Which companies discussed Tariffs in Consumer Staples in earnings calls?
274 companies mentioned tariffs across 664 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were
Conagra Brands, Inc. (10 calls), The J. M. Smucker Company (9 calls), Coty Inc. (9 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…basis points versus the second quarter of last year. This improvement was primarily driven by e-commerce profitability and media, pharmacy mix, tariff refunds and sourcing initiatives. These benefits were partially offset by higher shrink, increased transportation costs and investments in customer value. We continue to expect…
…improvement in trends? And then also I was hoping we could just get, related to gross margin, a reminder of current expectations for tariffs and inflation and kind of what flexibility you have in the P&L should things be tougher. Francesca Weissman (Executives): Yes, no, that…
…second quarter. How should we distinguish issues that are cyclical, like elasticity to elevated pricing because of green coffee inflation and tariffs or issues that are actually more strategic like format competition or the rise of private label in pods? Timothy Cofer (Executives): Yes. So if you look…
…been, I'd say, on a little bit of a roller coaster over the last handful of years. When you think about tariffs and inflation and fuel price. But for us, I think the consumer has been very resilient. And we -- we have a great vantage point…
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 →
Last updated: September 14, 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.
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