Which companies discussed Supply Chain in Consumer Staples in earnings calls?
566 companies mentioned supply chain across 1,253 earnings calls in Consumer Staples over the past year, spanning 1 sectors. The most active were Walmart Inc. (12 calls), Kimberly-Clark Corporation (11 calls), General Mills, Inc. (11 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 | 139 |
| 2024Q4 | 268 |
| 2025Q1 | 326 |
| 2025Q2 | 270 |
| 2025Q3 | 297 |
| 2025Q4 | 296 |
| 2026Q1 | 325 |
| 2026Q2 | 327 |
| 2026Q3 | 155 |
Companies ranked by mentions
Representative quotes
…class cost structure through genetic transformation, herd health improvements and procurement and nutrition savings. In operations, we will drive efficiencies across manufacturing, supply chain, distribution, procurement and SG&A and in M&A, we will continue to evaluate synergistic opportunities. In Packaged Meats, we gained volume share…
…costs. While we observed price increases across certain categories during the second quarter, we did not have any disruptions or delays in our supply chain. This is the most important thing for us. Our revenue growth management capabilities, together with ongoing supply chain initiatives, provide us with multiple…
…contracts are being costed at the new freight. And that's the reality. These are staple foods. They're not discretionary and the supply chain costs have to be borne by the customer. And that's ultimately what we're starting to see. Operator (Operator): The next question…
…intensified price sensitivity across the sector. In parallel, rising livestock and material costs at origin influenced by regional supply volatility and geopolitical developments have added pressure across the value chain. Despite these unfavorable external factors, Widam remains focused on reinforcing its core operations, enhancing pricing discipline and pursuing…
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 Staples in the past year?
Walmart Inc. (WMT) led with 12 calls referencing supply chain, most recently on June 10, 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 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 (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.