Which companies discussed Layoffs & Restructuring in Consumer Discretionary in earnings calls?

33 companies mentioned layoffs & restructuring across 40 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were LuxExperience B.V. (2 calls), NIIT Learning Systems Limited (2 calls), Lucky Strike Entertainment Corporation (2 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 Layoffs & Restructuring
2024Q33
2024Q418
2025Q17
2025Q214
2025Q310
2025Q414
2026Q19
2026Q212
2026Q32

Companies ranked by mentions

Company Ticker Sector Calls Last mention
LuxExperience B.V. LUXE Consumer Discretionary 2 May 19, 2026
NIIT Learning Systems Limited NIITMTS Consumer Discretionary 2 May 12, 2026
Lucky Strike Entertainment Corporation LUCK Consumer Discretionary 2 May 6, 2026
Coursera, Inc. COUR Consumer Discretionary 2 Apr 23, 2026
Bayerische Motoren Werke Aktiengesellschaft BMW Consumer Discretionary 2 Mar 12, 2026
Yduqs Participações S.A. YDUQ3 Consumer Discretionary 2 Mar 12, 2026
Volvo Car AB (publ.) VOLCARB Consumer Discretionary 2 Feb 5, 2026
JAKKS Pacific, Inc. JAKK Consumer Discretionary 1 Jul 23, 2026
D.R. Horton, Inc. DHI Consumer Discretionary 1 Jul 21, 2026
H & M Hennes & Mauritz AB (publ) HMB Consumer Discretionary 1 Jun 25, 2026
Hyatt Hotels Corporation H Consumer Discretionary 1 May 28, 2026
Bajaj Mobility AG BMAG Consumer Discretionary 1 May 13, 2026
XPEL, Inc. XPEL Consumer Discretionary 1 May 6, 2026
Superior Group of Companies, Inc. SGC Consumer Discretionary 1 May 4, 2026
Renault SA RNO Consumer Discretionary 1 Apr 30, 2026
The Cheesecake Factory Incorporated CAKE Consumer Discretionary 1 Apr 29, 2026
adidas AG ADS Consumer Discretionary 1 Apr 29, 2026
zSpace, Inc. ZSPC Consumer Discretionary 1 Mar 30, 2026
Sabre Corporation SABR Consumer Discretionary 1 Feb 18, 2026
Pandora A/S PNDORA Consumer Discretionary 1 Feb 5, 2026
Tesla, Inc. TSLA Consumer Discretionary 1 Jan 28, 2026
The Home Depot, Inc. HD Consumer Discretionary 1 Nov 18, 2025
MRV Engenharia e Participações S.A. MRVE3 Consumer Discretionary 1 Nov 13, 2025
Aquafil S.p.A. ECNL Consumer Discretionary 1 Nov 13, 2025
Welspun Living Limited 514162 Consumer Discretionary 1 Nov 12, 2025
Chegg, Inc. CHGG Consumer Discretionary 1 Nov 10, 2025
Pirelli & C. S.p.A. PIRC Consumer Discretionary 1 Nov 6, 2025
Wesfarmers Limited WES Consumer Discretionary 1 Oct 30, 2025
Upbound Group, Inc. UPBD Consumer Discretionary 1 Oct 30, 2025
Bright Horizons Family Solutions Inc. BFAM Consumer Discretionary 1 Oct 30, 2025
Grupo Industrial Saltillo, S.A.B. de C.V. GISSAA Consumer Discretionary 1 Oct 16, 2025
Algorhythm Holdings, Inc. RIME Consumer Discretionary 1 Aug 20, 2025
Grupo SBF S.A. SBFG3 Consumer Discretionary 1 Aug 12, 2025

Representative quotes

Analysts): Okay. And then lastly, the media landscape, even by the media landscape standards seems to be a little more cloudy. Pixar had layoffs even the Toy Story 5 is on pace for $1 billion. The Paramount and Warner Bros. deal seems to be in a holding pattern…
JAKKS Pacific, Inc. (JAKK), July 23, 2026. Read the full transcript →
Northwest and especially as you look up into Seattle, where we've seen some of the shift in the software jobs and more layoffs and some headwinds to demand in those markets. and that's pretty consistent with what we've seen through this quarter. Anthony Pettinari (Analysts…
D.R. Horton, Inc. (DHI), July 21, 2026. Read the full transcript →
…adjusting for one-off costs, it was down even more in Q2, and you're talking about cost reductions now related to the layoffs, et cetera. And still, you're guiding for increased OpEx for the full year. So are we looking at basically underlying OpEx increase exceeding…
H & M Hennes & Mauritz AB (publ) (HMB), June 25, 2026. Read the full transcript →
…business travel. We've talked about AI a lot on the positive. Obviously, the companies are experiencing changes. There's been some tech layoffs, and must expect for some of that to come. So as we're thinking about who your traveler is and how that's evolved…
Hyatt Hotels Corporation (H), May 28, 2026. Read the full transcript →

Frequently asked questions

What is Layoffs & Restructuring and why are companies discussing it?

Headcount reductions and restructuring charges — the cost-discipline signal that shows up first when growth slows.

Which company mentioned layoffs & restructuring most in Consumer Discretionary in the past year?

LuxExperience B.V. (LUXE) led with 2 calls referencing layoffs & restructuring, most recently on May 19, 2026.

How can I track layoffs & restructuring 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 finance themes

Last updated: August 12, 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 (layoff, layoff, layoffs, job cuts). 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.