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In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news, including the short seller report putting pressure on Oatly shares. Baudendistel also discusses Pepsi’s results and congestion issues affecting CPG companies that use intermodal rail.
This week has seen increased volatility in the GIC markets and Oatly shares have fallen by around 17% in the past five days. Baudendistel is examining whether other companies could also experience the same slowdown soon.
Also in this episode is Pepsi’s second quarter success and how Union Pacific’s decision to temporarily shut down eastbound rail service will weaken safeguards in the intermodal sector.
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