The Stockout (FreightWaves)
Explore every episode of The Stockout
Dive into the complete episode list for The Stockout. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 13 Jan 2025 | GLP-1 drugs hit grocery sales | 00:28:16 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss numerous trends for retailers and CPG companies in 2025.
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| 23 Jan 2023 | Reducing sugar becomes focus of CPG industry | 00:28:30 | |
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.
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| 04 Jun 2021 | Smucker’s Jams Through Price Increases as Cost Rise | 00:29:12 | |
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.
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| 25 Jun 2021 | Consumers still want premium and fresh items | 00:31:09 | |
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.
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| 25 Apr 2022 | Negotiating leverage shifts into shippers favor | 00:27:49 | |
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.
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| 30 Jan 2023 | Black Rifle Coffee Co. meets the logistical challenges of fast growth head-on | 00:28:07 | |
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.
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| 22 Jul 2024 | Fraud in Retail, CPG, and Logistics | 00:26:17 | |
In this podcast episode, we dive deep into the world of fraud affecting the freight and shipping industry. Starting with an elaborate freight broker scam in Illinois, we'll uncover how nearly two dozen brokers were duped into holding millions worth of goods hostage. We also explore a shipping fraud case involving counterfeit postage labels and misleading partnerships, widespread issue of return fraud and the industry's response to safeguard these shipments. FreightWaves’ Mary O’Connell also provides insights and practical advice on preventing these fraudulent activities.
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| 22 May 2023 | Kenco’s Kiesling sees continued e-commerce growth | 00:29:09 | |
FreightWaves’ Mike Baudendistel discusses CPG read-throughs from Walmart’s results and interviews Dave Kiesling, VP of Transportation Management at Kenco Logistics.
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| 14 May 2021 | Inflation rattles the market | 00:29:41 | |
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.
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| 27 Aug 2021 | Ocean shippers’ woes persist | 00:29:52 | |
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.
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| 06 Jun 2023 | Software company Metrc finds niche tracking cannabis for state governments | 00:26:47 | |
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.
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| 24 Sep 2024 | Roadtex lays out temp-controlled LTL gameplan | The Stockout | 00:26:42 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey interview Frank Hurst, EVP of LTL at Roadtex on shipper strategies.
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| 28 Nov 2022 | FDA finalizes requirements for food traceability records | 00:28:35 | |
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.
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| 15 May 2023 | Pre-rolled cones are the new 6-pack - Hemper sells smoking accessories to enthusiasts and the canna-curious | 00:27:44 | |
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.
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| 10 Apr 2023 | CPG cost pressure begins to ease | 00:26:28 | |
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.
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| 20 Aug 2021 | FoodBiz podcast hosts see signs of easing inflationary pressure | 00:33:22 | |
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.
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| 20 May 2024 | Retail industry alarmed by new tariffs | 00:27:09 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the latest happenings in the CPG and retail industries, discussing:
- Key articles from Freightwaves, including insights from Zach Strickland on the disparity between spot and contract rates.
- The impact of extreme weather on the industry, with a focus on recent flooding in Brazil affecting leather and footwear sectors.
- An exploration of tariffs and their potential effects on the market and consumers.
- Walmart’s recent earnings report and stock performance.
- The effects of Road Check Week on freight rates and how shippers can navigate these challenges.
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#Freightwaves #TheStakeout #RetailIndustry #CPG #SupplyChain #Walmart #Tariffs #RoadCheckWeek #FreightRates #StadiumExperience #Baseball #WeatherImpact #MarketIntelligence #FreightwavesTV
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| 10 Jul 2023 | ODW’s Schmidbauer highlights benefits of supply chain simplification | 00:30:23 | |
FreightWaves’ Mike Baudendistel interviews Phil Schmidbauer, Senior Director, Analytics and Solutions at ODW Logistics.
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| 15 Apr 2024 | Exploring the Dark Side of Lunchables: Lead, Sodium, and Consumer Health | 00:26:45 | |
Welcome back to The Stockout, where we delve into the latest trends and insights shaping various industries. In today’s episode, we uncover the shocking truths behind Lunchables, the beloved childhood snack, and its impact on consumer health.
