Which companies discussed GLP-1 Drugs in Consumer Discretionary in earnings calls?
48 companies mentioned glp-1 drugs across 89 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.
…requests that we've had. We've had the U.S. team have sort of met everything that's needed to get on to GLP, which has been fantastic. In terms of the data insights the would ingest all their transactional data into the data warehouse that…
…have to keep up with how people's habits are changing. Fewer adults are drinking alcohol, and there's a significant adoption of GLP-1s. We're seeing food sales increase while alcohol sales decline, and we're adjusting our menus with simpler, hands-free food, zero-proof…
…support people need changes significantly along the way. The weight loss industry is also evolving at an unprecedented pace. Today, access to GLP-1 medication is becoming increasingly commoditized and new options are coming. With expanding market access, these medications are becoming more affordable and widely available…
…pleased with the progress in fresh delivery and remain focused on adapting our approach to drive sustainable, profitable growth. On the topic of GLP-1 medications, our research shows that Krispy Kreme consumers who use GLP-1s are just as likely as non-users to purchase sweet treats…
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 November 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 →
Last updated: November 7, 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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