Shows
The Logistics of LogisticsThe CPG Supply Chain with Mike BaudendistelMike Baudendistel and Joe Lynch discuss the CPG supply chain. Mike is the Head of Intermodal Solutions at SONAR, the leading freight market analytics tool and dashboard, aggregating billions of data points from hundreds of sources to provide the fastest data in the transportation and logistics sector. About Mike Baudendistel Mike Baudendistel is the Head of Intermodal Solutions at SONAR, assisting with product design and supporting current and prospective data product customers. In addition, he is the showrunner for The Stockout, video podcast which focuses on CPG and retail logistics. Prior to FreightWaves, Mike covered transportation and...
2025-03-1854 min
The StockoutIndia won’t be the new China any time soonWelcome 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...
2024-05-0627 min
The StockoutDaily Harvest grapples with ingredient inflation and frozen omni-channel logisticsWelcome 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 froz...
2024-04-0827 min
The StockoutUnilever 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 secto...
2024-03-2528 min
FreightWaves NOWIntermodal Data & Rising Costs in the CPG/Retail LandscapeHey, friends! It's Isaiah here with a quick recap of today's chat with Mike Baudendistel, the sonar whiz from 'The Stockout'. We kicked off the week diving into some cool insights about intermodal data. Mike shared that while intermodal volumes are up by about 8%, it's mostly thanks to international shipments zooming ahead, not domestic ones. This is super important for companies and analysts who need to understand what's going on with shipping and transport rates. Speaking of rates, CPG companies are seeing some nice cost cuts in their intermodal contracts this year. On the ocean side, imports are sailing...
2024-02-1909 min
People Speaking RailEDF shares vision for taking trucks off the roadMike Baudendistel interviews Andrew Howell, Head of Research and Sustainable Finance at the Environmental Defense Fund and Bill Loftis, Owner of Supply Chain EcologyFollow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-3029 minPeople Speaking RailAnother red ball derailment might be needed for safety legislation to passMike Baudendistel and Joanna Marsh discuss the potential for rail safety legislation, the Red Sea situation, and railcar manufacturing. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-0226 minPeople Speaking RailWhat John Oliver got right and wrongMike Baudendistel and Joanna Marsh discuss John Oliver’s critique of the railroads.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-12-1927 minPeople Speaking RailHatch sees service as most critical rail issue in ‘24Mike Baudendistel interviews independent railroad analyst Tony Hatch following his Rail Trends conference. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-12-1227 min
Not Your Father’s Data CenterCollege Football Bowl Preview PicksIn this episode, Raymond dives back into the world of college football as the playoffs take center stage. Joined by esteemed guests Mike Baudendistel, Director of Sales for the Data Center sector at Bloom Energy, and Buddy Rizer, the Executive Director of Economic Development in Loudoun County, Virginia, the episode promises a lively discussion on the recent playoff selections.As the first week of December unfolds, we take a break from the tech talk to share insights on the college football landscape. From Michigan's anticipated presence to the controversies surrounding Florida State's exclusion, Raymond, Mike, and Buddy...
2023-12-1151 minPeople Speaking RailUnion Pacific is bringing furloughs backMike Baudendistel and Joanna Marsh discuss furloughs of Union Pacific maintenance-of-way workers, Union Pacific’s expanded intermodal offerings in Phoenix and Houston and possible rail safety legislation.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-12-0526 minPeople Speaking RailNew rail safety legislation likely coming next yearMike Baudendistel and Joanna Marsh discuss the CSX train derailment, potential rail safety legislation, the Surface Transportation Board and the rail intermodal market.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-11-2827 minPeople Speaking RailGnosis provides container visibility solutionMike Baudendistel summarizes Rail Trends and interviews Jake Hoffman, CTO of Gnosis Freight.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-11-2129 minPeople Speaking RailTRAC Intermodal sees growth aheadMike Baudendistel interviews Dan Walsh, CEO of TRAC Intermodal.Follow the Loaded and Rolling PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-10-3129 minPeople Speaking RailAs rail ORs rise, is the industry in a new growth-focused era?Mike Baudendistel and Joanna Marsh discuss third quarter earnings reports for the railroads, intermodal companies and rail equipment providers. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-10-2428 minPeople Speaking RailRail data mixed ahead of earnings seasonMike Baudendistel and Joanna Marsh discuss the latest on 2-person crews, CN’s comments on new Canadian regulations, a deadly coal derailment on BNSF and SONAR rail data.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-10-1728 minPeople Speaking RailNorfolk Southern loses volume following system outageMike Baudendistel and Joanna Marsh discuss Norfolk Southern’s train operations, the EEOC suing Union Pacific, rail labor rules, and the intermodal market.