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  First Thoughts

    Dan Gilmore

    Editor

    Supply Chain Digest



 
July 18, 2025

Supply Chain Stocks 1H 2025

 

A Look at more than 20 Supply Chain and Logistics Stocks


I am partway through our review of the 1H of 2025 in supply chain after picking the top stories by month last week.

This week we review the performance of supply chain stocks, and next week we will provide our popular take on the 1H 2025 in numbers and charts

On to the stocks, I am ending my numbers with the closing bell on July 3.

Gilmore Says....

As can be seen, it was a mixed year for our supply chain software stocks, with some big winners, including software firm Kinaxsis (up 149.9%) and Oracle (up 64.4%).

What do you say?

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The overall market, as measured by the S&P 500 index, was up a solid 13.4% in the past year. After rising steadily over the first six months or so, the S&P began a sharp fall in late February before hitting its low for the year in early April, followed by solid gains through July 3.

Meanwhile, our supply chain and logistics stock index, which is made up of more than 20 stocks across freight carriers, logistics service providers, and supply chain hardware and software vendors, lagged the S&P, with a gain of just 10.3% in the past year, using an unweighted average of the 22 stocks in the index.

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 this weekly supply chain and logistics stock market index.

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 interesting 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 performing on Wall Street.

Below you will find our weekly supply chain stock index results for the week ending July 3, a Thursday leading up to the holiday 4th, which includes performance for the past year for each stock we follow.

I will note we lost one member of our index when software maker and privately held Aptean acquired Logility early in 2025, and will soon lose another software company when non-public WiseTech’s purchase of e2open is finalized.

Supply Chain and Logistics Stocks for Week Ending July 3, 2025

As can be seen, it was a mixed year for our supply chain software stocks, with some big winners, including software firm Kinaxsis (up 149.9%) and Oracle (up 64.4%). On the downside, e2Open fell 29.0%, while Manhattan Associates dropped 18.8%, though it was worse than that for several months.

Among the carriers and LSPs, 3PL Ryder was up 39.3%, while carrier XPO Logistics was up 23.4%. The largest loser for the past year was UPS, down 23.2%, followed by carrier Werner, which fell 18.9%.

RFID firm Impinj was down big, falling a sharp 27.5%, while partial rival Zebra Technologies managed a 3.5% gain.

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

Let us know any suggestions on stocks to add.

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


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