Which companies discussed GLP-1 Drugs in Consumer Staples in earnings calls?

114 companies mentioned glp-1 drugs across 215 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were The Hershey Company (7 calls), General Mills, Inc. (7 calls), LifeVantage Corporation (5 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
QuarterCalls mentioning GLP-1 Drugs
2024Q317
2024Q422
2025Q153
2025Q229
2025Q335
2025Q437
2026Q168
2026Q272
2026Q323

Companies ranked by mentions

Company Ticker Sector Calls Last mention
The Hershey Company HSY Consumer Staples 7 Jul 30, 2026
General Mills, Inc. GIS Consumer Staples 7 Mar 18, 2026
LifeVantage Corporation LFVN Consumer Staples 5 May 6, 2026
Raia Drogasil S.A. RADL3 Consumer Staples 4 Aug 5, 2026
Empreendimentos Pague Menos S.A. PGMN3 Consumer Staples 4 Aug 4, 2026
Medifast, Inc. MED Consumer Staples 4 Aug 3, 2026
L'Oréal S.A. OR Consumer Staples 4 Jul 30, 2026
The Kroger Co. KR Consumer Staples 4 Jun 18, 2026
Danone S.A. BN Consumer Staples 4 Jun 2, 2026
Lifeway Foods, Inc. LWAY Consumer Staples 4 May 14, 2026
BellRing Brands, Inc. BRBR Consumer Staples 4 May 5, 2026
US Foods Holding Corp. USFD Consumer Staples 3 Aug 6, 2026
Diageo plc DGE Consumer Staples 3 Aug 6, 2026
Darling Ingredients Inc. DAR Consumer Staples 3 Jul 30, 2026
Loblaw Companies Limited L Consumer Staples 3 Jul 30, 2026
The Magnum Ice Cream Company N.V. MICC Consumer Staples 3 Jul 30, 2026
Cal-Maine Foods, Inc. CALM Consumer Staples 3 Jul 22, 2026
The Simply Good Foods Company SMPL Consumer Staples 3 Jul 9, 2026
AGT Food and Ingredients Inc. AGTF Consumer Staples 3 Jun 23, 2026
Unilever PLC ULVR Consumer Staples 3 Jun 2, 2026
Walmart Inc. WMT Consumer Staples 3 May 21, 2026
High Liner Foods Incorporated HLF Consumer Staples 3 May 13, 2026
PepsiCo, Inc. PEP Consumer Staples 3 Apr 16, 2026
Albertsons Companies, Inc. ACI Consumer Staples 3 Apr 14, 2026
Conagra Brands, Inc. CAG Consumer Staples 3 Feb 17, 2026
Metro Inc. MRU.TO Consumer Staples 3 Jan 27, 2026
Sendas Distribuidora S.A. ASAI3 Consumer Staples 2 Aug 7, 2026
Natural Grocers by Vitamin Cottage, Inc. NGVC Consumer Staples 2 Aug 6, 2026
Coca-Cola FEMSA, S.A.B. de C.V. KOF Consumer Staples 2 Jul 27, 2026
MedPlus Health Services Limited MEDPLUS Consumer Staples 2 Jul 22, 2026
Premier Foods plc PFD Consumer Staples 2 Jul 16, 2026
Associated British Foods plc ABF Consumer Staples 2 Jul 1, 2026
Hormel Foods Corporation HRL Consumer Staples 2 Jun 8, 2026
Biome Australia Limited BIO Consumer Staples 2 Jun 4, 2026
The Clorox Company CLX Consumer Staples 2 Jun 3, 2026
Barry Callebaut AG BARN Consumer Staples 2 Jun 2, 2026
Tate & Lyle plc TATE Consumer Staples 2 May 21, 2026
Elixinol Wellness Limited EXL Consumer Staples 2 May 19, 2026
Companhia Brasileira De Distribuicao PCAR3 Consumer Staples 2 May 15, 2026
Edible Garden AG Incorporated EDBL Consumer Staples 2 May 15, 2026
JBS N.V. JBS Consumer Staples 2 May 13, 2026
Dole plc DOLE Consumer Staples 2 May 12, 2026
M. Dias Branco S.A. Indústria e Comércio de Alimentos MDIA3 Consumer Staples 2 May 8, 2026
Jamieson Wellness Inc. JWEL Consumer Staples 2 May 7, 2026
Beyond Meat, Inc. BYND Consumer Staples 2 May 6, 2026
Niagen Bioscience, Inc. NAGE Consumer Staples 2 May 6, 2026
The Coca-Cola Company KO Consumer Staples 2 Apr 29, 2026
Clicks Group Limited CLS Consumer Staples 2 Apr 23, 2026
Brown-Forman Corporation BFB Consumer Staples 2 Mar 11, 2026
Archer-Daniels-Midland Company ADM Consumer Staples 2 Feb 25, 2026

Representative quotes

…million. With its sales potential, that's very relevant. And so this drug structure has a full assortment, which includes prescription drugs, GLP-1s, controlled drugs, vitamins and supplements. And this is all going to be integrated, right? So when we opened this first unit…
Sendas Distribuidora S.A. (ASAI3), August 7, 2026. Read the full transcript →
…massive wealth effect going on. And so -- and then, of course, the industry dynamics are fairly complicated, too, right? We got the GLP-1 craze, the population issues as far as growth in population. So I was just wondering like -- are you seeing different dynamics through…
Natural Grocers by Vitamin Cottage, Inc. (NGVC), August 6, 2026. Read the full transcript →
Saleh (Analysts): Great. And then can I just ask on -- have you guys seen anything or any change in behavior -- consumer behavior regarding GLP-1s in the most recent quarter? Dirk Locascio (Executives): Nothing remarkable here in the quarter. I think that trend will play out long term…
US Foods Holding Corp. (USFD), August 6, 2026. Read the full transcript →
…different things. The 3 primary things we're looking at, the evolving attitudes to socializing and alcohols role within that growth of GLP-1s and the right of convenience. We use a range of studies, but we do here have proprietary research, especially against the attitude to socializing…
Diageo plc (DGE), August 6, 2026. Read the full transcript →

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 Staples in the past year?

The Hershey Company (HSY) led with 7 calls referencing glp-1 drugs, most recently on July 30, 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.