CPG supply chain
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News
Does consumer behavior reflect the end of the pandemic? — The Stockout
On this episode of The Stockout, Mike Baudendistel dissects the changes in consumer behavior and what they indicate about the return to normal life post-pandemic.
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Newsletters
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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Newsletters
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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Newsletters
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
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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Newsletters
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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Modern Shipper
Locus introduces ‘smart supply chain decision-making platform’
Many shippers of fast-moving goods and consumer products saw increased sales during the pandemic, but many still suffer from a lack of supply chain efficiency.…
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News
Welcome to The Stockout
FreightWaves’ Mike Baudendistel hosts a new podcast, The Stockout, and breaks down the consumer packaged goods market from manufacture to consumption.
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Newsletters
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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Newsletters
Will pork market go hog wild over Prop 12?
Earlier this week in The Stockout CPG-focused newsletter, I discussed the impact that China’s efforts to replenish its hog population was having on corn and…
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