Which companies discussed GLP-1 Drugs in Consumer Discretionary in earnings calls?
46 companies mentioned glp-1 drugs across 79 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were
WW International, Inc. (5 calls), Destination XL Group, Inc. (4 calls), Planet Fitness, Inc. (4 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…which has allowed us to now start to reinvest in the business and really take shape in terms of, you know, this exciting GLP-1 stage. So just to give a bit of an overview on our products, so we have two business lines, behavioral and clinical. Within…
…drivers of fall fashion. And on the call, you also talked about a couple of other structural drivers of fashion, whether that's GLP-1s or just fashion shifts that continue to be a cycle. Do you think that those tailwinds are going to build as we move…
…that we can bring into the Ulta Beauty ecosystem. So I think you're going to see that continuing to grow, especially with GLP-1 as part of more common everyday life here in the United States, skim elasticity is really important. And then where we've been…
…rapidly moved into the mainstream. Consumers are increasingly focused on protein, health and active lifestyles. Wearable technology is accelerating that trend and GLP-1 usage is creating another significant driver of protein consumption. Against that backdrop, we believe Myprotein is exceptionally well positioned. And the scale the brand…
What is GLP-1 Drugs and why are companies discussing it?
Weight-loss and diabetes drugs (Wegovy, Mounjaro, Zepbound) reshaping consumer demand, retail pharmacy economics and bioprocess equipment orders.
Which company mentioned glp-1 drugs most in Consumer Discretionary in the past year?
WW International, Inc. (WW) led with 5 calls referencing glp-1 drugs, most recently on September 15, 2026.
How can I track glp-1 drugs 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: September 23, 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 (GLP, glp-1, glp1, glp 1). 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.
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