Which companies discussed Physical AI in Consumer Staples in earnings calls?
103 companies mentioned physical ai across 158 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (12 calls), Maplebear Inc. (6 calls), Herbalife Ltd. (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 Physical AI |
|---|---|
| 2024Q4 | 17 |
| 2025Q1 | 31 |
| 2025Q2 | 20 |
| 2025Q3 | 23 |
| 2025Q4 | 33 |
| 2026Q1 | 59 |
| 2026Q2 | 31 |
| 2026Q3 | 36 |
| 2026Q4 | 9 |
Companies ranked by mentions
Representative quotes
…best omnichannel retailer, and we are not today. We're not Australia's best retailer today from the standpoint of the way we physically retail through our stores. We have a lot of work to do to get the fundamentals right in addition to getting our experiences right…
…ability to engage customers both digitally and personally. What differentiates Clicks is not simply the size of our footprint, but the combination of physical reach, digital capability and trusted healthcare services. Accessibility drives growth. Every additional touch point, whether a store, pharmacy, clinic, app, click and collect location…
…improving productivity and delivering benefits for customers. Our stores are becoming more connected from the shelf edge through to customer scanning. And AI is making a very real difference to in-store productivity and safety and loss prevention whilst improving customer satisfaction and availability. We've made good…
…simplify our operating footprint. Finally, technology, software and AI remain important priorities for the group. We are already seeing strong outcomes from AI initiatives across pricing, promotion, marketing, back office functions and our manufacturing operations. We see artificial intelligence and automation as significant opportunities to drive further productivity…
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 September 15, 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: October 30, 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.