Which companies discussed China Exposure in Consumer Discretionary in earnings calls?
680 companies mentioned china exposure across 1,441 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were
Dauch Corporation (10 calls), BorgWarner Inc. (10 calls), Aptiv PLC (9 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…total sales volume of 434,000 units, representing a robust year-over-year increase of 24%. So this expansion was provided by China sales reaching 400,000 units, up 26% year-over-year and overseas shipment scale to 32,000 units, up 3.6% year-over-year, signaling…
…shot through the roof. So all those things have affected us, and we have been getting a lot of our bead wire from China. So that has also affected us. The natural rubber prices, as you've just heard, it is a similar story in Mexico as well…
…time, companies who can adapt the tools can have a lot of productivity enhancement, especially on the design side, case examples of our China operation, which has 60 people in one of our subsidiaries, now doing double the turnover with the same amount of people using some very…
…cotton prices, supported by healthy demand from both the domestic and export markets. The increased demand of cotton yarn in export market from China was one of the factors for a better demand scenario for the Indian spinners. The recently implemented India U.K. FTA is also expected…
What is China Exposure and why are companies discussing it?
Demand, competition and geopolitical risk in China as management teams weigh exposure to the world's second-largest economy.
Which company mentioned china exposure most in Consumer Discretionary in the past year?
Dauch Corporation (DCH) led with 10 calls referencing china exposure, most recently on August 7, 2026.
How can I track china exposure 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 →
Last updated: August 11, 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 (China, china, chinese market). 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.
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