Which companies discussed Tariffs in Consumer Discretionary in earnings calls?
794 companies mentioned tariffs across 1,921 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were General Motors Company (11 calls), Rivian Automotive, Inc. (9 calls), Dana Incorporated (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 | 66 |
| 2024Q4 | 221 |
| 2025Q1 | 453 |
| 2025Q2 | 617 |
| 2025Q3 | 573 |
| 2025Q4 | 490 |
| 2026Q1 | 468 |
| 2026Q2 | 413 |
| 2026Q3 | 87 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| General Motors Company | GM | Consumer Discretionary | 11 | Jul 21, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 9 | Jun 3, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 9 | Jun 3, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 9 | Jun 2, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 8 | Jul 30, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 8 | Jun 18, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 8 | Jun 3, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 8 | May 5, 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 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 7 | Jun 3, 2026 |
| The Home Depot, Inc. | HD | Consumer Discretionary | 7 | May 19, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 7 | May 5, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 6 | Jul 30, 2026 |
| Crocs, Inc. | CROX | Consumer Discretionary | 6 | Jul 30, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 6 | Jul 30, 2026 |
| Gildan Activewear Inc. | GIL | Consumer Discretionary | 6 | Jul 30, 2026 |
| Sonos, Inc. | SONO | Consumer Discretionary | 6 | Jul 29, 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 |
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Jun 10, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 6 | Jun 8, 2026 |
| YETI Holdings, Inc. | YETI | Consumer Discretionary | 6 | Jun 4, 2026 |
| Urban Outfitters, Inc. | URBN | Consumer Discretionary | 6 | Jun 3, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 6 | Jun 3, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 6 | May 27, 2026 |
| AutoZone, Inc. | AZO | Consumer Discretionary | 6 | May 26, 2026 |
| Strattec Security Corporation | STRT | Consumer Discretionary | 6 | May 8, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | May 5, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 6 | Feb 11, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW.DE | Consumer Discretionary | 6 | Nov 5, 2025 |
| Canada Goose Holdings Inc. | GOOS | Consumer Discretionary | 5 | Jul 30, 2026 |
| Escalade, Incorporated | ESCA | Consumer Discretionary | 5 | Jul 30, 2026 |
| Patrick Industries, Inc. | PATK | Consumer Discretionary | 5 | Jul 30, 2026 |
| O'Reilly Automotive, Inc. | ORLY | Consumer Discretionary | 5 | Jul 30, 2026 |
| LKQ Corporation | LKQ | Consumer Discretionary | 5 | Jul 30, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 5 | Jul 29, 2026 |
| Boot Barn Holdings, Inc. | BOOT | Consumer Discretionary | 5 | Jul 29, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 5 | Jul 28, 2026 |
| Compagnie Générale des Établissements Michelin Société en commandite par actions | ML | Consumer Discretionary | 5 | Jul 27, 2026 |
| Gentex Corporation | GNTX | Consumer Discretionary | 5 | Jul 24, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 5 | Jul 24, 2026 |
| SEB SA | SK | Consumer Discretionary | 5 | Jul 22, 2026 |
| Thule Group AB (publ) | THULE | Consumer Discretionary | 5 | Jul 20, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 5 | Jul 17, 2026 |
| Fiskars Oyj Abp | FSKRS | Consumer Discretionary | 5 | Jul 16, 2026 |
| RH | RH | Consumer Discretionary | 5 | Jun 11, 2026 |
Representative quotes
…efficiency and quality of our construction teams and trade partner base. While we continue to monitor potential impacts from recently announced Canadian tariffs and other trade actions, we have not experienced a material impact on our construction cost to date. We continue to invest our land book…
…both top and bottom line as compared to the second quarter of last year. These results were further enhanced by nonrecurring refund of tariffs paid in prior quarters that had weighed on those periods. The recovery of those refunds strengthens our ability to execute the strategic priorities…
…execution. Adjusted earnings per share of $1.56 increased 34% versus last year, benefiting from the same underlying business drivers as well as recognized tariff refunds, partially offset by cost inflation, higher variable compensation, incremental tariffs and continued product investment. Absent the net EPA benefits, including its associated influence…
…year is our expectation for the same SKU benefit to moderate in the third and fourth quarters as we calendar the tailwind from tariff-driven price increases that we realized in 2025. As a reminder, those benefits started to flow into our comp results as we move through…
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: July 31, 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.