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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.
Feb - 2023 -
01 February
Michael Baudendistel

The Stockout: Retailers, CPGs at odds over packaged goods pricing

Commodity prices have come down, but manufacturers say their costs are still rising.

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Jan - 2023 -
27 January
Michael Baudendistel

FDA moves forward on front-of-packaging labeling requirements

The Food and Drug Administration has issued a 60-day notice of its plans to conduct research on front-of-package nutrition labels.

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25 January
Michael Baudendistel

Will consumers sacrifice everyday items for the rare splurge?

CPGs’ worst nightmare For certain CPG categories, I would argue that the worst thing that could happen isn’t a recession but consumers getting religion on healthy eating and avoiding the […]

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20 January
Michael Baudendistel

Startups target sugar reduction

Sugar reduction startups The consumer-packaged-goods-related article that I found most interesting this week was in FoodBusinessNews and it described three startups focused on developing very innovative sugar reduction alternatives. Here […]

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18 January
Michael Baudendistel

Consumers start to balk at higher prices

Growing evidence of ‘shopper rebellion’ Elasticities, or the negative change in sales volume in response to rising prices, has been one of the main topics in the CPG industry in […]

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12 January
Michael Baudendistel

The Stockout: Are consumers really getting too cheap to buy good beer?

Deceleration in Constellation Brands’ shipment growth and disappointing margin outlook Constellation Brands, the owner of the Corona and Modelo beer brands and various wine and spirits brands, such as Svedka […]

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Oct - 2022 -
22 October
Michael Baudendistel

5 SONAR charts that stand out

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 […]

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Sep - 2022 -
28 September
Michael Baudendistel

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
Michael Baudendistel

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
Michael Baudendistel

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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