Which companies discussed Tariffs in Consumer Discretionary in earnings calls?
754 companies mentioned tariffs across 1,829 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were General Motors Company (11 calls), Dana Incorporated (9 calls), SharkNinja, Inc. (9 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Tariffs |
|---|---|
| 2024Q3 | 39 |
| 2024Q4 | 221 |
| 2025Q1 | 453 |
| 2025Q2 | 617 |
| 2025Q3 | 573 |
| 2025Q4 | 490 |
| 2026Q1 | 468 |
| 2026Q2 | 413 |
| 2026Q3 | 192 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| General Motors Company | GM | Consumer Discretionary | 11 | Jul 21, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 9 | Aug 6, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 9 | Aug 5, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 9 | Jul 31, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 9 | Jul 30, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 8 | Aug 7, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 8 | Aug 4, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 8 | Jul 30, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 7 | Aug 4, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 7 | Jul 31, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 7 | Jul 30, 2026 |
| V.F. Corporation | VFC | Consumer Discretionary | 7 | Jul 29, 2026 |
| Levi Strauss & Co. | LEVI | Consumer Discretionary | 7 | Jul 8, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 7 | Jun 18, 2026 |
| The Home Depot, Inc. | HD | Consumer Discretionary | 7 | May 19, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 6 | Aug 6, 2026 |
| Etsy, Inc. | ETSY | Consumer Discretionary | 6 | Aug 6, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 6 | Aug 5, 2026 |
| Mattel, Inc. | MAT | Consumer Discretionary | 6 | Aug 4, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | Aug 4, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 6 | Jul 30, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 6 | Jul 30, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 6 | Jul 28, 2026 |
| Tractor Supply Company | TSCO | Consumer Discretionary | 6 | Jul 23, 2026 |
| Genuine Parts Company | GPC | Consumer Discretionary | 6 | Jul 21, 2026 |
| Urban Outfitters, Inc. | URBN | Consumer Discretionary | 6 | Jun 3, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 6 | Jun 3, 2026 |
| AutoZone, Inc. | AZO | Consumer Discretionary | 6 | May 26, 2026 |
| Strattec Security Corporation | STRT | Consumer Discretionary | 6 | May 8, 2026 |
| Jerash Holdings (US), Inc. | JRSH | Consumer Discretionary | 5 | Aug 10, 2026 |
| Motorcar Parts of America, Inc. | MPAA | Consumer Discretionary | 5 | Aug 10, 2026 |
| FIGS, Inc. | FIGS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Ralph Lauren Corporation | RL | Consumer Discretionary | 5 | Aug 6, 2026 |
| Arhaus, Inc. | ARHS | Consumer Discretionary | 5 | Aug 6, 2026 |
| CarParts.com, Inc. | PRTS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Warby Parker Inc. | WRBY | Consumer Discretionary | 5 | Aug 6, 2026 |
| BARK, Inc. | BARK | Consumer Discretionary | 5 | Aug 6, 2026 |
| a.k.a. Brands Holding Corp. | AKA | Consumer Discretionary | 5 | Aug 5, 2026 |
| Honda Motor Co., Ltd. | 7267 | Consumer Discretionary | 5 | Aug 5, 2026 |
| Whirlpool Corporation | WHR | Consumer Discretionary | 5 | Aug 4, 2026 |
| Topgolf Callaway Brands Corp. | CALY | Consumer Discretionary | 5 | Aug 4, 2026 |
| Wayfair Inc. | W | Consumer Discretionary | 5 | Aug 4, 2026 |
| Columbia Sportswear Company | COLM | Consumer Discretionary | 5 | Jul 30, 2026 |
| Crocs, Inc. | CROX | Consumer Discretionary | 5 | Jul 30, 2026 |
| LKQ Corporation | LKQ | Consumer Discretionary | 5 | Jul 30, 2026 |
| Gildan Activewear Inc. | GIL | Consumer Discretionary | 5 | Jul 30, 2026 |
| O'Reilly Automotive, Inc. | ORLY | Consumer Discretionary | 5 | Jul 30, 2026 |
| Sonos, Inc. | SONO | Consumer Discretionary | 5 | Jul 29, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 5 | Jul 29, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 5 | Jul 28, 2026 |
Representative quotes
…margin was 45.2%, up approximately 470 basis points from 40.5% last year. The improvement in gross margin primarily reflected a $5.3 million IEPA tariff refund received in the quarter and year-over-year tariff mitigation from sourcing projects, favorable inventory adjustments, and lower scrap. These benefits were partially…
…related capacity. We are also focused on positive impact to overall margin from further improvements in operating efficiencies supported by benefiting from our tariff mitigation initiatives, better pricing for scrap sales as we gain more market share for our products, additional opportunities to relocate certain operations…
…want to mention a couple of the new opportunity after the announcement Yes. After the announcement of the -- I mean, new tariff system applied to Jordan, which is 0 duty. So for the old customers, okay, like we have with our biggest customer, okay? So we received…
…want to get there sooner than later. But I want to explain one problem in the U.S., and that is a tariff on aluminum, on raw aluminum is 50% because it all comes from Canada. U.S. does not have any smelters. But components can come from certain countries…
Frequently asked questions
What is Tariffs and why are companies discussing it?
Cross-border import duties driving sourcing, pricing and margin decisions across virtually every sector.
Which company mentioned tariffs most in Consumer Discretionary in the past year?
General Motors Company (GM) led with 11 calls referencing tariffs, most recently on July 21, 2026.
How can I track tariffs mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related macro themes
Last updated: August 11, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (tariff, tariff, tariffs, import duties, import duty). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.