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-10-0329 minPeople Speaking RailShould Wabtec be forced to sell GE Transportation?Mike Baudendistel and Joanna Marsh discuss Progress Rail’s complaints about Wabtec, the status of Cincinnati selling a rail line, intermodal contract rates, motor vehicle shipments, and Greenbrier’s railcar orders. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-09-2830 minPeople Speaking RailIntermodal remains growth area says TRAC Intermodal CEOMike Baudendistel and Joanna Marsh discuss TRAC Intermodal’s market outlook, exporters’ frustration with rates and service, rail safety issues, and an absurd trademark dispute.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-09-2129 minThe StockoutGXO Direct leverages its tech and scale to deliver flexible warehousing solutionsFreightWaves’ Mike Baudendistel and Grace Sharkey discuss reactions to Smucker buying Hostess, plant-based meat company shutdowns, the Clorox cyberattack, and JB Hunt turning more positive. Plus, Mike and Grace interview Steve Lewis, Division President of The Americas and Asia-Pacific Head of GXO direct.Follow The Stockout PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-09-1828 minPeople Speaking RailSTB’s move on reciprocal switching – treading too lightly?Mike Baudendistel and Joanna Marsh discuss the Surface Transportation Board’s Notice of Proposed Rulemaking on reciprocal switching and run through SONAR charts.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-09-0729 minPeople Speaking RailCSX’s network takes brunt of Idalia’s impactMike Baudendistel and Joanna Marsh discuss Hurricane Idalia’s impact on CSX’s network, investigations of railroads training procedures, and the recent dismal grain volume. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-08-3128 minPeople Speaking RailRail safety issues remain at forefrontFreightWaves’ Mike Baudendistel and Joanna Marsh discuss recent reports addressing Norfolk Southern’s safety practices and culture. They also discuss train lengths, BNSF’s recently-completed capital project in Idaho and the latest SONAR intermodal data.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-08-1029 minPeople Speaking RailVena takes over as UP CEO – industry sea change?FreightWaves’ Mike Baudendistel and Joanna Marsh discuss Jim Vena taking over as Union Pacific’s CEO and interview Chris Joslyn, President of Run Rail.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-08-0330 minPeople Speaking RailRails begin to clean up after ILWU-Canada strikeFreightWaves’ Mike Baudendistel and Joanna Marsh interview John Schmitter of RailState.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-07-2029 minPeople Speaking RailShort line Association encouraged by Class I service improvementsFreightWaves’ Mike Baudendistel and Joanna Marsh interview Chuck Baker, President of the American Short Line and Regional Railroad Association. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-07-1330 minPeople Speaking RailShippers and railroads contend with ILWU-Canada strikeFreightWaves’ Mike Baudendistel and Joanna Marsh discuss the Vancouver port workers strike, the potential UPS strike, and other rail industry news stories. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-07-0630 minPeople Speaking RailSTB preliminary injunction goes against BNSFFreightWaves’ Mike Baudendistel goes through the railroad news, including the STB’s preliminary injunction against BNSF, and intermodal data from SONAR.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-06-2929 minPeople Speaking RailCommtrex CEO highlights the complexities of converting truckloads to railFreightWaves’ Mike Baudendistel interviews Martin Lew, CEO of Commtrex.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-06-1532 minPeople Speaking RailService issues remain a concern for rail shippersFreightWaves’ Mike Baudendistel and Joanna Marsh discuss last week’s rail shipper conference, recent expansions to intermodal service offerings, and California doing its part to stop autonomous trucks from competing with rail intermodal. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-06-0128 minPeople Speaking RailDomestic intermodal carriers see lack of green shootsFreightWaves’ Mike Baudendistel discusses shippers’ latest rail service complaints and continued intermodal demand weakness.Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-05-2524 minPeople Speaking RailAmerican Chemistry Council: PSR has been about ‘doing less with less’FreightWaves’ Mike Baudendistel and Joanna Marsh interview Chris Jahn, President and CEO of the American Chemistry Council, which represents leading chemical companies, including major railroad shippers. Follow the People Speaking Rail PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-05-1828 minPeople Speaking RailRailway safety bill passes Senate Commerce CommitteeFreightWaves’ Mike Baudendistel and Joanna Marsh discuss the Railway Safety Act of 2023, emerging doubts of an intermodal volume recovery in the second half, and CARB’s push to reduce locomotive emissions.Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-05-1129 minPeople Speaking RailTelegraph CEO Harris Ligon highlights improvement in rail service, believes intermodal remains a growth areaFreightWaves’ Mike Baudendistel and Joanna Marsh Interview Harris Ligon, Co-Founder and CEO of Telegraph System, a rail data and analytics provider focused on providing predictive visibility into rail service. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-05-0428 minPeople Speaking RailIan Jefferies (AAR President/CEO) cautions against mandating historical operating practicesFreightWaves’ Mike Baudendistel and Joanna Marsh Interview Ian Jefferies, President and CEO of the Association of American Railroads.
