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● global supply chain or procurement disruptions, or increased supply chain costs;
Read in the filing ↗ Also in 8-K of May 2, 2024, 8-K of Jul 25, 2024, 8-K of Oct 24, 2024, 8-K of Feb 13, 2025
● increased tariffs, global supply chain or procurement disruptions, or increased supply chain costs;
Read in the filing ↗ Also in 8-K of Jul 24, 2025
Supply Chain Financing - We engage with unaffiliated global financial institutions that offer a voluntary supply chain financing program to some of our suppliers. For further details, see Note 17. Supply Chain Financing\.
Read in the filing ↗ Also in 10-Q of Jul 24, 2026, 10-Q of Oct 23, 2026, 10-Q of Jul 25, 2025, 10-Q of Oct 24, 2025
• World-class supply chain. Robust and wide-ranging supply chain with unmatched buying power
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Supply chain Segment Income increased $9.0 million, or 14.7%, in the third quarter of 2025, primarily due to the $10.0 million increase in supply chain gross margin discussed above. Supply chain Segment Income increased $26.5 million, or 13.9%, in the three fiscal quarters of 2025, primarily due to the $21.4 million increase in supply chain gross margin discussed above.
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Arends brings more than 25 years of end-to-end supply chain leadership in consumer-packaged goods. He joins Hershey from UTZ Brands, where he served as Executive Vice President, Principal Operating Officer, and Chief Integrated Supply Chain Officer, with full operational accountability for a $1.5 billion business spanning supply chain, R&D, transformation and direct store delivery (DSD) operations. Prior to UTZ, Arends served as Chief Supply Chain Officer of North America at Kraft Heinz, responsible for a $22 billion supply chain across manufacturing, logistics, planning, and procurement.
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due to supply chain shortages. The factory recovered in May, and we have now stabilized at eight per month enabled by continued supply chain and factory recovery.
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Supply chain gross margin increased $7.0 million, or 9.0%, in the first quarter of 2026. As a percentage of supply chain revenues, supply chain gross margin increased 0.6 percentage points in the first quarter of 2026. These changes in gross margin as a percentage of revenues are discussed in additional detail below.
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our ability to engage additional supply chain partners to support future growth and to leverage a diversified and resilient supply chain to reduce exposure to trade- and tariff-related risks;
Read in the filing ↗ Also in 10-Q of Aug 5, 2026, 10-Q of Nov 3, 2026
• supply chain risks, including our dependence on a limited number of qualified suppliers, the availability and cost of materials and components for our products, and disruptions to our supply chain;
Read in the filing ↗ Also in 10-Q of Jan 30, 2026, 10-Q of May 1, 2026, 10-Q of May 12, 2025
• Modern Supply Chain and Productivity: A faster, smarter and more resilient supply chain powered by automation, technology, and AI-enabled decision making, delivering sustained productivity gains that help fuel reinvestment.
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Logistics real estate demand is driven by the essential role supply chains play in the global economy and heightened by several long-term structural factors. These include: (i) customers repositioning their supply chains to meet rising e-commerce penetration and service expectations; (ii) growth in global consumption; (iii) an increased focus on supply chain efficiency and resiliency; and (iv) the
Read in the filing ↗ Also in 10-Q of Apr 30, 2026
Gross margin was up 350 basis points to 35.2 percent of net sales, driven by favorable net price realization and mix, HMM cost savings, and favorable mark-to-market effects, partially offset by input cost inflation, higher other supply chain • costs, and supply chain deleverage. Adjusted gross margin was up 120 basis points to 35.2 percent of net sales, driven by favorable net price realization and mix and HMM cost savings, partially offset by input cost inflation, higher other supply chain costs, and supply chain deleverage.
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Gross margin was up 230 basis points to 34.9 percent of net sales, driven by HMM cost savings, favorable mark-to-market effects, and favorable net price realization and mix, partially offset by input cost inflation, higher other supply • chain costs, and supply chain deleverage. Adjusted gross margin was up 60 basis points to 34.8 percent of net sales, driven by HMM cost savings and favorable net price realization and mix, partially offset by input cost inflation, higher other supply chain costs, and supply chain deleverage.
