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.
Sep - 2024 -
05 September
Michael Baudendistel

Is the prospect of tightening capacity this fall overblown?

Tender rejections are anemic, and most LTL carriers are reporting down tonnage.

Read More »
Aug - 2024 -
29 August
Michael Baudendistel

Will we hear updated ILA demands next week?

International Longshoremen’s Association delegates are to meet Wednesday and Thursday.

Read More »
22 August
Michael Baudendistel

Canadian rail lockout – SONAR datasets to watch

The industries to be most heavily impacted are those in bulk commodities, such as grain, potash and metallurgical coal. In addition, several intermodal corridors will be heavily impacted including long-haul international intermodal lanes, cross-border lanes. US intermodal volume is seeing a boost, but that could lead to congestion.

Read More »
21 August
Michael Baudendistel

Are food companies guilty of price gouging?

Groceries emerge as political football as Harris floats price controls.

Read More »
15 August
Michael Baudendistel

Ocean market – adding capacity doesn’t mean overcapacity

Maritime expert cites carrier alliances’ ability to blank sailings to manage capacity.

Read More »
08 August
Michael Baudendistel

Ocean spot rates have likely peaked

Easing port congestion, seasonal demand trends make third surge improbable.

Read More »
May - 2024 -
24 May
Michael Baudendistel

Target appears to be losing on everyday items

Losing share in boring items Target shares have severely underperformed Walmart over the past three years. (Chart: Barchart.com, Inc.) Target spent much of Wednesday’s earnings call talking about recent promotions, new product introductions and holiday-related sales. Examples include Target Circle Days, back to school, the launch of a private label outdoor brand, pickleball gear introductions, […]

Read More »
10 May
Michael Baudendistel

Brittain Ladd brings bare-knuckle comments to The Stockout

Outspoken consultant shares views on India and Starbucks, among other things.

Read More »
02 May
Michael Baudendistel

Latte and Big Mac sales show consumers are hurting

Future of Supply Chain discount code expires May 15  Stockouters, I want to see you in Atlanta! My subscribers can still access tickets to FreightWaves’ Future of Supply Chain at a reduced rate here, but not for long. The event takes place June 4-5 at the Georgia International Convention Center. Click here for what to […]

Read More »
Apr - 2024 -
22 April
03 April
Michael Baudendistel

Selling profitably on Amazon becomes even harder

Largest online retailer to impose new inventory-placement and low-inventory fees.

Read More »
Mar - 2024 -
29 March
Michael Baudendistel

FreightWaves’ Baltimore coverage spans segments

Key Bridge reports includes news articles, data and expert commentary.

Read More »
22 March
Michael Baudendistel

Subscription boxes — wow them or they’ll bounce

Ideal for consumer engagement, recurring packages face economic and logistical challenges.

Read More »
14 March
08 March
Michael Baudendistel

Recent shows highlight CPG companies’ concerns

Shippers should facilitate supplier collaboration while bracing for potential freight market turn.

Read More »
Feb - 2024 -
16 February
Michael Baudendistel

Amazon and the FTC don’t agree on much

In addition to key issues in lawsuit, parties at odds over scope and time frame.

Read More »
09 February
Michael Baudendistel

Is Amazon a distributor?

Governmental order could place safety burdens on e-commerce giant.

Read More »
01 February
Michael Baudendistel

Railroad’s share bounce should leave intermodal shippers wary

Activist pressure and focus on OR are at odds with optimal service levels.

Read More »
Loading Posts