General Mills, Nestlé and more discussed how they are cutting operational costs, navigating uneven freight rates and sharpening demand forecasting at a Barclays conference.
General Mills, Nestlé and more discussed how they are cutting operational costs, navigating uneven freight rates and sharpening demand forecasting at a Barclays conference.
In context
- Topic: Supply Chain y Logística — Cadena de suministro, distribución, inventarios y visibilidad.
- Source: Supply Chain Dive
- Published: 25/09/2026
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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
What I see fail most is the alternative plan that exists only on paper. A second supplier is identified, nothing was ever bought from them, and the day you need them it turns out they have no capacity, no certification, or need six months to start. An alternative never exercised is not an alternative.
What to watch
- How it hits transport costs and lead times, which move fast in this region.
- Where the concentration sits: one supplier, one route or one port with no replacement.
- How many days of operation inventory covers if that dependency is cut.
How I read this entry
What I would do is translate this into days of operation. Not into percentages or dollars first, but into how many days the business can keep shipping if this piece fails. Everyone at the table understands that number, and it orders priorities without argument.
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.