Join us as we dissect a recent Consumer Reports investigation revealing alarming levels of lead and sodium in Lunchables, along with other concerning contaminants. From potential links to increased cancer risk to developmental issues in children, the findings shed light on the hidden dangers lurking in these convenient lunch packs.
But the revelations don’t stop there. We also delve into the struggles faced by dollar store chains like Dollar General, exploring possible reasons behind their declining performance amidst fierce competition and shifting consumer preferences.
Additionally, we analyze survey results from CPG companies and retailers, highlighting challenges such as inaccurate demand forecasts and the need for real-time data amid global events.
Lastly, we touch upon the refrigerated market’s recent developments, exploring fluctuations in tender rejection rates and their implications for the industry.
Don’t miss out on this insightful discussion that uncovers the realities behind some of the products and markets we encounter daily. Tune in now and stay informed about the forces shaping the stock market landscape.
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| 22 Mar 2022 | Supply chain visibility is key for avoiding stockouts and fees | 00:25:28 | |
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.
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| 03 Mar 2025 | Why did Walmart buy a shopping mall? | 00:27:16 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss the FreightWaves 3PL Summit, the weakening air cargo market, and Walmart’s purchase of a Pittsburgh-area shopping mall.
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| 17 Oct 2022 | What Kroger’s acquisition of Albertsons means for CPG | 00:28:22 | |
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.
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| 01 Aug 2022 | Consumers alter CPG shopping behavior | 00:28:29 | |
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| 27 Mar 2023 | DouxMatok’s Incredo Sugar reduces sugar content without compromising taste | 00:28:19 | |
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.
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| 11 Mar 2024 | Target Circle 360 – Who is it for? | 00:28:25 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the launch of Target Circle 360, Scope 3 emissions and the freight markets.
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| 19 Mar 2024 | Subscription boxes – wow customers or they’ll bounce | 00:28:52 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey interview Paul Jarrett, co-founder and CEO of Bulu, a 3pl and fulfillment provider for subscription services.
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| 24 Apr 2023 | CPG earnings season off to strong start | 00:28:29 | |
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.
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| 02 Jul 2021 | CPG results hold up even as consumers spend less time at home | 00:26:01 | |
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.
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| 29 Apr 2024 | ESG is on its way out | 00:26:34 | |
Welcome to The Stockout! In this episode, hosts Mike Baudendistel and Grace Sharkey dive into the latest trends and topics impacting the Consumer Packaged Goods (CPG) and retail industries. From exploring Unilever and Procter & Gamble’s recent earnings reports to discussing how Wayfair is opening a brick-and-mortar store, there’s a lot to cover.
Here’s what you can expect:
A discussion on Unilever’s shift in its ESG goals, raising questions about the broader ESG trend in the industry.
An examination of the implications of falling birth rates on CPG and retail, especially in terms of product focus and market demand.
Insight into Wayfair’s strategy as it opens a large brick-and-mortar store in a premium Chicago suburb, and what this might mean for the furniture retail landscape.
Plus, we cover the concept of “trailers as a service” and how it benefits logistics providers and shippers. Tune in for a comprehensive look at the latest developments in the CPG and retail industries, and don’t forget to subscribe for more insightful content!
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| 21 Nov 2022 | CPG gross margins show signs of bottoming | 00:28:15 | |
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.
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| 06 Jun 2022 | What the coming economic storm means for CPG | 00:28:11 | |
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.
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| 05 Aug 2024 | Rail State data shows the impact of Jasper Wildfire | 00:28:03 | |
FreightWaves’ Mike Baudendistel interviews John Schmitter, Co-founder and COO of Rail State.
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| 28 May 2021 | The pandemic is over - just look at consumer behavior | 00:23:17 | |
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.
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| 26 Aug 2024 | Nestlé CEO change surprises CPG industry | 00:27:02 | |
Mike Baudendistel and Grace Sharkey discuss the Nestlé CEO change, the Canadian Rail strike and the U.S. freight market.
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| 04 Nov 2024 | The Stockout Election Special | 00:26:29 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel discusses what policy changes under a new administration could impact those sectors.
