Which companies discussed Physical AI in Consumer Staples in earnings calls?
107 companies mentioned physical ai across 148 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (12 calls), Maplebear Inc. (5 calls), Herbalife Ltd. (4 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 Physical AI |
|---|---|
| 2024Q3 | 15 |
| 2024Q4 | 19 |
| 2025Q1 | 29 |
| 2025Q2 | 20 |
| 2025Q3 | 23 |
| 2025Q4 | 33 |
| 2026Q1 | 59 |
| 2026Q2 | 31 |
| 2026Q3 | 6 |
Companies ranked by mentions
Representative quotes
…captured $15 billion in gross merchandising value, a 16% increase versus last year. On an annualized basis, we have more than 25 billion AI-driven touch points across our ecosystem, creating opportunities to improve customer service, revenue management and support the execution of our commercial agenda. This marketplace…
…innovation capabilities, substrate technologies, formulaic chemistry, devices and biology, to deliver breakthrough solutions in every part of the business. Technologies like AI-enabled molecular discovery will drive faster acceleration and more powerful integration of innovation capabilities leading to faster growth. And finally, supply chain capability. Supply Chain…
…quarter with a stable margin at 17.8%. Year-to-date EBITDA increased 5.4%, reaching a margin of 17.1%. Data-driven and AI-enabled initiatives are progressing across the entire value chain. Embedded in this effort, our inventory balancing platform is improving forecast accuracy and product availability while supporting…
…many corporates, we are ramping up our AI-driven activity and efficiencies there, just rolled out Claude across the organization, retiring our previous AI provider, and we're expecting decent benefits to come from that again. So a lot of activity, can't see it in the first…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Consumer Staples in the past year?
Walmart Inc. (WMT) led with 12 calls referencing physical ai, most recently on June 10, 2026.
How can I track physical ai 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 technology themes
Last updated: July 31, 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 (physical AI, physical ai). 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.