The Stockout: Recent Episodes
FreightWaves
FreightWaves’ The Stockout podcast focuses on CPG companies and their supply chains. Consumer packaged goods, or CPG, are the products we buy over and over again like food, beverages, cosmetics, cleaning supplies and other household products. The Stockout podcast explores the issues and complexities of the freight-intensive CPG industry while leveraging data from the FreightWaves SONAR data platform.
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss Kroger’s divestiture, the Smucker/Hostess deal, and interview Flowspace co-founder and CEO Ben Eachus. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves’ Mike Baudendistel discusses takeaways from the Instacart prospectus for CPG companies and interviews Joe Oliaro, Chief Real Estate Officer at Wagner Logistics. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves’ Mike Baudendistel discusses last week’s retail earnings and interviews Guillermo Garcia, Co-Founder and CEO of SmartHop, a fleet management software company. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves’ Mike Baudendistel interviews Jeff Leppert, SVP of Capacity Solutions at Redwood Logistics. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves’ Mike Baudendistel interviews Manish Ghosh, VP of Strategy and Consumer Industries at Blue Yonder. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves’ Mike Baudendistel interviews Dave Giblin, VP of Transportation at ODW Logistics. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves’ Mike Baudendistel interviews Phil Schmidbauer, Senior Director, Analytics and Solutions at ODW Logistics. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
FreightWaves’ Mike Baudendistel interviews Priyesh Ranjan (CEO) and Ramesh Chikkala (Strategic Advisor) of Vorto, an AI-based platform that automates shippers’ and carriers’ supply chains.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses last week’s announcement that Tyson will cut corporate staffing levels and Unilever’s muted elasticities. In addition, he provides an update on the freight market, which continues to be a shipper’s market.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses CPG earnings reports and what those say about the major CPG trends, including margin recovery, elasticities, supply chain resilience, promotion activity and sales volume by geography. He also gives a freight market update.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel previews the upcoming earnings season, discusses which commodities are bucking the trend by gravitating upward, highlights macro data showing cautious consumers, and provides a freight market update.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses ConAgra’s results and how those reflect trends he is seeing across the broader CPG industry. In addition, he discusses Walmart’s supply chain initiatives, labor issues at the west coast ports and SONAR data.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses recent CPG news including potential regulatory action on food dyes, regulatory investigations to preserve competition among retailers, and sugar reduction startups. In addition, he provides an update on the freight markets.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel interviews Kelly Thompson, SVP Head of North America for DouxMatok, a global food-tech company. DouxMatok’s Incredo Sugar product is a sugar reduction system that reduces sugar by 30%-50% without compromising on taste or texture.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel interviews Bryan Vitek and Jennifer Reano of General Logistics Systems (GLS), a regional parcel carrier that delivers superior customer service in the western states. GLS also discusses the logistics of moving wine.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses retailers’ push to make transactions seamless and what that means for CPGs. In addition, he reviews FreightWaves recent articles on Kraft Heinz and Mondelez. Finally, we discuss the freight markets and the rail industry.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses what Walmart’s results mean for the CPG industry. In addition, reviews last week’s CPG day at FreightWaves Global Supply Chain Week and the investigation into the derailment in East Palestine, Ohio.
Follow The Stockout Podcast
Other FreightWaves Shows
Consumers have had to contend with steeply rising retail prices two years in a row? With commodity prices off their highs and retailers resisting further price increases, FreightWaves’ Mike Baudendistel discusses where we go from here.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel provides an update on the Kroger-Albertsons merger, CPG earnings and the freight markets.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses the pushback that CPGs are facing from retailers on prices. In addition, he talks about Tyson and Clorox’s results, their respective supply chain initiatives, and the continued looseness in the freight markets.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel interviews Ben Richey, a senior logistics executive at Black Rifle Coffee to discuss the unique supply chain challenges faced by the fast-growing direct-to-consumer brand.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses how three startups are taking different innovative approaches to reducing sugar in CPG products without any taste compromise. In addition, he walks through current SONAR datasets that show shippers with negotiating power over freight carriers.