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2023-04-2828 minPeople Speaking RailTwo-man crews, one-man crews or no-man crews?FreightWaves’ Mike Baudendistel and Joanna Marsh discuss Parallel Systems, a startup developing autonomous railcars, the recent push to mandate two-person crews in locomotives, and intermodal data in FreightWaves SONAR. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-04-1328 minPeople Speaking RailHow rail shippers can utilize unbiased dataFreightWaves’ Mike Baudendistel and Joanna Marsh discuss the latest safety regulation proposals. In addition, they interview John Schmitter, co-founder and COO of RailState, a company that provides unbiased rail data to shippers and analysts. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-04-0630 minPeople Speaking RailIntermodal volume weakens furtherFreightWaves’ Mike Baudendistel and Joanna Marsh discuss shippers’ reactions to the approval of the CP-KCS merger, the dismal intermodal volume, derailment investigations, and Greenbrier’s railcar orders. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-03-2325 minPeople Speaking RailCP-KCS merger approved with numerous conditionsFreightWaves’ Mike Baudendistel and Joanna Marsh discuss the STB’s approval of the CP-KCS merger and what that means for any possible further consolidation. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-03-1628 minPeople Speaking RailThe hits keep coming for Norfolk SouthernFreightWaves’ Mike Baudendistel and Joanna Marsh discuss what takeaways from last week’s interview with former Surface Transportation Board Chairman Daniel Elliott, the latest news on Norfolk Southern, and new safety standards outlined by the Association of American Railroads. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-03-0930 minPeople Speaking RailDaniel Elliott, former STB Chairman, highlights ongoing issues with rail serviceFreightWaves’ Mike Baudendistel and Joanna Marsh interview Daniel Elliott, Principal of GKC Law and former Chairman of the US Surface Transportation Board, the independent agency that economically regulates the freight railroads. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-03-0228 minPeople Speaking RailIs an overly concentrated railroad shareholder base holding back volume growth?FreightWaves’ Mike Baudendistel and Joanna Marsh interview Herman Haksteen, the President of the Private Railcar Food and Beverage Association, who shares thoughts on the East Palestine, Ohio derailment and whether a concentrated Class I shareholder base is holding back volume growth and service improvement. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-02-1628 minPeople Speaking RailDelays persist on Norfolk Southern following derailmentFreightWaves’ Mike Baudendistel and Joanna Marsh discuss the aftermath of the Norfolk Southern derailment in East Palestine, Ohio, intermodal contract rates, Wabtec’s locomotive innovation, and the latest push for the Class I railways to provide paid sick days. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-02-0927 minPeople Speaking RailNoise pollutions tops list of concerns in CP/KCS environmental impact statementFreightWaves’ Mike Baudendistel and Joanna Marsh discuss recent developments in Canadian Pacific’s pending acquisition of Kansas City Southern, including takeaways from the final environmental impact statement. Other topics include the weak intermodal volume and proposed legislation limiting train lengths. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-02-0228 minPeople Speaking RailUnion Pacific to run looser on crewsFreightWaves’ Mike Baudendistel and Joanna Marsh discuss recent developments at Union Pacific and what’s happening in the railcar leasing market. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-01-2628 minPeople Speaking RailRail service key for volume growth in 2023FreightWaves’ Mike Baudendistel and Joanna Marsh discuss takeaways from the Transportation Research Board annual meeting and the impact of the recent decline in import volume. Follow the People Speaking Rail PodcastOther FreightWaves Shows
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2023-01-1229 minPeople Speaking RailSurface Transportation Board has full docket for 2023FreightWaves’ Mike Baudendistel and Joanna Marsh discuss the regulatory outlook for the freight railroad industry in 2023.
