Performance of Specialty Distribution Subsector Indexes
Source: Capital IQ as of October 30, 2020.
Automotive: AZO, DORM, GPC, ORLY, UNS; Building Products: BECN, BLDR, FERG, FBM, HDS, POOL, SITE, WCC, WSO; Energy: DCP, ENB, GLP, SPH, UGI; Foodservice: CORE, SPTN, SYY, USFD; Healthcare: AHCO, ABC, CAH, HSIC, MCK, OMI, PDCO; Industrial: AIT, BNZL, DXPE, FAST, GWW, KAMN, LAWS, MRC, MSM, NOV, SYX, VK, VRTV; Specialty Chemical: AI, APD, BNR, HWKN, LIN, UNVR; Technology: ARW, AVT, NSIT, SCSC, TECD; Transportation: AIR, FTT, HEI, LKQ, TITN, TGI.
(1) Indices are weighted by market capitalization.
Building Products
SECTOR INDICES PERFORMANCE
Automotives
Specialty Chemical
Industrial
S&P 500
Technology
Healthcare
32%
(1)
LTM (Pre-COVID)
(2/20/19-2/20/20)
COVID Impact
(2/20/20-10/30/20)
Transportation
Foodservice
Energy
32%
4%
(3%)
21%
1%
17%
23%
12%
7%
11%
4%
(3%)
1%
(3%)
(7%)
(9%)
(17%)
(30%)
(33%)
The pandemic’s effect on specialty distributors has varied significantly across subsectors. This is reflected in the uneven performance of specialty distribution indexes since February.