The Stockout

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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FreightWaves’ Mike Baudendistel discusses what he expects to hear from CPG and freight transportation companies as they begin to report their first quarter earnings. Mike also discusses other CPG-related topics, including the baby formula shortage and convenience stores returning to pre-pandemic levels. 

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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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In this episode, FreightWaves’ Mike Baudendistel discusses CPG branding and packaging with Fred Hart, Partner and Creative Director of Interact, a branding agency based in Boulder, Colorado.

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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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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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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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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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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.   

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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.   

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