This photo taken on October 17, 2018 shows a worker inspecting shoes at a factory in Qingdao in China's eastern Shandong province. STR | AFP | Getty Images

Kohl's, J.C. Penney and Home Depot executives were united in their messaging against additional taxes on imports from China, as they spoke with analysts during post-earnings conference calls Tuesday. Kohl's, which saw its stock dive to a 52-week low after cutting its earnings estimates, blamed part of the reason for its lower forecast on a hit from tariffs.

"Right now these tariffs primarily affect our China-sourced merchandise in our home and accessories business," CFO Bruce Besanko told analysts on a post-earnings call. "China is not our largest source of merchandise but it is a big one. It's a little over 20% of our goods." Kohl's CEO Michelle Gass called this a "very fluid situation right now," adding that Kohl's is "working very closely with our vendors to make sure that collectively we've got a strong plan." The White House has threatened to slap another round of 25% tariffs on roughly $300 billion in Chinese goods that would include apparel and footwear. That's after a third round of tariffs, impacting goods like furniture and accessories including handbags, took effect earlier this month. "In the guidance we've assumed that there would be an impact to the gross margin, which is in part why we've reduced the outlook for margin from what we previously had," Besanko said. "There are two components to that. One is this tariff increase."