The past five years have tested global supply chains like never before. From the pandemic’s seismic disruptions to geopolitical conflicts and extreme weather events, businesses have faced relentless volatility. The companies that emerged stronger didn’t just weather the storm—they redefined their supply chain strategies through resilience, technology integration, and data-driven decision-making.
Cleo’s first ever Supply Chain Earnings Report presents findings from research of over 1,000 quarterly earnings reports from basic materials, consumer discretionary, consumer staples, industrials, and technology companies in the Russell 2000 from fiscal years 2019 to 2025. The goal was to focus on the heart of the American economy through mid-size enterprises. By analyzing how public companies responded to supply chain disruptions, the impact on their stock price, and how long it took them to recover, this report reveals how supply chain strategies directly impact investor confidence and company valuation.
Our findings suggest that companies that prioritized integration technology, real-time visibility, and operational resilience consistently outperformed the market, while those that failed to modernize faced disruptions, rising costs, and investor skepticism—leading to laggard stock performance.
Modern supply chains are complex, and their interconnected nature makes them susceptible to disruption from a wide range of geopolitical and economic factors. The next major supply chain disruption is unpredictable, yet inevitable. However, the most resilient companies take quick action and come out on top, while the unprepared will feel the consequences.
In order to succeed, organizations must shift from reactive responses to proactive orchestration—unifying data, applications, and ecosystem partners through connected platforms. Read the report to learn more about what separates winners from losers in the midst of supply chain disruption.
