Elsbury Food Company
Monitoring — no action neededFood Manufacturing · Modesto, CA
May 28 – Aug 13, 2026
last 12 weeks of telemetry
Elsbury Food Company is 38 points below its escalation threshold — operational friction is the strongest theme at 35 against a threshold of 73. Nothing is currently escalated. No board direction is outstanding.
35
Highest signal
of 73 threshold
0
Open escalations
nothing open
80%
Participation
coverage sufficient
0
Board actions
none assigned
What needs attention
2 active themesOperational Friction
27 independent participants · 9 functions
Reported by 27 independent participants across 9 functions, persistent for 7 weeks and easing.
Resource & Capacity
21 independent participants · 9 functions
Reported by 21 independent participants across 9 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
Elsbury Food Company 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 July 2020 · Modesto, CA
Company contextHide company context
- Employees
- 1,180
- Signal seats
- 95
- 8% enrolled
- Revenue
- $296M
- EBITDA margin
- 13–16%
Investment thesis
Private-label and co-manufacturing scale with contracted volume from three national retailers.
Known exposures
- ·Retailer concentration above 55% of volume
- ·Line-changeover downtime above benchmark at the older plant
Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.
Beacon detects. Bearing interprets. You decide.