Which companies discussed GLP-1 Drugs in Consumer Staples in earnings calls?
117 companies mentioned glp-1 drugs across 248 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were The Hershey Company (8 calls), L'Oréal S.A. (6 calls), Unilever PLC (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
| Quarter | Calls mentioning GLP-1 Drugs |
|---|---|
| 2024Q4 | 12 |
| 2025Q1 | 53 |
| 2025Q2 | 29 |
| 2025Q3 | 35 |
| 2025Q4 | 37 |
| 2026Q1 | 68 |
| 2026Q2 | 72 |
| 2026Q3 | 58 |
| 2026Q4 | 32 |
Companies ranked by mentions
Representative quotes
…initiatives and adaptations and adjustments we've performed with the new consumer behaviors and also the impact of food service due to GLP-1 drugs. But the company has a series of different projects to expand our share of wallet, and we're going to get into more…
…comes from the line of Vishal Shreedhar with National Bank. Vishal Shreedhar (Analysts): I wanted to get your thoughts on the impact of GLP-1s on your products. My understanding is, and while there are benefits in protein and certain snacking categories, my understanding was like pizza categories…
Sydney Wagner (Analysts): As wellness becomes a larger part of the med spa offering, are hair health concerns, including those associated just with GLP-1 use and the side effects from that, bringing new consumers to the ecosystem? And then if we think about HydraScalp and the opportunity…
…provide a more nutrition shake or where things are moving, for example, now that we're moving to protein through some of the GLP-1 piece. And then the second piece right now is affability I think every company is looking for formulation that makes the product better…
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 8 calls referencing glp-1 drugs, most recently on September 9, 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: 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.