The Stockout

The Stockout

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The Stockout episodes

  • Tyson cuts corporate staff; other CPGs post improved results

    FreightWaves’ Mike Baudendistel discusses last week’s announcement that Tyson will cut corporate staffing levels and Unilever’s muted elasticities. In addition, he provides an update on the freight market, which continues to be a shipper’s market. 

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    27 min
  • CPG earnings season off to strong start

    FreightWaves’ Mike Baudendistel discusses CPG earnings reports and what those say about the major CPG trends, including margin recovery, elasticities, supply chain resilience, promotion activity and sales volume by geography. He also gives a freight market update. 

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    28 min
  • Look for margin expansion in CPG earnings

    FreightWaves’ Mike Baudendistel previews the upcoming earnings season, discusses which commodities are bucking the trend by gravitating upward, highlights macro data showing cautious consumers, and provides a freight market update.

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    28 min
  • CPG cost pressure begins to ease

    FreightWaves’ Mike Baudendistel discusses ConAgra’s results and how those reflect trends he is seeing across the broader CPG industry. In addition, he discusses Walmart’s supply chain initiatives, labor issues at the west coast ports and SONAR data. 

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    27 min
  • CPGs price freight contracts lower as looseness persists

    FreightWaves’ Mike Baudendistel discusses recent CPG news including potential regulatory action on food dyes, regulatory investigations to preserve competition among retailers, and sugar reduction startups. In addition, he provides an update on the freight markets. 

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    27 min
  • DouxMatok’s Incredo Sugar reduces sugar content without compromising taste

    FreightWaves’ Mike Baudendistel interviews Kelly Thompson, SVP Head of North America for DouxMatok, a global food-tech company. DouxMatok’s Incredo Sugar product is a sugar reduction system that reduces sugar by 30%-50% without compromising on taste or texture. 

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    28 min
  • How one regional parcel carrier competes with the global integrators

    FreightWaves’ Mike Baudendistel interviews Bryan Vitek and Jennifer Reano of General Logistics Systems (GLS), a regional parcel carrier that delivers superior customer service in the western states. GLS also discusses the logistics of moving wine.  

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    30 min
  • Retailers add convenience for both customers and thieves

    FreightWaves’ Mike Baudendistel discusses retailers’ push to make transactions seamless and what that means for CPGs. In addition, he reviews FreightWaves recent articles on Kraft Heinz and Mondelez. Finally, we discuss the freight markets and the rail industry.

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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,…