Which companies discussed GLP-1 Drugs in Consumer Discretionary in earnings calls?
42 companies mentioned glp-1 drugs across 69 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Planet Fitness, Inc. (4 calls), WW International, Inc. (4 calls), The Beachbody Company, Inc. (3 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 GLP-1 Drugs |
|---|---|
| 2024Q4 | 3 |
| 2025Q1 | 2 |
| 2025Q2 | 4 |
| 2025Q3 | 8 |
| 2025Q4 | 12 |
| 2026Q1 | 25 |
| 2026Q2 | 21 |
| 2026Q3 | 9 |
Companies ranked by mentions
Representative quotes
…protein rich shift in eating that I think you guys have been talking about and as it pertains to some of the GLP-1 adoption that we've been hearing about, are you seeing customers using your menu any differently, whether that's double protein, protein attach…
…planning to transition on to the Shopify e-commerce platform, keep expanding our 10-Minute BODi microdose fitness catalog, including promotion to the GLP-1 audience, and we talked about our plans to launch our new 30-day booty Boost program with a new Super Trainer. Our focus…
…build world-class commercial capabilities across markets. Additionally, we continue to stay closely attuned to evolving consumer trends, including the use of GLP-1 and other weight loss medications. Last quarter, I discussed the conclusion from our research, which found Krispy Kreme consumers who use these medications…
…with our members with at PERC. We have also had a partnership with Roe and Roe provides nutrition and wellness counseling and also GLP-1 access and access to physician support -- and that launched in late Q4 of last year, it's been 1 of our most successful…
Frequently asked questions
What is GLP-1 Drugs and why are companies discussing it?
Weight-loss and diabetes drugs (Wegovy, Mounjaro, Zepbound) reshaping consumer demand, retail pharmacy economics and bioprocess equipment orders.
Which company mentioned glp-1 drugs most in Consumer Discretionary in the past year?
Planet Fitness, Inc. (PLNT) led with 4 calls referencing glp-1 drugs, most recently on August 6, 2026.
How can I track glp-1 drugs 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 healthcare 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 (GLP, glp-1, glp1, glp 1). 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.