Michael Baudendistel

Mike Baudendistel is the Head of Intermodal Solutions at FreightWaves and author of The Stockout, focusing on the rail intermodal, CPG and retail industries. Prior to joining FreightWaves, Baudendistel served as a senior sell-side equity research analyst covering the publicly traded railroads, and companies that manufacture and lease railroad equipment, trucks, trailers, engines and components. His experience following the freight transportation industry also touched the truckload, Jones Act barge and domestic logistics industries. He is a CFA Charterholder.
Jan - 2025 -
08 January
Michael Baudendistel

Numerous issues on shippers’ radar to start year

Labor strife, volatile freight rates and fraud all have disruptive potential.

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Dec - 2024 -
18 December
Michael Baudendistel

Freight market shows additional signs of recovery

Tender rejection rate rises as holidays approach The tender rejection rate has risen steadily since early October despite tender volume declining. That implies that capacity is leaving the market, which is leading to a tighter freight market. (Chart: SONAR) Both truckload spot rates and tender rejection rates are indicating that the freight market is tightening. […]

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11 December
04 December
Michael Baudendistel

Reefer market shows signs of tightening

SONAR shows carriers turning down more than 20% of outbound Ontario loads.

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Nov - 2024 -
27 November
Michael Baudendistel

Black Friday is not canceled, but shoppers want even better deals

It’s that time of year – retail news abounds on FreightWaves and elsewhere I thought Target’s management team put it well last week as it now describes consumers as “resourceful,” meaning they are still shopping but are looking for value and waiting for deals, rather than “resilient,” the term it used previously. Along similar lines, […]

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20 November
Michael Baudendistel

SONAR expands LTL and intermodal data offering

Data platform now provides LTL rates by class and intermodal contract rates by lane.

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13 November
Michael Baudendistel

Nikola exec says battery versus hydrogen not an either/or

Alternative fuel equipment leader is actively building hydrogen fueling network.

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07 November
Michael Baudendistel

Freight shareholders cheer election results

Old Dominion, CSX among largest post-election gainers as freight stocks outperformed broader averages.

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06 November
Michael Baudendistel

Retail and CPG industries grapple with election results

Tariffs, taxes, the FTC and food regulations are among the major issues.

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Oct - 2024 -
30 October
Michael Baudendistel

Echo exec meets Mexico challenges with integrated logistics model

Expertise is key to navigating cargo insurance, security and customs issues in Mexico.

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23 October
Michael Baudendistel

Retail, CPG industries brace for election results

Latest The Stockout show explores sock puppets This is how RFK Jr. sees U.S. food regulators. (Image: FWTV) On Monday’s The Stockout show, which focuses on topics relevant to shippers in the retail and CPG industries, Grace Sharkey and I discussed how the election could impact those sectors. If Trump is elected, the Federal Trade […]

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16 October
Michael Baudendistel

Reefer tender rejection rates surge following hurricanes

Tender rejection rates rise for reefer, but remain muted for dry van, suggesting supply and demand in the reefer segment is much more balanced.

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10 October
Michael Baudendistel

Brittain Ladd returns to The Stockout

Start your week with Brittain Ladd On Monday at 10 a.m. EDT, Grace Sharkey and I will again interview one of our favorite guests: outspoken independent consultant Brittain Ladd. The depth of Ladd’s expertise is impressive and spans companies and topics throughout the retail space and far beyond.  On his prior The Stockout appearance, his […]

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02 October
Michael Baudendistel

ILA strike – is 1 week the bogey?

Perishables and auto parts will get scarce if strike persists.

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Sep - 2024 -
26 September
Michael Baudendistel

Where ILA strike might go from here

Biden administration said it won’t intervene, but is that really believable?

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19 September
Michael Baudendistel

Say it ain’t so, Joe

Biden administration says no to using Taft-Hartley to stop ILA strike.

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10 September
Michael Baudendistel

Shippers’ wariness of potential ILA strike visible in SONAR data

Even a short work stoppage by the ILA would greatly disrupt freight networks. SONAR charts show evidence of shippers looking to avoid getting caught in a potential ILA strike which has impacts on maritime, rail intermodal and truckload data.

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