Which companies discussed Supply Chain in Consumer Staples in earnings calls?
440 companies mentioned supply chain across 1,260 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (12 calls), Kimberly-Clark Corporation (11 calls), General Mills, Inc. (11 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 | 134 |
| 2024Q4 | 268 |
| 2025Q1 | 326 |
| 2025Q2 | 270 |
| 2025Q3 | 297 |
| 2025Q4 | 296 |
| 2026Q1 | 325 |
| 2026Q2 | 327 |
| 2026Q3 | 169 |
Companies ranked by mentions
Representative quotes
…years, Europe had its own run of severe weather, and the war in Iran pushed fuel surcharges and fertilizer prices up across our supply chain. Spending aggressively into that kind of cost uncertainty means buying customers at a price we can't properly underwrite. And unlike in past…
…loss of $1.1 million, driven by the noncash impairment of U.S. assets. This includes the additional $558 million impairment relating to U.S. supply chain rebalancing initiatives that we announced on Monday, which has been recognized in the second half. And we are reiterating our guidance…
…comps have expanded, we see a lot of improvement in execution related to our reporting and visibility that's helped folks across the supply chain manage the flow of inventory both when they're writing POs, when they're meeting with suppliers, helping us execute with speed…
…evident in the numbers as we will see in a few more slides. We have efficiency and productivity initiatives throughout our operations, including supply chain, stores and back office as well as energy. The implementation of different technologies has contributed to productivity gains throughout our operations. These include…
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 Staples in the past year?
Walmart Inc. (WMT) led with 12 calls referencing supply chain, most recently on June 10, 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 13, 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.