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The Stockout
The Stockout episodes
- Intermodal Summit highlights service issues
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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30 min - Ocean shippers’ woes persist
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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29 min - FoodBiz podcast hosts see signs of easing inflationary pressure
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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33 min - Freight data volatility highlights challenging conditions for shippers
In this episode of The Stockout, Mike Baudendistel discusses a number of freight-related data points that highlight the challenging market conditions that CPG companies face as they work to preserve their margins in this highly inflationary environment. Mike breaks down the rising costs that shippers are facing on the highway, on the rails and in the ocean and discusses thoughts on the market for the remainder of the year.
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27 min - What does Trevor Milton’s arrest mean for clean equipment options?
In this episode of The Stockout, Mike Baudendistel discusses the second quarter earnings reports posted by some of the largest CPG companies. Plus, Mike talks about freight transportation trends as we hit the dog days of summer.
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29 min - Everything is political, including your ice cream choice
In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including recent results by CPG giants Unilever, Coca-Cola, and Kimberly Clark. Mike also tackles the CPG controversy of the hour, Ben & Jerry’s removing ice cream from shelves in territories it doesn’t believe should be controlled by Israel.
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27 min - Short seller’s report tarnishes Oatly’s shares
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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29 min - Droughts and recalls pressure food supply chains
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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28 min - CPG results hold up even as consumers spend less time at home
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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26 min - Consumers still want premium and fresh items
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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31 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.