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Gross margin was up 260 basis points to 34.6 percent of net sales, driven primarily by favorable net price realization and mix, HMM cost savings, and favorable mark-to-market effects, partially offset by input cost inflation, • higher other supply chain costs, and supply chain deleverage. Adjusted gross margin was up 90 basis points to 34.8 percent of net sales, driven by favorable net price realization and mix and HMM cost savings, partially offset by input cost inflation, higher other supply chain costs, and supply chain deleverage.
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significantly, disrupt supply chain operations and could affect trends in our operating results. We continuously monitor the broader impacts of these circumstances on our business, our supply chain and our results of operations.
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Gross margin was up 100 basis points to 33.5 percent of net sales, driven by Holistic Margin Management (HMM) cost savings, favorable net price realization and mix, and favorable mark-to-market effects, partially offset by higher other • supply chain costs, input cost inflation, and supply chain deleverage. Adjusted gross margin was up 20 basis points to 34.0 percent of net sales, driven primarily by HMM cost savings and favorable net price realization and mix, partially offset by higher other supply chain costs, input cost inflation, and supply chain deleverage.
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Supply chain Segment Adjusted Income from Operations increased $1.9 million, or 3.0%, in the first quarter of 2026, primarily due to the $7.0 million increase in supply chain gross margin discussed above.
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Payables to suppliers who elected to participate in supply chain financing programs decreased by $0.8 billion and $0.2 billion during the nine months ended September 30, 2025 and 2024. Supply chain financing is not material to our overall liquidity.
Read in the filing ↗ Also in 10-Q of Apr 22, 2026
Supply chain Segment Adjusted Income from Operations increased $11.7 million, or 18.1%, in the second quarter of 2026, and increased $13.6 million, or 10.6%, in the two fiscal quarters of 2026, primarily due to the $7.0 million increase in supply chain gross margin in the second quarter of 2026 and the $14.1 million increase in supply chain gross margin in the two fiscal quarters of 2026, each as discussed above.
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Supply chain Segment Adjusted Income from Operations increased $11.9 million, or 19.6%, in the third quarter of 2026, and increased $25.5 million, or 13.5%, in the three fiscal quarters of 2026, primarily due to the $12.0 million increase in supply chain gross margin in the third quarter of 2026 and the $26.0 million increase in supply chain gross margin in the three fiscal quarters of 2026, each as discussed above.
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Amounts outstanding related to supply chain financing programs are included in Accounts payable in the Condensed Consolidated Balance Sheets. Accounts payable related to supply chain financing programs were $ 455 million and $ 521 million as of September 26, 2026 and December 31, 2025, respectively.
Read in the filing ↗ Also in 10-Q of Aug 5, 2026
• labor shortages, increases in unemployment rates, and supply chain constraints;
Read in the filing ↗ Also in 10-Q of Aug 4, 2026
• its sourcing, manufacturing and supply chain, including inventory optimization; and
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Our products are incorporated into complex devices and systems, which creates supply chain cross-dependencies. Due to cross dependencies, supply chain disruptions have in the past and may in the future negatively impact the demand for our products. We have a limited ability to predict the timing of a supply chain correction. As we have a broad product portfolio and …
Read in the filing ↗ Also in 10-Q of Dec 3, 2025, 10-Q of May 28, 2026, 10-Q of Aug 28, 2026
Supply chain gross margin increased $7.0 million, or 8.7%, in the second quarter of 2026, and increased $14.1 million, or 8.9%, in the two fiscal quarters of 2026. As a percentage of supply chain revenues, supply chain gross margin increased 0.2 and 0.4 percentage points in the second quarter and two fiscal quarters of 2026, respectively. These changes in gross margin as a percentage of revenues are discussed in additional detail below.
