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The Stockout

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, clean... Read more

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CPG shares outperform as companies announce major deals

CPG shares outperform as companies announce major deals

Last week, Kellogg announced it will be split in three and Mondelez announced its acquisition of Clif Bar. In this episo... Read more

27 Jun 2022

25mins

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No signs of easing inflation in food prices

No signs of easing inflation in food prices

Commodity prices, BLS data and Smucker’s results all point to food price inflation getting worse before it gets better. ... Read more

13 Jun 2022

25mins

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What the coming economic storm means for CPG

What the coming economic storm means for CPG

Last week, several prominent voices in the business world expressed concern with the macroeconomic outlook. In this epis... Read more

6 Jun 2022

25mins

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What the retail rout means for CPG

What the retail rout means for CPG

The retail stocks sold off heavily last week after Target and Walmart reported earnings. FreightWaves’ Mike Baudendistel... Read more

23 May 2022

22mins

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Reacting to real-time data is more effective than forecasting

Reacting to real-time data is more effective than forecasting

Mike Baudendistel, FreightWaves Head of Intermodal Solutions walks us through the takeaways from the CPG companies that ... Read more

16 May 2022

26mins

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As consumer spending shifts, are CPGs winners or losers?

As consumer spending shifts, are CPGs winners or losers?

Mike Baudendistel gives some highlights from CPG earnings and provides thoughts on why both CPG and freight carriers hav... Read more

2 May 2022

25mins

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Negotiating leverage shifts into shippers favor

Negotiating leverage shifts into shippers favor

Mike Baudendistel runs through the CPG news including the latest pressure on vegetable oil trade before discussing the r... Read more

25 Apr 2022

25mins

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Expect CPGs to moderate forecasts this earnings season

Expect CPGs to moderate forecasts this earnings season

FreightWaves’ Mike Baudendistel discusses what he expects to hear from CPG and freight transportation companies as they ... Read more

18 Apr 2022

25mins

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IRI expects CPG cost pressures to persist into next year

IRI expects CPG cost pressures to persist into next year

FreightWaves’ Mike Baudendistel discusses the outlook for the CPG industry with Dr. Krishnakumar (KK) Davey, President o... Read more

12 Apr 2022

25mins

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Creative Packaging boost CPG Sales

Creative Packaging boost CPG Sales

In this episode, FreightWaves’ Mike Baudendistel discusses CPG branding and packaging with Fred Hart, Partner and Creati... Read more

5 Apr 2022

25mins

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