CPG

FreightWaves fulfills duty to cover tariffs

#tariffs

If this week demonstrated anything, it’s how quickly the tariff situation can change, with the 30-day delay on Canada and Mexico tariffs announced at the eleventh hour. For the latest, I recommend bookmarking the FreightWaves page with articles tagged “Tariff” – link here. In addition to the latest news, FreightWaves articles cover tariffs from the perspective of various carrier segments and shipper verticals, including:

In...

https://www.freightwaves.com/news/freightwaves-fulfills-duty-to-cover-tariffs

Freight markets improve slower than carriers would like

Trucking market still on track to tighten, but progress only gradual

While most evidence still suggests that freight markets are on a path toward tightening, comments by public carriers so far this earnings season highlight the lack of an immediate inflection. As JP Hampstead described in his article earlier this week, “progress in tightening capacity and rising rates is halting and gradual.” Knight-Swift, the largest U.S. truckload carrier, reported a 0.7% decline in truckload revenue per...

https://www.freightwaves.com/news/freight-markets-improve-slower-than-carriers-would-like

Retail and CPG industries grapple with election results

The Stockout Show: Election special

(Image: FWTV)

On Monday’s The Stockout show, I discussed what the election results could mean for the retail and CPG industries. For those who prefer to read, FreightWaves’ Caleb Revill summarized it well. On the show, I went through four major issues: tariffs, taxes, the Federal Trade Commission and food regulations. Producing the show one day before Election Day, I also speculated on how the CPG and retail industries might vote based on their presumed...

https://www.freightwaves.com/news/retail-and-cpg-industries-grapple-with-election-results

Retail, CPG industries brace for election results

Latest The Stockout show explores sock puppets

This is how RFK Jr. sees U.S. food regulators. (Image: FWTV)

On Monday’s The Stockout show, which focuses on topics relevant to shippers in the retail and CPG industries, Grace Sharkey and I discussed how the election could impact those sectors. If Trump is elected, the Federal Trade Commission could look much different. That’s of particular importance to the retail industry since the FTC has been especially active in addressing what it considers...

https://www.freightwaves.com/news/retail-cpg-industries-brace-for-election-results

Labor strife dominates freight news

Wall-to-wall International Longshoremen’s Association coverage

With few signs that a work stoppage can be avoided ahead of the strike deadline without government intervention, it promises to be the biggest issue in transportation until the end of the month – and hopefully not long beyond that.

Intermodal volume outbound from Los Angeles has taken off in the third quarter as the U.S. West Coast ports have gained share. (Chart: SONAR)

Here is a rundown of the articles up on the FreightWaves:

  • I...

https://www.freightwaves.com/news/labor-strife-dominates-freight-news

Is the prospect of tightening capacity this fall overblown?

Capacity coming into the freight market? 

A measure of available capacity, the tender rejection rate has shown the lack of a sustainable uptick following Labor Day. (Chart: SONAR)

For the past two years, the freight industry has been looking forward to capacity coming out of the market, which would improve the supply-demand balance from carriers’ perspective. However, as Todd Maiden reports on FreightWaves, the latest Logistics Managers’ Index (LMI) shows that capacity may actually be increasing....

https://www.freightwaves.com/news/is-the-prospect-of-tightening-capacity-this-fall-overblown

Are food companies guilty of price gouging?

CPG price gouging? 

Vice President Kamala Harris made a political move that might win her votes but seems misplaced. As part of her economic plan, she is calling for a federal ban on “price gouging.” This, of course, is in response to attacks on the current administration over food prices, which remain a sore spot since they are 25%-30% higher than they were in 2019, even as the rate of food inflation has come down to about 1%.

Cocoa price shocks were extreme earlier this year as a result of poor...

https://www.freightwaves.com/news/are-food-companies-guilty-of-price-gouging

FreightWaves’ Baltimore coverage spans segments

O little town of Baltimore

I lived in Baltimore City for 12 years so it’s impossible for me to not have a lot of mixed thoughts about the town. It has a vibrant financial community and I loved the local running groups. It’s also the only place where I was ever punched in the head on my way home from work.

I toured the container and ro-ro terminals and the coal export terminals at Baltimore on separate occasions. What was memorable to me is that the Lamborghinis and luxury European imports are not...

https://www.freightwaves.com/news/freightwaves-baltimore-coverage-spans-segments

Do we really need another retail subscription service?

Target joins the subscription club

Image: FWTV

On Monday’s episode of The Stockout, Grace Sharkey and I discussed last week’s announcement that Target is launching a subscription-based fast delivery service. For an introductory price of $49 a year (rising to $99 a year starting in May), customers receive free two-day shipping and free same-day delivery on orders over $35. The company’s ability to offer such speedy deliveries is made possible by its recent investments in local sortation and...

https://www.freightwaves.com/news/do-we-really-need-another-retail-subscription-service

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