Levi's (LEVI): FY26 Q2 earnings call, Jul 8, 2026
On its Jul 8, 2026 earnings call (FY26 Q2), Levi's said 18 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
29 words · 18 settled yes · our count agreed on 29 of 29- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Growth 10+ times | Yes | 58 | 58 | ✓ | 90%transcripts from the transcript model | – |
| Margin | Yes | 38 | 38 | ✓ | 96%transcripts from the transcript model | – |
| Denim 5+ times | Yes | 30 | 30 | ✓ | 88%transcripts from the transcript model | – |
| Consumer 5+ times | Yes | 24 | 24 | ✓ | 89%transcripts from the transcript model | – |
| Brand 5+ times | Yes | 23 | 23 | ✓ | 89%transcripts from the transcript model | – |
| Distribution | Yes | 20 | 20 | ✓ | 95%transcripts from the transcript model | – |
| Lifestyle | Yes | 15 | 15 | ✓ | 96%transcripts from the transcript model | – |
| Momentum | Yes | 14 | 14 | ✓ | 95%transcripts from the transcript model | – |
| Store 5+ times | Yes | 14 | 14 | ✓ | 82%transcripts from the transcript model | – |
| Tariff | Yes | 13 | 15 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Signature | Yes | 8 | 8 | ✓ | 70%transcripts from the transcript model | – |
| Commerce | Yes | 6 | 6 | ✓ | 89%transcripts from the transcript model | – |
| Beyond Yoga | Yes | 6 | 8 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| China | Yes | 3 | 3 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 2 | 2 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Original | Yes | 2 | 2 | ✓ | 41%transcripts from the transcript model | – |
| Dockers | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| World Cup | Yes | 1 | 2 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| Inventory 10+ times | No | 6 | 6 | ✓ | 20%transcripts from the transcript model | – |
| Nike | No | 0 | 0 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Beyoncé | No | 0 | 0 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Inflation | No | 0 | 0 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| Jordan | No | 0 | 0 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| Zalando | No | 0 | 0 | ✓ | 22%n=1+tx from settlement history blended with transcripts | – |
| Barbour | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Disney | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Churn | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Flywheel | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Stock 10+ times | No | 0 | 0 | ✓ | 5%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
20 matches for “Distribution”; 5 quoted, at least 25 words apart.
…up 5%, or up 7% when excluding the impact of the European distribution center transition last year. Newer categories like blouses, wovens, sweaters, and polos…
…our transformation into a DTC-first lifestyle company. First, an update on our distribution network transformation. We completed the remap of Europe to an omni-channel distribution…
…we remain on track to complete the transition of Hebron, our own distribution center, to Maersk by the beginning of the fourth quarter. The transition…
…6% organic. This is despite a two-point drag from last year's Europe distribution center transition. Gross margin was better than expected and expanded 10 basis…
…and pricing actions. Europe declined 1% in quarter two, reflecting last year's distribution center transition, while first half revenue grew mid-single-digit, consistent with our full-year…
Where the listed words were said
…Gass, our President and CEO, and Harmit Singh, our Chief Financial and Growth Officer. We'd like to remind you that we will be making forward-looking…
…of product innovation. Importantly, top-line momentum translated into strong bottom-line delivery, with margin expansion and strong earnings growth. On the strength of our performance, we're…
…women's business in the region. Ahead of the global soccer championship, Levi's launched denim product collaborations with the U.S., Mexico, England, and France football federations.
…iconic brand, and how we're driving growth across markets, channels, categories, and consumer demographics. The progress we're delivering today is the direct result of the…
…Tab continues to gain traction as the most premium expression of our brand. Importantly, Blue Tab is introducing the Levi's brand to a new consumer,…
…FX pressure on gross margin, the normalization of A&P spending, reduced duplicative distribution costs, and continuing to drive SG&A discipline. The underlying message is consistent—we…
…highest return growth opportunities. As we continue to evolve into a DTC-first lifestyle company, we are driving more consistent and faster growth, expanding our addressable…
…organic net revenues up 6%. Our international markets continue to demonstrate strong momentum, led by a 12% increase in Asia, while the U.S. delivered a…
…exceptional strength in seasonal trends, including white denim, which grew 70%. Strong in-store execution is bringing these assortments to life through compelling merchandising, outfitting, and…
…a priority. Q2 showed clear progress. Gross margin expanded despite pressure from tariffs and disciplined SG&A management converted top-line growth into stronger than expected bottom-line…
…early, we're encouraged by a return to growth and improving underlying trends. Signature, our value-focused brand, grew at a low single-digit rate in Q2 and…
…experience and elevate our online assortment drove another strong quarter in our e-commerce channel, up 17%. E-com growth was fueled by solid performance across all…
Agents: this page as TSV at /api/v1/appearances/levis:2026-07-08:earnings_call · words: /api/v1/brief?appearance=levis:2026-07-08:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP