Ranked #1
CPG shares outperform as companies announce major deals
CPG shares outperform as companies announce major deals
Last week, Kellogg announced it will be split in three and Mondelez announced its acquisition of Clif Bar. In this episo... Read more
27 Jun 2022
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25mins
Ranked #2
No signs of easing inflation in food prices
No signs of easing inflation in food prices
Commodity prices, BLS data and Smucker’s results all point to food price inflation getting worse before it gets better. ... Read more
13 Jun 2022
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25mins
Ranked #3
What the coming economic storm means for CPG
What the coming economic storm means for CPG
Last week, several prominent voices in the business world expressed concern with the macroeconomic outlook. In this epis... Read more
6 Jun 2022
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25mins
Ranked #4
What the retail rout means for CPG
What the retail rout means for CPG
The retail stocks sold off heavily last week after Target and Walmart reported earnings. FreightWaves’ Mike Baudendistel... Read more
23 May 2022
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22mins
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Ranked #5
Reacting to real-time data is more effective than forecasting
Reacting to real-time data is more effective than forecasting
Mike Baudendistel, FreightWaves Head of Intermodal Solutions walks us through the takeaways from the CPG companies that ... Read more
16 May 2022
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26mins
Ranked #6
As consumer spending shifts, are CPGs winners or losers?
As 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 hav... Read more
2 May 2022
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25mins
Ranked #7
Negotiating leverage shifts into shippers favor
Negotiating leverage shifts into shippers favor
Mike Baudendistel runs through the CPG news including the latest pressure on vegetable oil trade before discussing the r... Read more
25 Apr 2022
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25mins
Ranked #8
Expect CPGs to moderate forecasts this earnings season
Expect CPGs to moderate forecasts this earnings season
FreightWaves’ Mike Baudendistel discusses what he expects to hear from CPG and freight transportation companies as they ... Read more
18 Apr 2022
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25mins
Ranked #9
IRI expects CPG cost pressures to persist into next year
IRI expects CPG cost pressures to persist into next year
FreightWaves’ Mike Baudendistel discusses the outlook for the CPG industry with Dr. Krishnakumar (KK) Davey, President o... Read more
12 Apr 2022
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25mins
Ranked #10
Creative Packaging boost CPG Sales
Creative Packaging boost CPG Sales
In this episode, FreightWaves’ Mike Baudendistel discusses CPG branding and packaging with Fred Hart, Partner and Creati... Read more
5 Apr 2022
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25mins
