Carol Massar

speaker

1,071 appearances 27 recordings 3 series first heard Sep 2025 last heard 27 Feb

Carol Massar’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 26 in all, peaking in Jan 2026 with 12.

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Bloomberg Talks · Levi Strauss CFO Harmit Singh Talks Tariffs · 13 Oct 2025 podcast

Now, one key disappointment, at least

According to analysts out on the street, is earnings growth failing to match the pace of sales expansion due to tariff and distribution costs?

Meantime, got to say, Bailey, you did have TD Coin raising its price target on the stock to 26 from 22 a share, and they've got their buy rating.

It's a really good point.

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?

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