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.

UniFirst Corporation

UNF2025-04-02•Services•Global

Negative

We have not built in any specific impact of the tariffs related to the uncertainty of the situation.

Guidance Update

The company has not accounted for potential tariff impacts in its guidance due to uncertainty.

Cost Impact

Potential short to midterm cost impacts expected depending on tariff developments.

View Full Transcript

RH

RH2025-04-02•Home Furnishings•Global

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.

View Full Transcript

BlackBerry

BB2025-04-02•Technology•North 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.

View Full Transcript

1...97 98

🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.