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Tariff Impact Tracker from Earnings Calls

Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.

The Kroger Co.

KR2025-09-11Retail GroceryNorth America
Neutral

Tariffs have not had a material impact on our business thus far, and as of now, we do not expect them to going forward.

Cost Impact
The company is monitoring the changing tariff environment but expects minimal impact compared to competitors.

Chewy

CHWY2025-09-10E-commerceNorth America
Positive

As many retailers prepare to pass tariff-related costs on to customers, we believe Chewy is well positioned to mitigate these pressures.

Cost Impact
Anticipated higher costs due to tariffs, but the company plans to pass some of these costs to customers while investing in growth.
Strategy
Chewy is investing in customer programs like Chewy+ and onshoring inventory to safeguard against tariff impacts.

Oracle Corporation

ORCL2025-09-09TechnologyGlobal
Neutral

You can ask any question you can think of. For example, how will the latest tariffs impact next quarter's revenue and profit?

Revenue Impact
Tariffs could affect pricing and demand for Oracle services in impacted regions.
Cost Impact
Tariffs may lead to increased costs for materials or services that Oracle relies on.

lululemon athletica inc.

LULU2025-09-04RetailNorth America
Negative

We are navigating increased costs related to tariffs and the removal of the de minimis exemption.

Cost Impact
Increased costs due to higher tariff rates and removal of the de minimis provision affecting gross margins.
Financial Impact
Reduction in revenue guidance primarily driven by challenges associated with increased tariffs.
Guidance Impact
Revised expectations for revenue growth and earnings per share due to tariff-related expenses.

Samsara

SAM2025-09-04TechnologyGlobal
Neutral

We didn't experience any further tariff-related impact in the quarter.

Guidance Impact
The company did not see additional negative effects from tariffs after previous impacts were accounted for.

Campbell Soup Company

CPB2025-09-03Food & BeverageGlobal
Negative

We expect a more significant impact from tariffs.

Financial Impact
Tariffs are projected to account for approximately 4% of cost of products sold, significantly affecting earnings.
Cost Impact
Adjusted EBIT is expected to decline due to tariff-related costs.
Guidance Impact
Approximately two-thirds of the year-over-year decline in adjusted EPS guidance is attributable to the estimated net tariff impact.

Hewlett Packard Enterprise

HPE2025-09-03TechnologyGlobal
Negative

we are reaffirming our estimate of a 2¢ impact from tariffs in the second half of the year.

Financial Impact
The company expects a negative financial impact of $0.02 per share due to tariffs.

Hormel Foods Corporation

HRL2025-08-28Food ProductsGlobal
Negative

Our tariff estimate remains unchanged at a $0.01 to $0.02 EPS headwind for fiscal year 2025.

Financial Impact
Tariffs are expected to have a negative effect on earnings per share.

CIBC

CM2025-08-28BankingNorth America
Neutral

Global trade tensions may result in slower growth and higher inflation in many countries, including Canada and the United States.

Guidance Impact
Uncertainty from global trade tensions factored into economic guidance.

Dollar General

DG2025-08-28RetailNorth America
Neutral

With the rates currently in place, we believe we will be able to mitigate the majority of the impact on our cost of goods.

Cost Impact
Tariffs have begun to result in some price increases; however, the company has low direct import exposure which mitigates the overall cost impact.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.