The Stockout

The Stockout

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The Stockout
  • What does Trevor Milton’s arrest mean for clean equipment options?- The Stockout

  • Everything is political, including your ice cream choice - The Stockout

    In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including recent results by CPG giants Unilever, Coca-Cola, and Kimberly Clark. Mike also tackles the CPG controversy of the hour, Ben & Jerry’s removing ice cream from shelves in territories it doesn’t believe shoul...

  • Short seller’s report tarnishes Oatly’s shares - The Stockout

    In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the short seller’s report that is pressuring the shares of Oatly. Mike also discusses Pepsi’s results and the congestion issues that are impacting CPG companies that utilize rail intermodal.

  • Droughts and recalls pressure food supply chains - The Stockout

    In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the Tyson frozen chicken recall, grocery stockpiling items, the impact of the drought, Molson Coors changing its portfolio and Dole and Chobani which have both filed to go public.

  • CPG results hold up even as consumers spend less time at home - The Stockout

    In this episode of The Stockout, Mike Baudendistel discusses the results reported this week from General Mills and McCormick. Then, Mike discusses recent trends in agriculture prices and why they may not return to peak levels. Finally, Mike provides some thoughts on the outlook for transportation...

  • Consumers still want premium and fresh items - The Stockout

    In this episode of The Stockout, Mike Baudendistel discusses what recent results from major grocery chains say about demand for CPG. Then, Mike takes us through the most dramatic changes he is seeing in freight data and what that means for supply chains.

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  • Smucker’s Jams Through Price Increases as Cost Rise - The Stockout

    In this episode of The Stockout, Mike Baudendistel will discuss the recovery from the JBS cyberattack which shut down much of the country’s meat processing. Plus, Mike breaks down Thursday’s results from the J.M. Smucker Company which is performing well in the face of rapidly rising input costs. ...

  • Oatly looks to put cows out to pasture - The Stockout

    The biggest event in the CPG industry this week was Oatly’s IPO and the warm response so far from investors. In this episode of The Stockout, Mike Baudendistel discusses the impact plant-based dairy alternatives may have on CPG supply chains. Plus, Mike discusses the just-published FreightWaves r...

  • Inflation rattles the market - The Stockout

    This week was defined by inflation data and the corresponding sell-off in the stock market. In this episode of The Stockout, Mike Baudendistel discusses the impact that inflation will have on freight markets and CPG companies. Plus, Mike discusses the latest spikes in freight rates and discusses ...

  • Baby bust bolsters bearish outlook - The Stockout

    In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of Mother’s Day, Mike Baudendistel discusses the rapidly declining birth rate in the U.S. and why that is a big deal for CPG companies and freight transportation. Mike then discusses recent thoughts on i...

  • Taking trucks full of CPG off the road - The Stockout

    In this episode of The Stockout, a show about CPG companies and their supply chains, in honor of earth day, Mike Baudendistel discusses the challenges and opportunities that CPG companies face when looking to reduce their carbon footprint by converting rail intermodal to truckload. Mike also disc...

  • Honest & Impossible- CPG companies that may go public soon - The Stockout

    In this episode of The Stockout, a show about CPG companies and their supply chains, Mike Baudendistel discusses potential upcoming IPOs in the CPG industry including The Honest Company, which was founded by actress Jessica Alba. On the topic of IPOs, Mike also discusses why we might see Impossib...

  • The Stockout

    In this inaugural episode of The Stockout, Mike Baudendistel explains why FreightWaves is launching yet another show, this one focused on consumer packaged goods, or CPG.

    Mike then discusses recent articles written for The Stockout newsletter which touch on major CPG industry themes including: ...