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February 14, 2022updated 21 Feb 2022 6:36am

Supply chain, logistics headaches made real in beverage filings – data

References to the terms ‘supply chain’ and ‘logistics’ in beverage companies’ filings have risen markedly in recent months, according to recently-released data.

In the 12 months to the end of September, the rate of mentions for the two terms soared by 101% on the same period in 2015-2016, when GlobalData first began to track the key issues referred to in companies’ filings. The rise has happened at a time when brand owners are being impacted by issues along their entire supply chain, while logistics is causing concern due to truck driver shortages in markets including the US.

Of the 20 biggest employers in beverages, Keurig Dr Pepper referred to 'supply chain' and 'logistics' the most over the 12 months. GlobalData identified 130 supply chain & logistics-related sentences in the US-based company's filings, representing 1.9% of all sentences.

PepsiCo mentioned the terms the second-most, in 1.2% of the sentences in its filings. Other top employers with high supply chain & logistics mentions included The Coca-Cola Co, Nestle and Danone.

In the third quarter - to the end of September - the filing that featured the strongest focus on the two themes came from The Coca-Cola Co. Of the document's 1,155 sentences, 28 (2.4%) referred to the terms. During the same period, beverage companies based in the US were most likely to mention 'supply chain' and 'logistics' with 0.87% of sentences in their filings referring to the issues. In contrast, companies with their headquarters in Asia mentioned the terms in just 0.29% of sentences.

When drinks companies publish annual and quarterly reports, ESG reports and other filings, GlobalData analyses the text and identifies individual sentences that relate to disruptive forces facing companies in the coming years. Supply chain and logistics count among these topics - companies that invest in these areas are expected to be better equipped to survive unforeseen challenges.

This analysis provides an approximate indication of which companies are focusing on supply chain and logistics and how important the issue is considered within the beverages industry. However, a company mentioning the terms more regularly is not necessarily proof that they are utilising new techniques or prioritising the issue, nor does it indicate whether the company's ventures have been successes or failures.

Supply Chain Special – Who will be the winners and losers in 2022? – Click here for a Just Drinks focus

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