23 SUPPLY CHAINS TO ADMIRE | 2025
23
Table 7C. Process Industry Improvement Cut-off Information
Supply Chain Index Cut-off
PROCESS
Total
Winners
Winners by Name
Aerospace and Defense
25
17
2
Lockheed Martin, Northrup Grumman
Apparel
28
19
2
Inditex and Nike
Automotive
18
12
0
Automotive Aftermarket
33
22
1
BorgWarner
B2B Technology
26
17
4
Apple, Lenovo, LG, and Nintendo
Contract Manufacturing
8
5
Consumer Durables
18
12
1
Armstrong World Industries
Diversified Industries
28
19
2
Hubell and Rockwell Automation
Furniture
14
9
1
Somnigroup International Inc ( used to be Tempur Sealy)
Medical Device
27
18
1
Intuitive Surgical
Semiconductor
29
19
1
TSMC
Tires
4
3
0
Telecommunications
18
12
0
Trucks and Heavy Equipment
18
12
2
Paccar and John Deere
SUMMARY
294
17
Retail Overview In this analysis, we evaluate 78 companies in seven retail sectors. In the report, four companies—Koninklijke Ahold Delhaize NV (Ahold), Ross Stores, TJX, and Urban Outfitters—qualify for the Winner's Circle. There are no winners in the other retail sectors. Shift from restaurants to food retail, less spending in do-it-yourself stores, Broadline retail shift to e-commerce, 30 percent growth in drug
Table 8. Retail Overview
FUNDAMENTAL SCORE
PRICE TO BOOK VALUE
INVENTORY TURNS
OPERATING MARGIN
RETURN ON INVESTED CAPITAL
AVERAGE REVENUE (M$)
YEAR- OVER-YEAR GROWTH
NUMBER OF COMPANIES
RETAIL
AVERAGE FOR 2015-2024
Apparel
18
$ 10,728
5.9%
4.46
8.5%
17.6%
4
4.64
Broadline
15
$ 81,329
4.7%
5.39
6.0%
6.0%
4
4.19
Drug
6
$ 90,735
8.0%
7.57
7.1%
18.1%
4
4.50
Home Improvement
5
$ 48,393
5.2%
3.36
8.5%
22.4%
4
4.66
Grocery
12
$ 51,938
3.7%
12.51
3.0%
10.4%
4
2.41
Restaurants
19
$ 7,332
5.9%
85.42
14.5%
7.7%
4
5.78
AVERAGES
$ 48,409
5.6%
19.78
7.9%
13.7%
4
4.36
Made with FlippingBook - PDF hosting