Which companies discussed Physical AI in Consumer Discretionary in earnings calls?
301 companies mentioned physical ai across 511 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (7 calls), Revolve Group, Inc. (6 calls), Wayfair Inc. (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 Physical AI |
|---|---|
| 2024Q3 | 21 |
| 2024Q4 | 54 |
| 2025Q1 | 76 |
| 2025Q2 | 70 |
| 2025Q3 | 77 |
| 2025Q4 | 123 |
| 2026Q1 | 140 |
| 2026Q2 | 140 |
| 2026Q3 | 69 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 7 | Jun 3, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | Aug 4, 2026 |
| Wayfair Inc. | W | Consumer Discretionary | 6 | Aug 4, 2026 |
| Carvana Co. | CVNA | Consumer Discretionary | 5 | Aug 12, 2026 |
| DoorDash, Inc. | DASH | Consumer Discretionary | 5 | Aug 5, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 5 | Jun 3, 2026 |
| Grupo Casas Bahia S.A. | BHIA3 | Consumer Discretionary | 5 | May 14, 2026 |
| WeRide Inc. | WRD | Consumer Discretionary | 4 | Aug 12, 2026 |
| Planet Fitness, Inc. | PLNT | Consumer Discretionary | 4 | Aug 6, 2026 |
| Serve Robotics Inc. | SERV | Consumer Discretionary | 4 | Aug 6, 2026 |
| ZOZO, Inc. | 3092 | Consumer Discretionary | 4 | Jul 31, 2026 |
| Pearson plc | PSON | Consumer Discretionary | 4 | Jul 31, 2026 |
| Alliance Entertainment Holding Corporation | AENT | Consumer Discretionary | 4 | Jul 23, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 4 | Jul 23, 2026 |
| Halfords Group plc | HFD | Consumer Discretionary | 4 | Jun 25, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 4 | Jun 18, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 4 | Jun 8, 2026 |
| Best Buy Co., Inc. | BBY | Consumer Discretionary | 4 | May 28, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | May 28, 2026 |
| Allegro.eu S.A. | ALE | Consumer Discretionary | 4 | May 14, 2026 |
| Lojas Renner S.A. | LREN3 | Consumer Discretionary | 4 | May 8, 2026 |
| Tapestry, Inc. | TPR | Consumer Discretionary | 3 | Aug 13, 2026 |
| Global-E Online Ltd. | GLBE | Consumer Discretionary | 3 | Aug 12, 2026 |
| Jumia Technologies AG | JMIA | Consumer Discretionary | 3 | Aug 12, 2026 |
| Matas A/S | MATAS | Consumer Discretionary | 3 | Aug 12, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 3 | Aug 11, 2026 |
| Magazine Luiza S.A. | MGLU3 | Consumer Discretionary | 3 | Aug 7, 2026 |
| Bob's Discount Furniture, Inc. | BOBS | Consumer Discretionary | 3 | Aug 6, 2026 |
| Perdoceo Education Corporation | PRDO | Consumer Discretionary | 3 | Aug 6, 2026 |
| Kits Eyecare Ltd. | KITS | Consumer Discretionary | 3 | Aug 5, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 3 | Aug 4, 2026 |
| Sony Group Corporation | 6758 | Consumer Discretionary | 3 | Jul 31, 2026 |
| Brunello Cucinelli S.p.A. | BC | Consumer Discretionary | 3 | Jul 31, 2026 |
| adidas AG | ADS | Consumer Discretionary | 3 | Jul 30, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 3 | Jul 30, 2026 |
| Amazon.com, Inc. | AMZN | Consumer Discretionary | 3 | Jul 30, 2026 |
| CarTrade Tech Limited | CARTRADE | Consumer Discretionary | 3 | Jul 29, 2026 |
| AUTO1 Group SE | AG1 | Consumer Discretionary | 3 | Jul 29, 2026 |
| Avante Corp. | XX | Consumer Discretionary | 3 | Jul 27, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 3 | Jul 22, 2026 |
| Lindex Group Oyj | LINDEX | Consumer Discretionary | 3 | Jul 17, 2026 |
| H & M Hennes & Mauritz AB (publ) | HMB | Consumer Discretionary | 3 | Jun 25, 2026 |
| Tilly's, Inc. | TLYS | Consumer Discretionary | 3 | Jun 3, 2026 |
| Meituan | 3690 | Consumer Discretionary | 3 | Jun 1, 2026 |
| Hesai Group | HSAI | Consumer Discretionary | 3 | May 19, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 3 | May 14, 2026 |
| Alibaba Group Holding Limited | BABA | Consumer Discretionary | 3 | May 13, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 3 | May 12, 2026 |
| a.k.a. Brands Holding Corp. | AKA | Consumer Discretionary | 3 | May 12, 2026 |
| Warby Parker Inc. | WRBY | Consumer Discretionary | 3 | May 7, 2026 |
Representative quotes
…overhead associated with traditional dealership model. Our NextBoat AI system tracks the broker's structure and associated incentives automatically, allowing us to manage the program efficiently as the network grows. Ultimately, we believe the combination of technology, broker growth, physical infrastructure, and additional revenue streams give the NextBoat…
…even as this is growing, these have a key performance in understanding better our customers, 38 million in the -- of customers in our physical stores and online. So we're still growing intensively in our CRM to strengthen even more this identified customer base. Our program of loyalty…
…them, they said, oh my God, they said, we really hope you can make this simpler. We're already up to 64 different AI chatbots and we need help. And the beautiful thing about what we're building is that we're both building the ability…
…strategic investment, all spend was executed with rigorous discipline and strictly within our expectations. Beyond operational execution, we accelerated the integration of AI and physical automation deeper into our core value chain in the second quarter, spanning demand forecasting, product sourcing, intelligent customer services and full stack logistics…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Consumer Discretionary in the past year?
Rivian Automotive, Inc. (RIVN) led with 7 calls referencing physical ai, most recently on June 3, 2026.
How can I track physical ai 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 14, 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 (physical AI, physical ai). 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.