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.
14 matches for “Momentum”; 5 quoted, at least 25 words apart.
Quarter after quarter, our results demonstrate that our strategies are working and momentum is building. We believe we are still in the early innings of…
…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…
…brand, impactful marketing, and a steady pipeline of product innovation. Importantly, top-line momentum translated into strong bottom-line delivery, with margin expansion and strong earnings…
…grew 6%, driven by strength in core fits, with newness adding incremental momentum. Looser silhouettes continued to deliver solid growth. Our 501 '90s for Her…
…meaningful revenue driver and a cultural and strategic hub. Across Latin America, momentum is accelerating with double-digit growth led by Brazil, the Andes, and Colombia.…
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…
…working. We exceeded expectations on both the top and bottom lines, expanded margins, delivered strong EPS growth, and generated significantly stronger free cash flow. This…
…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…
…in the context of our strategies. Our first strategy is to be brand led, powered by a best-in-class global marketing team that moves with agility…
…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…
…remain healthy. Globally, our wholesale partners are increasingly leaning into our diversified lifestyle assortment, reflecting strong consumer demand and confidence in our broader offerings.…
…tops offering. Beyond Yoga was up 16%, led by strength in e-commerce. Momentum continues to be fueled by newness and expansion into lifestyle categories, including…
…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