Which companies discussed GLP-1 Drugs in Consumer Discretionary in earnings calls?
43 companies mentioned glp-1 drugs across 68 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were WW International, Inc. (5 calls), Planet Fitness, Inc. (4 calls), Destination XL Group, Inc. (3 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 GLP-1 Drugs |
|---|---|
| 2024Q4 | 3 |
| 2025Q1 | 2 |
| 2025Q2 | 4 |
| 2025Q3 | 8 |
| 2025Q4 | 12 |
| 2026Q1 | 25 |
| 2026Q2 | 21 |
| 2026Q3 | 7 |
Companies ranked by mentions
Representative quotes
…build world-class commercial capabilities across markets. Additionally, we continue to stay closely attuned to evolving consumer trends, including the use of GLP-1 and other weight loss medications. Last quarter, I discussed the conclusion from our research, which found Krispy Kreme consumers who use these medications…
…with our members with at PERC. We have also had a partnership with Roe and Roe provides nutrition and wellness counseling and also GLP-1 access and access to physician support -- and that launched in late Q4 of last year, it's been 1 of our most successful…
…guidance and support, WeightWatchers provides the best of both worlds. Not only do our members have access to the most effective FDA-approved GLP-1 medications, they also benefit from the backing of an extraordinary team of experts who can guide them at every step along…
…also will be adding new dishes built around fiber and whole grains, including a new quinoa option, which supports the broader wellness and GLP-related dining trends we are seeing among our guests. We launched new food and beverage menus 4 times a year, keeping our offerings fresh…
Frequently asked questions
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 August 5, 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 →
Related healthcare themes
Last updated: August 8, 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.