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July 14, 2023
Supply Chain Digest Flagship Newsletter


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This Week in SCDigest

bullet Supply Chain Stocks 1H 2023 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


A 360 Degree of Warehouse Labor Satisfaction


This Week's Supply Chain Numbers

India to Overtake US Economy.... in a While
Levi's On-Line Sales Grow, though Brick and Mortar Decline
UPS Drivers Hoping for Big Pay Day
Retailers Getting Tougher on Free Shipping


Show Us Your Supply Chain Wit

Expert Insight

Supply Chain Technology Is Changing The Way SMBs Compete

Real-Time Visibility Into Inventory Levels, Order Status, and Shipment Tracking Enables SMBs to Monitor and Manage Their Supply Chains More Effectively


Sam Polakoff
Founder and CEO


Read Now

Cloudy Outlook but With a Glimmer of Optimism

Expectations of Lower Import Demand for the Rest of the Year and Retailer Cautiousness Will not Bode Well for the Last Mile


Jay Kent
Managing Director
SLB Performance


Read Now

How can a WMS be used for your Micro-Fulfillment Center?


Its Purpose Consists of Bringing the Logistics arm of Your Operation Closer to the Customer and end Consumer


Victoria Cardenas
Strategic Account Executive


Read Now


 This Week's SCDigest OnTarget Newsletter

Cartoon, Top SCDigest Stories of the Week

What do Bob Delaney, Rosalyn Wilson, and Kearney have in common?
Answer Found at the
Bottom of the Page


Supply Chain Stocks 1H 2023

I am a little out of my normal sequence for looking back on the 1H year in supply chain, as I usually start with the top stories by month.

But because I view it as needing more timely delivery, I am going to start with a look at how supply chain and logistics stocks have fared in the year ending June 30, 2023.

The overall market, as measured by the S&P 500 index, was up 17.6% in the past year. But that very modest gain came after a big drop in the market from August to October, followed by a jagged rise ever since, such that for the overall market was up in the first half a strong 15.7%.



The report says a new paradigm is needed, observing that companies are "not only deploying tech to improve total productivity, but also to better compete for human talent."

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Feedback here

Meanwhile, our supply chain and logistics stock index, which is made up of more than 20 stocks across freight carriers, logistics service provider, and supply chain and software vendors, beat the S&P, with a gain of 18.0% in the past year, using an unweighted average of the 23 stocks in the index. That with a 76.8% drop in one stock, LTL carrier Yellow Freight (though that was offset by more than a 100% gain in Yellow rival XPO Logistics.)


Using an unweighted average means all results are factored the same way, regardless of a stock's market cap.


In early 2021, SCDigest re-launched our weekly supply chain and logistics stock market index, which tracks the market performance of more than 20 publicly traded companies.


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.

Below you will find our weekly supply chain stock index for the week ending June 30, including performance for the past year.


Supply Chain and Logistics for Week Ending June 30, 2023



Source: SCDigest Analysis


As can be seen, it was a strong year for our supply chain software stocks, with all but two up nicely (between 29% and 70%). The two laggards: American Software (parent of Logility), which was down 35% and e2Open (down 28%.)

Among the carriers and LSPs, besides XPO the largest gainer for the past year was another LTL carrier, Old Dominion, up 44%, followed by freight forwarder Expeditors International, which was up 24%.

Outside Yellow, there have were just a few losers over the past year, starting with 3PL CH Robinson, down more than 6%, followed by rail carrier Union Pacific, which fell more than 4%.

RFID firm Impinj managed a 58% gain on the year, but as usual it was a wild ride, as seen in the chart below:

Impinj Stock over the Past Year




As I keep saying, buying this stock on the dips the past few years has been a very smart investment.

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.

Any reaction to supply chain stock performance? Let us know your thoughts at the 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.

What do Bob Delaney, Rosalyn Wilson, and Kearney have in common?

A: They are, separately, the three authors of the State of Logistics Report over its 34 years.