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Supply chain gross margin increased $12.0 million, or 15.1%, in the third quarter of 2026, and increased $26.0 million, or 10.9%, in the three fiscal quarters of 2026. As a percentage of supply chain revenues, supply chain gross margin increased 0.9 and 0.5 percentage points in the third quarter and three fiscal quarters of 2026, respectively. These changes in gross margin as a percentage of revenues are discussed in additional detail below.
Read in the filing ↗ Also in 10-Q of Oct 14, 2025
chain deleverage. Adjusted gross margin was up 180 basis points to 35.0 percent of net sales, driven primarily by HMM cost savings and favorable net price realization and mix, partially offset by input cost inflation, higher other supply chain costs, and supply chain deleverage.
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Amounts outstanding related to the supply chain financing programs are included in Accounts payable in the Condensed Combined Balance Sheets. Accounts payable related to supply chain financing programs included approximately $474 million and $521 million as of March 28, 2026, and December 31, 2025, respectively.
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Supply Chain. As noted above, previously disclosed supply chain constraints impacted our first quarter shipments and revenue as expected; at the same time, we are seeing meaningful improvement in these constraints and our ability to ramp production as reflected in an approximately 200% sequential increase in our 800G revenue in the first quarter. The • shortages of certain components from external suppliers are still affecting us. We expect increased revenue from further significant supply chain improvement throughout fiscal 2024. 800G supply constraints are expected to ease and our qualification and NPI ramp to proceed with full resolution of supply chain constraints by the end of fiscal 2024 based on our current view of future 800G demand.
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Supply chain disruptions may adversely affect WhiteFiber’s new project development.
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Last month, Roger Johnson was appointed Chief Transformation and Supply Chain Officer. Johnson joined KDP in 2016 and has held several leadership positions across the supply chain and R&D organizations, including as Chief Product Officer for the Keurig brand and most recently as Chief Supply Chain Officer. Key transformation objectives that Johnson is overseeing include establishing optimal operating models, executing a seamless integration, driving cost synergy capture and offsets to any separation-related dis-synergies, and setting up for a successful separation.
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• other macroeconomic events impacting inflation, interest rates, supply chain, and capital markets;
Read in the filing ↗ Also in 10-Q of Oct 23, 2025, 10-Q of Apr 23, 2026, 10-Q of Jul 23, 2026, 10-Q of Oct 22, 2026
• Wilfredo Ramos, EVP and Chief International, Healthcare and Supply Chain Solutions Officer
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distribution network initiatives, global supply chain disruptions, labor shortages, and logistics constraints;
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• difficulties or delays in product ramps, manufacturing or other supply chain disruptions;
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production and delivery schedules. These supply chain challenges may result in significant interruptions of our manufacturing operations, delays in our ability to deliver or install products or services, increased costs, customer order cancellations or reduced demand for our products. Factors that may lead to supply chain challenges include:
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• Dependence on a limited number of contract manufacturers and suppliers of critical materials, including components, within our supply chain, and potential failure to adjust such manufacturing and supply chain to meet customer demand, may adversely affect our ability to bring products to market and our results of operations.
Read in the filing ↗ Also in 10-Q of Jun 9, 2026, 10-Q of Sep 10, 2026
Supply Chain We and our suppliers are experiencing inflationary pressures, as well as supply chain disruptions as a result of global supply chain constraints and labor instability. Our supply chain is also being impacted by the tariffs and export restrictions discussed above. Certain of our suppliers are also experiencing financial difficulties. We continue to monitor the health and stability of the supply chain. These factors have reduced overall productivity and adversely impacted our financial position, results of operations and cash flows. During 2024, we recorded a reach-forward loss of $1,770 million on the T-7A Red Hawk program that was primarily driven by projected increases in supplier cost estimates. In addition, we recorded losses on the KC-46A Tanker and Commercial Crew programs during 2024 that were partially attributable to higher supplier costs. We recorded a reach-forward loss on the 777X program during 2025 that was partially attributable to higher estimated supplier costs.
