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FreightWaves
FreightWaves’ The Stockout podcast focuses on CPG companies and their supply chains. Consumer packaged goods, or CPG, are the products we buy over and over again like food, beverages, cosmetics, cleaning supplies and other household products. The Stockout podcast explores the issues and complexities of the freight-intensive CPG industry while leveraging data from the FreightWaves SONAR data platform.
Total 139 episodes
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25/06/2024

Ultra-processed foods are out -- implications for CPG supply chains

We explore how preservatives extend the shelf life of products like bread and the potential health risks associated with these additives. Will the government step in with regulations, or is this just another health fad? Tune in for expert insights, industry updates, and practical advice for shippers and brokers navigating the current freight market. Don’t miss out on:- The impact of ultra-processed foods on the CPG industry - Ocean shipping rate surges and their implications - Insights from General Mills’ latest report - Upcoming Flex and Sheehan webinar details - Stay informed and ahead of the curve with The Stockout! Timestamps: 00:00 - Introduction 00:39 - Anecdote on Novelty Hershey Kiss Shelf Life 02:46 - The Rise of Ultra-Processed Foods 04:17 - Potential Government Regulations 06:21 - European Actions on Processed Foods 09:07 - Freight Market Updates and Shipper Strategies 11:14 - Industry News on Carrier Bankruptcies 14:23 - Ocean Shipping Rate Surge 17:16 - Proactive Shipper Strategies 20:38 - Upcoming Industry Events and Webinars Subscribe for more updates on the CPG and retail industries, and hit the bell icon to never miss an episode! #CPG #FreightWaves #TheStockout #UltraProcessedFoods #ShippingRates #SupplyChain #RetailIndustry #FoodPreservatives#trucking #logistics #news Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
27m
06/05/2024

India won’t be the new China any time soon

Welcome to The Stockout! This episode is packed with insightful discussions on global supply chain, business strategy, and technology trends. Join your hosts, Mike Baudendistel and Grace Sharkey, as they interview a special guest, Brittain Ladd, a consultant and strategist in global supply chain and retail. Brittain shares his expertise on a variety of topics, including artificial intelligence, robotics, retail trends, and the latest industry news. In this episode, Brittain talks about: His background, starting in the Marine Corps and transitioning into the trucking industry and consulting. His work with companies like Amazon and his insights into global supply chain trends. Current topics that fascinate him, such as AI, automation, humanoid robotics, and business developments in companies like Amazon, Walmart, and Starbucks. His perspective on the FTC’s lawsuit against Amazon and the broader implications for the industry. The challenges and opportunities in the shifting dynamics of supply chains, especially with companies trying to diversify away from China. Why Starbucks is facing operational and customer experience issues, and his suggestions for improvement. Stay tuned as Grace and Mike dive deep into these topics and explore what’s on Brittain’s mind for his upcoming LinkedIn posts. Don’t forget to join them live at the Future of Supply Chain event in Atlanta this June, where they’ll be hosting The Stakeout show in person! Timestamps: 00:00 - Introduction and Welcome 00:39 - Introduction of Brittain Ladd 01:24 - Brittain’s Background and Experience 03:04 - Current Topics of Interest: AI, Robotics, Automation 04:09 - Challenges in Robotics and AI Deployment 07:06 - Amazon and FTC Lawsuit Discussion 09:45 - Competition with Amazon and Walmart 11:12 - Global Supply Chain and Nearshoring Trends 13:45 - India’s Logistics Infrastructure Challenges 17:45 - Starbucks: Problems and Suggestions for Improvement 20:30 - Key Economic Concerns and Future Topics of Interest 26:00 - Conclusion and Upcoming Events Links and Resources: Follow Brittain Ladd on LinkedIn: https://www.linkedin.com/in/brittainladd/ Join the Future of Supply Chain event in Atlanta this June: https://live.freightwaves.com/future-of-supply-chain-2024 Subscribe to The Stockout newsletter for the latest supply chain insights: https://www.freightwaves.com/thestockout Thank you for watching, and don’t forget to like, comment, and subscribe for more insightful content on The Stockout! See you in the next episode! Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
27m
15/04/2024

