The Stockout FreightWaves

In this episode of The Stockout, join hosts Mike Baudendistel and Grace Sharkey as they discuss the latest trends and developments in the retail and consumer packaged goods (CPG) industries. The duo kickstarts the show with a lively conversation about the unpredictable Michigan weather and then dives into an array of topics, from essential CPG items for a nuclear fallout shelter to the intricacies of supply chain partnerships.
Key Insights:

Shein’s partnership with Flexport for U.S. marketplace fulfillment and its implications for the e-commerce and airfreight sectors.

The rising trend in airfreight rates and how companies like Shein and T-Mo are impacting the air cargo industry.

J.B. Hunt’s unique approach to intermodal capacity management and the competitive dynamics across various transportation modes.

A detailed look at consumer behavior, spending patterns, and the impact of inflation on retail sales.

Plus, discover exclusive content, including the latest insights on the National Retail Federation’s findings, tax refund spending habits, and more. Don’t miss this engaging discussion on the ever-evolving world of retail and CPG!
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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.
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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!
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FreightWaves’ Mike Baudendistel and Grace Sharkey discuss the impact of the Francis Scott Key bridge collapse, Shein opening its supply chain to outside designers, Home Depot’s acquisition and the current freight market. 
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🚚 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 mbaudendistel@freightwaves.com or connect on LinkedIn.

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#TheStockout #CPG #Retail #Freight #SupplyChain #Unilever #GeneralMills #CocoaPrices #Intermodal #Freightwaves #Logistics #IndustryInsights
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FreightWaves’ Mike Baudendistel and Grace Sharkey interview Paul Jarrett, co-founder and CEO of Bulu, a 3pl and fulfillment provider for subscription services.
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