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2023-01-0528 minThe StockoutIndustrial CO2 shortages hit food and beverage makersIn this episode, Mike Baudendistel is joined by Kevin Williamson, CEO of RJW Logistics Group to discuss how CPG companies can improve their middle-mile efficiency and improve their on-time and in-full percentages. Plus, Mike discusses why there is an industrial CO2 shortage and how that is impacting food and beverage manufacturers in the US and Europe. This episode of The Stockout is brought to you by RJW Logistics Group.Follow Taking The Hire Road on Apple PodcastsFollow Taking The Hire Road on SpotifyMore FreightWaves Podcasts
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2022-08-2928 minThe StockoutInventory bloat spreads to consumablesIn this episode, Mike Baudendistel discusses how recent changes in consumer spending has led to inventory bloat that is now impacting a wider range of companies — not only those that sell discretionary merchandise. Plus, Mike gives a rundown on many issues impacting freight shippers including railroad regulations and falling truckload rates. This episode of The Stockout is brought to you by RJW Logistics Group. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-08-2228 minThe StockoutConsumers trade down to cheaper CPGsIn this episode, Mike Baudendistel discusses the latest inflation data, the Inflation Reduction Act, corporate earnings and what they mean for the consumer packaged goods (CPG) industry. In addition, Baudendistel gives a freight industry update using data from FreightWaves SONAR. This episode of The Stockout is brought to you by RJW Logistics GroupFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-08-1528 minThe StockoutConsumers finally start trading down in meatIn this episode, Mike Baudendistel discusses Tyson’s uncharacteristically challenged second quarter. Meanwhile, Treehouse Foods posted strong results in a backdrop that seems tailor made for private label brands. Plus, Baudendistel discusses the CPG industry with data analytics company The Smart Cube. This episode of The Stockout is brought to you by RJW Logistics GroupFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-08-0828 minThe StockoutReacting to real-time data is more effective than forecastingMike Baudendistel, FreightWaves Head of Intermodal Solutions walks us through the takeaways from the CPG companies that spoke at last week’s big Future of Supply Chain conference, including Nestle, Tyson and Unilever. Mike also provides an update on the baby formula shortage, talks about the latest freight trends and highlights the new truckload and ocean data sets in SONAR.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-05-1628 minThe StockoutAs consumer spending shifts, are CPGs winners or losers?Mike Baudendistel gives some highlights from CPG earnings and provides thoughts on why both CPG and freight carriers have reported solid first quarter earnings. Mike runs through some SONAR highlights. Sign up for The Stockout newsletterFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-05-0226 minThe StockoutExpect CPGs to moderate forecasts this earnings seasonFreightWaves’ Mike Baudendistel discusses what he expects to hear from CPG and freight transportation companies as they begin to report their first quarter earnings. Mike also discusses other CPG-related topics, including the baby formula shortage and convenience stores returning to pre-pandemic levels. Sign up for The Stockout newsletterFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-04-1828 minThe StockoutSupply chain visibility is key for avoiding stockouts and feesIn this episode, Mike Baudendistel discusses CPG supply chains with Raj Patel, VP, Industry Strategy, 3PLs, at FourKites, a company that provides end-to-end supply chain visibility for shippers. Sign up for The Stockout newsletterFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-03-2225 minThe StockoutCPG companies contend with new surge in commodity pricesIn this episode, Mike Baudendistel discusses how the war in Ukraine changes the outlook for the CPG industry as commodity prices surge. Plus, Mike goes through a SONAR highlight reel.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-03-0128 min
FreightWaves LIVE: An Events PodcastWhat Rail and Truckload Data Reveal About Industrial Supply Chains - Global Supply Chain WeekIndustrial production is forecasted to grow in the coming years which will likely lead to higher rail carload volume. It could also lead to congestion and equipment availability issues. In this fireside chat, Harris Ligon, CEO and Co-founder of a stealth transportation technology startup, and Mike Baudendistel, FreightWaves Market Expert, discuss the outlook for industrial freight on the rails and the associated operational challenges.Follow FreightWaves on Apple PodcastsFollow FreightWaves on SpotifyMore FreightWaves PodcastsJoin Global Supply Chain Week