Follow The Stockout Podcast
Other FreightWaves Shows
FreightWaves’ Mike Baudendistel discusses Constellations Brands’ controversial quarter and recent highlights in the freight markets.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses the outlook for the consumer packaged goods (CPG) industry in 2023.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses topics relevant to consumer packaged goods (CPG) companies including updates on consumer data, the pending Kroger-Albertsons deal, and Costco. In addition, he discusses the 2023 freight market outlook report just published by FreightWaves Research.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses Kroger’s results last week. In addition, he explains why grocery prices haven’t yet reacted to the decline in agriculture commodity prices. Plus, he runs through a few SONAR charts that highlight the loose dry van and reefer markets and an intermodal market that is lacking a fall peak season.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses new FDA rules that are likely to add cost and complexity to food supply chains. In addition, he discusses macro highlights and freight data relevant to CPG companies and provides an update on the possible rail strike. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses the J.M Smucker Company’s results following their earnings release Monday. In addition, he discusses last week’s retail results. Plus, he provides an update on the potential for a rail strike following ratification votes from the largest rail unions. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses last week’s inflation data and what that says about CPG sales. In addition, he discusses the latest on the Kroger/Albertsons merger and what to expect from the major retailers that are reporting this week. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses consumer data and CPG supply chain trends. He also gives an update on rail labor issues and the rail intermodal sector. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Mike Baudendistel discusses last week’s earnings reports from CPG companies and freight carriers. He also discusses the latest trends in warehousing with Kevin Williamson, CEO of RJW Logistics Group who describes why the market for warehousing space is likely past its peak. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Following last week’s announcement that Kroger will be acquiring Albertsons, Mike Baudendistel discusses what that means for the CPG industry including customer concentration, private label risk and changes to the consumer data landscape. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel interviews Chris Moe, co-founder of Cartograph, a company that helps brands grow on Amazon and Instacart. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses numerous proposed and newly-enacted health regulations that CPG companies may need to comply with. He also highlights why butter prices are surging and provides an update on the freight markets. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel goes through CPG news including developments with Beyond Meat, General Mills, and Costco. He also highlights industry data that show we may be in for a muted fall peak season for freight. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel is joined by Kevin Williamson, CEO of RJW Logistics Group to discuss how CPG companies can improve their middle-mile efficiency and improve their on-time and in-full percentages. Plus, Mike discusses why there is an industrial CO2 shortage and how that is impacting food and beverage manufacturers in the US and Europe. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow Taking The Hire Road on Apple Podcasts
Follow Taking The Hire Road on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses how recent changes in consumer spending has led to inventory bloat that is now impacting a wider range of companies — not only those that sell discretionary merchandise. Plus, Mike gives a rundown on many issues impacting freight shippers including railroad regulations and falling truckload rates. This episode of The Stockout is brought to you by RJW Logistics Group.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses the latest inflation data, the Inflation Reduction Act, corporate earnings and what they mean for the consumer packaged goods (CPG) industry. In addition, Baudendistel gives a freight industry update using data from FreightWaves SONAR. Thank you to RJW Logistics Group for sponsoring this show — please visit RJW at rjwgroup.com.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses Tyson’s uncharacteristically challenged second quarter. Meanwhile, Treehouse Foods posted strong results in a backdrop that seems tailor made for private label brands. Plus, Baudendistel discusses the CPG industry with data analytics company The Smart Cube. Episode is sponsored by RJW Logistics Group — visit them at rjwgroup.com.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Last week, Kellogg announced it will be split in three and Mondelez announced its acquisition of Clif Bar. In this episode of The Stockout, Mike Baudendistel gives his thoughts on those deals and other issues hitting CPG companies including rail congestion.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Commodity prices, BLS data and Smucker’s results all point to food price inflation getting worse before it gets better. In this episode of The Stockout, Mike Baudendistel discusses how CPG companies are positioning themselves for handling further rising costs.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Last week, several prominent voices in the business world expressed concern with the macroeconomic outlook. In this episode of The Stockout, Mike Baudendistel discusses those concerns and what they mean for the CPG industry with FreightWaves’ Chief Economist Anthony Smith.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
The retail stocks sold off heavily last week after Target and Walmart reported earnings. FreightWaves’ Mike Baudendistel recaps those retailers’ earnings and discusses what they mean for the outlook for the consumer packaged goods (CPG) industry. Plus,
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Mike Baudendistel, FreightWaves Head of Intermodal Solutions walks us through the takeaways from the CPG companies that spoke at last week’s big Future of Supply Chain conference, including Nestle, Tyson and Unilever. Mike also provides an update on the baby formula shortage, talks about the latest freight trends and highlights the new truckload and ocean data sets in SONAR.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Mike Baudendistel gives some highlights from CPG earnings and provides thoughts on why both CPG and freight carriers have reported solid first quarter earnings. Mike runs through some SONAR highlights.
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
Mike Baudendistel runs through the CPG news including the latest pressure on vegetable oil trade before discussing the recently-updated Pricing Power Index with FreightWaves’ Tony Mulvey, which shows shippers gaining negotiating leverage.
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses what he expects to hear from CPG and freight transportation companies as they begin to report their first quarter earnings. Mike also discusses other CPG-related topics, including the baby formula shortage and convenience stores returning to pre-pandemic levels.
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
FreightWaves’ Mike Baudendistel discusses the outlook for the CPG industry with Dr. Krishnakumar (KK) Davey, President of Client Engagement at IRI, a data and analytics company with a specialty in CPG.