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| 22 Feb 2022 | World food prices rise to 11-year high as inflation rages on | 00:28:19 | |
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.
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| 29 Oct 2021 | Plenty Aims to Deliver Summer Strawberries in Dead of Winter | 00:28:29 | |
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.
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| 13 Feb 2023 | Private label takes share from national brands | 00:28:19 | |
FreightWaves’ Mike Baudendistel provides an update on the Kroger-Albertsons merger, CPG earnings and the freight markets.
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| 08 Apr 2021 | Introducing The Stockout | 00:01:30 | |
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.
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| 10 Feb 2025 | De minimis exemption remains in place for now | 00:26:27 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel discusses de minimis trade exemption, the impact of cocoa prices and the freight markets.
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| 20 Mar 2023 | How one regional parcel carrier competes with the global integrators | 00:30:48 | |
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.
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| 08 Aug 2022 | Consumers finally start trading down in meat | 00:28:52 | |
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.
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| 10 Dec 2021 | 10 CPG Trends to Watch in 2022 | 00:27:49 | |
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.
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| 07 Nov 2022 | CPGs see ‘low but rising’ elasticities | 00:28:29 | |
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.
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| 02 Dec 2024 | Cyber Friday? E-commerce drives holiday sales growth | 00:27:45 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss freight fraud, the holiday retail season, potential changes to the FDA and SNAP, and SONAR data.
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| 29 Jul 2024 | UPS slumps as shippers seek value | 00:27:05 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss UPS, PACCAR, rail intermodal and the new SONAR capabilities.
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| 08 May 2023 | How AI can reduce inefficiencies for shippers, according to Vorto executives | 00:32:12 | |
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.
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| 05 Dec 2022 | Kroger’s supply chains are improving, but some pain points remain | 00:28:22 | |
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.
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| 25 Jun 2024 | Ultra-processed foods are out -- implications for CPG supply chains | 00:27:06 | |
We explore how preservatives extend the shelf life of products like bread and the potential health risks associated with these additives. Will the government step in with regulations, or is this just another health fad?
Tune in for expert insights, industry updates, and practical advice for shippers and brokers navigating the current freight market. Don’t miss out on:- The impact of ultra-processed foods on the CPG industry
- Ocean shipping rate surges and their implications
- Insights from General Mills’ latest report
- Upcoming Flex and Sheehan webinar details
- Stay informed and ahead of the curve with The Stockout!
Timestamps:
00:00 - Introduction
00:39 - Anecdote on Novelty Hershey Kiss Shelf Life
02:46 - The Rise of Ultra-Processed Foods
04:17 - Potential Government Regulations
06:21 - European Actions on Processed Foods
09:07 - Freight Market Updates and Shipper Strategies
11:14 - Industry News on Carrier Bankruptcies
14:23 - Ocean Shipping Rate Surge
17:16 - Proactive Shipper Strategies
20:38 - Upcoming Industry Events and Webinars
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#CPG #FreightWaves #TheStockout #UltraProcessedFoods #ShippingRates #SupplyChain #RetailIndustry #FoodPreservatives#trucking #logistics #news
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| 03 Feb 2025 | The Art of the Tariff | 00:28:28 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss tariffs, UPS/Amazon, earnings highlights and a new Lego competitor.
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| 29 Aug 2022 | Industrial CO2 shortages hit food and beverage makers | 00:28:16 | |
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.
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| 01 Oct 2021 | Consumer brands use technology to improve supply chain efficiency | 00:26:26 | |
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.
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| 27 Jan 2025 | Will deportations lead to a labor crunch? | 00:26:35 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss executive orders, inventory, labor and a gross new cereal.
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| 01 Mar 2022 | CPG companies contend with new surge in commodity prices | 00:28:26 | |
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.
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| 12 Nov 2021 | Beyond Meat shares get beyond battered | 00:27:55 | |
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.
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| 16 Apr 2021 | Honest & Impossible - CPG companies that may go public soon | 00:30:29 | |
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.
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| 27 Nov 2023 | Buying now and paying later – solid Black Friday sales belie consumer debt concerns | 00:28:05 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey talk Black Friday sales, consumer debt and the freight market.
