Which companies discussed China Exposure in Consumer Staples in earnings calls?
241 companies mentioned china exposure across 620 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Kimberly-Clark Corporation (12 calls), L'Oréal S.A. (10 calls), Unilever PLC (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 | 43 |
| 2024Q4 | 150 |
| 2025Q1 | 182 |
| 2025Q2 | 150 |
| 2025Q3 | 165 |
| 2025Q4 | 161 |
| 2026Q1 | 172 |
| 2026Q2 | 149 |
| 2026Q3 | 100 |
Companies ranked by mentions
Representative quotes
…actually, the largest office in the group now is in Shanghai, with more than 25 people. But we're not only looking at China like our operation and supply chain center. We also look like that as a market center China is an important market for the group…
…demand is becoming more diversified. North America is now the largest Manuka honey market globally and category demand continues to broaden beyond Greater China. We are leading this growth. At the same time, category growth is increasingly volume-led, which reinforces the need for brand differentiation, premiumization…
Mart Traders in South Korea, Cold Storage in Singapore and Nature One's very own hypoallergenic and specialized infant formula range in China, again, delivering on those commitments we've made to the market about our global execution strategy. Which brings me to our investment thesis…
…tune of 792,647 MT worth USD 5,624.48 million. USA was the largest importer with 33% of frozen shrimp, followed by China, 21%; European Union, 17%; Southeast Asia, 11%; Japan, 5%; Middle East, 3%; and all other countries put together, 10%. On a year-on-year basis…
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 12 calls referencing china exposure, most recently on August 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: 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.