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.
Join hosts Mike Boulton and Grace Sharkey on this special St. Patrick’s Day episode of The Stockout as they dive into the key economic pressures affecting supply chains, retail, and the CPG industry. Featuring Dan North, Senior Economist at Allianz Trade North America, this discussion covers: The impact of tariffs and trade wars on businesses and consumers Inflation trends and how they affect wages and spending power Federal Reserve policies and interest rate decisions The slowing U.S. economy, manufacturing declines, and consumer confidence shifts With expert insights into trade credit insurance and global trade flows, Dan North breaks down why inflation is still a major concern and what to expect from the economy in 2025. Will the Fed cut interest rates? How are businesses adjusting to trade policies? What does this mean for your industry? Don’t miss this crucial economic update! Like, comment, and subscribe for more in-depth discussions. #Economy #Tariffs #Inflation #SupplyChain #AllianzTrade #InterestRates #TradeWar #EconomicTrends Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
30 min
3 March 2025
Why did Walmart buy a shopping mall?
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss the FreightWaves 3PL Summit, the weakening air cargo market, and Walmart’s purchase of a Pittsburgh-area shopping mall. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss food supply chains, Amazon, Manifest, and upcoming FreightWaves events. Learn more about your ad choices. Visit megaphone.fm/adchoices
27 min
17 February 2025
Will ocean rates collapse?
On FreightWaves’ retail and CPG show, Mike Baudendistel discusses tariffs, the consumer and several freight sectors. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
25 min
10 February 2025
De minimis exemption remains in place for now
On FreightWaves’ retail and CPG show, Mike Baudendistel discusses de minimis trade exemption, the impact of cocoa prices and the freight markets. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
26 min
3 February 2025
The Art of the Tariff
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss tariffs, UPS/Amazon, earnings highlights and a new Lego competitor. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
28 min
27 January 2025
Will deportations lead to a labor crunch?
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss executive orders, inventory, labor and a gross new cereal. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
26 min
13 January 2025
GLP-1 drugs hit grocery sales
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss numerous trends for retailers and CPG companies in 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
28 min
6 January 2025
As e-commerce grows, so does return fraud
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey discuss fraudulent returns, zone-skipping, and the freight markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
28 min
16 December 2024
Software can help SMBs level the playing field
On FreightWaves’ retail and CPG show, Mike Baudendistel and Grace Sharkey interview Ara Ohanian, CEO of Netstock, a company that produces supply and demand planning software for small and mid-sized businesses. Follow The Stockout Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
