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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.

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.

DICK'S Sporting Goods

DKS2025-08-28RetailNorth America
Neutral

We are navigating very well through an uncertain tariff environment.

Cost Impact
Some sporadic price increases have occurred, but they are surgical and not across the board.
Guidance Impact
The updated guidance reflects the expected impact from all tariffs currently in effect.

Ulta Beauty

ULTA2025-08-28RetailNorth America
Neutral

consumers continue to prudently manage their day-to-day spending and are watchful of pricing trends in response to tariffs.

Cost Impact
Pricing trends influenced by tariffs may affect consumer spending.

Dell Technologies Inc.

DELL2025-08-28TechnologyGlobal
Neutral

the agility and resilience of our supply chain continues to pay dividends and following the jurisdictions and the rules that we have to when it comes to the political environment today

Supply Chain
Managed complexities of tariffs without impacting customers
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.