Hey, friends! It's Isaiah here with a quick recap of today's chat with Mike Baudendistel, the sonar whiz from 'The Stockout'. We kicked off the week diving into some cool insights about intermodal data. Mike shared that while intermodal volumes are up by about 8%, it's mostly thanks to international shipments zooming ahead, not domestic ones. This is super important for companies and analysts who need to understand what's going on with shipping and transport rates. Speaking of rates, CPG companies are seeing some nice cost cuts in their intermodal contracts this year. On the ocean side, imports are sailing high with an 8.8% increase. Retail inventory levels are also stirring the pot, being lower than usual, which impacts everything from imports to how trucks and trains compete in moving goods around. And for those with a sweet tooth, rising cocoa and sugar costs mean we might have to shell out more for our chocolate treats in the future. Mike also touched on some hot topics like Amazon's legal battles and big retail mergers. If you're craving more, you can catch Mike's show or subscribe to his newsletter for the latest scoop on all things CPG and retail. Until next time, stay savvy and keep tuning in!
Carrier Update - Dry van and reefer spot rates trend upward, but flatbed trend down
The evolution of media - legacy vs direct to consumer
Carrier Update - Freight volumes remain healthy as rejection rates peak for end of month
Top Details - UPS to lay off 12,000, possibly sell brokerage Unit
How and when should you get into warehouse optimization?
Carrier Update - Still too much capacity in the market
How has rail safety evolved post-East Palestine Ohio?
Carrier Update - Dry van rejection rates remain elevated as we approach the end of the month
Top Story - Trucking company files for bankruptcy days before wrongful death trial begins
Why is Walmart sharing more of its data with suppliers?
Carrier Update - Diesel prices continue to fall, rack price spikes
Investment, Expansion and Fulfillment at the border
Carrier Update - Reefer market start 2024 on better footing
Top Story - Air cargo could be an alternative to shippers avoiding the Red Sea
Running head first into the world of warehouse automation
Carrier Update - Which markets have grow over the past 12 months?
Could there be an alternative to the Panama Canal in Mexico?
Carrier Update - Spot rates start to decline as markets normalize after a few winter storms
Wasson’s hot takes on Covenant earnings report
Carrier Update - Rail or Truck?
Create your
podcast in
minutes
It is Free
Pharmacy Podcast Network
Børsen Morgenbriefing
Sarah Westall - Business Game Changers
Wall Street Breakfast
Bloomberg Surveillance