The Stockout
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The Stockout: Oatly shares soar upon going public
With most CPG companies already having reported first-quarter earnings, the CPG-related news this week centered around descriptions of consumer strength from their retail partners. In…
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Latest dry van, reefer spot rate surge may be short-lived
As the equity indexes declined on Tuesday, two freight indexes contained in SONAR were up sharply after incorporating data from the past week: the national…
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The Stockout: Baby bust bolsters bearish outlook
As the economy surges, inflation pressures are becoming more widespread. Everywhere you look, there are headline-grabbing reports of rising prices. Some areas where inflation is…
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The Stockout: Raising prices on disinfectants during COVID is not gouging
Wall Street didn’t like Clorox’s earnings report late last week. There were analyst downgrades and shares are down from where they were a week ago…
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The Stockout: CPG companies highlight forthcoming price increases
In past editions of The Stockout, I’ve discussed cost inflation trends, which I believe is the industry’s largest issue currently aside from pandemic-related structural changes…
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The Stockout: Potential rail merger could increase CPG companies’ intermodal options
Tuesday morning there was big news out of the rail industry: Canadian National Railway (CN) made a stronger offer to acquire the Kansas City Southern…
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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…
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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…
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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…
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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…
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