Which companies discussed China Exposure in Consumer Discretionary in earnings calls?
525 companies mentioned china exposure across 1,405 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Bayerische Motoren Werke Aktiengesellschaft (13 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 |
|---|---|
| 2024Q4 | 420 |
| 2025Q1 | 482 |
| 2025Q2 | 482 |
| 2025Q3 | 410 |
| 2025Q4 | 377 |
| 2026Q1 | 356 |
| 2026Q2 | 348 |
| 2026Q3 | 327 |
| 2026Q4 | 12 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 13 | Oct 13, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 10 | Aug 12, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 10 | Aug 12, 2026 |
| General Motors Company | GM | Consumer Discretionary | 9 | Sep 23, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 9 | Sep 16, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 9 | Aug 12, 2026 |
| Restaurant Brands International Inc. | QSR | Consumer Discretionary | 8 | Sep 9, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 7 | Oct 13, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 7 | Oct 6, 2026 |
| Aumovio SE | AMV0 | Consumer Discretionary | 7 | Oct 5, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 7 | Sep 17, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 7 | Sep 4, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 7 | Aug 13, 2026 |
| Magna International Inc. | MG | Consumer Discretionary | 7 | Aug 13, 2026 |
| InterContinental Hotels Group PLC | IHG | Consumer Discretionary | 7 | Aug 11, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 6 | Sep 22, 2026 |
| YETI Holdings, Inc. | YETI | Consumer Discretionary | 6 | Sep 17, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 6 | Sep 15, 2026 |
| Yum! Brands, Inc. | YUM | Consumer Discretionary | 6 | Sep 9, 2026 |
| Marriott International, Inc. | MAR | Consumer Discretionary | 6 | Sep 9, 2026 |
| Continental Aktiengesellschaft | CON | Consumer Discretionary | 6 | Sep 1, 2026 |
| Lotus Technology Inc. | LOT | Consumer Discretionary | 6 | Aug 31, 2026 |
| Gentex Corporation | GNTX | Consumer Discretionary | 6 | Aug 27, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 6 | Aug 11, 2026 |
| Honda Motor Co., Ltd. | 7267 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Sheela Foam Limited | SFL | Consumer Discretionary | 6 | Aug 4, 2026 |
| Hyatt Hotels Corporation | H | Consumer Discretionary | 6 | Jul 30, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 6 | Jul 29, 2026 |
| Kering SA | KER | Consumer Discretionary | 6 | Jul 28, 2026 |
| Fiskars Oyj Abp | FSKRS | Consumer Discretionary | 6 | Jul 16, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 6 | Jun 3, 2026 |
| LVMH Moët Hennessy - Louis Vuitton, Société Européenne | MC | Consumer Discretionary | 5 | Oct 12, 2026 |
| Levi Strauss & Co. | LEVI | Consumer Discretionary | 5 | Oct 7, 2026 |
| OPmobility SE | OPM | Consumer Discretionary | 5 | Oct 7, 2026 |
| McDonald's Corporation | MCD | Consumer Discretionary | 5 | Sep 23, 2026 |
| Amer Sports, Inc. | AS | Consumer Discretionary | 5 | Sep 17, 2026 |
| Trip.com Group Limited | TCOM | Consumer Discretionary | 5 | Sep 16, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 5 | Sep 15, 2026 |
| Canada Goose Holdings Inc. | GOOS | Consumer Discretionary | 5 | Sep 14, 2026 |
| PVH Corp. | PVH | Consumer Discretionary | 5 | Sep 14, 2026 |
| Ermenegildo Zegna N.V. | ZGN | Consumer Discretionary | 5 | Sep 3, 2026 |
| Kontoor Brands, Inc. | KTB | Consumer Discretionary | 5 | Sep 2, 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 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 5 | Aug 12, 2026 |
| SharkNinja, Inc. | SN | 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 |
Representative quotes
…dollar in the second half also reduced the translated value of export sales in Australian dollar terms. On to some emerging markets. ARB China, a wholly owned subsidiary, commenced operations in May with local and Australian dignitaries attending an official opening, establishing a local presence is a major…
…international, again, outside of the DPE pressures, our markets have been performing mostly up to expectations, particularly you look at India and China and the store growth in China, remarkable trailing 12 months. I think we still have the opportunity to grow there, and we've talked about…
Also, the huge customer interest worldwide in our new models, BMW X5 and 3 Series, underscores our ability to innovate. Unknown Attendee (Attendees): China remains challenging. How is business there at the moment? And what is our plan? Unknown Executive (Executives): Like other manufacturers in China, we face…
…experiencing clear priorities and experience something important. The 3 key messages are we decided, given the weak performance of European OEMs in China that you certainly follow to do another cleanup step in our e-mobility business and have as part of our Q3 results, booked…
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 13 calls referencing china exposure, most recently on October 13, 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: October 15, 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.