Which companies discussed Physical AI in Consumer Staples in earnings calls?

103 companies mentioned physical ai across 155 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (11 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
QuarterCalls mentioning Physical AI
2024Q32
2024Q419
2025Q129
2025Q220
2025Q323
2025Q433
2026Q159
2026Q231
2026Q331

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Walmart Inc. WMT Consumer Staples 11 Aug 20, 2026
Maplebear Inc. CART Consumer Staples 6 Sep 9, 2026
Herbalife Ltd. HLF Consumer Staples 5 Aug 5, 2026
Unilever PLC ULVR Consumer Staples 4 Sep 9, 2026
Dollar General Corporation DG Consumer Staples 4 Aug 27, 2026
SMU S.A. SMU Consumer Staples 4 Aug 12, 2026
Zabka Group S.A. ZAB Consumer Staples 4 Jul 31, 2026
Bubs Australia Limited BUB Consumer Staples 3 Aug 27, 2026
Tesco PLC TSCO Consumer Staples 3 Apr 16, 2026
Sysco Corporation SYY Consumer Staples 3 Mar 30, 2026
Keurig Dr Pepper Inc. KDP Consumer Staples 2 Sep 10, 2026
The Coca-Cola Company KO Consumer Staples 2 Sep 9, 2026
Heineken N.V. HEIA Consumer Staples 2 Sep 8, 2026
Hindustan Unilever Limited HINDUNILVR Consumer Staples 2 Sep 4, 2026
Mama's Creations, Inc. MAMA Consumer Staples 2 Sep 3, 2026
BJ's Wholesale Club Holdings, Inc. BJ Consumer Staples 2 Aug 21, 2026
Cencosud S.A. CENCOSUD Consumer Staples 2 Aug 7, 2026
Raia Drogasil S.A. RADL3 Consumer Staples 2 Aug 5, 2026
Ocado Group plc OCDO Consumer Staples 2 Jul 16, 2026
The Kroger Co. KR Consumer Staples 2 Jun 18, 2026
General Mills, Inc. GIS Consumer Staples 2 Jun 4, 2026
Elders Limited ELD Consumer Staples 2 May 18, 2026
Aeon Co., Ltd. 8267 Consumer Staples 2 May 11, 2026
The Pebble Group plc PEBB Consumer Staples 2 Mar 19, 2026
Koninklijke Ahold Delhaize N.V. AD Consumer Staples 2 Feb 11, 2026
Loblaw Companies Limited L Consumer Staples 1 Sep 9, 2026
AS MADARA Cosmetics MDARA Consumer Staples 1 Sep 4, 2026
Godrej Consumer Products Limited GODREJCP Consumer Staples 1 Sep 2, 2026
Coles Group Limited COL Consumer Staples 1 Aug 25, 2026
Olam Group Limited VC2 Consumer Staples 1 Aug 14, 2026
US Foods Holding Corp. USFD Consumer Staples 1 Aug 6, 2026
Zydus Wellness Limited 531335 Consumer Staples 1 Aug 4, 2026
Tyson Foods, Inc. TSN Consumer Staples 1 Aug 3, 2026
Anheuser-Busch InBev SA/NV ABI Consumer Staples 1 Jul 30, 2026
The Procter & Gamble Company PG Consumer Staples 1 Jul 29, 2026
Arca Continental, S.A.B. de C.V. AC Consumer Staples 1 Jul 23, 2026
PriceSmart, Inc. PSMT Consumer Staples 1 Jul 9, 2026
Coca-Cola HBC AG CCH Consumer Staples 1 Jul 7, 2026
Casey's General Stores, Inc. CASY Consumer Staples 1 Jun 24, 2026
Nestlé S.A. NESN Consumer Staples 1 Jun 2, 2026
Bid Corporation Limited BID Consumer Staples 1 Jun 2, 2026
Costco Wholesale Corporation COST Consumer Staples 1 May 28, 2026
Select Harvests Limited SHV Consumer Staples 1 May 28, 2026
Colgate-Palmolive (India) Limited 500830 Consumer Staples 1 May 22, 2026
Target Corporation TGT Consumer Staples 1 May 20, 2026
Avax One Technology Ltd. AVX Consumer Staples 1 May 14, 2026
The Hershey Company HSY Consumer Staples 1 May 12, 2026
Essity AB (publ) ESSITYB Consumer Staples 1 May 7, 2026
Interparfums, Inc. IPAR Consumer Staples 1 May 6, 2026
Performance Food Group Company PFGC Consumer Staples 1 May 6, 2026

Representative quotes

…company. We are here to build our brands and both through mental and physical availability, that's how we'll achieve success. Physical availability is absolutely critical in beverage, right? You want that beverage at every channel, at every outlet whenever that consumer has a need…
Keurig Dr Pepper Inc. (KDP), September 10, 2026. Read the full transcript →
…connected platform that spans e-commerce, we do fulfillment, both technology fulfillment, and we do physical fulfillment. We do retail media. We have in-store technology. We're now expanding with AI. I said we were going to go international for the first time. And we're going…
Maplebear Inc. (CART), September 9, 2026. Read the full transcript →
AI to really be open to the insights that are happening in the marketplace, either us as the company or the bottlers, our customers, but that opportunity that we have being a global business that generates 2.2 billion servings a day, we have a point of contact, physical…
The Coca-Cola Company (KO), September 9, 2026. Read the full transcript →
…brands, making them more young, more contemporary is all the work we're doing. And we are working more with using AI now to really augment the human effort to really raise our game, whether it's in terms of content creation, whether it's in terms…
Unilever PLC (ULVR), September 9, 2026. Read the full transcript →

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 11 calls referencing physical ai, most recently on August 20, 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: September 15, 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.