CPG supply chain

Numerous acquisitions the past several years bolstered logistics firm’s end-to-end capabilities.

New regulations could force CPGs to revise product formulas to eliminate common ingredients.

A proposed revision to FTC regulations would make canceling subscriptions as easy as signing up.

Upcoming revisions are likely to impact CPG ingredients, packaging and labeling.

Amid lower commodity costs, retail CPG prices should stick, leading to margin recovery.

Some supply chain issues remain, but moderating inflation helps margins recover.

Startups aim to help CPGs achieve clean labels while governments revise health regulations.

Production of palm oil, a common CPG ingredient, is associated with deforestation and human rights abuses.

Automation benefits go beyond productivity and extend into food and worker safety.

TreeHouse Foods gains share despite lingering supply chain issues.

In addition to sugar, other regulatory updates pertain to sodium, whole grains and flavored milk.

Commodity prices have come down, but manufacturers say their costs are still rising.

CPGs’ worst nightmare For certain CPG categories, I would argue that the worst thing that could happen isn’t a recession but consumers getting religion on healthy eating and avoiding the […]

High butter prices expected to persist Butter is currently second only to eggs for the title of most inflationary food item, up 25% year over year, compared to 13%-14% for […]

On Monday, the Iowa-based truckload carrier acquired several assets from the Contract Freighters Inc. (CFI) portfolio

General Mills’ supply chain disruptions to persist At a Wall Street conference earlier this month, Jonathan Nudi, General Mills’ president of North American retail, said, “We’re seeing 10 times the […]

Fleets have been able to find more control over their transportation spend using PTV Route Optimizer’s features designed to suit the specific logistical last-mile delivery needs for CPG items.

Ranked 39th on the Transport Topics list of top brokerage firms, Axle Logistics takes a consultative and streamlined approach to your shipping needs. Email [email protected] to connect with the team […]

Numerous companies, including CPG companies, at FreightWaves’ The Future of Supply Chain conference last week highlighted the difficulty of accurately forecasting. We heard that sentiment expressed from numerous companies, including […]

CPG companies expect continued inflation on transportation costs this year. While there are plenty of signs on the horizon that suggest that a freight recession may be forthcoming, 2022 freight […]

Procter & Gamble highlights the combination of commodity, freight and foreign exchange as having a combined 22% headwind on core EPS in its fiscal 2022 (ending June 30). The company’s […]

On last week’s The Stockout show, I interviewed Fred Hart, partner and creative director of Interact, a branding agency in Boulder, Colorado. Fred works with a wide range of CPG […]

Supply chain improvement, leading to better on-shelf availability, drove positive variance relative to management’s prior guidance. Shares of General Mills rose 2.5% on Wednesday in a down market. The increase […]

Grocery prices rose 8.6% year-over-year in February. As miserable as the overall 7.9% inflation rate was for most consumers in February, grocery inflation outpaced it, with its highest rate of […]

Will we see a depression in Russia, a recession in western Europe and slower positive economic growth in North America, or some other scenario? It’s not yet clear whether the […]

Numerous multinational CPG companies are suspending or limiting production in Ukraine in an effort to keep employees safe. The major CPG companies that have announced they are limiting or suspending […]

The Food and Agriculture Organization of the United Nations (FAO) Food Price Index averaged 135.7 points in January, 1.1 percent higher than December and the highest level in 11 years. […]

Nestle’s corporate strategy the past several years has prepared it for the highly inflationary environment we now find ourselves in. The main thing that stood out to me in Nestle’s […]

“There’s a lot more focus on tracking the product itself” when it comes to consumer packaged goods, said Bart De Muynck, vice president of supply chain research at Gartner.

“Drayage carriers are getting booked out weeks in advance at the ports. … Gone are the days of trying to arrange drayage and transloading the day a container is released from a vessel,” says Global Gateway Logistics CEO.

