Which companies discussed Supply Chain in Consumer Staples in earnings calls?
435 companies mentioned supply chain across 1,246 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (12 calls), Kimberly-Clark Corporation (11 calls), General Mills, Inc. (11 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 Supply Chain |
|---|---|
| 2024Q3 | 78 |
| 2024Q4 | 268 |
| 2025Q1 | 326 |
| 2025Q2 | 270 |
| 2025Q3 | 297 |
| 2025Q4 | 296 |
| 2026Q1 | 325 |
| 2026Q2 | 327 |
| 2026Q3 | 236 |
Companies ranked by mentions
Representative quotes
…group now is in Shanghai, with more than 25 people. But we're not only looking at China like our operation and supply chain center. We also look like that as a market center China is an important market for the group. And we have hired a retail…
…engagement of our new strategic shareholder, F&N. As mentioned earlier, several strategic initiatives are now underway across channels, innovation and supply chain that have the potential to create and accelerate growth across Southeast Asia for long-term value creation. ANZ does remain challenging, particularly given weaker consumer…
They're all in Central and Northern California, supporting a wide range of activities from milling to bottling, storage, warehousing, finance, HR and supply chain functions. The map shows the geographic spread of our managed grove base and some of those production assets in Northern California…
…beverages, wellness and specialized nutrition. Secondly, we are improving the quality of growth through product mix, pricing discipline, tight trade spend controls and supply chain efficiencies where we've been able to exploit our scale and size to deliver tangible benefits to the organization. Thirdly, international remains…
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 August 20, 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: August 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 (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.