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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.

RH

RH2025-04-02Home FurnishingsGlobal
Neutral

We do not expect a negative impact to results related to previously announced increased tariffs on products from China, Canada or Mexico.

Cost Impact
The company will work with manufacturing partners to mitigate the impact to both margins and costs to customers due to tariffs.
Operations
The company's ability to produce a significant portion of upholstered furniture domestically is expected to provide some resilience against tariffs.

BlackBerry

BB2025-04-02TechnologyNorth America
Neutral

While we currently don't see that tariffs will directly impact our products and service, we do expect some indirect effects on BlackBerry due to impacts to our customers, including supply chains and macroeconomic demand, although these effects are currently difficult to model.

Supply Chain
Potential indirect effects on customers' supply chains due to tariff uncertainty.
Revenue Impact
Uncertainty around tariffs may affect overall revenue growth projections.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.