Mike Baudendistel, head of intermodal solutions at FreightWaves SONAR, discussed on The Stockout’s election special Monday what Tuesday’s presidential election might mean for the retail and consumer packaged goods industries.
Roadtex moves partial truckload shipments via consolidated full truckloads directly from its 32 nationwide warehouse centers to the retailer, resulting in less handling and better OTIF rates.
Perishables and auto parts will get scarce if strike persists.
Biden administration said it won’t intervene, but is that really believable?
FreightWaves covers ILA from many angles.
Outspoken consultant shares views on India and Starbucks, among other things.
Echo’s Frank Hurst spoke with FreightWaves about how the recent Roadtex acquisition has changed reefer LTL.
TriumphPay’s chief partnership officer, Josh Bouk, predicts a 12-month time frame for a substantial rebound.
Consumers remain remarkably spendy in the face of rising debt balances.
Carriers expect muted peak season with few spot opportunities.
Averitt is well positioned to be a shipper’s comprehensive transportation and logistics solutions provider with a gamut of services including port drayage, distribution and fulfillment, truckload, LTL, cross-border and nearshoring logistics, and final-mile transport.
FTC complaint highlights challenges that sellers face on the largest e-commerce platform.
Walmart and Target look to save shoppers from the indignity of checkout counters
Sick of earnings season yet? It’s this time of the quarter when I miss my old position as a sell-side stock analyst the least. For those looking to get caught […]
Industrial carbon dioxide shortage The industrial CO2 shortage is a supply chain issue that stands to impact the consumer packaged goods industry heavily with food and beverage manufacturing representing approximately […]
Consumer packaged goods companies (CPGs) and retailers are among the largest intermodal shippers. Today’s edition of The Stockout highlights data relevant for shippers that utilize rail intermodal or are looking […]
How well will consumer packaged goods (CPG) purchases ultimately hold up? Not only is CPG demand forecasting arguably more difficult than ever, it is also more critical than normal since […]
General Mills’ supply chain disruptions to persist At a Wall Street conference earlier this month, Jonathan Nudi, General Mills’ president of North American retail, said, “We’re seeing 10 times the […]
This week’s CPG news items reflect a continuation of recent food/beverage trends. More crossover between soft drink and alcoholic drinks: Monster Beverage is the latest soft drink company to get […]
Instead of discussing the current CPG news and freight data per my usual, for today’s newsletter I highlight the CPG industry trends I expect to see in 2022. Trend No. […]
Before getting into CPG news, here are two near-term events for your calendar: On Friday, The Stockout show is focused on the railroad industry and features a true industry expert […]
Before getting into what’s happening in CPG supply chains, here’s something for your calendar: I host the next quarterly The Stockout webinar on Dec. 6 at 2 p.m. ET. Here’s […]
Before getting into what’s happening in CPG supply chains, here’s something for your calendar: I host the next quarterly The Stockout webinar on Dec. 6 at 2 p.m. ET. Here’s […]
It’s no secret that consumer goods companies face inflationary pressures in virtually all of their costs and face transportation capacity constraints throughout their supply chain. What tactics can these consumer […]
On this episode of The Stockout, Mike Baudendistel dissects the changes in consumer behavior and what they indicate about the return to normal life post-pandemic.
On this episode of The Stockout, Mike Baudendistel explores how one alternative milk company is aiming high on the stock market.
On this episode of The Stockout, Mike Baudendistel explores rising prices and the threat of inflation as stocks plummet.
On this episode of The Stockout, Mike Baudendistel explains how the declining U.S. birth rate is affecting the consumer market.
Wall Street didn’t like Clorox’s earnings report late last week. There were analyst downgrades and shares are down from where they were a week ago and down 10% from their […]
In past editions of The Stockout, I’ve discussed cost inflation trends, which I believe is the industry’s largest issue currently aside from pandemic-related structural changes in demand. In recent days, […]
On this episode of The Stockout, Mike Baudendistel explains why it is not as simple as one may think to utilize intermodal transportation to reduce truckload emissions.
On this episode of The Stockout Mike Baudentistel explores the possibility of companies hitting the market soon.
