Which companies discussed Supply Chain in Consumer Discretionary in earnings calls?
997 companies mentioned supply chain across 2,049 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were General Motors Company (10 calls), BorgWarner Inc. (9 calls), Aptiv PLC (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 Supply Chain |
|---|---|
| 2024Q3 | 240 |
| 2024Q4 | 438 |
| 2025Q1 | 501 |
| 2025Q2 | 479 |
| 2025Q3 | 480 |
| 2025Q4 | 470 |
| 2026Q1 | 542 |
| 2026Q2 | 541 |
| 2026Q3 | 255 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| General Motors Company | GM | Consumer Discretionary | 10 | Jul 21, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 9 | Aug 5, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 9 | Aug 4, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 9 | Jul 30, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 8 | Aug 4, 2026 |
| Ulta Beauty, Inc. | ULTA | Consumer Discretionary | 8 | Jun 4, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 7 | Aug 4, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 7 | Jul 31, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 7 | Jul 29, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 7 | Jun 18, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 7 | Jun 2, 2026 |
| The Home Depot, Inc. | HD | Consumer Discretionary | 7 | May 19, 2026 |
| Shake Shack Inc. | SHAK | Consumer Discretionary | 6 | Aug 5, 2026 |
| Wayfair Inc. | W | Consumer Discretionary | 6 | Aug 4, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 6 | Jul 30, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 6 | Jul 30, 2026 |
| Kering SA | KER | Consumer Discretionary | 6 | Jul 28, 2026 |
| Tractor Supply Company | TSCO | Consumer Discretionary | 6 | Jul 23, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Jul 22, 2026 |
| Genuine Parts Company | GPC | Consumer Discretionary | 6 | Jul 21, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 6 | Jun 10, 2026 |
| Academy Sports and Outdoors, Inc. | ASO | Consumer Discretionary | 6 | Jun 9, 2026 |
| Aramark | ARMK | Consumer Discretionary | 6 | Jun 4, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 6 | Jun 3, 2026 |
| Citi Trends, Inc. | CTRN | Consumer Discretionary | 6 | Jun 2, 2026 |
| Hyatt Hotels Corporation | H | Consumer Discretionary | 6 | May 28, 2026 |
| Bath & Body Works, Inc. | BBWI | Consumer Discretionary | 6 | May 27, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 6 | May 14, 2026 |
| Booking Holdings Inc. | BKNG | Consumer Discretionary | 6 | May 5, 2026 |
| Motorcar Parts of America, Inc. | MPAA | Consumer Discretionary | 5 | Aug 10, 2026 |
| CarParts.com, Inc. | PRTS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Papa John's International, Inc. | PZZA | Consumer Discretionary | 5 | Aug 6, 2026 |
| Arhaus, Inc. | ARHS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Restaurant Brands International Inc. | QSR | Consumer Discretionary | 5 | Aug 6, 2026 |
| Frontdoor, Inc. | FTDR | Consumer Discretionary | 5 | Aug 6, 2026 |
| Cooper-Standard Holdings Inc. | CPS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Sweetgreen, Inc. | SG | Consumer Discretionary | 5 | Aug 6, 2026 |
| Stoneridge, Inc. | SRI | Consumer Discretionary | 5 | Aug 6, 2026 |
| Adient plc | ADNT | Consumer Discretionary | 5 | Aug 5, 2026 |
| Sheela Foam Limited | SFL | Consumer Discretionary | 5 | Aug 5, 2026 |
| Domino's Pizza Group plc | DOM | Consumer Discretionary | 5 | Aug 4, 2026 |
| Mattel, Inc. | MAT | Consumer Discretionary | 5 | Aug 4, 2026 |
| Forvia SE | FRVIA | Consumer Discretionary | 5 | Jul 31, 2026 |
| Gildan Activewear Inc. | GIL | Consumer Discretionary | 5 | Jul 30, 2026 |
| Patrick Industries, Inc. | PATK | Consumer Discretionary | 5 | Jul 30, 2026 |
| O'Reilly Automotive, Inc. | ORLY | Consumer Discretionary | 5 | Jul 30, 2026 |
| Crocs, Inc. | CROX | Consumer Discretionary | 5 | Jul 30, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 5 | Jul 30, 2026 |
| Yum China Holdings, Inc. | YUMC | Consumer Discretionary | 5 | Jul 30, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 5 | Jul 28, 2026 |
Representative quotes
…opportunities to neutralize working capital, supported by customer product demand planning, enhanced inventory management and extending our vendor payment terms, including growing our supply chain finance program offer to our vendors. Regarding debt leverage, based on information in our filing today, EBITDA for the 12 months ended June…
…combined with Jordan's competitive trade advantages and our reputation for quality and reliability continue to enhance our position in the global apparel supply chain. With that, I will now turn the call over to Gilbert to discuss our financial results. Gilbert, please. Gilbert Kwong-Yiu Lee (Executives…
…domestic sales, and these models carry lower gross margins compared with the e-bicycle models. And meanwhile, higher product costs across the upstream supply chain put additional pressure on the domestic gross margin. And internationally, the inventory clearance of the kick scooters resulted in a lower margin, which…
…better results than what you have seen in Q1. Vijay Pandey (Analysts): Okay. So in terms of Mexico business, the input like the supply chain issue was related to -- can you provide the specific which part it was, which component it was? Arun Kumar Bajoria (Executives): See, mainly…
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 Discretionary in the past year?
General Motors Company (GM) led with 10 calls referencing supply chain, most recently on July 21, 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: 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 (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.