Which companies discussed China Exposure in Consumer Staples in earnings calls?
316 companies mentioned china exposure across 641 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Kimberly-Clark Corporation (11 calls), L'Oréal S.A. (10 calls), The Procter & Gamble Company (9 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 | 148 |
| 2024Q4 | 150 |
| 2025Q1 | 182 |
| 2025Q2 | 150 |
| 2025Q3 | 165 |
| 2025Q4 | 161 |
| 2026Q1 | 172 |
| 2026Q2 | 149 |
| 2026Q3 | 4 |
Companies ranked by mentions
Representative quotes
…year to $27.3 million and were up 18% on a constant currency basis. Growth was broad-based across the region, driven primarily by China and Asia distributor markets, which increased $3 million and $1.4 million, respectively. In China, growth was driven by higher sales volumes, supported by promotional…
…across both operations. Alongside these new distribution centers, in the second quarter, we completed our implementation of our third-party distribution centers in China, to consolidate merchandise source in the country. These DCs have already helped reduce landed cost and lead times through direct shipments from Asia…
…gasoline prices were more obvious. The truth is that all those markets have remained very resilient of, I think, about Vietnam, Thailand China, some of the markets where the gas prices were elevated. And the same with the Middle East. Our Middle East business continues to perform…
…still well ahead of the market. Finally, volumes in EMEA grew by a strong plus 10%, driven by market share gains. In China, momentum, continued momentum with key customers in India and additional business secured in Australia. And before handing over to Hein, let me also briefly cover…
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 Staples in the past year?
Kimberly-Clark Corporation (KMB) led with 11 calls referencing china exposure, most recently on June 4, 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: 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.