JBS SA – Should ESG investors have beef with JBS?June 13, 2019
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JBS, the largest beef packer in the world, saw its Pulse Score fall 24% in late May 2019 on allegations of polluting Colorado waterways. Ahead of a potential US listing / IPO, this brief considers the following:
- Recent events that reveal continued poor ESG performance
- JBS’ carbon intensity vs. oil majors and the difference between JBS’ disclosed carbon footprint and 3rd party assessments
- Beyond Meat’s valuation in the context of future beef consumption trends and long-term global climate goals
Product Quality and Safety
Supply Chain Management