Carol Massar

So let's see what one of the company's members of the C-suite have to say.

Harmeet Singh is with us, Chief Financial and Growth Officer at Levi Strauss.

He joins us from our San Francisco bureau.

Harmeet, it's so good to have you here with us.

How are you and how is the consumer doing?

Well, I'm just going to lay it out for you.

I think I bought my first pair of Levi's in a long time, just a couple of months ago.

My daughter, who's 22, so much younger than me, has been buying Levi's for a while.

So, Bailey, I mean, they're back.

I go into the store in downtown in the village, and, yeah, it's packed.

So let me just ask you, though, you guys did, you know, you mentioned you raised your full-year outlook.

You did warn that tariffs are starting to bite.

Profitability to measure by gross margins improves.

So these are the good stuff, but again, that tariffs are starting to bite.

Harmeet, can you tell us what that means, the bite of tariffs?

When, how much, you know, any color around that?

I just want to know, do you really have a pair of baggy barrel jeans?

I can't get my head around them.

I'm trying, I'm trying.

I'm just, I haven't done it.