the stockout

3 min read 2022-01-15 00:44:56

The Stockout: 5 SONAR charts that stand out

This week’s CPG news items reflect a continuation of recent food/beverage trends. More crossover between soft drink and alcoholic drinks:

4 min read 2021-12-11 00:53:22

Instead of discussing the current CPG news and freight data per my usual, for today’s newsletter I highlight the CPG industry trends I expect to

4 min read 2021-12-03 05:29:47

Before getting into CPG news, here are two near-term events for your calendar: On Friday, The Stockout show is focused on the railroad industry

3 min read 2021-11-27 02:18:51

J.M. Smucker Co.’s results highlight margin pressure even as CPG companies raise prices and continue to post strong sales. Overall, Smucker

1 min read 2021-11-23 23:27:36

Before getting into what’s happening in CPG supply chains, here’s something for your calendar: I host the next quarterly The Stockout webinar on

3 min read 2021-05-04 23:37:17

Wall Street didn’t like Clorox’s earnings report late last week. There were analyst downgrades and shares are down from where they were a week

3 min read 2021-05-04 23:37:17

Wall Street didn’t like Clorox’s earnings report late last week. There were analyst downgrades and shares are down from where they were a week

4 min read 2021-04-28 01:58:47

In past editions of The Stockout, I’ve discussed cost inflation trends, which I believe is the industry’s largest issue currently aside from

5 min read 2021-04-21 02:18:31

Tuesday morning there was big news out of the rail industry: Canadian National Railway (CN) made a stronger offer to acquire the Kansas City

5 min read 2021-04-21 02:18:31

Tuesday morning there was big news out of the rail industry: Canadian National Railway (CN) made a stronger offer to acquire the Kansas City

4 min read 2021-04-16 22:18:07

In today’s The Stockout, I discuss first-quarter earnings reports from Pepsi and L’Oreal. L’Oreal, in particular, has a lot of momentum of

4 min read 2021-04-16 22:18:07

In today’s The Stockout, I discuss first-quarter earnings reports from Pepsi and L’Oreal. L’Oreal, in particular, has a lot of momentum of

1 min read 2021-04-15 03:59:08

Thanks to our sponsor—Amazon Freight, who knows you need more than another truckload services provider. You need a partner who can help you

1 min read 2021-04-15 03:59:08

Thanks to our sponsor—Amazon Freight, who knows you need more than another truckload services provider. You need a partner who can help you

4 min read 2021-04-14 02:05:01

Most public CPG companies are in their quiet periods ahead of earnings. But there were still significant developments with the CPG companies that