Which companies discussed Tariffs in Consumer Staples in earnings calls?

369 companies mentioned tariffs across 762 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Conagra Brands, Inc. (10 calls), Coty Inc. (9 calls), The J. M. Smucker Company (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
2024Q322
2024Q470
2025Q1207
2025Q2269
2025Q3256
2025Q4218
2026Q1183
2026Q2141
2026Q320

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Conagra Brands, Inc. CAG Consumer Staples 10 Jul 15, 2026
Coty Inc. COTY Consumer Staples 9 Jun 10, 2026
The J. M. Smucker Company SJM Consumer Staples 9 Jun 9, 2026
L'Oréal S.A. OR Consumer Staples 8 Jul 30, 2026
Walmart Inc. WMT Consumer Staples 8 Jun 10, 2026
e.l.f. Beauty, Inc. ELF Consumer Staples 8 Jun 4, 2026
Celsius Holdings, Inc. CELH Consumer Staples 8 Mar 11, 2026
The Campbell's Company CPB Consumer Staples 7 Jun 8, 2026
Colgate-Palmolive Company CL Consumer Staples 7 Jun 3, 2026
Darling Ingredients Inc. DAR Consumer Staples 6 Jul 30, 2026
The Hershey Company HSY Consumer Staples 6 Jul 30, 2026
Rémy Cointreau SA RCO Consumer Staples 6 Jul 29, 2026
The Vita Coco Company, Inc. COCO Consumer Staples 6 Jul 23, 2026
The Estée Lauder Companies Inc. EL Consumer Staples 6 Jun 2, 2026
Flowers Foods, Inc. FLO Consumer Staples 6 May 21, 2026
High Liner Foods Incorporated HLF Consumer Staples 6 May 14, 2026
Monster Beverage Corporation MNST Consumer Staples 6 May 7, 2026
Ingredion Incorporated INGR Consumer Staples 6 May 5, 2026
Church & Dwight Co., Inc. CHD Consumer Staples 6 May 1, 2026
The Procter & Gamble Company PG Consumer Staples 5 Jul 29, 2026
The Boston Beer Company, Inc. SAM Consumer Staples 5 Jul 23, 2026
Universal Corporation UVV Consumer Staples 5 May 29, 2026
Pernod Ricard SA RI Consumer Staples 5 May 28, 2026
B&G Foods, Inc. BGS Consumer Staples 5 May 21, 2026
Zevia PBC ZVIA Consumer Staples 5 May 12, 2026
HF Foods Group Inc. HFFG Consumer Staples 5 May 11, 2026
Edgewell Personal Care Company EPC Consumer Staples 5 May 6, 2026
BRC Inc. BRCC Consumer Staples 5 May 5, 2026
BellRing Brands, Inc. BRBR Consumer Staples 5 May 5, 2026
Archer-Daniels-Midland Company ADM Consumer Staples 5 May 5, 2026
Central Garden & Pet Company CENT Consumer Staples 5 Feb 4, 2026
Nestlé S.A. NESN Consumer Staples 4 Jul 23, 2026
General Mills, Inc. GIS Consumer Staples 4 Jul 1, 2026
McCormick & Company, Incorporated MKC Consumer Staples 4 Jun 25, 2026
United Natural Foods, Inc. UNFI Consumer Staples 4 Jun 9, 2026
Dollar Tree, Inc. DLTR Consumer Staples 4 May 28, 2026
Costco Wholesale Corporation COST Consumer Staples 4 May 28, 2026
BJ's Wholesale Club Holdings, Inc. BJ Consumer Staples 4 May 22, 2026
Target Corporation TGT Consumer Staples 4 May 20, 2026
Laird Superfood, Inc. LSF Consumer Staples 4 May 14, 2026
Dole plc DOLE Consumer Staples 4 May 12, 2026
Spectrum Brands Holdings, Inc. SPB Consumer Staples 4 May 7, 2026
Turning Point Brands, Inc. TPB Consumer Staples 4 May 7, 2026
The Honest Company, Inc. HNST Consumer Staples 4 May 6, 2026
The Chefs' Warehouse, Inc. CHEF Consumer Staples 4 May 6, 2026
Interparfums, Inc. IPAR Consumer Staples 4 May 6, 2026
Energizer Holdings, Inc. ENR Consumer Staples 4 May 5, 2026
Kimberly-Clark Corporation KMB Consumer Staples 4 Apr 28, 2026
Constellation Brands, Inc. STZ Consumer Staples 4 Apr 9, 2026
Smithfield Foods, Inc. SFD Consumer Staples 4 Mar 24, 2026

Representative quotes

Easter shift. We had some headwinds from lower tobacco and liquid sales. And then we are also right now seeing a headwind from tariffs impact from last year. Remember, we increased prices on American products directly imported because of the tariffs. So they were increased by 25% last…
Loblaw Companies Limited (L), July 30, 2026. Read the full transcript →
…sold approximately 350 million gallons at $2.23 EBITDA per gallon, delivering $389.2 million of EBITDA to Darling. This includes a favorable IEPA tariff recovery of approximately $51 million at the entity level. Our non-DGD Green Energy businesses also performed very well due to the increased energy prices…
Darling Ingredients Inc. (DAR), July 30, 2026. Read the full transcript →
Executives): Sure. Yes, the biggest factor is you had the highest cocoa cost last year. And I would say the full brunt of tariffs. And so those are the 2 biggest things we'll be lapping in the third quarter this year. So bigger tailwind in the third…
The Hershey Company (HSY), July 30, 2026. Read the full transcript →
…good work and good news on the gross margin at 10 basis points, despite 20 basis points of negative impact of the tariffs -- and we wanted to deliver 20 basis points of profit increase. So we saw the opportunity and we went for it. And that's also…
L'Oréal S.A. (OR), July 30, 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 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 →

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.