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| 12 Aug 2024 | Ocean market – Adding capacity doesn’t mean overcapacity | 00:26:57 | |
FreightWaves’ Mike Baudendistel interviews ocean industry expert John D. McCown.
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| 26 Sep 2022 | Freight markets cool ahead of peak season | 00:28:23 | |
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.
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| 06 May 2024 | India won’t be the new China any time soon | 00:27:51 | |
Welcome to The Stockout! This episode is packed with insightful discussions on global supply chain, business strategy, and technology trends. Join your hosts, Mike Baudendistel and Grace Sharkey, as they interview a special guest, Brittain Ladd, a consultant and strategist in global supply chain and retail. Brittain shares his expertise on a variety of topics, including artificial intelligence, robotics, retail trends, and the latest industry news.
In this episode, Brittain talks about:
His background, starting in the Marine Corps and transitioning into the trucking industry and consulting.
His work with companies like Amazon and his insights into global supply chain trends.
Current topics that fascinate him, such as AI, automation, humanoid robotics, and business developments in companies like Amazon, Walmart, and Starbucks.
His perspective on the FTC’s lawsuit against Amazon and the broader implications for the industry.
The challenges and opportunities in the shifting dynamics of supply chains, especially with companies trying to diversify away from China.
Why Starbucks is facing operational and customer experience issues, and his suggestions for improvement.
Stay tuned as Grace and Mike dive deep into these topics and explore what’s on Brittain’s mind for his upcoming LinkedIn posts. Don’t forget to join them live at the Future of Supply Chain event in Atlanta this June, where they’ll be hosting The Stakeout show in person!
Timestamps:
00:00 - Introduction and Welcome
00:39 - Introduction of Brittain Ladd
01:24 - Brittain’s Background and Experience
03:04 - Current Topics of Interest: AI, Robotics, Automation
04:09 - Challenges in Robotics and AI Deployment
07:06 - Amazon and FTC Lawsuit Discussion
09:45 - Competition with Amazon and Walmart
11:12 - Global Supply Chain and Nearshoring Trends
13:45 - India’s Logistics Infrastructure Challenges
17:45 - Starbucks: Problems and Suggestions for Improvement
20:30 - Key Economic Concerns and Future Topics of Interest
26:00 - Conclusion and Upcoming Events
Links and Resources:
Follow Brittain Ladd on LinkedIn: https://www.linkedin.com/in/brittainladd/
Join the Future of Supply Chain event in Atlanta this June: https://live.freightwaves.com/future-of-supply-chain-2024
Subscribe to The Stockout newsletter for the latest supply chain insights: https://www.freightwaves.com/thestockout
Thank you for watching, and don’t forget to like, comment, and subscribe for more insightful content on The Stockout! See you in the next episode!
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| 22 Oct 2021 | Freight Farms empowers farmers in underserved communities | 00:27:46 | |
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.
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| 16 May 2022 | Reacting to real-time data is more effective than forecasting | 00:28:37 | |
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.
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| 23 Apr 2021 | Taking trucks full of CPG off the road | 00:31:01 | |
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.
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| 20 Feb 2023 | Where do CPG prices go from here? | 00:28:23 | |
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.
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| 09 Sep 2024 | De minimis exemption – are its days numbered? | 00:27:09 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss e-commerce and the de minimis exemption, growth in snacking, the freight market and Starbucks.
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| 29 Mar 2022 | CPGs to benefit from loosening freight market | 00:28:25 | |
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.
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| 06 Mar 2023 | Retailers add convenience for both customers and thieves | 00:28:59 | |
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.
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| 19 Feb 2024 | Retail stores become mini-fulfillment centers | 00:28:41 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss trends in the retail industry and SONAR data.
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| 22 Apr 2024 | Retail sales grow less than inflation | 00:26:41 | |
In this episode of The Stockout, join hosts Mike Baudendistel and Grace Sharkey as they discuss the latest trends and developments in the retail and consumer packaged goods (CPG) industries. The duo kickstarts the show with a lively conversation about the unpredictable Michigan weather and then dives into an array of topics, from essential CPG items for a nuclear fallout shelter to the intricacies of supply chain partnerships.