This is the best article I saw in recent days relevant to CPG companies — Just Food described how consumer behavior will likely change in response to sharp inflation in […]

Following disappointing earnings on Thursday afternoon, Clorox (NYSE: CLX) shares fell 14.3% on Friday, making it the day’s worst-performing stock on the S&P 500. One of the lowlights was the […]

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 features a true industry expert […]

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 at 2 p.m. ET. Here’s […]

Supply chain disruptions in 2021 have wreaked havoc on businesses, but smart CPG companies are leveraging data science to get ahead of the issues.

On this episode of The Stockout, Mike Baudendistel looks at how small disruptions lead to big pressure on the food supply chain.

On this episode of The Stockout, Mike Baudendistel digs into what consumer buying behaviors at grocery stores are telling CPG companies.

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.

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 addition, the largest CPG companies, […]

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 acute are in industrial commodities […]

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 and down 10% from their […]

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 (KCS) Railway than what Canadian […]

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 reaching all-time highs as investors […]

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. Locus has introduced an AI-powered tool, NodelQ, that helps optimize the supply chain.

FreightWaves’ Mike Baudendistel hosts a new podcast, The Stockout, and breaks down the consumer packaged goods market from manufacture to consumption.

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 latest video game console because […]

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 soybean exports as well as […]

Ernie Manansala Jr., chief marketing officer at BRÈINFÚEL, talks about the obstacles facing startup CPG brands and the need for flexible warehousing space with Grant Langston, CEO of Warehouse Exchange.

John Tyson, fourth-generation Tyson family member and chief sustainability officer at Tyson Foods, discusses sustainability strategies in protein systems and food supply chains.

Day Three of Global Supply Chain Week will cover topics related to food and CPG supply chains. Tyson Foods Chief Sustainability Officer John Tyson is set to start the day off with global sustainability in mind.

Bid season is here, which means contract rates are catching up to spot rates and in turn loosening capacity.

Sustainability efforts are becoming a major focus for CPG companies as consumers demand investments in a cleaner future.

Capital Logistics COO Michael Feig says it’s too early to tell if the summer will bring tight capacity to the reefer market.

Reefer truckload capacity begins to tighten further in the Midwest and Southeast

Reefer trailer orders were over 100% above replacement levels in November which shows capacity is trying to return to the reefer markets.

Droughts and geopolitical tensions are driving up cotton, corn, and soybean prices and in turn impacting supply chain costs.

Reefer spot volume volatility has exploded across the nation over the past week.

Lumber Prices are soaring which is threatening CPG companies with higher supply chain costs.

Reefer tenders have strengthened significantly out of the nation’s largest markets.

New Class 8 truck orders are increasing and this trend is likely to continue through 2021.

Disruptions in one corner of the world can impact operations at home. With the turbulence of 2020 hopefully behind us, Global Supply Chain Week will examine where the dust has settled and share lessons on reacting to the enormous disruptions of the previous year.

Coca-Cola slashes jobs in an effort to restructure.

Frito-Lay is responding to customers’ demands and have introduced an option for consumers to customize their variety packs.

As states prepare to administer COVID-19 vaccines, it is still unclear who will be deemed “essential”.

Reefer capacity is extremely tight across the country and especially out of port markets.

A coronavirus outbreak in Frito-Lay’s Vancouver manufacturing and distribution facility causes a temporary shutdown of the facility.

The Uyghur Forced Labor Prevention Act is set to disrupt many CPG supply chains.

DIY (Do It Yourself) projects are draining the supply of mason jars.

A shortage of smaller turkeys grips the nation as families gather in smaller groups for Thanksgiving celebrations due to the pandemic.

Consumer Brands Association’s latest survey shows fear among consumers regarding future stockouts.

Walmart’s On-Time and In-Full (OTIF) metrics are at the most strict levels in the company’s history just as the COVID exemption expires.

Direct-to-consumer is viewed as a strong growth driver in the future for CPG companies.

We’re creating targeted content for the retail, CPG, and automotive supply chains.