Read in the filing ↗ Also in 10-Q of Jul 28, 2026, 10-Q of Oct 29, 2025
Logistics supply chains remain vital to both our customers and the global economy. Long-term trends, including the growth of e-commerce and modernization of supply chains, continue to drive demand for additional space to enhance resiliency and distribution capabilities. This demand has led to strong rent growth and historically low vacancy rates in recent years. We believe this demand is driven by three primary factors: (i) our customers repositioning their supply chains to meet rising e-commerce and service expectations; (ii) growth in consumption; and (iii) a growing focus on supply chain efficiency. We believe these factors will sustain demand and low vacancy rates over the long term. In the near term, despite economic uncertainty stemming from trade tensions and shifting policies,
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• our ability to comply with increasing governmental regulations regarding the pharmaceutical supply chain;
Read in the filing ↗ Also in 10-Q of Feb 4, 2026, 8-K of Feb 10, 2026, 10-Q of May 6, 2026, 10-Q of Aug 5, 2026
• disruption in our supply chains, shipping logistics, component availability and related procurement costs;
Read in the filing ↗ Also in 10-Q of Dec 10, 2025, 10-Q of Jun 5, 2026, 10-Q of Sep 4, 2026
• dependence on a limited number of suppliers or disruptions in our supply chain;
Read in the filing ↗ Also in 10-Q of Jan 30, 2026, 10-Q of May 1, 2026
• labor shortages and supply chain constraints, as well as the impact of inflation;
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We have experienced, and continue to experience, supply chain challenges, including supplier shortages and performance issues. Although on‑time deliveries have generally been steady, pressures remain in certain areas, and we are proactively working with our suppliers to meet our contract commitments. In addition, macroeconomic conditions including elevated levels of inflation present risks for us, our suppliers and the stability of the broader defense industrial base. Supply chain challenges, including both the availability and cost of goods, may be further impacted due to the imposition of tariffs and the availability of raw materials including rare earth minerals. We continue to work to mitigate challenges caused by the supply chain or current macroeconomic environment on our business, including by deploying resources to work with our supply chain, securing materials and support by executing long-term contracts, enforcing existing contract terms, identifying alternative sources, collaborating with our customers to address industry-wide challenges, and optimizing our supply chain organization through digital transformation and workforce development. If we experience significant supply chain issues or high rates of inflation, and are unable to successfully mitigate the impact, our future profits, margins and cash flows, particularly for existing fixed-price contracts, may be adversely affected. We remain
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Trade restrictions, tariffs, and customs changes could disrupt our supply chain and compress margins.
Read in the filing ↗ Also in 10-Q of Sep 3, 2026
• Supply chain constraints and inventory imbalances could adversely affect our revenue and gross margins;
Read in the filing ↗ Also in 10-Q of Nov 4, 2026
• order delays or cancellations arising out of supply chain disruptions or manufacturing capacity constraints;
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management. Under our supply chain organization, our manufacturing, warehouse, and distribution activities are substantially
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• global geopolitical conflicts, instability, and uncertainty, including the resulting impact on our supply chain;
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• Significant supply chain or logistics disruptions, including cost or availability of materials or components;
Read in the filing ↗ Also in 10-Q of Jul 22, 2026, 10-Q of Oct 28, 2026
The entire apparel industry, including our company, could face supply chain challenges as a result of the impacts of global public health crises, political instability, inflationary pressures, macroeconomic conditions, and other factors, including reduced freight availability and increased costs, port disruption, manufacturing facility closures, and related labor shortages and other supply chain disruptions.
Read in the filing ↗ Also in 10-Q of Dec 11, 2025, 10-Q of Jun 4, 2026, 10-Q of Sep 3, 2026
Our Supply Chain Is Best In Class Most recent Forisk Silviculture Survey for each region.
Read in the filing ↗ Also in 8-K of Dec 18, 2025