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In this episode of The Stockout, Mike Baudendistel discusses the latest CPG news, including the short seller’s report that is pressuring the shares of Oatly. Baudendistel also discusses Pepsi’s results and the congestion issues that are impacting CPG companies that utilize rail intermodal.
This week has seen some heightened volatility in the CPG markets and Oatly shares took a fall of about 17% in the last five days. Baudendistel looks at if other companies could be seeing the same downturn soon as well.
Also in this episode is Pepsi’s second-quarter success and how Union Pacific’s decision to temporarily shut down eastbound rail service will mitigate backups in the intermodal sector.
You can find more episodes of The Stockout and recaps for all our live podcasts here.
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