The Stockout

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

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

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

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

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

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 Frei...

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...

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 Fr...

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 co...

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 Learn mor...

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

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

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

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...

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

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 A...

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

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...

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

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...

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 Fo...

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 Learn more about your ad choices....

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

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