Which companies discussed Tariffs in Consumer Discretionary in earnings calls?
580 companies mentioned tariffs across 1,755 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were General Motors Company (11 calls), Bayerische Motoren Werke Aktiengesellschaft (11 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 | 2 |
| 2024Q4 | 221 |
| 2025Q1 | 453 |
| 2025Q2 | 617 |
| 2025Q3 | 573 |
| 2025Q4 | 490 |
| 2026Q1 | 468 |
| 2026Q2 | 413 |
| 2026Q3 | 371 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| General Motors Company | GM | Consumer Discretionary | 11 | Sep 15, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 11 | Jul 30, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 9 | Sep 15, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 9 | Aug 13, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 8 | Sep 8, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 8 | Aug 4, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 8 | Jul 31, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 8 | Jul 30, 2026 |
| Thule Group AB (publ) | THULE | Consumer Discretionary | 8 | Jul 20, 2026 |
| YETI Holdings, Inc. | YETI | Consumer Discretionary | 7 | Sep 17, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 7 | Sep 15, 2026 |
| Genuine Parts Company | GPC | Consumer Discretionary | 7 | Sep 15, 2026 |
| Urban Outfitters, Inc. | URBN | Consumer Discretionary | 7 | Sep 15, 2026 |
| The Home Depot, Inc. | HD | Consumer Discretionary | 7 | Sep 15, 2026 |
| Five Below, Inc. | FIVE | Consumer Discretionary | 7 | Sep 15, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 7 | Sep 4, 2026 |
| The Gap, Inc. | GAP | Consumer Discretionary | 7 | Aug 27, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 7 | Aug 7, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 7 | Aug 5, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 7 | Jul 30, 2026 |
| Levi Strauss & Co. | LEVI | Consumer Discretionary | 7 | Jul 8, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 6 | Sep 17, 2026 |
| Mattel, Inc. | MAT | Consumer Discretionary | 6 | Sep 15, 2026 |
| Warby Parker Inc. | WRBY | Consumer Discretionary | 6 | Sep 15, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 6 | Sep 15, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 6 | Sep 10, 2026 |
| BRP Inc. | DOO | Consumer Discretionary | 6 | Sep 3, 2026 |
| Continental Aktiengesellschaft | CON | Consumer Discretionary | 6 | Sep 1, 2026 |
| Gentex Corporation | GNTX | Consumer Discretionary | 6 | Aug 27, 2026 |
| Pandora A/S | PNDORA | Consumer Discretionary | 6 | Aug 13, 2026 |
| Etsy, Inc. | ETSY | Consumer Discretionary | 6 | Aug 12, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 6 | Aug 11, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 6 | Aug 6, 2026 |
| Honda Motor Co., Ltd. | 7267 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 6 | Aug 5, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | Aug 4, 2026 |
| Magna International Inc. | MG | Consumer Discretionary | 6 | Jul 31, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 6 | Jul 30, 2026 |
| V.F. Corporation | VFC | Consumer Discretionary | 6 | Jul 29, 2026 |
| AB Electrolux (publ) | ELUXB | Consumer Discretionary | 6 | Jul 29, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 6 | Jul 28, 2026 |
| Watches of Switzerland Group PLC | WOSG | Consumer Discretionary | 6 | Jul 17, 2026 |
| Fiskars Oyj Abp | FSKRS | Consumer Discretionary | 6 | Jul 16, 2026 |
| AutoZone, Inc. | AZO | Consumer Discretionary | 6 | May 26, 2026 |
| Amer Sports, Inc. | AS | Consumer Discretionary | 5 | Sep 17, 2026 |
| Boot Barn Holdings, Inc. | BOOT | Consumer Discretionary | 5 | Sep 15, 2026 |
| Academy Sports and Outdoors, Inc. | ASO | Consumer Discretionary | 5 | Sep 15, 2026 |
| Petco Health and Wellness Company, Inc. | WOOF | Consumer Discretionary | 5 | Sep 14, 2026 |
| PVH Corp. | PVH | Consumer Discretionary | 5 | Sep 14, 2026 |
| RH | RH | Consumer Discretionary | 5 | Sep 10, 2026 |
Representative quotes
…geographies, but it is very geography specific. And I say they want to be specific because it moves around. The other thing is tariffs are having their impact. And your base question is, what does that mean in terms of bringing down cost and bringing down cycle time…
…invest more deeply, more aggressively for the future, the opportunity to react fast. So we learned from that. And when the global tariff risk emerged, we applied that lesson to move fast and to make real impact. Our team accelerated our supply chain transformation and in less than…
…certain countries, it will be more expensive. Some will be cheap. There will be wars. Unfortunately, there will be taxes, there will be tariffs and Mavi's able to mitigate and find the best optimum scenario, which is not going to -- which is never going…
Asian sellers, and now it looks like you are opening up a bit. And is this, of course, a result of the AEU tariffs that have been implemented now? So just wondering what the intention and the strategy is behind this? Marcin Kusmierz (Executives): Thank you. This…
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 September 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: September 20, 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.