Which companies discussed Tariffs in Consumer Discretionary in earnings calls?
602 companies mentioned tariffs across 1,814 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were General Motors Company (12 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 | 36 |
| 2024Q4 | 221 |
| 2025Q1 | 453 |
| 2025Q2 | 617 |
| 2025Q3 | 573 |
| 2025Q4 | 490 |
| 2026Q1 | 468 |
| 2026Q2 | 413 |
| 2026Q3 | 215 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| General Motors Company | GM | Consumer Discretionary | 12 | Aug 12, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 11 | Jul 30, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 9 | Aug 11, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 9 | Jul 31, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 9 | Jul 30, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 8 | Aug 6, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 8 | Aug 5, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 8 | Aug 4, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 8 | Jul 30, 2026 |
| Thule Group AB (publ) | THULE | Consumer Discretionary | 8 | Jul 20, 2026 |
| Etsy, Inc. | ETSY | Consumer Discretionary | 7 | Aug 12, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 7 | Aug 7, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 7 | Aug 4, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 7 | Jul 31, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 7 | Jul 30, 2026 |
| V.F. Corporation | VFC | Consumer Discretionary | 7 | Jul 29, 2026 |
| Levi Strauss & Co. | LEVI | Consumer Discretionary | 7 | Jul 8, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 7 | Jun 18, 2026 |
| The Home Depot, Inc. | HD | Consumer Discretionary | 7 | May 19, 2026 |
| Global-E Online Ltd. | GLBE | Consumer Discretionary | 6 | Aug 12, 2026 |
| Worksport Ltd. | WKSP | Consumer Discretionary | 6 | Aug 11, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 6 | Aug 6, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 6 | Aug 5, 2026 |
| Honda Motor Co., Ltd. | 7267 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | Aug 4, 2026 |
| Mattel, Inc. | MAT | Consumer Discretionary | 6 | Aug 4, 2026 |
| Magna International Inc. | MG | Consumer Discretionary | 6 | Jul 31, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 6 | Jul 30, 2026 |
| AB Electrolux (publ) | ELUXB | Consumer Discretionary | 6 | Jul 29, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 6 | Jul 28, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 6 | Jul 24, 2026 |
| Tractor Supply Company | TSCO | Consumer Discretionary | 6 | Jul 23, 2026 |
| Genuine Parts Company | GPC | Consumer Discretionary | 6 | Jul 21, 2026 |
| Watches of Switzerland Group PLC | WOSG | Consumer Discretionary | 6 | Jul 17, 2026 |
| Fiskars Oyj Abp | FSKRS | Consumer Discretionary | 6 | Jul 16, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 6 | Jun 3, 2026 |
| Urban Outfitters, Inc. | URBN | Consumer Discretionary | 6 | Jun 3, 2026 |
| The Gap, Inc. | GAP | Consumer Discretionary | 6 | May 28, 2026 |
| AutoZone, Inc. | AZO | Consumer Discretionary | 6 | May 26, 2026 |
| Strattec Security Corporation | STRT | Consumer Discretionary | 6 | May 8, 2026 |
| Pandora A/S | PNDORA | Consumer Discretionary | 6 | May 6, 2026 |
| Fossil Group, Inc. | FOSL | Consumer Discretionary | 5 | Aug 12, 2026 |
| Crown Crafts, Inc. | CRWS | Consumer Discretionary | 5 | Aug 12, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 5 | Aug 12, 2026 |
| Lulu's Fashion Lounge Holdings, Inc. | LVLU | Consumer Discretionary | 5 | Aug 12, 2026 |
| National Vision Holdings, Inc. | EYE | Consumer Discretionary | 5 | Aug 12, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 5 | Aug 11, 2026 |
| FIGS, Inc. | FIGS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Arhaus, Inc. | ARHS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Ralph Lauren Corporation | RL | Consumer Discretionary | 5 | Aug 6, 2026 |
Representative quotes
…full-price selling, which drove strong product margins, and is a continued testament to the strength of our supply chain initiatives. Lower tariffs compared to last year also served as a tailwind. We are pleased with our healthy gross margin profile and based on Q2's particularly strong…
…that with exceptional earnings growth in our Mobility business, more than offsetting soft markets in our Ag business and other dynamics such as tariffs more broadly in our industrial businesses. Being invested in both businesses helps trim big swings up and down in individual markets and leaves…
…events. Improved inventory levels account for most of the growth, as we were able to better meet demand than during last year's tariff instability. Just as important, we were able to drive a higher gross margin, both on a GAAP basis and also when adjusting for tariff…
…instead of simply return and that the revenue retention from exchanges remains substantial, a win for both our customers and our revenue. The tariff environment remains fluid with ongoing uncertainty around rates, refunds and timing. Through disciplined execution across sourcing, vendor negotiations, pricing and assortment management, we continue…
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 12 calls referencing tariffs, most recently on August 12, 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: August 13, 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.