Which companies discussed GLP-1 Drugs in Consumer Staples in earnings calls?
110 companies mentioned glp-1 drugs across 233 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were
The Hershey Company (8 calls), General Mills, Inc. (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.
…fair amount of strain on the consumer right now, strain that comes from fuel expense that comes from SNAP benefits. GLP-1s for UNFI, it's a negative in the sense that it's impacting volume, but it's a positive for us because people are eating healthier…
…bakery all delivered strong results in the quarter. Within pharmacy, the core business was healthy scripts grew, and we saw continued momentum in GLP-1 medications. We continue to see impacts from the inflation Reduction Act, which was an approximately 140 basis point headwind to identical sales without…
…segments. Unknown Analyst (Analysts): One question we get a lot, although it is -- has its ups and downs, is around GLP-1s as people think about the future of food away from home. It feels like this is a more -- a greater risk than we've seen…
…companies want now. They want something Nestle announced here a week or so ago. They're trying to develop a product line for GLP-1 users. This is one of those things that comes into play here. It just takes a little while to develop. What else…
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 →
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.
Heads up — we use cookies for analytics to improve the API.
Privacy Notice