Which companies discussed Supply Chain in Consumer Staples in earnings calls?

587 companies mentioned supply chain across 1,247 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (12 calls), General Mills, Inc. (11 calls), Conagra Brands, Inc. (10 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 Supply Chain
2024Q3270
2024Q4268
2025Q1326
2025Q2270
2025Q3297
2025Q4296
2026Q1325
2026Q2327
2026Q317

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Walmart Inc. WMT Consumer Staples 12 Jun 10, 2026
General Mills, Inc. GIS Consumer Staples 11 Jul 1, 2026
Conagra Brands, Inc. CAG Consumer Staples 10 Jul 15, 2026
The Clorox Company CLX Consumer Staples 10 Jun 3, 2026
The Procter & Gamble Company PG Consumer Staples 9 Jun 10, 2026
Kimberly-Clark Corporation KMB Consumer Staples 9 Jun 4, 2026
Colgate-Palmolive Company CL Consumer Staples 9 Jun 3, 2026
Sysco Corporation SYY Consumer Staples 9 Jun 2, 2026
Hormel Foods Corporation HRL Consumer Staples 8 Jun 8, 2026
Molson Coors Beverage Company TAP Consumer Staples 8 Jun 3, 2026
US Foods Holding Corp. USFD Consumer Staples 8 Jun 3, 2026
Celsius Holdings, Inc. CELH Consumer Staples 8 Jun 2, 2026
United Natural Foods, Inc. UNFI Consumer Staples 7 Jun 9, 2026
Primo Brands Corporation PRMB Consumer Staples 7 Jun 3, 2026
Bunge Global SA BG Consumer Staples 7 May 13, 2026
The Hershey Company HSY Consumer Staples 7 May 12, 2026
Smithfield Foods, Inc. SFD Consumer Staples 7 May 12, 2026
Essity AB (publ) ESSITYB Consumer Staples 6 Jul 16, 2026
The J. M. Smucker Company SJM Consumer Staples 6 Jun 9, 2026
Ingredion Incorporated INGR Consumer Staples 6 Jun 8, 2026
Nomad Foods Limited NOMD Consumer Staples 6 Jun 3, 2026
The Kraft Heinz Company KHC Consumer Staples 6 Jun 3, 2026
Church & Dwight Co., Inc. CHD Consumer Staples 6 Jun 2, 2026
Danone S.A. BN Consumer Staples 6 Jun 2, 2026
Nestlé S.A. NESN Consumer Staples 6 Jun 2, 2026
Flowers Foods, Inc. FLO Consumer Staples 6 May 22, 2026
Tyson Foods, Inc. TSN Consumer Staples 6 May 13, 2026
Sprouts Farmers Market, Inc. SFM Consumer Staples 6 May 13, 2026
Darling Ingredients Inc. DAR Consumer Staples 6 May 13, 2026
The Vita Coco Company, Inc. COCO Consumer Staples 6 May 12, 2026
Vital Farms, Inc. VITL Consumer Staples 6 May 7, 2026
The Chefs' Warehouse, Inc. CHEF Consumer Staples 6 May 6, 2026
Reckitt Benckiser Group plc RKT Consumer Staples 6 Apr 22, 2026
PepsiCo, Inc. PEP Consumer Staples 5 Jul 9, 2026
WD-40 Company WDFC Consumer Staples 5 Jul 9, 2026
Casey's General Stores, Inc. CASY Consumer Staples 5 Jun 24, 2026
Alimentation Couche-Tard Inc. ATD Consumer Staples 5 Jun 23, 2026
The Campbell's Company CPB Consumer Staples 5 Jun 8, 2026
McCormick & Company, Incorporated MKC Consumer Staples 5 Jun 2, 2026
e.l.f. Beauty, Inc. ELF Consumer Staples 5 May 29, 2026
Pernod Ricard SA RI Consumer Staples 5 May 28, 2026
Grocery Outlet Holding Corp. GO Consumer Staples 5 May 13, 2026
Monster Beverage Corporation MNST Consumer Staples 5 May 7, 2026
Edgewell Personal Care Company EPC Consumer Staples 5 May 6, 2026
BRC Inc. BRCC Consumer Staples 5 May 5, 2026
Archer-Daniels-Midland Company ADM Consumer Staples 5 May 5, 2026
Unilever PLC ULVR Consumer Staples 5 Apr 30, 2026
Coca-Cola Europacific Partners PLC CCEP Consumer Staples 5 Apr 30, 2026
The Coca-Cola Company KO Consumer Staples 5 Apr 29, 2026
Wal-Mart de México, S.A.B. de C.V. WALMEX Consumer Staples 5 Apr 28, 2026

Representative quotes

…this year. And by way of a reminder, this part of our strategy enables us to drive improved efficiency and automation through our supply chain, enhancing our gross margins, which means we can reinvest back into brand investments. Now moving into new categories. I'm pleased…
Premier Foods plc (PFD), July 16, 2026. Read the full transcript →
…that introduced a value-based procurement guidance for medical technology, asking their buyers to assess the broader value, including patient outcomes, staff outcomes, supply chain resilience, environmental impact rather than only looking at purchasing price. Of course, positive for us and beneficial for us who have holistic solutions…
Essity AB (publ) (ESSITYB), July 16, 2026. Read the full transcript →
…average net price fell by 32% year-on-year, in line with the trend of declining rice prices, which affects the entire supply chain in the region. To conclude my remarks, we believe that our portfolio of leading brands, our operating discipline, and a very clear value creation…
Camil Alimentos S.A. (CAML3), July 15, 2026. Read the full transcript →
…even with the dividend cut, leverage is still expected to rise in fiscal '27 given the business reinvestment needs, both A&P and supply chain as well as I'm assuming some volume deleverage impacts. Are the balance sheet constraints causing you to not invest as much…
Conagra Brands, Inc. (CAG), July 15, 2026. Read the full transcript →

Frequently asked questions

What is Supply Chain and why are companies discussing it?

Logistics, inventory and sourcing commentary — from bottlenecks to normalization across manufacturing and retail.

Which company mentioned supply chain most in Consumer Staples in the past year?

Walmart Inc. (WMT) led with 12 calls referencing supply chain, most recently on June 10, 2026.

How can I track supply chain 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: July 16, 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 (supply chain, supply chain, supply chains). 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.