Which companies discussed China Exposure in Consumer Staples in earnings calls?
242 companies mentioned china exposure across 623 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 |
|---|---|
| 2024Q4 | 148 |
| 2025Q1 | 191 |
| 2025Q2 | 151 |
| 2025Q3 | 165 |
| 2025Q4 | 161 |
| 2026Q1 | 172 |
| 2026Q2 | 149 |
| 2026Q3 | 142 |
| 2026Q4 | 7 |
Companies ranked by mentions
Representative quotes
…growth at plus 6% with strategic international brand volumes growing plus 2%. Sales in the U.S. declined by minus 10%, and in China by minus 25%, with both markets being impacted by inventory adjustments as expected. The underlying deflation in China are returned to growth confirming the cautious…
RNDC, went bankrupt, which impacted performance in California as we transition to a new distributor. Changes to large-scale banqueting in China severely impacted Penfold sales in that country with depletions dropping significantly. There are a number of other factors, including unauthorized parallel sales into China…
…slide there, you're looking for potential opportunities. I noticed in Europe and Asia, you also had the other slide where Germany and China market share were relatively low compared to the other regions. Are those specifically kind of where you're looking to grow? If you could…
China, we have actually -- I think we're using the term refined our Chinese setup because China today is for us very much about China for China. It has moved dramatically in the last 4, 5 years. A lot of things have sort of moved out of China…
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 September 9, 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.