Which companies discussed Supply Chain in Consumer Discretionary in earnings calls?
793 companies mentioned supply chain across 2,068 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were General Motors Company (11 calls), BorgWarner Inc. (10 calls), Aptiv PLC (9 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 | 215 |
| 2024Q4 | 438 |
| 2025Q1 | 501 |
| 2025Q2 | 479 |
| 2025Q3 | 480 |
| 2025Q4 | 470 |
| 2026Q1 | 542 |
| 2026Q2 | 541 |
| 2026Q3 | 300 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| General Motors Company | GM | Consumer Discretionary | 11 | Aug 12, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 10 | Aug 12, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 9 | Aug 12, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 9 | Jul 30, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 9 | Jul 30, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 8 | Aug 4, 2026 |
| Ulta Beauty, Inc. | ULTA | Consumer Discretionary | 8 | Jun 4, 2026 |
| SharkNinja, Inc. | SN | Consumer Discretionary | 7 | Aug 11, 2026 |
| Aramark | ARMK | Consumer Discretionary | 7 | Aug 11, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 7 | Aug 4, 2026 |
| Newell Brands Inc. | NWL | Consumer Discretionary | 7 | Jul 31, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 7 | Jul 29, 2026 |
| Thule Group AB (publ) | THULE | Consumer Discretionary | 7 | Jul 20, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 7 | Jun 18, 2026 |
| The Home Depot, Inc. | HD | Consumer Discretionary | 7 | May 19, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 6 | Aug 12, 2026 |
| Sheela Foam Limited | SFL | Consumer Discretionary | 6 | Aug 5, 2026 |
| Shake Shack Inc. | SHAK | Consumer Discretionary | 6 | Aug 5, 2026 |
| Domino's Pizza Group plc | DOM | Consumer Discretionary | 6 | Aug 4, 2026 |
| Wayfair Inc. | W | Consumer Discretionary | 6 | Aug 4, 2026 |
| Taylor Wimpey plc | TW | Consumer Discretionary | 6 | Jul 31, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 6 | Jul 30, 2026 |
| Kering SA | KER | Consumer Discretionary | 6 | Jul 28, 2026 |
| YIT Oyj | YIT | Consumer Discretionary | 6 | Jul 24, 2026 |
| Tractor Supply Company | TSCO | Consumer Discretionary | 6 | Jul 23, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Jul 22, 2026 |
| Genuine Parts Company | GPC | Consumer Discretionary | 6 | Jul 21, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 6 | Jun 10, 2026 |
| Academy Sports and Outdoors, Inc. | ASO | Consumer Discretionary | 6 | Jun 9, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 6 | Jun 3, 2026 |
| Citi Trends, Inc. | CTRN | Consumer Discretionary | 6 | Jun 2, 2026 |
| The Gap, Inc. | GAP | Consumer Discretionary | 6 | May 28, 2026 |
| Hyatt Hotels Corporation | H | Consumer Discretionary | 6 | May 28, 2026 |
| Bath & Body Works, Inc. | BBWI | Consumer Discretionary | 6 | May 27, 2026 |
| JD Sports Fashion Plc | JD | Consumer Discretionary | 6 | May 12, 2026 |
| Booking Holdings Inc. | BKNG | Consumer Discretionary | 6 | May 5, 2026 |
| Arvind Limited | 500101 | Consumer Discretionary | 5 | Aug 13, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 5 | Aug 12, 2026 |
| Douglas AG | DOU | Consumer Discretionary | 5 | Aug 12, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 5 | Aug 12, 2026 |
| Jumia Technologies AG | JMIA | Consumer Discretionary | 5 | Aug 12, 2026 |
| Fossil Group, Inc. | FOSL | Consumer Discretionary | 5 | Aug 12, 2026 |
| Bosch Limited | 500530 | Consumer Discretionary | 5 | Aug 11, 2026 |
| Pet Valu Holdings Ltd. | PET | Consumer Discretionary | 5 | Aug 11, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 5 | Aug 11, 2026 |
| Tokmanni Group Oyj | TOKMAN | Consumer Discretionary | 5 | Aug 7, 2026 |
| Frontdoor, Inc. | FTDR | Consumer Discretionary | 5 | Aug 6, 2026 |
| Cooper-Standard Holdings Inc. | CPS | Consumer Discretionary | 5 | Aug 6, 2026 |
| Stoneridge, Inc. | SRI | Consumer Discretionary | 5 | Aug 6, 2026 |
| Samvardhana Motherson International Limited | 517334 | Consumer Discretionary | 5 | Aug 6, 2026 |
Representative quotes
…that makes sense. Anne Critchlow (Analysts): It does. On climate, we are beginning to see a bit of climate-related disruption in the supply chain in the industry. And also on the climate piece, are you seeing any disruption trading due to extreme weather patterns sort of recognizant…
…throughout the year. We have also partnered with a garmenting manufacturing unit in Bangladesh and Egypt to diversify our manufacturing base and enhance supply chain resilience. Together, these initiatives will deepen customer proximity, broaden our global capabilities and further strengthen our international presence. Advanced Materials business also delivered…
…domestic auto side, our OEM customers across the board are talking about hyper growth, high vehicle volumes and continued consolidation of supply chain to better capitalize more capable suppliers. Our passenger vehicle exposure has historically been roughly balanced between domestic and exports markets. While exports saw some moderation…
…premiumization, and customer engagement initiatives at Armani Exchange. To support the pace of growth we're seeing in this market, our operational and supply chain teams have been working fast and furious and delivering strong execution. Our India factory has been delivering increased throughput and recently achieved…
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 Discretionary in the past year?
General Motors Company (GM) led with 11 calls referencing supply chain, most recently on August 12, 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.