Exploring the Dark Side of Lunchables: Lead, Sodium, and Consumer Health

Welcome back to The Stockout, where we delve into the latest trends and insights shaping various industries. In today’s episode, we uncover the shocking truths behind Lunchables, the beloved childhood snack, and its impact on consumer health. Join us as we dissect a recent Consumer Reports investigation revealing alarming levels of lead and sodium in Lunchables, along with other concerning contaminants. From potential links to increased cancer risk to developmental issues in children, the findings shed light on the hidden dangers lurking in these convenient lunch packs. But the revelations don’t stop there. We also delve into the struggles faced by dollar store chains like Dollar General, exploring possible reasons behind their declining performance amidst fierce competition and shifting consumer preferences. Additionally, we analyze survey results from CPG companies and retailers, highlighting challenges such as inaccurate demand forecasts and the need for real-time data amid global events. Lastly, we touch upon the refrigerated market’s recent developments, exploring fluctuations in tender rejection rates and their implications for the industry. Don’t miss out on this insightful discussion that uncovers the realities behind some of the products and markets we encounter daily. Tune in now and stay informed about the forces shaping the stock market landscape. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
26m
08/04/2024

Daily Harvest grapples with ingredient inflation and frozen omni-channel logistics

Welcome to The Stockout! In this episode, we dive deep into the retail and consumer packaged goods (CPG) industries, covering everything from the solar eclipse to Amazon’s latest updates and more. Join hosts Grace Sharkey and Mike Baudendistel, as they discuss the latest news and challenges facing the industry. In the first segment, Grace and Mike discuss Amazon’s inventory placement fees and low inventory fees, shedding light on the impacts for sellers and strategies to navigate these changes. Then, Vice President of Supply Chain at Daily Harvest Wesley Williams, shares insights into the frozen supply chain challenges faced by Daily Harvest, highlighting the complexities of sourcing organic ingredients and managing supplier relationships. Next, Wesley elaborates on the strategies and challenges of delivering products both directly to consumers and through partnerships with retailers like Costco, Kroger, and Wegmans. Throughout the conversation, Wesley emphasizes the importance of strong partnerships, technology solutions, and maintaining product integrity throughout the supply chain. Don’t miss out on valuable industry insights and practical tips for navigating the evolving landscape of retail and CPG. Subscribe to The Stockout newsletter on freightwaves.com and join us for our upcoming event in June featuring Ryan Petersen of Flexport. Stay tuned for more episodes, and remember to like, share, and subscribe for the latest updates on The Stockout! Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
27m
25/03/2024

Unilever cuts tail to move head

🚚 Welcome to The Stockout with Mike Baudendistel, your go-to show for all things CPG and retail industries. In this episode, Mike dives into the latest updates from Unilever's ice cream divestiture to General Mills' input costs and the surge in cocoa prices. He also breaks down the current state of the freight market using Sonar data. 🍦 Unilever's announcement to cut 7500 jobs and divest its ice cream business sets the stage for industry-wide changes. 💼 General Mills faces pricing pressure amidst rising input costs, shedding light on the challenges within the CPG sector. 🌍 Meanwhile, cocoa prices hit record highs due to supply chain disruptions, impacting major players like Hershey's and Mondelez. 🚛 Mike also provides insights into the freight market, highlighting trends in domestic and international intermodal volumes and the impact of truckload rates on intermodal transportation. 📈 Stay informed and gain valuable insights into the CPG, retail, and freight industries with The Stakeout. 🔔 Don't forget to subscribe and hit the notification bell to stay updated on the latest episodes. Sign up for our newsletter at freightwaves.com/stockout and join us at the upcoming Freightwaves conference in Atlanta on June 4th and 5th. ✉️ For inquiries or collaboration opportunities, reach out to Mike at [email protected] or connect on LinkedIn. Follow The Stockout Podcast Other FreightWaves Shows #TheStockout #CPG #Retail #Freight #SupplyChain #Unilever #GeneralMills #CocoaPrices #Intermodal #Freightwaves #Logistics #IndustryInsights Learn more about your ad choices. Visit megaphone.fm/adchoices
28m