In today’s The Stockout, I discuss first-quarter earnings reports from Pepsi and L’Oreal. L’Oreal, in particular, has a lot of momentum of late with shares reaching all-time highs as investors […]
On this episode of Freightonomics, Anthony Smith and Zach Strickland look at some big decisions affecting Amazon workers and how much cash Evergreen will be coughing up.
FreightWaves’ Mike Baudendistel hosts a new podcast, The Stockout, and breaks down the consumer packaged goods market from manufacture to consumption.
When we look back at the COVID era, we will remember stockouts of toilet paper, cleared-out grocery store shelves and the impossibility of getting the latest video game console because […]
In today’s edition of The Stockout CPG-focused newsletter, I discuss a company that has been dealing with exactly that — stockouts. McCormick & Co., the world’s largest spice company, reported […]
Last week Starbucks expanded upon its previously stated goal to be a “resource-positive company,” with specific goals related to sourcing coffee beans, land use and production. What’s striking is how […]
Most CPG companies will report earnings next month, but with an off-cycle fiscal year ending May 31, General Mills reported its fiscal third quarter Wednesday morning for the December-February quarter. […]
Earlier this week in The Stockout CPG-focused newsletter, I discussed the impact that China’s efforts to replenish its hog population was having on corn and soybean exports as well as […]
Earlier this week, in the last edition of The Stockout CPG-focused newsletter, I focused on reefer since the many CPG companies that require temperature controls are facing an even tighter […]
Just as Pat Riley trademarked the term “three-peat,” I’m considering trademarking “coin flip compliance.” That’s the state of the reefer market today with reefer carriers rejecting 50.3% of tendered loads, […]
One financial metric in the CPG world that stands out to me is AB InBev’s net debt-to-EBITDA ratio: 4.8x. The company has been highly leveraged since its acquisition of SABMiller […]
Plant-based meat alternatives are to the food industry what electric vehicles are to the transportation industry — a niche with a lot of startups today but maybe not so niche […]
Bid season is here, which means contract rates are catching up to spot rates and in turn loosening capacity.
Sustainability efforts are becoming a major focus for CPG companies as consumers demand investments in a cleaner future.
Capital Logistics COO Michael Feig says it’s too early to tell if the summer will bring tight capacity to the reefer market.
Reefer truckload capacity begins to tighten further in the Midwest and Southeast
Dooner and The Dude discuss how logistics helped TrophySmack win a deal with Mark Cuban on “Shark Tank.”
Reefer trailer orders were over 100% above replacement levels in November which shows capacity is trying to return to the reefer markets.
Droughts and geopolitical tensions are driving up cotton, corn, and soybean prices and in turn impacting supply chain costs.
Reefer spot volume volatility has exploded across the nation over the past week.
Lumber Prices are soaring which is threatening CPG companies with higher supply chain costs.
Reefer tenders have strengthened significantly out of the nation’s largest markets.
New Class 8 truck orders are increasing and this trend is likely to continue through 2021.
Coca-Cola slashes jobs in an effort to restructure.
Frito-Lay is responding to customers’ demands and have introduced an option for consumers to customize their variety packs.
As states prepare to administer COVID-19 vaccines, it is still unclear who will be deemed “essential”.
Reefer capacity is extremely tight across the country and especially out of port markets.
A coronavirus outbreak in Frito-Lay’s Vancouver manufacturing and distribution facility causes a temporary shutdown of the facility.
The Uyghur Forced Labor Prevention Act is set to disrupt many CPG supply chains.
DIY (Do It Yourself) projects are draining the supply of mason jars.
A shortage of smaller turkeys grips the nation as families gather in smaller groups for Thanksgiving celebrations due to the pandemic.
Consumer Brands Association’s latest survey shows fear among consumers regarding future stockouts.
Walmart’s On-Time and In-Full (OTIF) metrics are at the most strict levels in the company’s history just as the COVID exemption expires.
Direct-to-consumer is viewed as a strong growth driver in the future for CPG companies.
We’re creating targeted content for the retail, CPG, and automotive supply chains.
