A discovery brief from Enmovil

Walmart's chargeback fires before the FDA deadline does.

The sensors are deployed. The spine isn't.

$200M in plant robotics and AI flock monitoring across 2,800+ houses. Signal infrastructure exists. Missing: the traceability spine that stitches events into one case record. An 18-to-24-month build eats most of the 30-month FDA extension. The retailer scorecard isn't waiting for July 2028.

FDA extended FSMA 204 to July 20, 2028. Walmart 98/95/3%, Target 5% COGS, Kroger $500/order chargebacks are live today. Poultry sits on the Food Traceability List.

Flock to case · the stitch under FSMA 204

What we've read.

Sensors deployed. The stitch into one case record is the question.

2,800+ houses AI flock system · 2025 flock ID, environment, health Plant events $200M robotics + QC vision sensors, 2023 to 2025 ? data spine FSMA-ready case record Critical Tracking Events + Key Data Elements required live by July 2028
Flock 2,800+ houses on AI flock system. ID, environment, health.
Plant $200M+ in robotics and vision QC, 2023 to 2025.
The spine Stitches flock ID, plant events, carrier scans, retailer POs into one record.
Record FSMA 204: complete CTE chain per case by July 2028.
The buildout window

The gap.

Production data exists. The traceability record that ships with every case doesn't.

Hypothesis: Perdue has more traceability infrastructure deployed than most food manufacturers will have by 2028. A Walmart or Target chargeback could land tomorrow on a record gap no one has closed. The problem isn't sensors. It isn't SAP. It's the spine that stitches flock ID, plant event, carrier scan, retailer PO into one immutable case record. The window is shorter than the extension implies.
EDP (IT Supply Chain)

% of Perdue poultry cases shipped with a complete FSMA 204 traceability record (all CTEs, all KDEs) reconstructable on demand. Measured per plant, per retailer, per week.

Numerator: cases with complete CTE + KDE chain.
Denominator: cases shipped that week.

Below 100% by July 2028: compliance event. Below 90% by 2027: retailer-scorecard event this fiscal.

$200M+
Plant automation + robotics investment 2023-2025.
2,800
Poultry houses live on the AI flock system (2025).
Jul '28
FSMA 204 Final Rule compliance deadline (30-month FDA extension from Jan 2026).
3 / 5
Walmart chargeback (% invoice) / Target (% of COGS). Kroger adds $500/order.

A hypothesis, not a characterization. We'd love to test it against your measured state.

Three factors that make this acute now

Why now.

The 2.5-year window closes faster than it sounds.

01

The chargeback arrives before the regulator

Walmart, Target, and Kroger scorecard traceability today, not July 2028. A missing CTE triggers a chargeback this week.

Walmart 98 IF / 95 OT · 3% chargeback · Target 5% COGS · Kroger $500/order ORAD.

02

The extension consumed itself

FDA gave 30 months. A production-grade spine takes 18 to 24 to build, test, certify across a multi-plant network. That leaves 6 to 12 months of buffer if the project starts now.

FDA FSMA 204 Final Rule · extended deadline July 20, 2028 (March 2025 announcement).

03

The sensor estate raises the stakes

$200M in plant robotics and AI flock at 2,800+ houses puts signal ahead of spine. Every week without the spine is stranded data from an expensive asset.

Perdue plant automation 2023 to 2025 · AI flock system deployment 2025.

Chargeback risk live today. Compliance clock running. Sensors already paid for.

Where fit could live

The leverage.

Plant floor is running. The spine is where we'd love to test fit.

Outside-in read

Event stream captured. Whether it funnels into one shipment record, untested from here.

What "scaled" would look like

  • Every case carries flock ID, plant events, carrier scans, retailer PO, recall-contained lot.
  • Every CTE captured at source, stitched into one immutable record.
  • One spine across Perdue, Niman Ranch, Coleman Natural, AgriBusiness.

The replication surface

One plant, top-3 NA retailers.

Density today. Template for the full network tomorrow.

Perdue processing plant
Fresh poultry · AI flock signals
Walmart
98 IF / 95 OT · 3% CB · weekly scorecard
Target
OTFR · 5% COGS chargeback
Kroger
ORAD · $500/order
If it works on one plant, it's the template for the full Perdue network plus the Niman and Coleman onshoring expansion.
One platform, every decision layer

What Enmovil is.

The intelligence layer above SAP, not in place of it.

PREDICT

Available for expansion

  • Forecast & Demand Intelligence
  • Inventory Planning & Optimisation
  • Scenario Modelling · S&OP
  • Warehouse & Node Operations

PLAN

Available for expansion

  • Dispatch & Route Optimisation
  • 3D Load Building
  • Network & Capacity Planning
  • Carrier Allocation

EXECUTE

Best-fit wedge for this conversation

  • Multimodal Orchestration (OTR · Rail · Ocean · Air)
  • Control Tower & Resilience
  • Smart RFQ / Bidding
  • ePOD & Freight Settlement · Traceability Record Spine
CADDIE AI: cross-suite intelligence across Predict, Plan, Execute. Conversational. Agentic. Sits above SAP S/4HANA. Reclaims the IT and planner hours that linear platform growth consumes.
25+ Fortune 100 customers · 150+ team · 10+ years · ISO 27001 · SOC 2 Type II · SAP-ready · AI-native
Proof-by-geometry

How we've helped a peer.

