Dunsmere Foodservice Distribution
Monitoring — no action neededDistribution · Sacramento, CA
May 28 – Aug 13, 2026
last 12 weeks of telemetry
Dunsmere Foodservice Distribution is 42 points below its escalation threshold — market & external pressure is the strongest theme at 33 against a threshold of 75. Nothing is currently escalated, though 1 theme is still climbing. No board direction is outstanding.
33
Highest signal
of 75 threshold
0
Open escalations
nothing open
79%
Participation
coverage sufficient
0
Board actions
none assigned
What needs attention
2 active themesMarket & External Pressure
26 independent participants · 9 functions
Reported by 26 independent participants across 9 functions, persistent for 8 weeks and rising.
Execution Bandwidth
22 independent participants · 8 functions
Reported by 22 independent participants across 8 functions, persistent for 6 weeks.
Organizational radar
all 8 themes scored0
Escalated
0
Developing
8
Quiet
View all eight themesHide view all eight themes
Organizational radar
Dunsmere Foodservice Distribution across the eight themes
Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.
Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.
Board response
No board direction outstanding, and nothing open that needs one.
mature holding · held since June 2019 · Sacramento, CA
Company contextHide company context
- Employees
- 1,050
- Signal seats
- 99
- 9% enrolled
- Revenue
- $488M
- EBITDA margin
- 6–9%
Investment thesis
Independent foodservice distributor competing on service density; thin margins offset by low capital intensity.
Known exposures
- ·Customer mix weighted to independent restaurants
- ·Fleet replacement cycle deferred two years
Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.
Beacon detects. Bearing interprets. You decide.