In our latest Foyston for Thought thought leadership, Andrew Aucoin, Co-Portfolio Manager of our International Equity strategy, discusses the aggressive carbon emission reduction targets being set by companies in the beverage sector, and the significant impacts that achieving these targets will have across every sector in the economy. Using Heineken as an example, given their ambitious target to be net zero across the full value chain (Scopes 1, 2, and 3) by 2040, Andrew details the challenges, benefits, and ongoing analysis required to assess their success in reaching their goals, and the resulting effects on profitability and company valuation.
You can view the thought leadership in the image below.