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2022-02-2421 minThe StockoutWorld food prices rise to 11-year high as inflation rages onIn this episode, Mike Baudendistel discusses factors that are pressuring CPG companies’ cost structure driving food prices to an 11-year high. Mike also discusses recent CPG companies’ financial results and newly-released SONAR data which highlights the severity of the current ocean shipment delays. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-02-2228 min
FreightWaves LIVE: An Events PodcastDrayage Challenges and Opportunities at America’s West Coast Ports - Global Supply Chain WeekPort congestion issues have presented drayage carriers with a rapidly changing market and challenging operating conditions. In this fireside chat, Matt Schrap, CEO of Harbor Trucking Association, and Mike Baudendistel, FreightWaves Market Expert, discuss how drayage carriers can optimize productivity and how the west coast ports can maintain their share of the market.Follow FreightWaves on Apple PodcastsFollow FreightWaves on SpotifyMore FreightWaves PodcastsJoin Global Supply Chain Week
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2022-02-2219 min
The StockoutResults mixed as companies scramble to mitigate cost pressureIn this episode, Mike Baudendistel discusses recent volatility in the CPG companies share prices and why Tyson and Clorox hit their recent high and low, respectively. Sign up for The Stockout newsletterFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-02-0828 minThe StockoutCPG companies tout historically low consumer price elasticityIn this episode, Mike Baudendistel discusses the latest CPG headlines, recent earnings reports and the freight markets, including falling freight rates on the west coast. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2022-02-0128 min
The Stockout10 CPG Trends to Watch in 2022In this episode, Mike Baudendistel goes through the latest CPG news before discussing the major trends that he expects to impact the CPG industry in 2022. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-12-1027 min
The StockoutHatch shares RailTrends takeawaysThis episode of The Stockout focuses on the rail industry. Mike Baudendistel interviews Tony Hatch, an independent railroad analyst and host of RailTrends, the premier rail industry conference. Tony shares his thoughts following his discussions with rail industry C-level executives, shippers, regulators and consultants.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-12-0327 min
The StockoutBeyond Meat shares get beyond batteredIn this episode of The Stockout, Mike Baudendistel gives a rundown of the latest news in the CPG industry including Beyond Meat’s disappointing 4Q outlook and TreeHouse Foods exploring strategic alternatives and the latest inflation data. Plus, Mike explains why CPG companies are ideal candidates for using FreightWaves TRAC.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-11-1227 minThe StockoutPlenty Aims to Deliver Summer Strawberries in Dead of WinterIn this episode of The Stockout, Mike Baudendistel discusses vertical farming with Ryan Anderson, senior director, supply chain & logistics at Plenty, an indoor vertical farming company. In addition, Mike gives a rundown of the news which largely involves news related to addressing the congestion issues at the west coast.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-10-2928 minThe StockoutFreight Farms empowers farmers in underserved communitiesIn this episode of The Stockout, Mike Baudendistel discusses a vertical farming solution with James Woolard, chief marketing officers of Freight Farms, a company that produces and sells shipping containers outfitted to be used as hydroponic farms. Mike and James discuss where container farms are likely to have the biggest impact. In addition, Mike gives a rundown of the news amid a busy week of companies reporting earnings.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-10-2227 minThe StockoutChina bookings decline a major risk for freight demand?In this episode of The Stockout, Mike Baudendistel discusses two data sets that stood out this week and their associated implications for the CPG industry: China ocean bookings and domestic rail intermodal volume. He also discusses the latest news in the CPG industry including recent earnings.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-10-0822 min
The StockoutConsumer brands use technology to improve supply chain efficiencyIn this episode of The Stockout, Tom Madrecki VP of Supply Chain at the Consumer Brands Association joins host Mike Baudendistel to discuss how CPG companies are using technology to improve their supply chain efficiency.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-10-0126 min
The StockoutWhat’s a frustrated ocean shipper to do?In this episode of The Stockout, host Mike Baudendistel and Don Davis of NYSHEX discuss strategies that ocean shippers can use to deal with one of the biggest logistical issues of 2021 — finding space on ocean vessels.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-09-2431 min
