Which companies discussed China Exposure in Consumer Discretionary in earnings calls?
723 companies mentioned china exposure across 1,497 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were
BorgWarner Inc. (10 calls), Dauch Corporation (10 calls), Aptiv PLC (9 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…final one, if I may. So in Q2 last year, you noted that the customers were heavily focused on relocation production from China to, I believe you stated, Vietnam as a region, which you then stated that crowded out new product starts given that we saw an organic…
…that type of a curvature perspective, it's consistent with those observations. The Asian consumers and for us, the big markets there are China and Japan, no material change really visible in those markets. So it's been pretty much going according to the manuscript that was made…
…element of this is to simplify and optimize our manufacturing footprint. During the quarter, we announced the consolidation of our manufacturing operations in China. Following the acquisition of the remaining ownership interest in our China joint venture in 2025, we achieved greater flexibility to optimize our footprint…
…great assertion. And I believe that it's about 80% to 90% true. I don't know what the costs in China are because a lot of Chinese companies have subsidies. But if you look at ex China, then hands down, we are the lowest cost producer. Madhur…
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?
BorgWarner Inc. (BWA) led with 10 calls referencing china exposure, most recently on June 10, 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 →
Last updated: July 16, 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.
Heads up — we use cookies for analytics to improve the API.
Privacy Notice