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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
Some supply chain issues remain, but moderating inflation helps margins recover.
Startups aim to help CPGs achieve clean labels while governments revise health regulations.
Production of palm oil, a common CPG ingredient, is associated with deforestation and human rights abuses.
Most food emissions come from ingredients, but the impact of packaging redesign is more immediate.