Which companies discussed China Exposure in Consumer Staples in earnings calls?
301 companies mentioned china exposure across 627 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Kimberly-Clark Corporation (12 calls), L'Oréal S.A. (10 calls), Colgate-Palmolive Company (9 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 China Exposure |
|---|---|
| 2024Q3 | 80 |
| 2024Q4 | 150 |
| 2025Q1 | 182 |
| 2025Q2 | 150 |
| 2025Q3 | 165 |
| 2025Q4 | 161 |
| 2026Q1 | 172 |
| 2026Q2 | 149 |
| 2026Q3 | 60 |
Companies ranked by mentions
Representative quotes
…than we expected. On the one hand, we saw outstanding growth in Japan of 50%. On the other hand, we experienced weakness in China, down 20%, a reversal from its recent growth trend of over 30% over the past year due to a few operational issues. We believe…
…bottler inventory fluctuations as depletions far exceeded our shipments in the quarter. We remain the market leader in Korea. Net sales in China in the 2026 second quarter increased 62.5% in dollars and increased 54% on a local currency basis as compared to the same quarter…
…emerging middle class. APAC, the market. We are expecting a return to modest growth over the plan period. The wildcard here is really China. China, excluding Chinese white spirits, all these numbers here, excluding [ chase ] white spirits, has actually been down double digit in the last 2 years…
…revenue growth of 29.6% with strong volume and pricing growth in the Optimum Nutrition brand across priority markets, particularly in the U.K., Oceania, China and India. For Isopure, we continue to see double-digit U.S. consumption growth in online and FDM channels as we grow household penetration…
Frequently asked questions
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 Staples in the past year?
Kimberly-Clark Corporation (KMB) led with 12 calls referencing china exposure, most recently on August 4, 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 →
Related macro themes
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.