Which companies discussed Tariffs in Consumer Staples in earnings calls?
352 companies mentioned tariffs across 720 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Conagra Brands, Inc. (10 calls), Coty Inc. (9 calls), The J. M. Smucker Company (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 | 14 |
| 2024Q4 | 70 |
| 2025Q1 | 207 |
| 2025Q2 | 269 |
| 2025Q3 | 256 |
| 2025Q4 | 218 |
| 2026Q1 | 183 |
| 2026Q2 | 141 |
| 2026Q3 | 58 |
Companies ranked by mentions
Representative quotes
…financial results. Then we will open up the line for Q&A. We continue to build momentum in the second quarter, even as tariff pressure, softer foot traffic, and rising fuel costs continue to weight on the industry. REVENUE INCREASED 2.8% YEAR-OVER-YEAR TO $323.8 MILLION…
Trump administration. There's been this suspension agreement with Mexico for 22 years. And that suspension was stopped, which increased the 17% tariff on Mexican imports of tomatoes. So as Steve said, price demand that helped drive that balance better in favor of pricing…
…broader logistics chain adjusts to higher operating costs and evolving market conditions, and to PET resin costs. While geopolitical developments and tariffs are beyond our control, we are focused on the levers we can manage, including reducing our commodity exposure through product mix optimization and innovation, maintaining pricing…
…seeing some expected softness in the Home and Personal Care unit, the trends are consistent with our expectations. Third, on the cost and tariff front, we continue to experience modest inflationary pressure, particularly across commodities and freight. And the tariff landscape continues to evolve with the recent expiration…
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 Staples in the past year?
Conagra Brands, Inc. (CAG) led with 10 calls referencing tariffs, most recently on July 15, 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.