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!
Heads or Tails - Jobs and the housing markets
The state of recruiting in the transportation space going into 2024
Carrier Update - Diesel fuel average retail prices have fallen to $4.15, spread has increased to $1.59
PepsiCo’s new goal with water
Carrier Update - Week over Week, reefer rejection rates have declined in all major metros
New lawsuit between FedEx Ground and contractors
Carrier Update - Reefer volumes decline, rejection rates drop to 7.44%
Top Story - Nikola shares fall dramatically after new offering
Carrier Update - Lanes of the Day
Round Table - The price of used trucks headed into 2024
An overview of FIU’s Logistics Programs
Carrier Update - The spread between retail and wholesale diesel fuel prices opens up to $1.57
The complexities of perishable e-commerce
Carrier Update - OTRI increases in small markets, declines in the larger markets
The state of the parcel delivery services going into the holidays
Carrier Update - Freight volumes start to fall after Thanksgiving holiday
Top Story - BLS releases employment numbers for October
Carrier Update - Lanes of the Day
Round Table - How volatile for the last year has it been for the American southeast?
On The Spot - Breaking down peak season by mode
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