Which companies discussed Tariffs in Consumer Staples in earnings calls?

266 companies mentioned tariffs across 643 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.

Mentions over time

Data table
QuarterCalls mentioning Tariffs
2024Q466
2025Q1212
2025Q2270
2025Q3256
2025Q4218
2026Q1183
2026Q2141
2026Q3122
2026Q414

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Conagra Brands, Inc. CAG Consumer Staples 10 Sep 30, 2026
The J. M. Smucker Company SJM Consumer Staples 9 Sep 8, 2026
Coty Inc. COTY Consumer Staples 9 Aug 20, 2026
Walmart Inc. WMT Consumer Staples 8 Sep 15, 2026
e.l.f. Beauty, Inc. ELF Consumer Staples 8 Aug 5, 2026
Rémy Cointreau SA RCO Consumer Staples 7 Oct 28, 2026
The Vita Coco Company, Inc. COCO Consumer Staples 7 Oct 22, 2026
High Liner Foods Incorporated HLF Consumer Staples 7 Aug 14, 2026
Colgate-Palmolive Company CL Consumer Staples 7 Jul 31, 2026
The Hershey Company HSY Consumer Staples 7 Jul 30, 2026
L'Oréal S.A. OR Consumer Staples 7 Jul 30, 2026
Edgewell Personal Care Company EPC Consumer Staples 6 Sep 10, 2026
Kimberly-Clark Corporation KMB Consumer Staples 6 Sep 9, 2026
Darling Ingredients Inc. DAR Consumer Staples 6 Sep 9, 2026
B&G Foods, Inc. BGS Consumer Staples 6 Sep 9, 2026
Celsius Holdings, Inc. CELH Consumer Staples 6 Sep 8, 2026
Ingredion Incorporated INGR Consumer Staples 6 Sep 8, 2026
The Campbell's Company CPB Consumer Staples 6 Sep 3, 2026
Monster Beverage Corporation MNST Consumer Staples 6 Aug 6, 2026
Nestlé S.A. NESN Consumer Staples 5 Oct 22, 2026
The Boston Beer Company, Inc. SAM Consumer Staples 5 Oct 22, 2026
The Procter & Gamble Company PG Consumer Staples 5 Oct 22, 2026
Bubs Australia Limited BUB Consumer Staples 5 Sep 10, 2026
The Estée Lauder Companies Inc. EL Consumer Staples 5 Aug 19, 2026
Diageo plc DGE Consumer Staples 5 Aug 6, 2026
Rogers Sugar Inc. RSI Consumer Staples 5 Aug 6, 2026
Universal Corporation UVV Consumer Staples 5 Aug 6, 2026
Glanbia plc GL9 Consumer Staples 5 Aug 6, 2026
Central Garden & Pet Company CENT Consumer Staples 5 Aug 5, 2026
BellRing Brands, Inc. BRBR Consumer Staples 5 Aug 4, 2026
Church & Dwight Co., Inc. CHD Consumer Staples 5 Jul 31, 2026
Costco Wholesale Corporation COST Consumer Staples 4 Sep 24, 2026
Dollar General Corporation DG Consumer Staples 4 Sep 15, 2026
Associated British Foods plc ABF Consumer Staples 4 Sep 10, 2026
Keurig Dr Pepper Inc. KDP Consumer Staples 4 Sep 10, 2026
Loblaw Companies Limited L Consumer Staples 4 Sep 9, 2026
Pernod Ricard SA RI Consumer Staples 4 Aug 27, 2026
Dollar Tree, Inc. DLTR Consumer Staples 4 Aug 27, 2026
Scandinavian Tobacco Group A/S STG Consumer Staples 4 Aug 27, 2026
Avanti Feeds Limited 512573 Consumer Staples 4 Aug 27, 2026
BJ's Wholesale Club Holdings, Inc. BJ Consumer Staples 4 Aug 21, 2026
John B. Sanfilippo & Son, Inc. JBSS Consumer Staples 4 Aug 20, 2026
Target Corporation TGT Consumer Staples 4 Aug 19, 2026
Apex Frozen Foods Limited APEX Consumer Staples 4 Aug 18, 2026
Mowi ASA MOWI Consumer Staples 4 Aug 18, 2026
Jalles Machado S/A JALL3 Consumer Staples 4 Aug 17, 2026
GFPT Public Company Limited GFPT Consumer Staples 4 Aug 13, 2026
Sucro Limited SUGR Consumer Staples 4 Aug 13, 2026
HF Foods Group Inc. HFFG Consumer Staples 4 Aug 10, 2026
Mrs. Bectors Food Specialities Limited BECTORFOOD Consumer Staples 4 Aug 7, 2026

Representative quotes

…believe we emerged healthier and strong heading into 2027. There has been a persistent inflationary macro environment initially due to tariffs and currently a logistics cost spiral due to soaring diesel prices, all of which have had an effect on both the cost of importing our green coffee…
— Coffee Holding Co., Inc. (JVA), October 28, 2026. Read the full transcript →
…depletion value. To conclude on this very first slide, we are reconfirming our full year guidance even if the underlying assumption related to tariffs and ForEx have been updated, and I will provide more details at the end of presentation to let you understand where these new flows…
— Rémy Cointreau SA (RCO), October 28, 2026. Read the full transcript →
…been an erosion of export opportunities due to increasing pork supply in key markets such as Mexico and China as well as ongoing tariffs. This resulted in a rapid deterioration in the pork value chain. Additionally, transportation costs remain high due to carrier supply constraints while diesel…
— Smithfield Foods, Inc. (SFD), October 27, 2026. Read the full transcript →
…this point? Astrid Hermann (Executives): I'll take your first question. So yes, we have received refunds of all the previously paid tariffs for all of our brands. So that's benefiting our year-to-date P&L for sure. We are obviously paying also tariffs ongoing based…
— Beiersdorf Aktiengesellschaft (BEI), October 27, 2026. Read the full transcript →

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 Staples in the past year?

Conagra Brands, Inc. (CAG) led with 10 calls referencing tariffs, most recently on September 30, 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: October 29, 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.