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.

Apr- 2021 -

16 April

Newsletters

Michael Baudendistel
0 176

The Stockout: L’Oreal’s supply chain running well — except in the US

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…
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13 April

Newsletters

Michael Baudendistel
0 143

The Stockout: Honest and Impossible — CPG companies that may go public soon

Most public CPG companies are in their quiet periods ahead of earnings. But there were still significant developments with the CPG companies that are not (yet) public. There is a…
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9 April

Newsletters

Michael Baudendistel
0 118

The Stockout: What ketchup packets and semiconductors have in common

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…
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5 April

Newsletters

Michael Baudendistel
0 453

The Stockout: Spices returning to shelves as McCormick restocks

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…
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Mar- 2021 -

30 March

Newsletters

Michael Baudendistel
0 239

The Stockout: Starbucks targeting GHG reduction early in its supply chain

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…
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24 March

Newsletters

Michael Baudendistel
0 244

General Mills sees mid-single-digit freight cost inflation

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.…
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19 March

Newsletters

Michael Baudendistel
307

Will pork market go hog wild over Prop 12?

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…
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16 March

Newsletters

Michael Baudendistel
456

The Stockout: Cargill puts its money where its beans are

Cargill’s announcement last week that it is making a nearly half-billion dollar investment in soybeans caught my attention because it suggests that one of the world’s largest food producers believes…
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13 March

AskWaves

Michael Baudendistel
686

What is positive train control?

Positive train control, also known as PTC, is a safety technology aimed at automatically stopping a freight or passenger train before a collision. This Ask Waves article describes what it…
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11 March

Newsletters

Michael Baudendistel
232

Intermodal provides greater savings in tight freight market

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…
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