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The Stockout

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Mike Baudendistel

Mike Baudendistel is an analyst and Market Expert at FreightWaves focusing on the railroad, intermodal and consumer packaged goods (CPG) industries. His support for SONAR customers extends to performing custom analysis such as making recommendations on where current truckloads can be converted to intermodal and rate and service comparisons across modes. Prior to joining FreightWaves, Baudendistel served as a senior sell-side equity research analyst covering the publicly-traded Class I railroads, and suppliers that manufacture and lease railroad equipment, and suppliers that manufacture trucks, trailers, engines and other components. He has 15 years of experience following the freight transportation industry with experience that also touched the truckload, Jones Act barge and domestic logistics industries. He is a CFA Charterholder.

The Stockout on the Go

Recent Articles

CPG cost pressure begins to ease

Michael Baudendistel Wednesday, April 12, 2023

Amid lower commodity costs, retail CPG prices should stick, leading to margin recovery.

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ConAgra builds inventory to restore service levels

Michael Baudendistel Wednesday, April 5, 2023

Some supply chain issues remain, but moderating inflation helps margins recover.

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The Stockout: Sugar and salt reduction a CPG focus for foreseeable future

Michael Baudendistel Wednesday, April 5, 2023

Startups aim to help CPGs achieve clean labels while governments revise health regulations.

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CPGs ask suppliers to stop buying palm oil from major supplier

Michael Baudendistel Friday, March 24, 2023

Production of palm oil, a common CPG ingredient, is associated with deforestation and human rights abuses.

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The Stockout: Nestle drives CPG industry forward on sustainability

Michael Baudendistel Wednesday, March 15, 2023

Most food emissions come from ingredients, but the impact of packaging redesign is more immediate.

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The Stockout: CPG labor shortage is here to stay

Michael Baudendistel Wednesday, March 8, 2023

Automation benefits go beyond productivity and extend into food and worker safety.

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