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The Stockout
The Stockout episodes
- FDA finalizes requirements for food traceability records
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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28 min - CPG gross margins show signs of bottoming
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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28 min - Pace of food inflation declines in October
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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28 min - CPGs see ‘low but rising’ elasticities
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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28 min - Warehousing rates have likely peaked
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.
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28 min - What Kroger’s acquisition of Albertsons means for CPG
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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28 min - Expanding CPG sales on Amazon
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.
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28 min - New health regulations impact CPGs across continents
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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28 min - Freight markets cool ahead of peak season
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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28 min - Industrial CO2 shortages hit food and beverage makers
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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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.