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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.

Chewy, Inc.

CHWY2025-06-11E-commerce (Pet Supplies)North America
Neutral

we continue to embed in our guidance minimal expected impact from tariffs.

Guidance Impact
Tariffs are factored into guidance with minimal expected effects on 2025 outlook.

The J.M. Smucker Company

SJM2025-06-11Food and BeverageGlobal
Negative

the current U.S. tariff impact on green coffee is our largest exposure that we will manage on top of navigating record-high costs for the commodity.

Cost Impact
Tariffs are expected to increase costs related to green coffee, which is a primary input for the company's coffee products.
Guidance Impact
The anticipated impact from tariffs has been factored into the company's fiscal year 2026 guidance, affecting earnings projections.

Casey's General Stores

CASY2025-06-10RetailNorth America
Neutral

As a reminder, we have low exposure to tariffs as less than 5% of what we sell inside the store is imported.

Cost Impact
Limited impact from tariffs due to low percentage of imported goods in their sales.

Samsara

SAMR2025-06-05TechnologyGlobal
Negative

customers prioritize spending on tariff-impacted goods such as vehicles, equipment and other assets.

Revenue Impact
Elongated sales cycles due to customers focusing on products impacted by tariffs, delaying potential revenue generation.
Guidance Impact
Uncertainty related to tariffs affecting guidance and near-term forecast due to delayed deal closures.

Lululemon Athletica Inc.

LULU2025-06-05RetailGlobal
Negative

We continue to expect gross margin to decrease approximately 110 basis points versus 2024, driven predominantly by increased tariffs.

Financial Impact
Increased tariffs are expected to negatively affect gross margins and overall operating income.
Cost Impact
Higher costs associated with tariff increases will influence the company's pricing strategy and expense management.

Dollar Tree

DLTR2025-06-04RetailGlobal
Negative

We believe our mitigation efforts can help us prevent sustained margin erosion.

Cost Impact
Anticipated tariffs could cost the company approximately $20 million per month if unmitigated, but the company has managed to offset over 90% of initial tariff impacts.
Guidance Impact
The potential financial exposure from new tariffs remains uncertain and is not fully reflected in the 2025 outlook.

Hewlett Packard Enterprise

HPE2025-06-03TechnologyGlobal
Negative

We benefited from lower than anticipated tariff impact and more favorable OI and E.

Financial Impact
The company experienced a milder than expected tariff-related headwind which positively influenced their earnings.

Ferguson

FERG2025-06-03ConstructionNorth America
Neutral

It is still a very competitive market out there as the market conditions overall, both residentially and non-residentially are in a challenging place.

Cost Impact
Tariff activity has resulted in price increases that affect the cost of goods sold.
Revenue Impact
Potential pull-forward buying activity from customers influenced by tariff announcements.

Dollar General

DG2025-06-03RetailNorth America
Neutral

While we have relatively low exposure, we are working diligently to mitigate the impact of current tariffs on our business as much as possible.

Cost Impact
Tariffs could lead to some price increases as a last resort, impacting gross margins.
Guidance Impact
The tariff landscape remains dynamic and uncertain, affecting the company's financial guidance for 2025.

Campbell Soup Company

CPB2025-06-02Food & BeverageGlobal
Negative

This guidance excludes any impact from the imposition of import tariffs and potential retaliatory actions taken by other countries, as the trade environment remains uncertain.

Financial Impact
Estimated net incremental headwind of tariff-related costs to be up to $0.03 to $0.05 per share to fiscal 2025 adjusted EPS.
Operations
Working in close partnership with suppliers and considering surgical pricing actions to mitigate tariff impacts.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.