We searched EarningsCalls.dev's archive of 33,000+ transcripts and "tariff" showed up in 2,290 distinct calls in the past 90 days — more than any other macro term we've tested, including "AI", "data center" or "recession". That's roughly one in every four publicly reported calls.
Below are ten verbatim mentions from companies that reported between June 10 and June 11, 2026 — across furniture, apparel, industrials and rail. We picked the ones that quantify the impact rather than mention it in passing.
1. RH (RH) — Consumer Discretionary
Earnings call: 2026-06-11
First quarter revenues of $800.3 million and adjusted EBITDA of 7.1% exceeded the high end of our expectations in the first quarter — despite backorder and special order balances approximately $75 million higher than a year ago, primarily due to tariff-related resourcing.
RH is putting a specific dollar number on backlog inflation caused by tariff-driven sourcing changes. That's the kind of operational disclosure analysts actually want — most companies wave their hands.
2. Oxford Industries (OXM) — Consumer Discretionary
Earnings call: 2026-06-10
That gross margin performance reflects meaningful work done by our teams over the past year to respond to tariff pressure, including updates to our sourcing strategies, refinements to our pricing architecture, improved freight rates through vendor negotiations, and the benefit from a higher mix of direct-to-consumer sales.
The four-lever response — sourcing, pricing, freight, DTC mix — is the cleanest template you'll see this quarter for how a brand-owner offsets tariff pressure without crushing margins.
Read the full Oxford Industries transcript →
3. The Lovesac Company (LOVE) — Consumer Discretionary
Earnings call: 2026-06-11
While bringing manufacturing closer to the customer has long been an aspiration for Lovesac, realities of the uncertain tariff landscape, freight volatility, and broader geopolitical uncertainty only reinforced the importance of building a more regionalized, resilient, and flexible sourcing model.
The "reshoring as response" framing — Lovesac is explicit that tariffs are the catalyst, not the rationale. Same theme is showing up across furniture peers.
Read the full Lovesac transcript →
4. EnerSys (ENS) — Industrials
Earnings call: 2026-06-11
We actually had a customer — a large network operator — come to us with a challenge they were facing with tariffs, and they needed a domestic partner to help them get through that and manage their cost.
The flip side of #3: when a B2B customer is hit by tariffs, the response is often to consolidate spend with a domestic supplier. EnerSys is positioning tariffs as a customer-acquisition vector.
Read the full EnerSys transcript →
5. Honeywell (HON) — Industrials
Earnings call: 2026-06-11
We have some of the best tools I've seen in the industry in terms of real-time looks at what our raw materials are at a SKU level — at a base raw material we saw very quickly. We had built out a model as the impact of tariffs came on.
Honeywell is making a systems point: the companies that already had SKU-level raw-material tracking modelled tariff exposure quickly. The ones that didn't are still scrambling. That's a moat call.
Read the full Honeywell transcript →
6. Rockwell Automation (ROK) — Industrials
Earnings call: 2026-06-11
There's some tariff-based pricing tied to that. [Question:] How [has] the pricing strategy at the company evolved — different tools that you're using? Do you feel like you have more that you can do there on the pricing side?
Rockwell's pricing function is becoming a tariff-mitigation tool, not just a margin lever. The analyst follow-up — "do you have more that you can do" — is the implicit signal that pricing flexibility is now a tracked KPI.
Read the full Rockwell transcript →
7. Canadian National Railway (CNR) — Industrials
Earnings call: 2026-06-11
We're seeing more resilience actually in the Metals segment than what we would have thought given the significant tariffs. So as we look into the second half, the macro is still murky.
A surprise-to-the-upside call. CN expected metals volumes to crater under tariffs; instead, the segment is holding up. That's worth tracking — it suggests stockpiling or substitution rather than collapse.
Read the full Canadian National transcript →
8. Expeditors International (EXPD) — Industrials
Earnings call: 2026-06-11
The tariffs up and down, we've seen [it].
Brief, but EXPD is the global freight-forwarder bellwether — when it says tariffs are moving "up and down" on the same call, it's telegraphing that policy uncertainty itself (not the level) is the operational cost.
Read the full Expeditors transcript →
9. Hooker Furnishings (HOFT) — Consumer Discretionary
Earnings call: 2026-06-11
[Analyst:] In terms of the tariffs, can you give us any feel for the rebate number that you're seeking and when that might be received? [Management:] We've decided not to disclose that publicly, at least on the call.
Tariff rebates — the lobbying-for-exemption track — are now a board-level workstream that companies aren't disclosing. The fact that the question was asked tells you the sell-side is now modeling rebates as a swing factor.
Read the full Hooker Furnishings transcript →
10. Vera Bradley (VRA) — Consumer Discretionary
Earnings call: 2026-06-11
How should we be thinking about the inventories going forward? Um, and how were tariffs flowing into all of this?
Small-cap consumer-discretionary names are getting the inventory-and-tariff question as a single combined ask. It's a useful read on what the sell-side believes is the bull/bear linkage right now: tariff exposure shows up first as inventory bloat or stock-outs.
Read the full Vera Bradley transcript →
The patterns
Three observations across these ten calls:
- The response playbook has narrowed to four levers — sourcing diversification (Lovesac, Oxford), pricing architecture (Rockwell, Oxford), DTC mix (Oxford), and domestic partner consolidation (EnerSys). When you see four levers being deployed in identical sequence by ten different management teams, that's consensus.
- Quantified disclosures are rare and valuable. RH gave you a specific number ($75M backorder inflation). Most companies are still giving you adjectives ("significant", "meaningful"). Track who's quantifying — they're usually the ones with the operational data systems to do so.
- Tariff policy uncertainty is a more-cited cost than the tariff level. EXPD, CN Rail and Hooker all leaned on uncertainty as the operational expense. That's a hint about what'd actually reduce costs from here: predictability, not lower rates.
How we built this list
We queried EarningsCalls.dev for the term tariff across all earnings call transcripts in the past 120 days, filtered to the most recent call per ticker, and pulled the verbatim quote. You could narrow this further by sector, country or exchange in the same API call.
curl https://earningscalls.dev/api/v1/search \
-H "Authorization: Bearer YOUR_KEY" \
--data-urlencode 'q=tariff' \
--data-urlencode 'sector=Industrials' \
--data-urlencode 'date_from=2026-03-01'