I am starting this week our review of the 1H of 2026 in supply chain.
This week we review the performance of supply chain stocks, and next week we will provide the top stories by month, followed by our popular take on the 1H 2026 in numbers and charts.
Gilmore Says.... |
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As can be seen, our supply chain software stocks were all down big in the past year, falling 24-45%. I admittedly am not sure why.
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On to the stocks, I am ending my numbers with the closing bell on July 2.
The overall market, as measured by the S&P 500 index, was up a solid 7.8% in the first six months. (See chart below). The S&P started the year flat, then fell sharply through the end of March on reaction to war with Iran, before rising through early June and then flattening out again to end the year
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, was a little better than the S&P, with a gain of 9.1% in the first six months, 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 2, a Thursday leading up to the holiday 4th, which includes performance for the past year (not six months) for each stock we follow.
Supply Chain and Logistics Stocks for Week Ending July 2, 2026
As can be seen, our supply chain software stocks were all down big in the past year, falling 24-45%. I admittedly am not sure why.
Among the carriers and LSPs, 3PL CH Robinson led the way, up 88.5%, while FedEx was up 62.5%. Surprisingly, there were no losers over the past year.
RFID firm Impinj was up big, rising 24.8%, while partial rival Zebra Technologies was down 16.6%
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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