Which companies discussed Reshoring in Consumer Discretionary in earnings calls?
25 companies mentioned reshoring across 42 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Dauch Corporation (6 calls), Exco Technologies Limited (4 calls), Kendrion N.V. (3 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 Reshoring |
|---|---|
| 2024Q4 | 5 |
| 2025Q1 | 5 |
| 2025Q2 | 14 |
| 2025Q3 | 14 |
| 2025Q4 | 17 |
| 2026Q1 | 11 |
| 2026Q2 | 5 |
| 2026Q3 | 9 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Dauch Corporation | DCH | Consumer Discretionary | 6 | Aug 12, 2026 |
| Exco Technologies Limited | XTC | Consumer Discretionary | 4 | Jul 30, 2026 |
| Kendrion N.V. | KENDR | Consumer Discretionary | 3 | Sep 17, 2026 |
| General Motors Company | GM | Consumer Discretionary | 3 | Apr 28, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 2 | Aug 13, 2026 |
| Hilton Worldwide Holdings Inc. | HLT | Consumer Discretionary | 2 | Apr 28, 2026 |
| The Lovesac Company | LOVE | Consumer Discretionary | 2 | Mar 26, 2026 |
| Martinrea International Inc. | MRE | Consumer Discretionary | 2 | Mar 5, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 2 | Dec 4, 2025 |
| InterContinental Hotels Group PLC | IHG | Consumer Discretionary | 1 | Aug 11, 2026 |
| LCI Industries | LCII | Consumer Discretionary | 1 | Aug 5, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 1 | Aug 4, 2026 |
| Matthews International Corporation | MATW | Consumer Discretionary | 1 | May 1, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 1 | Feb 25, 2026 |
| OPmobility SE | OPM | Consumer Discretionary | 1 | Feb 25, 2026 |
| Forvia SE | FRVIA | Consumer Discretionary | 1 | Feb 24, 2026 |
| Adient plc | ADNT | Consumer Discretionary | 1 | Feb 4, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 1 | Jan 8, 2026 |
| Natuzzi S.p.A. | NTZ | Consumer Discretionary | 1 | Dec 17, 2025 |
| Magna International Inc. | MG | Consumer Discretionary | 1 | Nov 20, 2025 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 1 | Nov 19, 2025 |
| Luminar Technologies, Inc. | LAZRQ | Consumer Discretionary | 1 | Nov 13, 2025 |
| Lear Corporation | LEA | Consumer Discretionary | 1 | Oct 31, 2025 |
| Wyndham Hotels & Resorts, Inc. | WH | Consumer Discretionary | 1 | Oct 23, 2025 |
| Portmeirion Group PLC | PMP | Consumer Discretionary | 1 | Oct 8, 2025 |
Representative quotes
…trends we expect to persist digitalization and AI, labor shortages in combination with rising labor costs in Europe and the U.S. and the reshoring of supply chains, all points to the need for more industrial automation. Healthcare & MedTech contributed approximately EUR 20 million in 2025. Its structural drivers…
…much of your content is already U.S. made? And is the footprint likely to become a competitive advantage as some of the customers reshore body-on-frame? Byron Foster (Executives): Yes. Well, we're -- as you know, we have a pretty high mix of our company that…
…like quoting pipeline number, but we'll double-click on that in a second. But just related to that, you also pointed to reshoring inquiries picking up meaningfully as customers look at their North America footprint. Can you give us a sense of like how real that pipeline…
…billions of dollars, but it's really broader than that. It's manufacturing, it's energy, it's pharma. It's all the reshoring that's coming into the country. So we think it's pretty broad-based. You still have pretty high employment levels, wage growth…
Frequently asked questions
What is Reshoring and why are companies discussing it?
Manufacturing footprint shifts away from globalized supply chains, accelerated by tariffs and geopolitical uncertainty.
Which company mentioned reshoring most in Consumer Discretionary in the past year?
Dauch Corporation (DCH) led with 6 calls referencing reshoring, most recently on August 12, 2026.
How can I track reshoring 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 macro themes
Last updated: September 21, 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 (reshoring, reshoring, nearshoring, onshoring, near-shoring). 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.