Which companies discussed China Exposure in Consumer Staples in earnings calls?

241 companies mentioned china exposure across 632 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), Unilever PLC (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
QuarterCalls mentioning China Exposure
2024Q377
2024Q4150
2025Q1182
2025Q2150
2025Q3165
2025Q4161
2026Q1172
2026Q2149
2026Q368

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Kimberly-Clark Corporation KMB Consumer Staples 12 Aug 4, 2026
L'Oréal S.A. OR Consumer Staples 10 Jul 30, 2026
Unilever PLC ULVR Consumer Staples 10 Jul 28, 2026
Colgate-Palmolive Company CL Consumer Staples 9 Jul 31, 2026
The Procter & Gamble Company PG Consumer Staples 9 Jul 29, 2026
The Estée Lauder Companies Inc. EL Consumer Staples 8 Jun 2, 2026
Monster Beverage Corporation MNST Consumer Staples 7 Aug 6, 2026
Archer-Daniels-Midland Company ADM Consumer Staples 7 Aug 4, 2026
Reckitt Benckiser Group plc RKT Consumer Staples 7 Jul 29, 2026
Danone S.A. BN Consumer Staples 7 Jul 29, 2026
Hormel Foods Corporation HRL Consumer Staples 7 Jun 8, 2026
Lamb Weston Holdings, Inc. LW Consumer Staples 6 Aug 12, 2026
Glanbia plc GL9 Consumer Staples 6 Aug 6, 2026
Darling Ingredients Inc. DAR Consumer Staples 6 Jul 30, 2026
Bunge Global SA BG Consumer Staples 6 Jul 29, 2026
Kerry Group plc KRZ Consumer Staples 6 Jul 29, 2026
Rémy Cointreau SA RCO Consumer Staples 6 Jul 29, 2026
The Coca-Cola Company KO Consumer Staples 6 Jul 28, 2026
Mondelez International, Inc. MDLZ Consumer Staples 6 Jul 28, 2026
Nestlé S.A. NESN Consumer Staples 6 Jul 23, 2026
General Mills, Inc. GIS Consumer Staples 6 Jun 4, 2026
Walmart Inc. WMT Consumer Staples 6 May 21, 2026
Strauss Group Ltd. STRS Consumer Staples 5 Aug 12, 2026
JBS N.V. JBS Consumer Staples 5 Aug 11, 2026
Kao Corporation 4452 Consumer Staples 5 Aug 5, 2026
Heineken N.V. HEIA Consumer Staples 5 Aug 5, 2026
e.l.f. Beauty, Inc. ELF Consumer Staples 5 Aug 5, 2026
Herbalife Ltd. HLF Consumer Staples 5 Aug 5, 2026
WD-40 Company WDFC Consumer Staples 5 Jul 9, 2026
Barry Callebaut AG BARN Consumer Staples 5 Jul 9, 2026
McCormick & Company, Incorporated MKC Consumer Staples 5 Jun 25, 2026
Treasury Wine Estates Limited TWE Consumer Staples 5 Jun 3, 2026
Coty Inc. COTY Consumer Staples 5 May 5, 2026
Carlsberg A/S CARLB Consumer Staples 5 Apr 29, 2026
Pernod Ricard SA RI Consumer Staples 5 Apr 16, 2026
Nu Skin Enterprises, Inc. NUS Consumer Staples 4 Aug 10, 2026
Lion Corporation 4912 Consumer Staples 4 Aug 7, 2026
KT&G Corporation A033780 Consumer Staples 4 Aug 6, 2026
Nature's Sunshine Products, Inc. NATR Consumer Staples 4 Aug 6, 2026
Diageo plc DGE Consumer Staples 4 Aug 6, 2026
Beiersdorf Aktiengesellschaft BEI Consumer Staples 4 Aug 5, 2026
Costco Wholesale Corporation COST Consumer Staples 4 Aug 5, 2026
Beyond Meat, Inc. BYND Consumer Staples 4 Aug 5, 2026
Intercos S.p.A. ICOS Consumer Staples 4 Aug 4, 2026
Pilgrim's Pride Corporation PPC Consumer Staples 4 Jul 30, 2026
Anheuser-Busch InBev SA/NV ABI Consumer Staples 4 Jul 30, 2026
Davide Campari-Milano N.V. CPR Consumer Staples 4 Jul 29, 2026
Natural Health Trends Corp. NHTC Consumer Staples 4 Jul 29, 2026
PriceSmart, Inc. PSMT Consumer Staples 4 Jul 9, 2026
Bid Corporation Limited BID Consumer Staples 4 Jun 2, 2026

Representative quotes

…dynamic from a capacity standpoint. And then obviously, Asia, that's probably been the sticking point for a lot of folks, particularly in China and India, some of I think the local players have ramped capacity. So if you can touch on kind of those International…
Lamb Weston Holdings, Inc. (LW), August 12, 2026. Read the full transcript →
…been translated into prices that we've seen in the past with similar level of inventory. So part of that, I believe, is China running at lower inventories or the trade flow that is still balanced with Brazil, producing above 40 million tonnes, I mean, can you explain…
Adecoagro S.A. (AGRO), August 12, 2026. Read the full transcript →
…looking ahead into the second half, we hope that -- we see that this growth trend will continue. We still have some difficulties in China. We are growing in China mid-single digits in the past half year and also in the last quarter. But yet, profits in China…
Strauss Group Ltd. (STRS), August 12, 2026. Read the full transcript →
…some of those dynamics. How are you thinking about gross margin versus OpEx and fiscal '27. And I just want to clarify the China piece. Are you saying you expect J&Ato remain a slight drag in Q1? Or is it just not a headwind…
Performance Food Group Company (PFGC), August 12, 2026. Read the full transcript →

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 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.