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, FreightWaves’ Mike Baudendistel discusses CPG branding and packaging with Fred Hart, Partner and Creative Director of Interact, a branding agency based in Boulder, Colorado.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses the freight topics of the hour, including shutdowns in Shanghai and the emerging FreightWaves thesis of a coming correction in the trucking industry.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses CPG supply chains with Raj Patel, VP, Industry Strategy, 3PLs, at FourKites, a company that provides end-to-end supply chain visibility for shippers.
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses how the war in Ukraine changes the outlook for the CPG industry as commodity prices surge. Plus, Mike goes through a SONAR highlight reel.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses factors that are pressuring CPG companies’ cost structure driving food prices to an 11-year high. Mike also discusses recent CPG companies’ financial results and newly-released SONAR data which highlights the severity of the current ocean shipment delays.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses recent volatility in the CPG companies share prices and why Tyson and Clorox hit their recent high and low, respectively.
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel discusses the latest CPG headlines, recent earnings reports and the freight markets, including falling freight rates on the west coast.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode, Mike Baudendistel goes through the latest CPG news before discussing the major trends that he expects to impact the CPG industry in 2022.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
This episode of The Stockout focuses on the rail industry. Mike Baudendistel interviews Tony Hatch, an independent railroad analyst and host of RailTrends, the premier rail industry conference. Tony shares his thoughts following his discussions with rail industry C-level executives, shippers, regulators and consultants.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel gives a rundown of the latest news in the CPG industry including Beyond Meat’s disappointing 4Q outlook and TreeHouse Foods exploring strategic alternatives and the latest inflation data. Plus, Mike explains why CPG companies are ideal candidates for using FreightWaves TRAC.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses vertical farming with Ryan Anderson, senior director, supply chain & logistics at Plenty, an indoor vertical farming company. In addition, Mike gives a rundown of the news which largely involves news related to addressing the congestion issues at the west coast.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses a vertical farming solution with James Woolard, chief marketing officers of Freight Farms, a company that produces and sells shipping containers outfitted to be used as hydroponic farms. Mike and James discuss where container farms are likely to have the biggest impact. In addition, Mike gives a rundown of the news amid a busy week of companies reporting earnings.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses two data sets that stood out this week and their associated implications for the CPG industry: China ocean bookings and domestic rail intermodal volume. He also discusses the latest news in the CPG industry including recent earnings.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Tom Madrecki VP of Supply Chain at the Consumer Brands Association joins host Mike Baudendistel to discuss how CPG companies are using technology to improve their supply chain efficiency.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, host Mike Baudendistel and Don Davis of NYSHEX discuss strategies that ocean shippers can use to deal with one of the biggest logistical issues of 2021 — finding space on ocean vessels.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, host Mike Baudendistel discusses the extraordinary ocean shipping market and the outlook with John D. McCown, founder of Blue Alpha Capital and expert in the maritime industry.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses the biggest developments in the food industry this week, including the Biden Administration announcing that it will crack down on what it sees as profiteering in a concentrated meat processing industry. In addition, Mike discusses what the Administration’s mandate that companies with over 100 employees need to be vaccinated means for the CPG industry which is already struggling mightily to find workers.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, following a brief rundown of the news, Mike Baudendistel talks about the highlights and his takeaways from this week’s FreightWaves Intermodal Summit.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel gives a brief overview of the J.M. Smucker Company’s results and then dives into the topic of the week - ocean capacity tightness. On the topic of ocean capacity, Mike walks us through the latest Passport report, “Ocean shippers trapped in house of pain” which is available for download on the FreightWaves SONAR blog.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel interviews Ryan Nelson and Kristyn Tarpey of The Food Biz podcast. The group discusses the topics of the hour in food, including inflation, droughts, global supply chains, and many other issues.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses a number of freight-related data points that highlight the challenging market conditions that CPG companies face as they work to preserve their margins in this highly inflationary environment. Mike breaks down the rising costs that shippers are facing on the highway, on the rails and in the ocean and discusses thoughts on the market for the remainder of the year.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses the second quarter earnings reports posted by some of the largest CPG companies. Plus, Mike talks about freight transportation trends as we hit the dog days of summer.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including recent results by CPG giants Unilever, Coca-Cola, and Kimberly Clark. Mike also tackles the CPG controversy of the hour, Ben & Jerry’s removing ice cream from shelves in territories it doesn’t believe should be controlled by Israel.
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the short seller’s report that is pressuring the shares of Oatly. Mike also discusses Pepsi’s results and the congestion issues that are impacting CPG companies that utilize rail intermodal.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the Tyson frozen chicken recall, grocery stockpiling items, the impact of the drought, Molson Coors changing its portfolio and Dole and Chobani which have both filed to go public.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses what recent results from major grocery chains say about demand for CPG. Then, Mike takes us through the most dramatic changes he is seeing in freight data and what that means for supply chains.
