Which companies discussed AI CapEx in Consumer Staples in earnings calls?
195 companies mentioned ai capex across 286 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Sysco Corporation (8 calls), The Chefs' Warehouse, Inc. (6 calls), US Foods Holding Corp. (6 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 AI CapEx |
|---|---|
| 2024Q3 | 19 |
| 2024Q4 | 27 |
| 2025Q1 | 53 |
| 2025Q2 | 32 |
| 2025Q3 | 51 |
| 2025Q4 | 60 |
| 2026Q1 | 113 |
| 2026Q2 | 52 |
| 2026Q3 | 32 |
Companies ranked by mentions
Representative quotes
…profile, making it a very attractive value-enhancing transaction for shareholders. We continue to explore an important strategic opportunity to invest in automation, AI and innovative warehouse solutions to better serve our core customer base in Scandinavia. As part of this strategy, we were very pleased to complete…
…undertaking? . Matt Mainer (Executives): Sure. I think just really a refinement of this year and the pacing we're seeing on the CapEx range just leads a little bit higher in the range from where we started. But that's definitely a bit of a moving target…
…market wins enable us to forecast revenue and profit growth that builds materially over the next several quarters without the need for additional CapEx or new sales wins, prime examples of which are recent incremental canned format volume wins from both historic and new customers in our Conway…
…foundational areas such as efficiencies and financial management, human resources and human capital management as a strategic business function. using technology like AI to innovate and enhance how we perform our work and operate our business. We have entered this fiscal year clear on our priorities, confident…
Frequently asked questions
What is AI CapEx and why are companies discussing it?
Capital-expenditure commitments tied specifically to AI infrastructure — hyperscaler spend, factory modernization, vertical platforms.
Which company mentioned ai capex most in Consumer Staples in the past year?
Sysco Corporation (SYY) led with 8 calls referencing ai capex, most recently on August 4, 2026.
How can I track ai capex 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: August 10, 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 (AI CapEx, ai capex, AI capital expenditure, ai investment). 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.