TEAMS LIKELY TO DECLINE
Yesterday, we had Bill Barnwell’s list of five teams he expects to win more games. He had Jacksonville, Detroit, Baltimore, Buffalo and Denver.
Today, five that will not win as many (with his edited reasoning):
It’s not the most loved column of the season, but it does usually turn out to be reasonably accurate. Over the past five years, the teams I’ve highlighted in this column have declined 20 out of 25 times. Just two of those 25 teams have improved by even a single win the following season. Those 25 teams have fallen off by an average of 3.3 wins per 17 games. (Spreadsheets did not enjoy the NFL’s move from 16 to 17 games.)
Last season was probably a little below average by this column’s standards. The Bills and Chiefs both declined by several wins, which played a significant role in the AFC playoff race. The Browns, who were trendy Super Bowl candidates heading into the season, fell off more dramatically. The Packers dropped off only from 13-3 to 13-4, though, and the Titans defied the odds by improving on their record from the prior season.
We’ll take four out of five and move forward into 2022. Let’s start this year’s column by making what some would say is an ill-fated decision to take another run at the team that defied the numbers a year ago:
Tennessee Titans (12-5)
The Titans were the fifth team on my list a year ago, when I wrote that I narrowly picked them ahead of the Seahawks. Obviously, this wasn’t a great decision! The Seahawks had been on my list in 2020 because of an impressive record in close games, something they managed to repeat in 2021. I called off the dogs and took them off the list a year ago, at which point they dropped from 7-3 in close games to 2-5. They weren’t all that much worse on a snap-by-snap basis than they had been in 2020, but with less luck in one-score games and an injury to quarterback Russell Wilson, they fell apart.
Let’s take a look at my case for the Titans a year ago and see what happened …
They were unsustainably good in games decided by seven points or fewer. After going 7-6 in one-score games during coach Mike Vrabel’s first two years, the 2020 Titans went 7-2 in one-score games
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Well, the Titans didn’t keep up their record in close games, but they came close. Instead of going 7-2 in one-score games, they went … 6-2. I wrote about their closest game of the season on Tuesday, in which they did the near impossible and stopped QB Josh Allen on a fourth-and-1 run to hold on to a three-point victory against Buffalo. That one stop was enough to keep Tennessee from coming up short of its 2020 record and eventually secured it the top seed in the AFC.
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The Titans’ turnover margin did regress dramatically, dropping from plus-11 to minus-3. They were simply able to overcome it by being better on a play-by-play basis on defense and continuing to pull out close games in the fourth quarter. They finished the year 20th in overall team DVOA, suggesting they were a slightly below-average team with spectacular timing.
Can they keep that up? Is a second impressive season in one-score games enough to treat it as a skill? Let’s take a look. The Titans are 13-4 in games decided by seven points or fewer over the past two seasons, so they’ve won nine more close games than they’ve lost. From 1989 to 2020, there were 29 other teams that were plus-eight or better in seven-point games over a two-year span. They were collectively 364-101 (.783) in those one-score games during their two impressive seasons.
The following season, they combined to go 108-100 (.519) in one-score contests. For every team that kept up its success in seven-point games, there were teams like the 2021 Chiefs and Seahawks, who regressed back toward (or even past) league average. The Titans might count on a healthy Henry to serve as their hammer in the fourth quarter in 2022, but other teams have had dominant running backs in the past, and they haven’t been able to win three-quarters or more of their close games on an annual basis.
It’s also fair to wonder whether the Titans will be a more talented team. Henry already was struggling with efficiency under his enormous workload before the foot injury, and the team doesn’t have much behind him on the depth chart.
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Titans fans will rightfully note that they’ve defied the numbers before, and it’s true. They’re a well-coached team and a generally well-run organization under Vrabel and general manager Jon Robinson. They play in a relatively easy division, although they lose the extra home game this season and get placement games against the Bengals, Bills and Packers. We’ve seen that Tennessee is capable of beating any team on its day. I’m just not sure it will be the Titans’ day quite as often in 2022.
Green Bay Packers (13-4)
Packers fans have even more of a reason to be angry! After going 13-3 with a 9.6-win point differential in 2019, Green Bay made the list of teams likely to decline. It maintained a 13-3 record again in 2020 by improving its game-by-game performance and getting an unexpected MVP season from Aaron Rodgers, although the Packers still outperformed their expected win total. Back on this list for a second consecutive season, they went … 13-4, declining by only a half-game after sitting their stars during a Week 18 loss to the Lions. Rodgers won his second straight MVP award, and it sent me back to the drawing board.
