The Stockout

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...

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 Podcas...

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 Freig...

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Stock...

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 Po...

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 P...

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 Learn mor...

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 yo...

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 Lo...

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.  This episode of The Stockout is brought to you by RJW Logistics Group Follow The Stockout on Apple Podcasts Follow The...

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.  This episode of The Stockout is brought to you by RJW Logistics Group Follow The Stockout on App...

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit me...

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 Learn more about your ad choices. Visit...

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 Learn more about your ad cho...

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 Learn more ab...

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...

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choi...

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...

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices