | 70%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 3 | 4 | ✓ | 62%transcripts from the transcript model | – |
| Beyond Yoga | Yes | 2 | 2 | ✓ | 81%transcripts from the transcript model | – |
| Dockers | Yes | 2 | 2 | ✓ | 68%transcripts from the transcript model | – |
| Nike | Yes | 2 | 2 | ✓ | 63%transcripts from the transcript model | – |
| Inflation | Yes | 1 | 1 | ✓ | 34%transcripts from the transcript model | – |
| World Cup | Yes | 1 | 2 | ✓ | 34%transcripts from the transcript model | – |
| Jordan | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Beyoncé | No | 0 | 0 | ✓ | 81%transcripts from the transcript model | – |
| Zalando | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Tariff”; 5 quoted, at least 25 words apart.
…better than external expectations, contracting 20 basis points year-over-year, primarily due to tariffs. The decline in gross margin was partially offset by pricing actions and…
…basis points due to the timing of A&P and the impact of tariffs. Europe grew 10% with solid demand and trend across markets and channels…
…on the macro environment. As a reminder, our guidance assumes incremental U.S. tariffs on imports from China at a 30% rate and the rest of…
…to unfavorable foreign exchange. We expect to fully offset the impact of tariffs through our various mitigation efforts. Adjusted EBIT margin is expected to be…
…other thing to think about is we haven't incorporated the reduction in tariffs which may come to pass at some stage, right? We've quantified it,…
Where the listed words were said
…up, because we think we can fully offset the 19% increase in tariffs. We've taken EBIT margins up to the high end of the range,…
…a way LEVI'S consistently does. This was on full display during the Super Bowl. Leading up to the game, we turned the Bay Area into…
…India, Japan, Korea, and Turkey delivered strong results across channels and categories. China was also positive, reflecting early progress and green shoots under new leadership…
…we are leveraging our global talent hubs and accelerating productivity through expanded AI initiatives, allowing us to support a growing business while keeping overall headcount…
…wholesale accounts, a clear signal that the revitalization is resonating with consumers. Beyond Yoga was up 23%, with DTC continuing to show solid momentum. The…
…another important step forward this quarter with the successful closing of the Dockers transaction, which further simplifies our portfolio and sharpens our focus on the…
…was largely driven by volume, were driven by a little bit of inflation and what we call as we expand D2C, we continue to open…
…will continue to activate against Sports and Music. To your point on World Cup, we do have plans for that throughout the year as well…
Agents: this page as TSV at /api/v1/appearances/levis:2026-04-07:earnings_call · words: /api/v1/brief?appearance=levis:2026-04-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP