Which companies discussed China Exposure in Consumer Discretionary in earnings calls?
556 companies mentioned china exposure across 1,464 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Bayerische Motoren Werke Aktiengesellschaft (12 calls), BorgWarner Inc. (11 calls), Dauch Corporation (10 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 | 146 |
| 2024Q4 | 422 |
| 2025Q1 | 467 |
| 2025Q2 | 478 |
| 2025Q3 | 410 |
| 2025Q4 | 377 |
| 2026Q1 | 356 |
| 2026Q2 | 348 |
| 2026Q3 | 209 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 12 | Jul 30, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 11 | Aug 12, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 10 | Aug 12, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 9 | Aug 12, 2026 |
| General Motors Company | GM | Consumer Discretionary | 9 | Aug 12, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 9 | Jul 31, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 8 | Aug 5, 2026 |
| Magna International Inc. | MG | Consumer Discretionary | 7 | Aug 13, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 7 | Aug 13, 2026 |
| InterContinental Hotels Group PLC | IHG | Consumer Discretionary | 7 | Aug 11, 2026 |
| Restaurant Brands International Inc. | QSR | Consumer Discretionary | 7 | Aug 6, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 7 | Jul 31, 2026 |
| Hyatt Hotels Corporation | H | Consumer Discretionary | 7 | Jul 30, 2026 |
| Tapestry, Inc. | TPR | Consumer Discretionary | 6 | Aug 13, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 6 | Aug 12, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Aug 12, 2026 |
| Aumovio SE | AMV0 | Consumer Discretionary | 6 | Aug 6, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 6 | Aug 5, 2026 |
| Honda Motor Co., Ltd. | 7267 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Sheela Foam Limited | SFL | Consumer Discretionary | 6 | Aug 4, 2026 |
| MGM Resorts International | MGM | Consumer Discretionary | 6 | Jul 29, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 6 | Jul 29, 2026 |
| Kering SA | KER | Consumer Discretionary | 6 | Jul 28, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 6 | Jul 24, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 6 | Jul 17, 2026 |
| Fiskars Oyj Abp | FSKRS | Consumer Discretionary | 6 | Jul 16, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 6 | Jun 3, 2026 |
| Gentherm Incorporated | THRM | Consumer Discretionary | 5 | Aug 13, 2026 |
| JD.com, Inc. | JD | Consumer Discretionary | 5 | Aug 13, 2026 |
| Birkenstock Holding plc | BIRK | Consumer Discretionary | 5 | Aug 13, 2026 |
| YETI Holdings, Inc. | YETI | Consumer Discretionary | 5 | Aug 13, 2026 |
| Jumia Technologies AG | JMIA | Consumer Discretionary | 5 | Aug 12, 2026 |
| Cooper-Standard Holdings Inc. | CPS | Consumer Discretionary | 5 | Aug 12, 2026 |
| hGears AG | HGEA | Consumer Discretionary | 5 | Aug 12, 2026 |
| WeRide Inc. | WRD | Consumer Discretionary | 5 | Aug 12, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 5 | Aug 12, 2026 |
| Worksport Ltd. | WKSP | Consumer Discretionary | 5 | Aug 11, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 5 | Aug 11, 2026 |
| Iochpe-Maxion S.A. | MYPK3 | Consumer Discretionary | 5 | Aug 6, 2026 |
| Ralph Lauren Corporation | RL | Consumer Discretionary | 5 | Aug 6, 2026 |
| Samvardhana Motherson International Limited | 517334 | Consumer Discretionary | 5 | Aug 6, 2026 |
| ElringKlinger AG | ZIL2 | Consumer Discretionary | 5 | Aug 5, 2026 |
| eBay Inc. | EBAY | Consumer Discretionary | 5 | Aug 5, 2026 |
| Capri Holdings Limited | CPRI | Consumer Discretionary | 5 | Aug 5, 2026 |
| Continental Aktiengesellschaft | CON | Consumer Discretionary | 5 | Aug 4, 2026 |
| Hugo Boss AG | BOSS | Consumer Discretionary | 5 | Aug 4, 2026 |
| Marriott International, Inc. | MAR | Consumer Discretionary | 5 | Aug 3, 2026 |
| Crocs, Inc. | CROX | Consumer Discretionary | 5 | Jul 30, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 5 | Jul 30, 2026 |
| Canada Goose Holdings Inc. | GOOS | Consumer Discretionary | 5 | Jul 30, 2026 |
Representative quotes
…what we can control, and that would be the operational excellence, the execution and the capital return. Rajat Gupta (Analysts): Shifting to China, just thinking through some of the regional growth aspects. Chinese OEMs are now 65% of your revenue in the region. You took your China production…
…last 3 or 4 years -- into production launches and driving revenue increases. That's geographically, we saw growth -- very strong growth in China, but also saw growth in North America and Europe. And then from a product perspective, it's really across the board where we've seen…
…rebound and seeing some better volumes in that part of our company. Rajat Gupta (Analysts): Understood. And maybe can you double-click on China a little bit. What is it the drivers of the equity income revision in the region? Obviously, it's been a tough market…
…kind of talked about it before, but given sort of uneven EV demand backdrop, especially maybe in the U.S. and maybe everywhere ex China, although Europe appears to be better. Where are OEMs focused on? And I guess, are you seeing any changes in other sort of opportunities…
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 Discretionary in the past year?
Bayerische Motoren Werke Aktiengesellschaft (BMW) led with 12 calls referencing china exposure, most recently on July 30, 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 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 (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.