Key Insights:
Shein’s partnership with Flexport for U.S. marketplace fulfillment and its implications for the e-commerce and airfreight sectors.
The rising trend in airfreight rates and how companies like Shein and T-Mo are impacting the air cargo industry.
J.B. Hunt’s unique approach to intermodal capacity management and the competitive dynamics across various transportation modes.
A detailed look at consumer behavior, spending patterns, and the impact of inflation on retail sales.
Plus, discover exclusive content, including the latest insights on the National Retail Federation’s findings, tax refund spending habits, and more. Don’t miss this engaging discussion on the ever-evolving world of retail and CPG!
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| 09 Jul 2021 | Droughts and recalls pressure food supply chains | 00:28:39 | |
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.
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| 17 Jun 2024 | Cutting retail prices not in CPG companies’ DNA | 00:26:38 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the recent decline in the Producer Price Index, the airfreight and ocean freight markets, and the shifting toy industry.
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| 09 Jan 2023 | Demand for some CPGs decelerates as transportation capacity remains plentiful | 00:28:24 | |
FreightWaves’ Mike Baudendistel discusses Constellations Brands’ controversial quarter and recent highlights in the freight markets.
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| 08 Oct 2021 | China bookings decline a major risk for freight demand? | 00:22:38 | |
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.
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| 03 Oct 2022 | New health regulations impact CPGs across continents | 00:28:29 | |
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.
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| 31 Jul 2023 | Yellow bankruptcy leaves void to fill for grocery deliveries | 00:29:39 | |
FreightWaves’ Mike Baudendistel interviews Dave Giblin, VP of Transportation at ODW Logistics.
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| 14 Oct 2024 | Retailers beware – Amazon is opening a Supercenter | 00:28:23 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey interview independent consultant Brittain Ladd.
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| 22 Aug 2022 | Inventory bloat spreads to consumables | 00:28:27 | |
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.
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| 24 Feb 2025 | Uncertainty, Seasonality Drive Softening Freight Volume | 00:27:51 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss food supply chains, Amazon, Manifest, and upcoming FreightWaves events.
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| 07 May 2021 | Baby bust bolsters bearish outlook | 00:27:38 | |
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.
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| 09 Apr 2021 | The Stockout Inaugural Episode | 00:30:59 | |
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.
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| 05 Feb 2024 | Still a shippers’ market, but spot rates are rising | 00:28:30 | |
FreightWaves’ Mike Baudendistel discusses new SONAR offerings, the freight market, the activist situation at Norfolk Southern and whether Amazon should be considered a distributor.
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| 16 Jul 2021 | Short seller’s report tarnishes Oatly’s shares | 00:29:46 | |
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.
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| 15 Jul 2024 | Prime Day – sellers beware of ‘mean girl’ tactics | 00:26:39 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss advice for marketplace sellers on Amazon Prime Day, consumer resistance to high CPG prices, private label sales data and auto inventories.
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| 17 Sep 2021 | Ocean carriers print money - what comes next? | 00:32:40 | |
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.
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| 18 Sep 2023 | GXO Direct leverages its tech and scale to deliver flexible warehousing solutions | 00:28:37 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss reactions to Smucker buying Hostess, plant-based meat company shutdowns, the Clorox cyberattack, and JB Hunt turning more positive. Plus, Mike and Grace interview Steve Lewis, Division President of The Americas and Asia-Pacific Head of GXO direct.
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| 15 Aug 2022 | Consumers trade down to cheaper CPGs | 00:28:26 | |
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.
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| 12 Sep 2023 | Twinkie-Flavored Uncrustables? Smucker announces $5.6bn Hostess acquisition | 00:28:14 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss Kroger’s divestiture, the Smucker/Hostess deal, and interview Flowspace co-founder and CEO Ben Eachus.
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| 21 Aug 2023 | Freight service standards rise as retailers promote convenience | 00:28:34 | |
FreightWaves’ Mike Baudendistel discusses last week’s retail earnings and interviews Guillermo Garcia, Co-Founder and CEO of SmartHop, a fleet management software company.
