Which companies discussed China Exposure in Consumer Discretionary in earnings calls?
541 companies mentioned china exposure across 1,425 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Bayerische Motoren Werke Aktiengesellschaft (12 calls), BorgWarner Inc. (10 calls), Dauch Corporation (10 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning China Exposure |
|---|---|
| 2024Q3 | 65 |
| 2024Q4 | 422 |
| 2025Q1 | 467 |
| 2025Q2 | 478 |
| 2025Q3 | 410 |
| 2025Q4 | 377 |
| 2026Q1 | 356 |
| 2026Q2 | 348 |
| 2026Q3 | 275 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 12 | Jul 30, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 10 | Aug 12, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 10 | Aug 12, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 9 | Aug 12, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 9 | Jul 31, 2026 |
| General Motors Company | GM | Consumer Discretionary | 8 | Aug 12, 2026 |
| InterContinental Hotels Group PLC | IHG | Consumer Discretionary | 8 | Aug 11, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 8 | Aug 5, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 7 | Aug 13, 2026 |
| Magna International Inc. | MG | Consumer Discretionary | 7 | Aug 13, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 7 | Aug 11, 2026 |
| Restaurant Brands International Inc. | QSR | Consumer Discretionary | 7 | Aug 6, 2026 |
| Hyatt Hotels Corporation | H | Consumer Discretionary | 7 | Jul 30, 2026 |
| Gentex Corporation | GNTX | Consumer Discretionary | 6 | Aug 27, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Aug 12, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 6 | Aug 12, 2026 |
| Aumovio SE | AMV0 | Consumer Discretionary | 6 | Aug 6, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 6 | Aug 5, 2026 |
| Honda Motor Co., Ltd. | 7267 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Sheela Foam Limited | SFL | Consumer Discretionary | 6 | Aug 4, 2026 |
| MGM Resorts International | MGM | Consumer Discretionary | 6 | Jul 29, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 6 | Jul 29, 2026 |
| Kering SA | KER | Consumer Discretionary | 6 | Jul 28, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 6 | Jul 24, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 6 | Jul 17, 2026 |
| Fiskars Oyj Abp | FSKRS | Consumer Discretionary | 6 | Jul 16, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 6 | Jun 3, 2026 |
| Lotus Technology Inc. | LOT | Consumer Discretionary | 5 | Aug 27, 2026 |
| Amer Sports, Inc. | AS | Consumer Discretionary | 5 | Aug 18, 2026 |
| Tapestry, Inc. | TPR | Consumer Discretionary | 5 | Aug 13, 2026 |
| YETI Holdings, Inc. | YETI | Consumer Discretionary | 5 | Aug 13, 2026 |
| Adient plc | ADNT | Consumer Discretionary | 5 | Aug 13, 2026 |
| Gentherm Incorporated | THRM | Consumer Discretionary | 5 | Aug 13, 2026 |
| Jumia Technologies AG | JMIA | Consumer Discretionary | 5 | Aug 12, 2026 |
| WeRide Inc. | WRD | Consumer Discretionary | 5 | Aug 12, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 5 | Aug 11, 2026 |
| Ralph Lauren Corporation | RL | Consumer Discretionary | 5 | Aug 6, 2026 |
| eBay Inc. | EBAY | Consumer Discretionary | 5 | Aug 5, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 5 | Aug 5, 2026 |
| ElringKlinger AG | ZIL2 | Consumer Discretionary | 5 | Aug 5, 2026 |
| Hugo Boss AG | BOSS | Consumer Discretionary | 5 | Aug 4, 2026 |
| Continental Aktiengesellschaft | CON | Consumer Discretionary | 5 | Aug 4, 2026 |
| Marriott International, Inc. | MAR | Consumer Discretionary | 5 | Aug 3, 2026 |
| Renault SA | RNO | Consumer Discretionary | 5 | Jul 30, 2026 |
| Yum! Brands, Inc. | YUM | Consumer Discretionary | 5 | Jul 30, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 5 | Jul 30, 2026 |
| HELLA GmbH & Co. KGaA | HLE | Consumer Discretionary | 5 | Jul 30, 2026 |
| Canada Goose Holdings Inc. | GOOS | Consumer Discretionary | 5 | Jul 30, 2026 |
| Crocs, Inc. | CROX | Consumer Discretionary | 5 | Jul 30, 2026 |
| Columbia Sportswear Company | COLM | Consumer Discretionary | 5 | Jul 30, 2026 |
Representative quotes
…margin was 14.3%, stable on a sequential basis. Total GMV for the second quarter was RMB 7,660 million, down 3.3% sequentially. Greater China GMV was RMB 7,156 million, down 4.5% sequentially. Overseas markets stood out with GMV reaching RMB 504 million, up 18.2% sequentially…
Meituan Instashopping, Meituan InstaMarts maintained rapid growth and remained a key growth engine. Waima Songjiu expanded quickly across the majority of provinces in China. It also launched more private label products in June. It rolled out an anticounterfeiting verification system to safeguard product authenticity for high-end alcohol…
…those initiatives better than the near-term number. I will walk you through our business performance this quarter across 3 segments, including MINISO China, MINISO Overseas and TOP TOY. Official data show that China total retail sales of consumer goods grew…
…market and our international markets around the world. This also announced the launch of [ Proya ], the #1 skin care brand in China. So it's not just about K-Beauty anymore. I think C-Beauty is also very, very important to us. And one of the things that…
Frequently asked questions
What is China Exposure and why are companies discussing it?
Demand, competition and geopolitical risk in China as management teams weigh exposure to the world's second-largest economy.
Which company mentioned china exposure most in Consumer Discretionary in the past year?
Bayerische Motoren Werke Aktiengesellschaft (BMW) led with 12 calls referencing china exposure, most recently on July 30, 2026.
How can I track china exposure mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related macro themes
Last updated: August 31, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (China, china, chinese market). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.