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The Stockout
The Stockout episodes
- Smucker’s Jams Through Price Increases as Cost Rise
In this episode of The Stockout, Mike Baudendistel will discuss the recovery from the JBS cyberattack which shut down much of the country’s meat processing. Plus, Mike breaks down Thursday’s results from the J.M. Smucker Company which is performing well in the face of rapidly rising input costs.
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29 min - The pandemic is over - just look at consumer behavior
In this episode of The Stockout, Mike Baudendistel discusses the many ways that consumer behavior now resembles pre-pandemic. Plus, Mike discusses the latest transportation rate increases including parcel surcharges for retail deliveries and other trends in e-commerce.
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23 min - Oatly looks to put cows out to pasture
The biggest event in the CPG industry this week was Oatly’s IPO and the warm response so far from investors. In this episode of The Stockout, Mike Baudendistel discusses the impact plant-based dairy alternatives may have on CPG supply chains. Plus, Mike discusses the just-published FreightWaves report on refrigerated trucking for food products. Finally, Mike takes a look at how some CPG companies are looking to reduce their carbon footprint through more environmentally-friendly packaging.
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31 min - Inflation rattles the market
This week was defined by inflation data and the corresponding sell-off in the stock market. In this episode of The Stockout, Mike Baudendistel discusses the impact that inflation will have on freight markets and CPG companies. Plus, Mike discusses the latest spikes in freight rates and discusses recent CPG company news.
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30 min - Baby bust bolsters bearish outlook
In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of Mother’s Day, Mike Baudendistel discusses the rapidly declining birth rate in the U.S. and why that is a big deal for CPG companies and freight transportation. Mike then discusses recent thoughts on inflation trends impacting CPG supply chains including soaring chicken prices. In addition, Mike goes through some of the highlights from the many CPG and freight companies that reported earnings this week.
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28 min - Taking trucks full of CPG off the road
In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of earth day, Mike Baudendistel discusses the challenges and opportunities that CPG companies face when looking to reduce their carbon footprint by converting rail intermodal to truckload. Mike also discusses the biggest transportation news this week, Canadian National’s bid to acquire Kansas City Southern, and the impact that it may have on CPG companies, Plus, Mike gives a rundown of some of the key takeaways from companies that reported earnings this week.
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31 min - Honest & Impossible - CPG companies that may go public soon
In this episode of The Stockout, a show about CPG companies and their supply chains, Mike Baudendistel discusses potential upcoming IPOs in the CPG industry including The Honest Company, which was founded by actress Jessica Alba. On the topic of IPOs, Mike also discusses why we might see Impossible Foods go public later this year. He also provides an update on Pepsi and L’Oreal’s, two large cap CPG companies that reported earnings this week.
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30 min - The Stockout Inaugural Episode
In this inaugural episode of The Stockout, Mike Baudendistel explains why FreightWaves is launching yet another show, this one focused on consumer packaged goods, or CPG.
Mike then discusses recent articles written for The Stockout newsletter which touch on major CPG industry themes including: adapting to post-covid lifestyles, substitution of animal-based products for plant-based ones, inflation in ingredients and packaging, rising freight costs, and yes stockouts.
In addition, Mike gives a run-down of the news which this week includes shortages of single-serving ketchup packets, the continued absence of certain McCormick spices from shelves, and a reefer market so tight that carriers are rejecting nearly half of all tenders.
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30 min - Introducing The Stockout
This is Mike Baudendistel. I’m an analyst and Market Expert at FreightWaves, the leading media and data company focused on freight transportation. I’m also the author of a bi-weekly newsletter called The Stockout that 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. In addition to being consumable, those products are often manufactured domestically, are heavy and cannot be miniaturized which makes freight and logistics costs especially critical. I’m launching a weekly The Stockout podcast to expand upon the CPG supply chain issues discussed in the newsletter. The podcast will cover the major issues in the industry, such as mergers and new product introductions, but what will set it apart will come from leveraging the logistics data from the FreightWaves SONAR platform and the expertise of the FreightWaves community.
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2 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.