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January 12, 2023
Supply Chain Digest Flagship Newsletter


This Week in SCDigest

bullet Supply Chain and Logistics Stocks Performanc 2022 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
first thought


Supply Chain Graphic
of the Week


US Purchasing Managers Index Shows Weakening Economy

This Week's Supply Chain Numbers

US Trade Deficit Down Big in November
Union Pacific Finally Delivers the Corn Feed
FedEx Cuts Back Sunday Deliveries Some More
DoorDash Release Cheap Pacel Shipping Pick Up Service



Show Us Your Supply Chain Wit!


 This Week's SCDigest OnTarget Newsletter

Cartoon, Top SCDigest Stories of the Week

Six Ways Supply Chains Can Transform Packaging
These Trends Will Become Even More Important as Disruption Continues in the Packaging Segment


Linda Dunn

Director, Georgetown University's School of Continuing Studies

Procter & Gamble released its Continuous Replenishment program in about what year?
Answer Found at the
Bottom of the Page


Supply Chain and Logistics Stocks Performance 2022

Last week, this column took a look at the top and most interesting supply chain stories by month in 2022. (See Top Supply Chain Stories by Month 2022.)


I had planned this week to publish our popular look at 2022 in numbers and charts but it is a lot of work and frankly I just didn't get it all done.


So instead, I am taking a look this week at the results from our weekly supply chain and logistics stock index for the past year. The year 2022 in numbers and charts will be delivered next week.



You might think markets would snap back in 2023, but with growing signs of recession I am not counting on that.

Send us your
Feedback here

In 2021, SCDigest re-launched our weekly supply chain and logistics stock market index, which tracks the market performance of more than 20 publically traded companies across freight carriers, logistics service providers/3PLs, and supply chain hardware and software providers.


We ran this feature weekly a number of years ago, but discontinued it for reasons I can't really recall. But I think it was smart to bring it back - it's intersesting and drives a lot of web site visits.

As an amateur investor like many/most of us, I thought it might be interesting for you to see how supply chain stocks are faring on Wall Street.

Of course, 2022 was a wicked one for both stocks and bonds, with the biggest annual market declines since 2008, as well as a late year collapse of crypto currencies.

Below you will find our supply chain stock index for the week ending December 30, 2022.


Supply Chain and Logistics for Week Ending December 30, 2022



Source: SCDigest Analysis


As can be seen, in 2022 the S&P 500 Index was down 23.9% - while our supply chain and logistics index dropped fell about the same, at 23.5%.


So investing in supply chain and logistics stocks did not appear to provide any shelter from the Wall Street storm.


In fact, just two of the 23 stocks in our index were positive in 2022: RFID firm Impinj, up 21.6%, and 3PL Ryder, which rose 2.5%.


As can also be seen, it was a tough last year for supply chain software stocks, with all in our group in negative territory, led by e2Open, down 48.8%, while Amercan Software (parent of Logility) dropped 43.7%.


Data collection firm Zebra saw its stock have a tough year, falling 57.1% after soaring during the pandemic. In an earlier column on our stock index, I recommended investors take some profits when the share price soared above $500. Now at around $250, it looks like a good value.


But the largest decline in 2022 was for perennially financially challenged Yellow Freight, down almost 80%, with a heavy debt load depite controversially receiving $700 million in government COVID stimulus money last year.


FedEx was another big loser, falling 33% for the year, compared to an 18.7% drop for rival UPS.


Think I will leave it at that, and let you peruse the table on what interests you.


Thinking of adding carrier Schneider to the index - please let us know any other suggestions.


You might think markets would snap back in 2023, but with growing signs of recession I am not counting on that.

Any reaction to supply chain stock performance for 2022? Let us know your Feedback button (email) or section below.


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.

Procter & Gamble released its Continuous Replenishment program in about what year?

A: 1987

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