Bailey Lipshultz

Yeah, staying bullish.

And you look at the street, 13 analysts, 10 of them buys.

So is it a sell the news event, price to perfection?

We see.

Well, you get a partnership with Beyonce, all the marketing you guys are spending in terms of targeting both young and older generations.

But Harmeet, I want to ask about tariffs.

So Levi expects tariffs from China about 30 percent, but increased expectations to 20 percent from the rest of the world.

Where are you sourcing your jeans materials?

Is it more are you more exposed to that doubling in terms of are you getting materials from Vietnam in place of China?

And Carol, we've talked with a good friend, Peter Atwater, for quite some time about that K-shaped recovery where people who are well off are doing much better than those really in the bottom quintile.

Harmeet, when you look at your goods, when you look at the ability to raise prices from the impact of tariffs, which products are you able to more easily raise prices where you aren't going to see consumers push away?

And how are you thinking about that strategy as it relates to, say, the jeans that you do sell through a Walmart where you don't have that gross margin going direct to consumer?

And you do have likely, at least when we look at the data, a consumer who's feeling the pinch of inflation, broadly speaking.

Well, I was just going to ask, in terms of geographic expansion, when you think about China, what's going on with China?

And also, what products do the Chinese consumers want?

Is it that high-end good, or is it more of a bargain purchase?

Yeah, interesting stuff.

I will say, Carol, I know you mentioned you have more jeans than ever.

I have been buying the Sherpa jackets, the denim jackets, like crazy.

I don't know why.