3 CPGs discuss automation, sourcing and logistics risks
At a Barclays conference this month, Colgate-Palmolive and Kimberly-Clark flagged rising material and freight costs, while Procter & Gamble gave a Supply Chain 3.0 update.
At a Barclays conference this month, Colgate-Palmolive and Kimberly-Clark flagged rising material and freight costs, while Procter & Gamble gave a Supply Chain 3.0 update.
In context
- Topic: Supply Chain y Logística — Cadena de suministro, distribución, inventarios y visibilidad.
- Source: Supply Chain Dive
- Published: 29/09/2026
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Why it matters
In logistics, technology pays off when it reduces uncertainty, not when it reduces paperwork. Knowing where the cargo is helps little if nothing different can be done anyway; what matters is knowing early enough to change the decision.
I read these stories looking for where the concentration sits. One supplier, one route, one port: efficiency always pushes toward concentration and resilience always asks for the opposite. That tension does not get resolved, it gets managed, and you have to decide consciously how much you pay for it.
What usually goes wrong
Where it usually breaks is inventory data quality. The system says one figure and the warehouse holds another, and everything gets planned on that difference. No visibility project helps if the starting number is wrong; it only makes the error travel faster and reach further.
What to watch
- How many days of operation inventory covers if that dependency is cut.
- Whether there is visibility beyond the direct supplier, which is where the surprises are.
- Which decisions can be made with the information available and who has authority to make them.
How I read this entry
If this touched an operation I know, the first thing I would build is the map of critical dependencies: which inputs have no second source and how long inventory lasts if supply is cut. It is a two-week exercise and it completely changes the risk conversation with the board.
This entry is an excerpt from the original source, selected by the site radar. The commentary above is the site's own and does not belong to the cited publisher.
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Living through this in your own team?
Open the chat and tell me how you're handling it. I'm interested in comparing notes.
