Each week, Just Food’s journalists pick out insights from company filings that highlight sentiments in our sector. These filings signals are based on GlobalData’s analysis of earnings statements, call transcripts, investor presentations and annual reports. They tell us about key topics on the minds of business leaders and investors, and the themes driving a company’s activities.

This new, thematic filings coverage is powered by our underlying Disruptor data, which tracks all major deals, patents, company filings, hiring patterns and social media buzz across our sectors.

ESG was the issue most often mentioned in the public filings of food companies in the second quarter of the year, data shows.

In the three months to the end of June, the topic was cited more than 28,000 times, figures from GlobalData, Just Food’s parent, suggest.

GlobalData’s Company Filings Analytics database studies filings released by businesses across multiple sectors. These filings include financial results, investor presentations and annual reports.

Top themes mentioned in food company filings, Q2 2023. Credit: GlobalData
Top themes mentioned in food company filings, Q2 2023. Credit: GlobalData

The research and intelligence group brings out underlying trends, including which issues are most often cited.

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During the second quarter, ESG led the way, with the environment second and governance third.

Digging into the companies that most cited ESG in the quarter, China Mengniu Dairy headed the pack, followed by Hershey and Danone.

Among the major pieces of ESG-related regulation passed in the second quarter was a new EU law on deforestation. Companies will only be allowed to sell products in the EU if the supplier of the underlying ingredients has issued a due diligence statement confirming their commodities do not come from deforested land or have led to forest degradation since 31 December 2020.

Last week, NGO The Carbon Disclosure Project warned the biggest players in the food and agriculture sectors could lose $150bn in value if they fail to implement no-deforestation/conversion policies.

Elsewhere on Just Food: Are ‘carbon neutral’ claims dead?