TV & Podcasts

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Michael Baudendistel Tuesday, March 9, 2021

Reefer shippers beware: Capacity shifting to dedicated and carriers practicing stricter freight selection

This article was originally published in The Stockout newsletter on February 3, 2021. To sign up for The Stockout newsletter, click here. We recommend that CPG companies, and others that ship refrigerated goods, pay close attention to Marten Transportation’s results each quarter. Marten, which reported its fourth quarter last week, is listed seventh on the […]

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Michael Baudendistel Friday, March 5, 2021

Nothing light about Bud’s debt load

One financial metric in the CPG world that stands out to me is AB InBev’s net debt-to-EBITDA ratio: 4.8x. The company has been highly leveraged since its acquisition of SABMiller in 2016 when its debt topped $100 billion (net debt was $82.7 billion at the end of 2020) and the pandemic hurt the company’s profitability […]

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FreightWaves Staff Friday, March 5, 2021

Why Nordstrom Rack is key to managing overbought inventory

This week, President Biden announced we will have enough vaccinations for every American by the end of May. For the American people, this is fantastic news. For apparel retailers, it’s euphoric news that complicates an already extremely uncertain environment. In this edition of Point of Sale, we’ll take a look at apparel inventory management through the lens of Nordstrom’s recent woes.

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