How CEOs got more comfortable with tariffs: We analyzed 5,000 earnings calls to find out

Core Insights - The impact of Trump's trade war is less severe than anticipated by many executives, indicating a potential resilience in certain sectors [1] Group 1: Tariff Relief - Auto parts are among the products receiving some relief from tariffs, suggesting a positive outlook for the automotive industry [1] - Cocoa is also mentioned as a product benefiting from tariff reductions, which may impact the food and beverage sector positively [1]