FreightonomicsAll Aboard?Zach and Anthony bring on Mike Baudendistel to get a rail report. Will the congestion issues and limited chassis availability around the ports and ramps continue to limit capacity. Also an update on the Canadian Pacific KC rail merger.Follow Freightonomics on Apple PodcastsFollow Freightonomics on SpotifyMore FreightWaves Podcasts
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2021-09-231h 02
The StockoutOcean carriers print money - what comes next?In this episode of The Stockout, host Mike Baudendistel discusses the extraordinary ocean shipping market and the outlook with John D. McCown, founder of Blue Alpha Capital and expert in the maritime industry. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-09-1732 min
The StockoutBiden V. TysonIn this episode of The Stockout, Mike Baudendistel discusses the biggest developments in the food industry this week, including the Biden Administration announcing that it will crack down on what it sees as profiteering in a concentrated meat processing industry. In addition, Mike discusses what the Administration’s mandate that companies with over 100 employees need to be vaccinated means for the CPG industry which is already struggling mightily to find workers. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-09-1026 min
The StockoutIntermodal Summit highlights service issuesIn this episode of The Stockout, following a brief rundown of the news, Mike Baudendistel talks about the highlights and his takeaways from this week’s FreightWaves Intermodal Summit.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-09-0330 min
FreightWaves LIVE: An Events PodcastLess Than Carload Service - Intermodal SummitA Class I railroad's perspective: Alan Shaw, Norfolk Southern's Chief Marketing Officer discusses the current intermodal operational challenges and outlook amid the boom in U.S. imports, constrained ocean capacity and congestion at many points in the North American intermodal network. He is joined by FreightWaves Market Expert in Rail, Intermodal, and Equipment, Mike Baudendistel.Follow FreightWaves on Apple PodcastsFollow FreightWaves on SpotifyMore FreightWaves Podcasts
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2021-09-0223 min
The StockoutOcean shippers’ woes persistIn this episode of The Stockout, Mike Baudendistel gives a brief overview of the J.M. Smucker Company’s results and then dives into the topic of the week - ocean capacity tightness. On the topic of ocean capacity, Mike walks us through the latest Passport report, “Ocean shippers trapped in house of pain” which is available for download on the FreightWaves SONAR blog. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-08-2729 min
The StockoutFoodBiz podcast hosts see signs of easing inflationary pressureIn this episode of The Stockout, Mike Baudendistel interviews Ryan Nelson and Kristyn Tarpey of The Food Biz podcast. The group discusses the topics of the hour in food, including inflation, droughts, global supply chains, and many other issues.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-08-2033 min
The StockoutFreight data volatility highlights challenging conditions for shippersIn this episode of The Stockout, Mike Baudendistel discusses a number of freight-related data points that highlight the challenging market conditions that CPG companies face as they work to preserve their margins in this highly inflationary environment. Mike breaks down the rising costs that shippers are facing on the highway, on the rails and in the ocean and discusses thoughts on the market for the remainder of the year. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-08-1327 minThe StockoutWhat does Trevor Milton’s arrest mean for clean equipment options?In this episode of The Stockout, Mike Baudendistel discusses the second quarter earnings reports posted by some of the largest CPG companies. Plus, Mike talks about freight transportation trends as we hit the dog days of summer. Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-08-0229 minThe StockoutEverything is political, including your ice cream choiceIn this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including recent results by CPG giants Unilever, Coca-Cola, and Kimberly Clark. Mike also tackles the CPG controversy of the hour, Ben & Jerry’s removing ice cream from shelves in territories it doesn’t believe should be controlled by Israel. Sign up for The Stockout newsletterFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-07-2327 minThe StockoutShort seller’s report tarnishes Oatly’s sharesIn this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the short seller’s report that is pressuring the shares of Oatly. Mike also discusses Pepsi’s results and the congestion issues that are impacting CPG companies that utilize rail intermodal. Visit our sponsor, Echo Global LogisticsSign up for The Stockout newsletterFollow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-07-1629 minThe StockoutDroughts and recalls pressure food supply chainsIn this episode of The Stockout, Mike Baudendistel discusses the latest CPG news including the Tyson frozen chicken recall, grocery stockpiling items, the impact of the drought, Molson Coors changing its portfolio and Dole and Chobani which have both filed to go public.