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The Stockout
The Stockout episodes
- Inventory bloat spreads to consumables
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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28 min - Consumers trade down to cheaper CPGs
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.
This episode of The Stockout is brought to you by RJW Logistics Group
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28 min - Consumers finally start trading down in meat
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.
This episode of The Stockout is brought to you by RJW Logistics Group
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28 min - Consumers alter CPG shopping behavior
This episode of The Stockout is brought to you by RJW Logistics Group
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28 min - CPG shares outperform as companies announce major deals
Last week, Kellogg announced it will be split in three and Mondelez announced its acquisition of Clif Bar. In this episode of The Stockout, Mike Baudendistel gives his thoughts on those deals and other issues hitting CPG companies including rail congestion.
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28 min - No signs of easing inflation in food prices
Commodity prices, BLS data and Smucker’s results all point to food price inflation getting worse before it gets better. In this episode of The Stockout, Mike Baudendistel discusses how CPG companies are positioning themselves for handling further rising costs.
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28 min - What the coming economic storm means for CPG
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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28 min - What the retail rout means for CPG
The retail stocks sold off heavily last week after Target and Walmart reported earnings. FreightWaves’ Mike Baudendistel recaps those retailers’ earnings and discusses what they mean for the outlook for the consumer packaged goods (CPG) industry. Plus,
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24 min - Reacting to real-time data is more effective than forecasting
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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28 min - As consumer spending shifts, are CPGs winners or losers?
Mike Baudendistel gives some highlights from CPG earnings and provides thoughts on why both CPG and freight carriers have reported solid first quarter earnings. Mike runs through some SONAR highlights.
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27 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.