
COST (Trans): Tariffs & Iran impact in focus
Below is Dolphin Research's summarized transcript on $Costco Wholesale(COST.US) FY26 Q2 earnings call; for the earnings analysis, cf. 'Will AI trigger mass layoffs? Costco remains a safe haven'.
I. Core financial highlights review. II. Detailed call notes — 2.1 Management's key messages. 1) Tariff impact: the future impact remains highly uncertain. IEEPA tariffs that were previously cancelled have been replaced by new global tariffs, effective for at least the next 150 days. Refunds: regarding IEEPA tariff refunds...