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-07-0928 minThe StockoutCPG results hold up even as consumers spend less time at homeIn this episode of The Stockout, Mike Baudendistel discusses what recent results from major grocery chains say about demand for CPG. Then, Mike takes us through the most dramatic changes he is seeing in freight data and what that means for supply chains.Follow The Stockout on Apple PodcastsFollow The Stockout on SpotifyMore FreightWaves Podcasts
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2021-07-0226 minThe StockoutConsumers still want premium and fresh itemsIn this episode of The Stockout, Mike Baudendistel discusses what recent results from major grocery chains say about demand for CPG. Then, Mike takes us through the most dramatic changes he is seeing in freight data and what that means for supply chains. Visit our sponsor, Echo Global LogisticsSign up for The Stockout newsletter
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2021-06-2531 minThe StockoutSmucker’s Jams Through Price Increases as Cost RiseIn this episode of The Stockout, Mike Baudendistel will discuss the recovery from the JBS cyberattack which shut down much of the country’s meat processing. Plus, Mike breaks down Thursday’s results from the J.M. Smucker Company which is performing well in the face of rapidly rising input costs. Apple PodcastSpotifyMore FreightWaves Podcasts
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2021-06-0429 minThe StockoutThe pandemic is over - just look at consumer behaviorIn this episode of The Stockout, Mike Baudendistel discusses the many ways that consumer behavior now resembles pre-pandemic. Plus, Mike discusses the latest transportation rate increases including parcel surcharges for retail deliveries and other trends in e-commerce. Visit our sponsor, Echo Global LogisticsSign up for The Stockout newsletterApple PodcastSpotifyMore FreightWaves Podcasts
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2021-05-2823 minThe StockoutOatly looks to put cows out to pastureThe biggest event in the CPG industry this week was Oatly’s IPO and the warm response so far from investors. In this episode of The Stockout, Mike Baudendistel discusses the impact plant-based dairy alternatives may have on CPG supply chains. Plus, Mike discusses the just-published FreightWaves report on refrigerated trucking for food products. Finally, Mike takes a look at how some CPG companies are looking to reduce their carbon footprint through more environmentally-friendly packaging. Visit our sponsor, Echo Global Logisticshttps://www.echo.com/cpgSign up for The Stockout Newsletterh...
2021-05-2131 minThe StockoutInflation rattles the marketThis week was defined by inflation data and the corresponding sell-off in the stock market. In this episode of The Stockout, Mike Baudendistel discusses the impact that inflation will have on freight markets and CPG companies. Plus, Mike discusses the latest spikes in freight rates and discusses recent CPG company news. Visit our sponsor, Echo Global LogisticsSign up for The Stockout newsletterApple PodcastSpotifyMore FreightWaves Podcasts
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2021-05-1429 minThe StockoutBaby bust bolsters bearish outlookIn this episode of The Stockout, a show about CPG companies and their supply chains, in honor of Mother’s Day, Mike Baudendistel discusses the rapidly declining birth rate in the U.S. and why that is a big deal for CPG companies and freight transportation. Mike then discusses recent thoughts on inflation trends impacting CPG supply chains including soaring chicken prices. In addition, Mike goes through some of the highlights from the many CPG and freight companies that reported earnings this week. Visit our sponsor, Echo Global LogisticsSign up for The Stockout newsletter...
2021-05-0727 minThe StockoutTaking trucks full of CPG off the roadIn this episode of The Stockout, a show about CPG companies and their supply chains, in honor of earth day, Mike Baudendistel discusses the challenges and opportunities that CPG companies face when looking to reduce their carbon footprint by converting rail intermodal to truckload. Mike also discusses the biggest transportation news this week, Canadian National’s bid to acquire Kansas City Southern, and the impact that it may have on CPG companies, Plus, Mike gives a rundown of some of the key takeaways from companies that reported earnings this week. Visit our sponsor, Echo Global LogisticsSi...
