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The Stockout
The Stockout episodes
- Cutting retail prices not in CPG companies’ DNA
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the recent decline in the Producer Price Index, the airfreight and ocean freight markets, and the shifting toy industry.
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27 min - Freight market improves, but is it just seasonality?
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss last week’s FreightWaves conference and what the latest data says about the freight market.
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27 min - Retail industry alarmed by new tariffs
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the latest happenings in the CPG and retail industries, discussing:
- Key articles from Freightwaves, including insights from Zach Strickland on the disparity between spot and contract rates.
- The impact of extreme weather on the industry, with a focus on recent flooding in Brazil affecting leather and footwear sectors.
- An exploration of tariffs and their potential effects on the market and consumers.
- Walmart’s recent earnings report and stock performance.
- The effects of Road Check Week on freight rates and how shippers can navigate these challenges.
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#Freightwaves #TheStakeout #RetailIndustry #CPG #SupplyChain #Walmart #Tariffs #RoadCheckWeek #FreightRates #StadiumExperience #Baseball #WeatherImpact #MarketIntelligence #FreightwavesTV
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28 min - Panera finally pulls Charged Lemonade
Step into the world of supply chain and retail with Mike Baudendistel and Grace Sharkey on The Stockout! In this episode, they unpack the latest buzz surrounding Panera’s lemonade withdrawal, the evolution of malls, and Amazon’s marketplace dynamics. The duo reviews Brittain Ladd’s analysis on India’s manufacturing landscape, the FTC’s legal battle with Amazon, and the future of CPG on the e-commerce giant. Stay informed, entertained, and engaged with the dynamic duo as they dissect the trends shaping the industry. Don’t miss out on exclusive insights and join the conversation today! Remember to hit like, subscribe, and mark your calendars for our upcoming live event in Atlanta!
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27 min - India won’t be the new China any time soon
Welcome to The Stockout! This episode is packed with insightful discussions on global supply chain, business strategy, and technology trends. Join your hosts, Mike Baudendistel and Grace Sharkey, as they interview a special guest, Brittain Ladd, a consultant and strategist in global supply chain and retail. Brittain shares his expertise on a variety of topics, including artificial intelligence, robotics, retail trends, and the latest industry news.
In this episode, Brittain talks about:
- His background, starting in the Marine Corps and transitioning into the trucking industry and consulting.
- His work with companies like Amazon and his insights into global supply chain trends.
- Current topics that fascinate him, such as AI, automation, humanoid robotics, and business developments in companies like Amazon, Walmart, and Starbucks.
- His perspective on the FTC’s lawsuit against Amazon and the broader implications for the industry.
- The challenges and opportunities in the shifting dynamics of supply chains, especially with companies trying to diversify away from China.
- Why Starbucks is facing operational and customer experience issues, and his suggestions for improvement.
Stay tuned as Grace and Mike dive deep into these topics and explore what’s on Brittain’s mind for his upcoming LinkedIn posts. Don’t forget to join them live at the Future of Supply Chain event in Atlanta this June, where they’ll be hosting The Stakeout show in person!
Timestamps:
00:00 - Introduction and Welcome
00:39 - Introduction of Brittain Ladd
01:24 - Brittain’s Background and Experience
03:04 - Current Topics of Interest: AI, Robotics, Automation
04:09 - Challenges in Robotics and AI Deployment
07:06 - Amazon and FTC Lawsuit Discussion
09:45 - Competition with Amazon and Walmart
11:12 - Global Supply Chain and Nearshoring Trends
13:45 - India’s Logistics Infrastructure Challenges
17:45 - Starbucks: Problems and Suggestions for Improvement
20:30 - Key Economic Concerns and Future Topics of Interest
26:00 - Conclusion and Upcoming Events
Links and Resources:
- Follow Brittain Ladd on LinkedIn: https://www.linkedin.com/in/brittainladd/
- Join the Future of Supply Chain event in Atlanta this June: https://live.freightwaves.com/future-of-supply-chain-2024
- Subscribe to The Stockout newsletter for the latest supply chain insights: https://www.freightwaves.com/thestockout
Thank you for watching, and don’t forget to like, comment, and subscribe for more insightful content on The Stockout! See you in the next episode!
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28 min - ESG is on its way out
Welcome to The Stockout! In this episode, hosts Mike Baudendistel and Grace Sharkey dive into the latest trends and topics impacting the Consumer Packaged Goods (CPG) and retail industries. From exploring Unilever and Procter & Gamble’s recent earnings reports to discussing how Wayfair is opening a brick-and-mortar store, there’s a lot to cover.
