Tannerly Protein Group

Talent stability on the Tannerly Exit Readiness Monitor stands at 68 across seven of nine functions — the widest corroboration on this programme. Second-shift supervisor turnover is above 40%. The exit case rests on demonstrating two consecutive clean food-safety audit years, and buyer diligence is expected to scrutinise a 2024 recall.

What Signal knows with confidence: the instability is real and it is broad. Manufacturing, Operations, Quality, Supply Chain, HR, Finance and Legal are all reporting it. Operational friction at 59 is rising behind it across five functions.

What Signal does not know: whether the supervisor churn has yet affected audit outcomes. Signal reads organizational condition, not compliance records. It can say that the layer responsible for shift-level food-safety discipline is the layer turning over fastest; it cannot say that any specific control has lapsed.

The materiality is entirely about sequence. Two clean years is a claim made to a buyer about a period that has already begun. Supervision gaps do not show up in an audit immediately — they show up in the audit after the one in which they started. A recall already sits in the diligence file, and a second finding during the marketing window would not be a discount, it would be a different process.

Bearing is issuing this eight quarters before the intended exit, which is the last point at which two clean years is still arithmetically available.