2021-04-2331 minFreightWaves LIVE: An Events PodcastThe Role of Freight Railroads in Sustainable Supply Chains - Net-Zero Carbon SummitIn this fireside chat, Josh Raglin, Chief Sustainability Officer of Norfolk Southern, and Mike Baudendistel, Market Expert at FreightWaves, discuss railroads’ continued role in reducing the environmental impact of surface transportation. The discussion will include thoughts on the railroads “taking trucks off the road,” operational actions to improve fuel efficiency, advances in locomotive technology, and the ways that freight rail best fits into increasingly efficient supply chains.Apple PodcastSpotifyMore FreightWaves Podcasts
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2021-04-2324 minThe StockoutHonest & Impossible - CPG companies that may go public soonIn this episode of The Stockout, a show about CPG companies and their supply chains, Mike Baudendistel discusses potential upcoming IPOs in the CPG industry including The Honest Company, which was founded by actress Jessica Alba. On the topic of IPOs, Mike also discusses why we might see Impossible Foods go public later this year. He also provides an update on Pepsi and L’Oreal’s, two large cap CPG companies that reported earnings this week. Visit our sponsor, Echo Global LogisticsSign up for The Stockout newsletterMore FreightWaves Podcasts
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2021-04-1630 minThe StockoutThe Stockout Inaugural EpisodeIn this inaugural episode of The Stockout, Mike Baudendistel explains why FreightWaves is launching yet another show, this one focused on consumer packaged goods, or CPG. Mike then discusses recent articles written for The Stockout newsletter which touch on major CPG industry themes including: adapting to post-covid lifestyles, substitution of animal-based products for plant-based ones, inflation in ingredients and packaging, rising freight costs, and yes stockouts. In addition, Mike gives a run-down of the news which this week includes shortages of single-serving ketchup packets, the continued absence of certain McCormick spices from shelves, and a re...
2021-04-0930 min
WHAT THE TRUCK?!?Freight's data problemOn today’s episode, Dooner and The Dude take a look at some of the issues with innovation and adoption of FreightTech in ’21, HubTran talks about their deal with TriumphPay, Burger Wars: Impossible vs. Beyond vs. Open Nature, Redwood recounts their first quarter, and the story behind the WTT championship belt. Plus, Port of Long Beach smashes container records in March; Staged accidents targeted by new coalition that includes ATA; Skeptical judge acquits trucker caught with heroin at Canadian border and more.They’re joined by special guests Eric Rempel, Chief Innovation Officer and Michael Reed, C...
2021-04-0959 minThe StockoutIntroducing The StockoutThis is Mike Baudendistel. I’m an analyst and Market Expert at FreightWaves, the leading media and data company focused on freight transportation. I’m also the author of a bi-weekly newsletter called The Stockout that 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. In addition to being consumable, those products are often manufactured domestically, are heavy and cannot be miniaturized which makes freight and logistics costs especially critical. I’m launching a weekly The Stocko...
2021-04-0801 min
FreightonomicsIntermod-all about itAnthony and Zach bring on intermodal and rail expert Mike Baudendistel to discuss how the sector is handling import growth, the container crisis, and what its future looks like post pandemic.Apple PodcastSpotifyMore FreightWaves Podcasts
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2021-04-071h 01FreightonomicsPlanes, trains, ships and trucks: What each mode is telling us about the economic recoveryAnthony and Zach talk to rail and intermodal expert Mike Baudendistel about some interesting signals from that sector as well as connecting the dots between modes.Watch Listen on Apple PodcastsSubscribe on Spotify
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2020-06-2431 min
Great Quarter, GalsTruck vs Intermodal: which mode should you choose?We sit in with the intermodal guru, Mike Baudendistel, to discuss the decision making process of choosing between trucking and intermodal. We also discuss the most recent Passport research report on the coronavirus and Nikola Motors going public. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify
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2020-03-0356 min
Great Quarter, GalsAutoZone MegaHubs, mega trucking bankruptcies and the intermodal growth storyThis week, Andrew and Kevin break down AutoZone, 1980's trucking deregulation, and special co-host and railroad guru Mike Baudendistel explains whether intermodal is still a growth story. Watch the videoListen to more FreightWaves PodcastsSubscribe on Apple PodcastsSubscribe on Spotify
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2019-12-2352 minFreightonomicsDie Hard is not a Christmas movie and other supply side correctionsAnthony and Zach discuss what will trim the fat in the oversupplied trucking market as well as talk about why Intermodal has not materialized as the savior of the rail volumes with Mike Baudendistel.Watch on YouTubeListen on Apple PodcastsSubscribe on Spotify
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2019-12-1855 min
Great Quarter, GalsAmazon's Increasing PresenceOn this second episode of Great Quarter, Guys, Seth Holm and Kevin Hill break down the state of freight from a research based, data-driven approach. Today they discuss the broad implications of Amazon’s increasing presence in logistics, host special guest Mike Baudendistel to get up to speed on rail and intermodal, analyze where trucking metrics are trending, and examine the link between Grubhub and Wayfair to transportation.
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2019-11-0856 min