Here’s what you can expect:
- A discussion on Unilever’s shift in its ESG goals, raising questions about the broader ESG trend in the industry.
- An examination of the implications of falling birth rates on CPG and retail, especially in terms of product focus and market demand.
- Insight into Wayfair’s strategy as it opens a large brick-and-mortar store in a premium Chicago suburb, and what this might mean for the furniture retail landscape.
Plus, we cover the concept of “trailers as a service” and how it benefits logistics providers and shippers. Tune in for a comprehensive look at the latest developments in the CPG and retail industries, and don’t forget to subscribe for more insightful content!
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27 min - Retail sales grow less than inflation
In this episode of The Stockout, join hosts Mike Baudendistel and Grace Sharkey as they discuss the latest trends and developments in the retail and consumer packaged goods (CPG) industries. The duo kickstarts the show with a lively conversation about the unpredictable Michigan weather and then dives into an array of topics, from essential CPG items for a nuclear fallout shelter to the intricacies of supply chain partnerships.
Key Insights:
- Shein’s partnership with Flexport for U.S. marketplace fulfillment and its implications for the e-commerce and airfreight sectors.
- The rising trend in airfreight rates and how companies like Shein and T-Mo are impacting the air cargo industry.
- J.B. Hunt’s unique approach to intermodal capacity management and the competitive dynamics across various transportation modes.
- A detailed look at consumer behavior, spending patterns, and the impact of inflation on retail sales.
Plus, discover exclusive content, including the latest insights on the National Retail Federation’s findings, tax refund spending habits, and more. Don’t miss this engaging discussion on the ever-evolving world of retail and CPG!
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27 min - Exploring the Dark Side of Lunchables: Lead, Sodium, and Consumer Health
Welcome back to The Stockout, where we delve into the latest trends and insights shaping various industries. In today’s episode, we uncover the shocking truths behind Lunchables, the beloved childhood snack, and its impact on consumer health.
Join us as we dissect a recent Consumer Reports investigation revealing alarming levels of lead and sodium in Lunchables, along with other concerning contaminants. From potential links to increased cancer risk to developmental issues in children, the findings shed light on the hidden dangers lurking in these convenient lunch packs.
But the revelations don’t stop there. We also delve into the struggles faced by dollar store chains like Dollar General, exploring possible reasons behind their declining performance amidst fierce competition and shifting consumer preferences.
Additionally, we analyze survey results from CPG companies and retailers, highlighting challenges such as inaccurate demand forecasts and the need for real-time data amid global events.
Lastly, we touch upon the refrigerated market’s recent developments, exploring fluctuations in tender rejection rates and their implications for the industry.
Don’t miss out on this insightful discussion that uncovers the realities behind some of the products and markets we encounter daily. Tune in now and stay informed about the forces shaping the stock market landscape.
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27 min - Daily Harvest grapples with ingredient inflation and frozen omni-channel logistics
Welcome to The Stockout! In this episode, we dive deep into the retail and consumer packaged goods (CPG) industries, covering everything from the solar eclipse to Amazon’s latest updates and more.
Join hosts Grace Sharkey and Mike Baudendistel, as they discuss the latest news and challenges facing the industry. In the first segment, Grace and Mike discuss Amazon’s inventory placement fees and low inventory fees, shedding light on the impacts for sellers and strategies to navigate these changes.
Then, Vice President of Supply Chain at Daily Harvest Wesley Williams, shares insights into the frozen supply chain challenges faced by Daily Harvest, highlighting the complexities of sourcing organic ingredients and managing supplier relationships.
Next, Wesley elaborates on the strategies and challenges of delivering products both directly to consumers and through partnerships with retailers like Costco, Kroger, and Wegmans.
Throughout the conversation, Wesley emphasizes the importance of strong partnerships, technology solutions, and maintaining product integrity throughout the supply chain.
Don’t miss out on valuable industry insights and practical tips for navigating the evolving landscape of retail and CPG. Subscribe to The Stockout newsletter on freightwaves.com and join us for our upcoming event in June featuring Ryan Petersen of Flexport.
Stay tuned for more episodes, and remember to like, share, and subscribe for the latest updates on The Stockout!
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28 min - Use Shein’s supply chain at your own risk
FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the impact of the Francis Scott Key bridge collapse, Shein opening its supply chain to outside designers, Home Depot’s acquisition and the current freight market.
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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.