The Stockout
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Tony the Tiger may soon end his strrr-ike
Before getting into CPG news, here are two near-term events for your calendar: On Friday, The Stockout show is focused on the railroad industry and…
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Smucker posts strong sales but still feels margin pressure
J.M. Smucker Co.’s results highlight margin pressure even as CPG companies raise prices and continue to post strong sales. Overall, Smucker reported strong results as…
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Consumer data shows mixed messages
Before getting into what’s happening in CPG supply chains, here’s something for your calendar: I host the next quarterly The Stockout webinar on Dec. 6…
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The Stockout: Nestlé gets aggressive with online ambitions
Before getting into what’s happening in CPG supply chains, here’s something for your calendar: I host the next quarterly The Stockout webinar on Dec. 6…
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The Stockout: Oatly shares remain under pressure as revenue growth slows
Oatly (Swedish oat milk company) shares continue to struggle. Oatly’s American depository receipts declined 21% Monday and closed at $9.36, down 45% from the $17…
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The Stockout: Beyond Meat shares battered as 4Q outlook disappoints
Beyond Meat sell-off further ignites debate about demand for plant-based protein. From my perspective, Beyond Meat’s earnings and the fallout have been the most interesting…
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The Stockout: Under activist pressure, TreeHouse Foods exploring strategic alternatives
TreeHouse Foods, a major manufacturer of private-label food products, announced that its board is exploring strategic alternatives. Potential strategic actions include a possible sale of…
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The Stockout: Kellogg maintains formal earnings guidance despite headwinds
Kellogg Co. manages to reaffirm earnings guidance despite both industrywide and company-specific challenges. I find it impressive that the company was able to retain its…
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The Stockout: Vertical farming promises big impact on food supply chains
Vertical farming promises to be one of the most impactful trends to food in the coming years. In fact, it was listed as the No.…
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Chassis, containers and draymen all stars of the intermodal service meltdown
It’s times like these that it’s more fun to write about transportation issues than to actually have to move freight (not that I’ve ever actually…
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