Which companies discussed Tariffs in Consumer Discretionary in earnings calls?
760 companies mentioned tariffs across 1,675 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (9 calls), General Motors Company (9 calls), Dauch Corporation (8 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 |
|---|---|
| 2025Q3 | 446 |
| 2025Q4 | 396 |
| 2026Q1 | 454 |
| 2026Q2 | 379 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 9 | Jun 3, 2026 |
| General Motors Company | GM | Consumer Discretionary | 9 | Apr 28, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 8 | Jun 3, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 8 | Jun 3, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 7 | Jun 10, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 7 | Jun 3, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 7 | Jun 2, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 7 | May 5, 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 |
| eBay Inc. | EBAY | Consumer Discretionary | 6 | Jun 2, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 6 | May 27, 2026 |
| AutoZone, Inc. | AZO | Consumer Discretionary | 6 | May 26, 2026 |
| V.F. Corporation | VFC | Consumer Discretionary | 6 | May 20, 2026 |
| The Home Depot, Inc. | HD | Consumer Discretionary | 6 | May 19, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 6 | May 6, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 6 | May 5, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | May 5, 2026 |
| Levi Strauss & Co. | LEVI | Consumer Discretionary | 6 | Apr 9, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 6 | Feb 11, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW.DE | Consumer Discretionary | 6 | Nov 5, 2025 |
| RH | RH | Consumer Discretionary | 5 | Jun 11, 2026 |
| BARK, Inc. | BARK | Consumer Discretionary | 5 | Jun 9, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 5 | Jun 9, 2026 |
| Urban Outfitters, Inc. | URBN | Consumer Discretionary | 5 | Jun 3, 2026 |
| Five Below, Inc. | FIVE | Consumer Discretionary | 5 | Jun 3, 2026 |
| Crocs, Inc. | CROX | Consumer Discretionary | 5 | Jun 3, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 5 | Jun 3, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 5 | Jun 3, 2026 |
| BRP Inc. | DOO | Consumer Discretionary | 5 | May 28, 2026 |
| Etsy, Inc. | ETSY | Consumer Discretionary | 5 | May 27, 2026 |
| Ralph Lauren Corporation | RL | Consumer Discretionary | 5 | May 21, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 5 | May 21, 2026 |
| Advance Auto Parts, Inc. | AAP | Consumer Discretionary | 5 | May 21, 2026 |
| Hovnanian Enterprises, Inc. | HOV | Consumer Discretionary | 5 | May 21, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 5 | May 20, 2026 |
| Amer Sports, Inc. | AS | Consumer Discretionary | 5 | May 19, 2026 |
| Birkenstock Holding plc | BIRK | Consumer Discretionary | 5 | May 13, 2026 |
| Global-E Online Ltd. | GLBE | Consumer Discretionary | 5 | May 13, 2026 |
| a.k.a. Brands Holding Corp. | AKA | Consumer Discretionary | 5 | May 12, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 5 | May 12, 2026 |
| Warby Parker Inc. | WRBY | Consumer Discretionary | 5 | May 7, 2026 |
| Tapestry, Inc. | TPR | Consumer Discretionary | 5 | May 7, 2026 |
| Topgolf Callaway Brands Corp. | CALY | Consumer Discretionary | 5 | May 7, 2026 |
| Arhaus, Inc. | ARHS | Consumer Discretionary | 5 | May 7, 2026 |
| Adient plc | ADNT | Consumer Discretionary | 5 | May 6, 2026 |
| Ferrari N.V. | RACE | Consumer Discretionary | 5 | May 5, 2026 |
| Sonos, Inc. | SONO | Consumer Discretionary | 5 | May 4, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 5 | Apr 30, 2026 |
Representative quotes
…quarter from a comprehensive loss of $49,000 in the same quarter last year. While these were numerous -- there were numerous changes to tariffs during fiscal 2026 and additional changes are anticipated in future years, -- but since tariffs are mostly paid by the company's customers, the overall…
…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. As a result of our better-than-expected first quarter results, we are raising our outlook for fiscal year 2026 and providing…
…backlog was 39 million. Borders 19.4 and backlog 39 million? Correct. Okay. Unknown Speaker (Unknown Speaker): Okay, great. And 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?. Earl Armstrong (Executives): John…
…manufacturing onshore to the US. 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…
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?
Rivian Automotive, Inc. (RIVN) led with 9 calls referencing tariffs, most recently on June 3, 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: June 15, 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.