Michael Baudendistel

Mike Baudendistel is an analyst and Market Expert at FreightWaves focusing on the railroad, intermodal and transportation equipment industries. Prior to joining FreightWaves, Baudendistel served as a senior sell-side equity research analyst covering the publicly traded railroads, suppliers that manufacture and lease railroad equipment, and suppliers that manufacture trucks, trailers, engines and other components. He has 14 years of experience following the freight transportation industry with experience that also touched the truckload, Jones Act barge and domestic logistics industries. He is a CFA Charterholder.

Sep- 2022 -
28 September
Newsletters
Michael Baudendistel
0
Nothing smooth about butter
High butter prices expected to persist Butter is currently second only to eggs for the title of most inflationary food item, up 25% year over year, compared to 13%-14% for…
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Aug- 2022 -
31 August
Newsletters
Michael Baudendistel
0
Industrial carbon dioxide shortages hit food and beverage makers
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…
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26 August
The Stockout
Michael Baudendistel
0
As truckload rates fall, competition with intermodal intensifies
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…
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17 August
Newsletters
Michael Baudendistel
1
CPGs grapple with uncertain consumer behavior
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…
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Jul- 2022 -
7 July
The Stockout
Michael Baudendistel
0
Will the correction in commodity prices boost CPG margins?
Has CPG ingredient inflation peaked? I can only speculate whether the recent pullback in commodity prices will continue, but with crude oil off its high, crop prices well off their…
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Jun- 2022 -
29 June
Newsletters
Michael Baudendistel
General Mills expects supply chain disruptions to persist
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…
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22 June
Newsletters
Michael Baudendistel
Why the Kellogg split makes sense
Kellogg splitsville As I am sure you’ve seen, the big CPG news Tuesday was that Kellogg will become three separate companies. Management will focus on the snacks/international business (I’ll call…
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May- 2022 -
25 May
The Stockout
Michael Baudendistel
Rail service becomes bigger political football
Ranked 39th on the Transport Topics list of top brokerage firms, Axle Logistics takes a consultative and streamlined approach to your shipping needs. Email sales@axlelogistics.com to connect with the team…
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20 May
The Stockout
Michael Baudendistel
What the retail rout means for CPGs
Ranked 39th on the Transport Topics list of top brokerage firms, Axle Logistics takes a consultative and streamlined approach to your shipping needs. Email sales@axlelogistics.com to connect with the team…
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18 May
Newsletters
Michael Baudendistel
Does reacting to real-time supply chain data beat forecasting?
Numerous companies, including CPG companies, at FreightWaves’ The Future of Supply Chain conference last week highlighted the difficulty of accurately forecasting. We heard that sentiment expressed from numerous companies, including…
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