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Why Cargo Predictability, Not Value, Drives Cargo Theft

By Luis Villatoro - Overhaul
Director of Intelligence and Security LATAM

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Luis Villatorio By Luis Villatorio | Director of Intelligence and Security LATAM - Fri, 07/24/2026 - 06:30

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In cargo security, attention follows valuation. While expensive loads such as electronics, auto parts, pharmaceuticals, and premium spirits are given priority in terms of escorts, monitoring, and executive concern, everything else is largely left to fend for itself. This hierarchy is considered logical, and it is precisely why the sector is surrendering freight that it was fully capable of protecting. The entire security culture has been organized around the value of the goods, when the actual determining factor in whether a load is taken is the predictability of its journey. Personal-care shipments expose this error particularly clearly, yet receive little of the attention they warrant.

The figure itself seems to be set up to be overlooked: theft of personal care products accounts for just 2% of all cargo theft. To a risk manager assessing threats, such a modest share suggests that it is not worth paying attention to, and that the losses are the work of thieves seizing items within reach. This judgement is both mistaken and costly. This segment deserves attention not because of its size, but because of its consistency. Across 16 months, from January 2025 to May 2026, the ratio remained unchanged. A ratio that remains so consistent it is not statistical noise; it suggests that someone has found this cargo reliable enough to keep stealing it.

The manner in which these thefts occur leaves little doubt as to the intent behind them. There is nothing improvised about the pattern; it is systematic. More than half of all incidents (53%) occur in just three states. Two federal highways account for 22% of the total, and nearly half (43%) occur within a single six-hour window between midnight and dawn, with two days Tuesday and Thursday, carrying 23% each. When a phenomenon is concentrated this tightly across geography and time, it ceases to be misfortune and becomes a business model with a timetable. Precision of this order is not the result of chance encounters, but of surveillance, planning, and repetition. Those responsible know where the units will be, when they will pass, and how little resistance they are likely to encounter.

The value-based mindset covers up a simple fact: shipments are not stolen only for their value, but because they are easily accessible and their movements are easily traceable. Personal-care freight satisfies both of these conditions. It is transported in large quantities along the busiest industrial corridors, seldom rising to the level of a priority for accompaniment or monitoring, and it follows the same rhythm week after week. The target is not value, but predictability and unlike value, predictability falls squarely within the industry's power to change.

A second blind spot emerges from the same flawed logic: On the rare occasions when cargo theft does receive attention, the image evoked is that of a roadside ambush: a vehicle being seized mid-route. However, this is only half accurate. While it is true that 51% of these thefts occur while the vehicle is in transit, 38% occur while it is stationary at a rest stop, in a yard, or during an operational pause. This is not a negligible figure, with close to 4 in every 10 losses occurring while the vehicle is stationary, often under the false assurance that it is off the road. A program that fortifies moving trucks while neglecting stationary vehicles leaves a vulnerability open to exploitation by criminals. The parked unit is not a pause in the risk, but a phase of it.

None of this is hidden; the patterns are visible, measurable, and recurrent. This makes the sector's passivity toward low-value freight even more difficult to justify. The information is available; what is often lacking is the resolve to act on it when merchandise becomes unimportant. This is a lack of commitment, not a lack of information. A security operation's maturity is not proven by guarding high-value loads, which everyone already does, but by protecting freight that no one deems worth the effort, for that is precisely where the criminal economy accumulates, shipment by predictable shipment.

The question that every consumer goods operator ought to be asking is not, "What is this load worth?" They should ask how predictable the route is, and who else can observe it? This change in perspective immediately alters the economics.  

Rather than being a burden to be absorbed, a threat concentrated in three states, on two highways, on two weekdays, and within a narrow timeframe is a problem to be designed out of existence. This can be achieved through routes built on real incidence rather than routine, operating windows that avoid the most dangerous hours, hardened protocols for the parked unit, and sustained visibility across the corridors that the data has already mapped. None of this requires anything extraordinary; it simply requires the intelligence already present in the numbers to inform how the operation functions.

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