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🚚 Welcome to The Stockout with Mike Baudendistel, your go-to show for all things CPG and retail industries. In this episode, Mike dives into the latest updates from Unilever's ice cream divestiture to General Mills' input costs and the surge in cocoa prices. He also breaks down the current state of the freight market using Sonar data.
🍦 Unilever's announcement to cut 7500 jobs and divest its ice cream business sets the stage for industry-wide changes.
💼 General Mills faces pricing pressure amidst rising input costs, shedding light on the challenges within the CPG sector.
🌍 Meanwhile, cocoa prices hit record highs due to supply chain disruptions, impacting major players like Hershey's and Mondelez.
🚛 Mike also provides insights into the freight market, highlighting trends in domestic and international intermodal volumes and the impact of truckload rates on intermodal transportation.
📈 Stay informed and gain valuable insights into the CPG, retail, and freight industries with The Stakeout.
🔔 Don't forget to subscribe and hit the notification bell to stay updated on the latest episodes. Sign up for our newsletter at freightwaves.com/stockout and join us at the upcoming Freightwaves conference in Atlanta on June 4th and 5th.
✉️ For inquiries or collaboration opportunities, reach out to Mike at [email protected] or connect on LinkedIn.
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FreightWaves’ Mike Baudendistel and Grace Sharkey discuss trends in the retail industry and SONAR data.
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FreightWaves’ Mike Baudendistel discusses the Amazon FTC lawsuit, record cocoa prices, and the latest FreightWaves white paper on the freight market.
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FreightWaves’ Mike Baudendistel discusses new SONAR offerings, the freight market, the activist situation at Norfolk Southern and whether Amazon should be considered a distributor.
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FreightWaves’ Mike Baudendistel and Grace Sharkey discuss retailers sharing data with suppliers, Carrefour/Pepsi, GenZ’s alcohol habits and the freight market.
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