sc digest
Jan. 28, 2022
Supply Chain Digest Flagship Newsletter


This Week in SCDigest

bullet Supply Chain and Logistics Stock Performance 2021 bullet SCDigest On-Target e-Magazine
bullet Supply Chain Graphic & by the Numbers for the Week bullet New Stock Index

New Chain Cartoon Caption Contest!

bullet Trivia      bullet Feedback
bullet New Expert Column bullet On Demand Videocasts



The Warehouse Management System Boot Camp 2022



Six-Part Educational Series Provides Learning

and Insight Needed to Achieve Project Success



first thought


Supply Chain Graphic
of the Week


The Incredible Delays in Ocean Shipping

This Week's Supply Chain Numbers

US Trade Deficit in Goods Sets Record in 2021
Prologis with Interesting Services Offerings
IMF Downgrades Global and US 2021 GDP Growth Forecast

Retail Returns Levels Soared Last Year


December 8, 2021 Contest



 This Week's SCDigest OnTarget Newsletter

Cartoon, Top SCDigest Stories of the Week


5 Steps to Reduce Your Risk of a Ransomware Attack

Security is a Journey, Not a Destination


Who Is Hit Hardest by Supply Chain Woes Over the Holidays?
Acknowledging and Addressing the Growing Strain on Supply Chain Workers

How Predictive Analytics Have Changed Supply Chain


How to Adopt and Perfect a Customized Lean Approach to Baseline Creation Using a Proven 4-Step Model



Brian Jaenke

Director of Continuous Improvement

LandrumHR Workforce Solutions

What Akron, OH-based firm had the largest US marketing share of wireless "RF" terminals in distributionn for much of the 1990s?
Answer Found at the
Bottom of the Page


Supply Chain and Logistics Stock Performance 2021

For a good while now, we have brought back our weekly supply chain and logistics stock market index.

It was something SCDigest had published for many years along while back, then we dropped for reasons that aren't especially clear to me now.

But once again, every weekend we now published to the results for the past week for our index as a whole and for each of the 23 stocks that make up our portfolio, from the week ending on that Friday.



On the downside, the only stock in our portfolio that saw a price decline last year was FedEx, and that just barely.

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We populate our portfolio with companies from three main groups: supply chain software providers, supply chain "hardware" companies, and freight carriers/logistics service providers. Obviously, each must be a publicly traded company, and for now at least be trading on US exchanges to be included.

I should probably add a few entries, notably it seems to me carrier/LSP Schneider, but some others as well. I would like to add a couple materials handling companies, but most are either not public or are just parts of parent companies and thus the stock price is not focused enough on supply chain for inclusion (e.g., Intelligrated, owned by industrial giant Honeywell).

That said, I think our portfolio does a pretty a good job of capturing the pulse of supply chain and logistics stock performance.

So now, in what I promise will be the last of any sort of 2021 review, I am going to take a look at how companies and the index as a whole faired last year. Fortunately, the last day of trading for the year was Friday Dec. 31, so we already had a spreadsheet that cleanly captured end of year results.

As can be seen below in the chart from that week, for all of 2021 our supply chain index thumped the S&P 500 performance, rising 41.8% in an unweighted average, versus an increase of 25.8% for the S&P.


Supply Chain and Logistics Stock Performance 2021


Source: SCDigest


The unweighted average though is key, meaning the average total result doesn't consider market capitalization. So, a given rise or fall in a smaller company say like RFID firm Impinj has the exact same impact on average performance the same change would have for a giant such as UPS. To replicate our index results, you would need to buy the same dollar amount of each stock in the index, and then keep rebalancing over time.

This biggest share price winners from our portfolio in 2021? That would be LTL carrier Yellow Freight, up a huge 184%, rising from a share price of $4.43 at the beginning of the year to $12.59 at the end.

Runner up was the aforementioned Impinj, which makes RFID chips and readers, and which saw its share price jump 112% in 2031.

Finally in third place was another LTL carrier, Old Dominion, up 83%.

On the downside, the only stock in our portfolio that saw a price decline last year was FedEx, and that just barely, dropping 0.4%. Supply chain software firm Kinaxsis was not negative, but saw its share price rise just 0.1%.

16 of the 23 stocks we follow were up at least 20%.

A few other comments:

After a long time of seeing its stock price stay largely flat, ERP and database giant Oracle saw a jump of 35% in 2021, taking off early in the year from the low sixties to $87 at year end.

Rival SAP had much lower results, increasing its share price just 7.5% in the year.

FedEx's weak full year performance is largely the result of a major stock price swoon in October, when it dropped to $222 per share after a steady decline from $314 in May, but recovering about half that drop by the end of the year.

Finally, I have said many times to consider buying Impinj on the dips. In mid-July, its share price fell to $43, from $72 in February, almost cutting the value in half. But if you bought in July you would have seen the price rise to $89 at year's end for a really nice gain.

It's been a wild ride for the markets here in 2022. Keep up with how supply chain and logistics stocks are doing every weekend on

Any reaction to this supply stock discussion? Let us know your thoughts at the Feedback email link in the box area above.

See as Web page/Printable Version

On Demand Videocast:

Understanding Distributed Order Management

Highlights from the New "Little Book of Distributed Order Management"

In this outstanding Videocast, we'll discuss DOM, based on the new Little Book of Distributed Order Management, written by our two Videocast presenters.

Featuring Dan Gilmore, Editor along with Satish Kumar, VP Client Services, Softeon

Now Available On Demand

On Demand Videocast:

The Grain Drain: Large-Scale Grain Port Terminal Optimization

The Constraints and Challenges of Planning and Implementing Port Operations

This videocast will provide a walkthrough of two ways to formulate a MIP, present an example port, and discuss port operations.

Featuring Dan Gilmore, Editor along with Dr. Evan Shellshear, Head of Analytics, Biarri.

Now Available On Demand

On Demand Videocast:

A Blueprint for WMS Implementation Success

If You Want a Successful WMS Project, You will Find the Blueprint in this Excellent Broadcast

This videocast lays out the keys to ensuring your WMS implementation goes smoothly, involves minimal pain, and accelerates time to value.

Featuring Dan Gilmore, Editor along with Todd Kovi of Radix Consulting and Dinesh Dongre of Softeon.

Now Available On Demand


Feedback will return next week.

What Akron, OH-based firm had the largest US marketing share of wireless "RF" terminals in distributionn for much of the 1990s?

A: Telxon, later acquired by Symbol Technolgies after a tumultuous history of ups and downs

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