Now, the Packers are back. Some of the factors we saw as problems a year ago played out as expected … and they just didn’t matter. Rodgers & Co. went from being the best red zone offense in recent league history to finishing 19th in points per red zone trip. Didn’t matter. Injured stars David Bakhtiari and Za’Darius Smith combined to play two games. Didn’t matter. Rodgers wasn’t quite as good as he had been during his MVP season in 2021. Didn’t matter. He still won it anyway.
How did the Packers pull it off? Let’s start with the obvious: They’ve done an excellent job of roster-building over the past few seasons, with 2021 as the ultimate feather in general manager Brian Gutekunst’s cap. With Smith basically out for the year, 2019 first-rounder Rashan Gary stepped into the lineup and played like a superstar. The offensive line mixed and matched players throughout the season. Free agent additions De’vondre Campbell and Rasul Douglas, who had been ordinary everywhere else as pros, looked like stars in Green Bay. Gutekunst and coach Matt LaFleur deserve accolades for their work, even if it hasn’t yet resulted in a Super Bowl appearance.
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Over the past three years, Green Bay has won 39 games. The Pythagorean model we use would have expected it to win 31 games. The Packers have an advantage over teams from the past by virtue of playing a 17th game last season, but has anyone in recent memory exceeded expectations quite as much as they have over a three-season span?
The answer is no. Since 1989, no team is really all that close to an eight-win gap between expectation and reality. The next closest comparable team is the 2012-14 Colts, who won 33 games against an expectation of 26.7 wins. The following season, they declined but still managed to keep surpassing their totals; they went 8-8 with a 6.1-win Pythagorean expectation. It wasn’t until 2016 that they got back in line with the rest of the universe.
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If you’re skeptical the Packers will fall in line, I don’t blame you. Most teams turn the ball over more than 13 times in a season, but the Packers have been at 13 or below each of the past three years. When their stars miss time, they manage to coax star seasons out of previously underwhelming players. They find ways to win, even against a first-place schedule. They lost multiple coaches from their staff to jobs elsewhere this offseason and will probably turn an intern, a tackling dummy and a block of cheese into hot head-coaching candidates next offseason.
I’m trusting the numbers because I’m willing to get hurt again. The Packers will be very good again in 2022, but like I said a year ago, I would expect very good to look more like 11-6 than 13-4. I don’t expect many readers will want to accompany me on that journey, and I wouldn’t blame you for feeling that way. When Rodgers wins his third consecutive MVP award, I’ll take personal responsibility.
Las Vegas Raiders (10-7)
Let’s go from the team that traded away Davante Adams to the one that acquired the former Packers star. The Raiders got hot in December, won four straight games to advance to the postseason and then gave the Bengals a tough time in the wild-card round. They followed up things by hiring longtime Patriots coordinator Josh McDaniels as head coach and then added veteran stars on either side of the ball in Adams and edge rusher Chandler Jones. It’s going to be tough for the Raiders to win a loaded AFC West, but they shouldn’t have much trouble hitting 10 wins again in 2022. Right?
Since they’re in this column, you can probably suspect I don’t feel that way. They did go 10-7 a year ago, but they had the point differential of a 6.9-win team. They were outscored by nearly four points per game. It’s not exactly a like-for-like comparison because they got to play a 17th game, but they were outscored by 65 points on the season. From 1989 to 2020, just five teams with at least 10 wins were outscored at all during the regular season, and no team was within 30 points of where the Raiders finished last season.
Season-long advanced metrics didn’t think the Raiders were a good football team.
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On the whole, Las Vegas went 7-2 in games decided by seven points or fewer. It went 4-0 in overtime, becoming just the second team in the past 30 years to pull that off (the 2011 Cardinals). It played four games against backup quarterbacks and went 3-1 in those games, meaning it was 7-6 when it had to play against the opposing team’s primary starter.
The Raiders did have a formula, but I’m not sure it’s particularly sustainable. Daniel Carlson kicked nine field goals in the fourth quarter or overtime to give them a lead, with those kicks eventually leading to five victories. Carlson is a great kicker, but that’s likely unprecedented in NFL history.
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To be fair, there were some elements of the 2021 team that should improve. The Raiders were the worst red zone defense of the past decade, allowing opposing offenses to score touchdowns on a staggering 81.4% of their trips inside the 20. That won’t happen again. They forced only 15 takeaways in 17 games, which ranked 29th in the league. And while the division will be tougher after the Broncos added Russell Wilson and the Chargers rebuilt their defense, they already faced the eighth-toughest slate of opposing teams a year ago, per Football Outsiders. They project to face the eighth-toughest schedule in the league again.
