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.
15 matches for “Tariff”; 5 quoted, at least 25 words apart.
…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…
…basis points to 62.7%. Lower product costs and pricing actions were tailwinds. Tariffs and foreign exchange were a headwind in the quarter. Adjusted SG&A increased…
…Operating margin declined 40 basis points, driven by the unfavorable impact of tariffs and the favorable impact of cost initiatives and pricing actions. Europe declined…
…half performance and business momentum, we are raising our full-year outlook. The tariff environment continues to be uncertain. Our updated guidance continues to assume incremental…
…pronounced in Q4 as we begin to lap the full impact of tariffs in Q4 last year, less FX pressure on gross margin, the normalization…
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,…
…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…
…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…
…go back to last year is because last year, the impact of tariffs, which is I think a little over 100 basis points, really dragged…
…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