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 “Holiday”; 5 quoted, at least 25 words apart.
…putting those funds to work behind sharper value for consumers during key holiday promotional moments and enhanced supply chain capabilities to strengthen our competitive position…
For the holidays, we are as prepared as we have ever been with our most robust activation plan in years. From breakthrough brand moments and…
…in the marketplace. Entering our fourth quarter, we are confident in our holiday assortment and the continued opportunity to build on the momentum we're seeing…
…to improve competitiveness over time, and sharper value for consumers during key holiday promotional moments. Approximately $25 million of these investments were redeployed during the…
…marketing support and investment behind winning products as we prepare for the holiday season. Overall, we are confident in our ability to lap this year's…
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.
…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…
…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…
…was balanced across both our core denim business and our expanding lifestyle assortment. Categories beyond bottoms contributed roughly half of our growth in the quarter,…
…to reinforce Levi's position at the center of culture through impactful campaigns, premium experiences, and iconic brand moments around the world. A recent example of…
…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