Levi's (LEVI): FY26 Q3 earnings call, Oct 7, 2026
On its Oct 7, 2026 earnings call (FY26 Q3), Levi's said 10 of the 22 words Kalshi and Polymarket listed; Parrot’s count agreed with 21 of 22 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
22 words · 10 settled yes · our count agreed on 21 of 22- 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 30 | 32 | ✓ | 95%n=2+tx from settlement history blended with transcripts | – |
| Europe | Yes | 18 | 18 | ✓ | 96%transcripts from the transcript model | – |
| Lifestyle 5+ times | Yes | 11 | 11 | ✓ | 86%transcripts from the transcript model | – |
| Assortment | Yes | 7 | 7 | ✓ | 95%transcripts from the transcript model | – |
| Premium | Yes | 4 | 4 | ✓ | 89%transcripts from the transcript model | – |
| China | Yes | 4 | 4 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| International | Yes | 3 | 3 | ✓ | 91%transcripts from the transcript model | – |
| Beyond Yoga | Yes | 2 | 2 | ✓ | 89%n=2+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| Glowzone | Yes | 0 | 0 | ✗ | 17%transcripts from the transcript model | – |
| FIscal 10+ times | No | 2 | 2 | ✓ | 14%transcripts from the transcript model | – |
| Dockers | No | 0 | 0 | ✓ | 69%n=2+tx from settlement history blended with transcripts | – |
| World Cup | No | 0 | 0 | ✓ | 61%n=2+tx from settlement history blended with transcripts | – |
| Nike | No | 0 | 0 | ✓ | 50%n=2+tx from settlement history blended with transcripts | – |
| Beyoncé | No | 0 | 0 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – |
| Inflation | No | 0 | 0 | ✓ | 33%n=2+tx from settlement history blended with transcripts | – |
| Discount | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| Loose Prep | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Shai / Gilgeous-Alexander | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Disney | No | 0 | 0 | ✓ | 13%n=1+tx from settlement history blended with transcripts | – |
| Income 10+ times | No | 0 | 0 | ✓ | 3%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.
18 matches for “Europe”; 5 quoted, at least 25 words apart.
…expectations, driven primarily by softer traffic trends in both the U.S. and Europe. In Europe, unseasonably warm weather across several key markets weighed on traffic…
…trends in our U.S. Direct-to-Consumer business. Combined with the continued improvement in Europe, this gives us confidence that DTC will return to at least mid-single-digit…
…head-to-toe Levi's and showcased the breadth of our denim lifestyle offering across Europe. Our debut at Paris Couture Week was another milestone in the elevation…
…to last year, driven by the softer traffic in the U.S. and Europe, as I mentioned earlier. Importantly, both businesses have returned to positive trends…
…and expect to begin realizing benefits from the closure in 2027. In Europe, where our distribution center transformation is complete, we are already seeing distribution…
Where the listed words were said
…I turn to the results, I want to address the impact of tariff refunds, which create some unique dynamics in quarter three and Q4 results.
…refund, net of redeployments. In quarter four, we expect the U.S. to return to growth, driven by improving DTC trends. Europe net revenues grew 5%.
…evolved Levi's from a denim bottoms business into a leading global denim lifestyle company. While we delivered strong results across much of the business, our…
…and experiential pop-ups to elevate store experiences, personalized styling, and curated gifting assortments, we are creating new ways for consumers to engage with Levi's throughout…
…As we expand the assortment into more elevated products, including cashmere and premium knitwear, Blue Tab is extending the brand into higher price points, attracting…
…media value. We are also encouraged by the progress we're seeing in China, up 13%, where we continue to strengthen the brand and enhance execution.…
…basis. Year-to-date, our business is up 7% versus the prior year. Our international business grew 8% this quarter, led by Asia, which has been a…
…looser silhouettes, and new categories like maternity all contributed to the brand's strong performance. Beyond Yoga was up 9%, driven by growth across both channels.
In the U.S., we launched our AI shopping assistant, which provides styling advice, helping consumers discover new styles, and build complete outfits. While still early,…
Agents: this page as TSV at /api/v1/appearances/levis:2026-10-07:earnings_call · words: /api/v1/brief?appearance=levis:2026-10-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP