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The Stockout
The Stockout episodes
- Walmart’s results highlight consumer pressure
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.
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28 min - Where do CPG prices go from here?
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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28 min - Private label takes share from national brands
FreightWaves’ Mike Baudendistel provides an update on the Kroger-Albertsons merger, CPG earnings and the freight markets.
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28 min - Retailers, CPGs even more at odds over prices
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.
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28 min - Black Rifle Coffee Co. meets the logistical challenges of fast growth head-on
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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28 min - Reducing sugar becomes focus of CPG industry
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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28 min - Demand for some CPGs decelerates as transportation capacity remains plentiful
FreightWaves’ Mike Baudendistel discusses Constellations Brands’ controversial quarter and recent highlights in the freight markets.
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28 min - CPG trends to watch in 2023
FreightWaves’ Mike Baudendistel discusses the outlook for the consumer packaged goods (CPG) industry in 2023.
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28 min - Consumers become more optimistic on easing inflation
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.
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28 min - Kroger’s supply chains are improving, but some pain points remain
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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28 min
About The Stockout
From the publisher's feed
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.