An FMCG Food & Beverage operator. Plant to DC to customer. Ambient, chilled, cold. Sensors on climate-controlled trucks.

Before

Phone + spreadsheet tracking

  • Paper POD. Reactive customer communication.
  • On-The-Road deficiency alerts arrived the next morning.
  • Fragmented query handling across regions and brands.

After

100% shipment visibility

  • Automated milestone notifications, digital POD, per-case event spine.
  • Real-time On-The-Road deficiency alerts.
  • Single Command Hub. One KPI view.

100%

Shipment visibility (plant → DC → customer).

70 to 90%

Digital POD closure rate.

80 to 90%

Faster OTR deficiency alerting.

100%

Automated customer notifications.

Different category, different scale. Geometry translates. Percentages to be validated together.
The stack view

CADDIE AI above SAP, not in place of it.

Cross-suite intelligence your IT and ops leads actually query.

CADDIE AI · conversational · agentic · cross-suite
Predict
Plan
Execute
SAP S/4HANA · system of record · AI flock sensors · plant-floor event stream · retailer EDI
Plant · DC · Carrier · Retailer signals, real-time, immutable
No rip and replace. Existing stack stays. CADDIE queries across pillars in your language: "show me every case shipped to Walmart this week missing one CTE, and the data owner on each gap."
For a longer conversation

Questions we'd love to explore together.

What we'd want to understand with more time.

The chargeback exposure

  • When a Walmart or Target chargeback lands today citing a traceability gap, where does IT SC trace it, and how often can you close the record retroactively?
  • Is annualized chargeback exposure attributed to CTE gaps a known number, or still buried in disputed invoices?

The sensor estate vs. the spine

  • Of the $200M+ in plant robotics and QC sensors, what share of event data lands in a store IT SC can query at case level (not batch)?
  • Does flock ID travel with the bird through processing and onto the outbound case, or does the chain break at the plant gate?

Stack & scope

  • Is FSMA 204 scoped as a July 2028 compliance project, or as a data-architecture investment that pays off on the 2026 scorecard?
  • Are Niman Ranch and Coleman Natural in scope for the same buildout, or is the spine being designed for Perdue-branded first?
  • What is the IT bench sized for right now: platform steady-state, or platform plus spine build in parallel?

The forward view

  • If one plant were live on a unified spine by Q3 2026 (flock to shelf, full CTE chain, queryable on demand), which retailer relationship benefits first, and by how much?
Who's building this

Enmovil · the technology thought partner for autonomous supply chains.

One AI-native platform. Demand sensing, inventory, dispatch, execution, freight settlement, sustainability reporting. All on one intelligence layer that sits above the systems you already own.

Under orchestration
~100K
Trucks per day across the customer base
Daily ETA accuracy
99%
Road, rail, ocean, air
Forecast accuracy
97%
Demand sensing on deployed customers
Logistics cost savings
8 to 15%
Measured across deployments
Integration
3 to 4wks
On existing SAP, Oracle, TMS, WMS. No migration.
Deployed at
Dispatch Planning
Multimodal Logistics
Multimodal Orchestration
Dispatch Planning
Fleet Management
Logistics Orchestration
Logistics Resilience
Inventory Management
Freight Settlement
Dispatch Planning
Transport Management
Export Planning
Runs under GDPR and SOC 2. Data ingestion via API, EDI, or bulk upload. Enterprise SSO. Deploys over existing SAP ECC 6.0 and above.
The ask

If this hypothesis is even half-right, the chargeback exposure is live today, not July 2028. The working session is to find out.

60 to 90 minutes. Working session, not a demo.

01

Map the current gap

We walk your plant-floor event chain with you, flock ID to outbound case, and mark where the CTE chain breaks today. You leave with a gap map, not a vendor overview.

02

Quantify the chargeback exposure

We size retailer chargeback exposure attributable to traceability gaps against your Walmart, Target, Kroger volumes. If it's small, we say so. If not, you should know before Q3.

03

Name the first plant

A one-page fit hypothesis. Which plant, which retailer lane, what "fit" looks like, what the build timeline looks like against your $200M sensor estate. Yours to take back to the team.

Three questions we'd want to ask before the session

Where does the CTE chain most reliably break today?

How much Walmart / Target / Kroger chargeback volume can you attribute to traceability gaps?

Who needs to be in the room for the session to be worth your time?

CONFIDENTIAL · Enmovil × Perdue Foods IT Supply Chain discovery. Prepared for the American Supply Chain Summit 2026, Dallas. Third-party trademarks belong to their respective owners. Not affiliated with or endorsed by Perdue Foods.