TV & Podcasts

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Michael Baudendistel Wednesday, March 24, 2021

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. General Mills’ size and its off-cycle reporting make it a bellwether for next month’s earnings reports. As I’ve discussed in other editions of The Stockout, […]

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FreightWaves Staff Wednesday, March 24, 2021

Retail openings will outpace closures for first time in years

COVID-19 forced dramatic change at the end of the supply chain seemingly overnight. Retailers had to adjust quickly to succeed, and those that did are looking at a recovering consumer economy with the best balance sheet in decades on top of a real estate market reeling from store closures. Pair this with an e-commerce acceleration of five years and a movement to DTC and you have a market ripe for innovative physical expansion.

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