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| 01 Apr 2024 | Use Shein’s supply chain at your own risk | 00:28:59 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the impact of the Francis Scott Key bridge collapse, Shein opening its supply chain to outside designers, Home Depot’s acquisition and the current freight market.
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| 25 Mar 2024 | Unilever cuts tail to move head | 00:28:19 | |
🚚 Welcome to The Stockout with Mike Baudendistel, your go-to show for all things CPG and retail industries. In this episode, Mike dives into the latest updates from Unilever's ice cream divestiture to General Mills' input costs and the surge in cocoa prices. He also breaks down the current state of the freight market using Sonar data.
🍦 Unilever's announcement to cut 7500 jobs and divest its ice cream business sets the stage for industry-wide changes.
💼 General Mills faces pricing pressure amidst rising input costs, shedding light on the challenges within the CPG sector.
🌍 Meanwhile, cocoa prices hit record highs due to supply chain disruptions, impacting major players like Hershey's and Mondelez.
🚛 Mike also provides insights into the freight market, highlighting trends in domestic and international intermodal volumes and the impact of truckload rates on intermodal transportation.
📈 Stay informed and gain valuable insights into the CPG, retail, and freight industries with The Stakeout.
🔔 Don't forget to subscribe and hit the notification bell to stay updated on the latest episodes. Sign up for our newsletter at freightwaves.com/stockout and join us at the upcoming Freightwaves conference in Atlanta on June 4th and 5th.
✉️ For inquiries or collaboration opportunities, reach out to Mike at mbaudendistel@freightwaves.com or connect on LinkedIn.
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#TheStockout #CPG #Retail #Freight #SupplyChain #Unilever #GeneralMills #CocoaPrices #Intermodal #Freightwaves #Logistics #IndustryInsights
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| 14 Nov 2022 | Pace of food inflation declines in October | 00:28:50 | |
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.
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| 12 Apr 2022 | IRI expects CPG cost pressures to persist into next year | 00:28:27 | |
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.
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| 10 Jun 2024 | Freight market improves, but is it just seasonality? | 00:26:30 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss last week’s FreightWaves conference and what the latest data says about the freight market.
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| 29 Jan 2024 | Retail data is the new gold to be sold to, or shared with, suppliers | 00:28:05 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss retailers sharing data with suppliers, Carrefour/Pepsi, GenZ’s alcohol habits and the freight market.
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| 09 Dec 2024 | Upstream Visibility Key for Omnichannel Fulfillment | 00:27:00 | |
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey interview Alex Berry, Flexport’s VP of Omnichannel
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| 13 May 2024 | Panera finally pulls Charged Lemonade | 00:26:46 | |
Step into the world of supply chain and retail with Mike Baudendistel and Grace Sharkey on The Stockout! In this episode, they unpack the latest buzz surrounding Panera’s lemonade withdrawal, the evolution of malls, and Amazon’s marketplace dynamics. The duo reviews Brittain Ladd’s analysis on India’s manufacturing landscape, the FTC’s legal battle with Amazon, and the future of CPG on the e-commerce giant. Stay informed, entertained, and engaged with the dynamic duo as they dissect the trends shaping the industry. Don’t miss out on exclusive insights and join the conversation today! Remember to hit like, subscribe, and mark your calendars for our upcoming live event in Atlanta!
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| 09 Oct 2023 | Is Ozempic leaving CPG items on the shelf? | 00:32:40 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss Kellanova, Amazon, Ozempic’s impact on CPG and interview Ed Smith, Vice President of Distribution and Fulfillment at Averitt Express.
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| 04 Mar 2024 | Collaboration critical as CPGs lean more heavily on suppliers | 00:28:42 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey interview Christine Barnhart, Chief Marketing & Industry Officer of Nulogy. According to Barnhart, contract manufacturing is not a pandemic-era trend but, instead, a growth area that makes data collaboration across CPGs’ suppliers more critical.
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| 01 Jul 2024 | Nike results expose holes in athleisure | 00:27:02 | |
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss Nike’s earnings, SHEIN’s marketplace strategy and cosmetics sales.
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| 03 Sep 2021 | Intermodal Summit highlights service issues | 00:30:28 | |
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.
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