Which companies discussed Supply Chain in Consumer Staples in earnings calls?
440 companies mentioned supply chain across 1,261 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (13 calls), General Mills, Inc. (11 calls), The Clorox Company (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
| Quarter | Calls mentioning Supply Chain |
|---|---|
| 2024Q4 | 266 |
| 2025Q1 | 336 |
| 2025Q2 | 272 |
| 2025Q3 | 297 |
| 2025Q4 | 296 |
| 2026Q1 | 325 |
| 2026Q2 | 327 |
| 2026Q3 | 314 |
| 2026Q4 | 16 |
Companies ranked by mentions
Representative quotes
…more precision. Ultimately, we're building a culture where high performance is recognized and rewarded. The third pillar is shaping a future-fit supply chain that will support our portfolio and operating model objectives. The objective is straightforward, create a supply model that is more agile, more efficient…
Agri Trade continues its positive momentum, supported by growth in agri chemical sales, a successful integration of Nexan and a continued focus on supply chain efficiency and operational excellence. Our agency group delivered another good result supported by favorable contents across the livestock wall and real estate sectors…
…customers in a deflationary environment and still report gross margin expansion is a very pleasing outcome. On diesel costs, as a reminder, the supply chain spend sits in the cost of goods sold with a slightly smaller portion in trading expenses, which relates to bakery ovens, generators…
…know, a bit of a mixed bag. We were able to leverage existing capacity in many key areas within the supply chain. And where either the customer required specific product needs that called on additional capital investment or pockets of further capital need, maybe to address a bottleneck…
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 13 calls referencing supply chain, most recently on September 16, 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: October 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.