Follow The Stockout on Apple Podcasts
Follow The Stockout on Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses what recent results from major grocery chains say about demand for CPG. Then, Mike takes us through the most dramatic changes he is seeing in freight data and what that means for supply chains.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
In this episode of The Stockout, Mike Baudendistel will discuss the recovery from the JBS cyberattack which shut down much of the country’s meat processing. Plus, Mike breaks down Thursday’s results from the J.M. Smucker Company which is performing well in the face of rapidly rising input costs.
Apple Podcast
Spotify
More FreightWaves Podcasts
In this episode of The Stockout, Mike Baudendistel discusses the many ways that consumer behavior now resembles pre-pandemic. Plus, Mike discusses the latest transportation rate increases including parcel surcharges for retail deliveries and other trends in e-commerce.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
Apple Podcast
Spotify
More FreightWaves Podcasts
The biggest event in the CPG industry this week was Oatly’s IPO and the warm response so far from investors. In this episode of The Stockout, Mike Baudendistel discusses the impact plant-based dairy alternatives may have on CPG supply chains. Plus, Mike discusses the just-published FreightWaves report on refrigerated trucking for food products. Finally, Mike takes a look at how some CPG companies are looking to reduce their carbon footprint through more environmentally-friendly packaging.
Visit our sponsor, Echo Global Logistics
https://www.echo.com/cpg
Sign up for The Stockout Newsletter
https://www.freightwaves.com/thestockout
Apple Podcast
Spotify
More FreightWaves Podcasts
This week was defined by inflation data and the corresponding sell-off in the stock market. In this episode of The Stockout, Mike Baudendistel discusses the impact that inflation will have on freight markets and CPG companies. Plus, Mike discusses the latest spikes in freight rates and discusses recent CPG company news.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
Apple Podcast
Spotify
More FreightWaves Podcasts
In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of Mother’s Day, Mike Baudendistel discusses the rapidly declining birth rate in the U.S. and why that is a big deal for CPG companies and freight transportation. Mike then discusses recent thoughts on inflation trends impacting CPG supply chains including soaring chicken prices. In addition, Mike goes through some of the highlights from the many CPG and freight companies that reported earnings this week.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
Apple Podcast
Spotify
More FreightWaves Podcasts
In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of earth day, Mike Baudendistel discusses the challenges and opportunities that CPG companies face when looking to reduce their carbon footprint by converting rail intermodal to truckload. Mike also discusses the biggest transportation news this week, Canadian National’s bid to acquire Kansas City Southern, and the impact that it may have on CPG companies, Plus, Mike gives a rundown of some of the key takeaways from companies that reported earnings this week.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
Apple Podcast
Spotify
More FreightWaves Podcasts
In this episode of The Stockout, a show about CPG companies and their supply chains, Mike Baudendistel discusses potential upcoming IPOs in the CPG industry including The Honest Company, which was founded by actress Jessica Alba. On the topic of IPOs, Mike also discusses why we might see Impossible Foods go public later this year. He also provides an update on Pepsi and L’Oreal’s, two large cap CPG companies that reported earnings this week.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
More FreightWaves Podcasts
In this inaugural episode of The Stockout, Mike Baudendistel explains why FreightWaves is launching yet another show, this one focused on consumer packaged goods, or CPG.
Mike then discusses recent articles written for The Stockout newsletter which touch on major CPG industry themes including: adapting to post-covid lifestyles, substitution of animal-based products for plant-based ones, inflation in ingredients and packaging, rising freight costs, and yes stockouts.
In addition, Mike gives a run-down of the news which this week includes shortages of single-serving ketchup packets, the continued absence of certain McCormick spices from shelves, and a reefer market so tight that carriers are rejecting nearly half of all tenders.
Visit our sponsor, Echo Global Logistics
Sign up for The Stockout newsletter
Apple Podcast
Spotify
More FreightWaves Podcasts
This is Mike Baudendistel. I’m an analyst and Market Expert at FreightWaves, the leading media and data company focused on freight transportation. I’m also the author of a bi-weekly newsletter called The Stockout that focuses on CPG companies and their supply chains. Consumer packaged goods, or CPG, are the products we buy over and over again like food, beverages, cosmetics, cleaning supplies and other household products. In addition to being consumable, those products are often manufactured domestically, are heavy and cannot be miniaturized which makes freight and logistics costs especially critical. I’m launching a weekly The Stockout podcast to expand upon the CPG supply chain issues discussed in the newsletter. The podcast will cover the major issues in the industry, such as mergers and new product introductions, but what will set it apart will come from leveraging the logistics data from the FreightWaves SONAR platform and the expertise of the FreightWaves community.
More FreightWaves Podcasts