FreightWaves

The Stockout

News EN ↓ 159 episodes

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.

Author

FreightWaves

Episodes

AI, machine learning are centerpieces of Blue Yonder’s end-to-end solutions 07.08.2023 27:39

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

Yellow bankruptcy leaves void to fill for grocery deliveries 31.07.2023 27:39

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

ODW’s Schmidbauer highlights benefits of supply chain simplification 10.07.2023 28:23

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

Software company Metrc finds niche tracking cannabis for state governments 06.06.2023 25:47

FreightWaves’ Mike Baudendistel discusses supply chain tracing with Michael Johnson, CEO of Metrc, a Saas company that provides state governments with visibility into the supply chains for legal cannabis. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Kenco’s Kiesling sees continued e-commerce growth 22.05.2023 28:09

FreightWaves’ Mike Baudendistel discusses CPG read-throughs from Walmart’s results and interviews Dave Kiesling, VP of Transportation Management at Kenco Logistics. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Pre-rolled cones are the new 6-pack - Hemper sells smoking accessories to enthusiasts and the canna-curious 15.05.2023 26:44

FreightWaves’ Mike Baudendistel interviews Bryan Gerber, CEO and co-founder of HARA Brands and Hemper which produces and sells cannabis accessories through direct-to-consumer (including its flagship subscription boxes) and retail channels. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

How AI can reduce inefficiencies for shippers, according to Vorto executives 08.05.2023 31:12

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

Tyson cuts corporate staff; other CPGs post improved results 01.05.2023 26:50

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

CPG earnings season off to strong start 24.04.2023 27:29

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

Look for margin expansion in CPG earnings 17.04.2023 27:31

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

CPG cost pressure begins to ease 10.04.2023 26:28

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

CPGs price freight contracts lower as looseness persists 03.04.2023 26:40

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

DouxMatok’s Incredo Sugar reduces sugar content without compromising taste 27.03.2023 27:19

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

How one regional parcel carrier competes with the global integrators 20.03.2023 29:48

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

Retailers add convenience for both customers and thieves 06.03.2023 27:59

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

Walmart’s results highlight consumer pressure 27.02.2023 27:37

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

Where do CPG prices go from here? 20.02.2023 27:23

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

Private label takes share from national brands 13.02.2023 27:19

FreightWaves’ Mike Baudendistel provides an update on the Kroger-Albertsons merger, CPG earnings and the freight markets. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Retailers, CPGs even more at odds over prices 06.02.2023 27:30

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

Black Rifle Coffee Co. meets the logistical challenges of fast growth head-on 30.01.2023 27:07

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

Reducing sugar becomes focus of CPG industry 23.01.2023 27:30

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

Demand for some CPGs decelerates as transportation capacity remains plentiful 09.01.2023 27:24

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

CPG trends to watch in 2023 19.12.2022 27:22

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

Consumers become more optimistic on easing inflation 12.12.2022 27:25

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 Learn more a...

Kroger’s supply chains are improving, but some pain points remain 05.12.2022 27:22

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 Sp...