Overall, though, there’s a substantial amount of evidence suggesting the Raiders were not as good as their record in 2021.
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The problem with this roster, as I mentioned after Jon Gruden’s firing, is that the Raiders are simply missing what was supposed to be the core of their team. Gruden and former general manager Mike Mayock took swings at the top of the draft and missed, over and over again, over the course of their tenure in Vegas. Gruden’s lone successful first-round pick was his first, as left tackle Kolton Miller has grown into the best player on their line.
Otherwise, it has been a mess.
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The Gruden regime was able to find talent in later rounds, with Crosby and Renfrow as the two biggest hits, but this is a roster papered over with veteran signings and middling young players. The hope is McDaniels will do a better job coaching them up than the duo of Gruden and Rich Bisaccia, but the track record of Patriots assistants outside of Foxboro — McDaniels included — has been disastrous.
Pittsburgh Steelers (9-7-1)
One of my favorite streaks in football is Mike Tomlin’s 15-year run of avoiding a losing record. The Steelers went .500 with Mason Rudolph and Devlin Hodges as their primary quarterbacks in 2019. The team’s reputation when it comes to drafting and developing talent requires no introduction. Tomlin is one of the best coaches in all of football. I take no joy in expecting the Steelers to break his streak in 2022, but this team has major questions on both sides of the ball.
During Ben Roethlisberger’s swan song in 2021, the Steelers weren’t much better than the Raiders. While they finished 9-8, they were outscored by 55 points. They finished 23rd in overall team DVOA, down from eighth in 2020. Their usually dominant defense, facing the toughest slate of opposing offenses in the league and getting little help from their offense, ranked 22th in points allowed. They were a more impressive 14th by DVOA.
The Steelers instead thrived by going 7-1-1 in games decided by seven points or fewer
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With Roethlisberger retiring, one of the arguments in Pittsburgh’s favor has been the idea the offense was hopelessly limited by the quarterback, who had virtually no zip on his throws after returning in 2020 from elbow surgery. The Steelers were limited to short throws over the middle of the field or rainbow lobs down either sideline, while an immobile Roethlisberger was a sitting duck in the pocket for pass-rushers.
I won’t argue with much of that thinking, but there’s something missing from that equation. He certainly was limited physically toward the end of his career, and the quarterbacks replacing him will be more mobile and have stronger arms. No issues there. At the same time, though, he was a far more experienced and effective signal-caller when it came to reading defenses and understanding where pressure was likely to come from. This was a particularly important skill behind an offensive line that looked terrible on paper and didn’t perform much better in those moments when he had to hold the football.
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There’s certainly ways for them to exceed expectations in 2022. Pickett could win the starting job soon and look like he immediately belongs in the league, just as Mac Jones did with the Patriots a year ago. Roethlisberger’s departure could spark a more creative offensive scheme from motion enthusiast Matt Canada. The Pittsburgh defense could force a bunch of takeaways after dropping from 38 in 2019 to 27 in 2020 and 22 a year ago.
Facing what projects to be the league’s fourth-toughest schedule, though, it’s easier to see scenarios in which the Steelers take a step backward. It took All-Pro-caliber seasons from their two best players on defense and a season-long tightrope walk against middling competition to keep alive their streak of .500 or better seasons. If Tomlin can stretch that to a 16th consecutive campaign, I’ll respect the legendary coach even more.
Atlanta Falcons (7-10)
The Falcons were a competent team with terrible luck in 2020. As such, they made it onto last year’s list of the teams mostly likely to improve. In this column, “improve” and “decline” refer to your win-loss record, and by that measure, they succeeded. They jumped from 4-12 to 7-10.
Last season, though, the Falcons were a terrible team with incredible luck. In coach Arthur Smith’s first season, they were outscored by 146 points, which is 8.6 points per game. No seven-win team in league history has posted a worse point differential, and while that’s cheating because of the 17-game schedule, no six-win team in league history has posted a worse point differential than Atlanta’s minus-146 mark, either.
Atlanta finished with just 4.9 expected wins, which ranked 30th in the NFL. It needed a late-season surge to rise from the very bottom of the DVOA charts, eventually settling in at 30th by that metric. It finished the season 27th in FPI and 29th by the Simple Rating System. By every measure besides win-loss record, the Falcons were one of the league’s worst teams.
How did they get to 7-10? Unsurprisingly, they pulled out some squeakers.
Three of those seven victories came over backup quarterbacks, with the Falcons also topping Trevor Siemian during his time starting for the rival Saints and Tim Boyle’s Lions. Their other wins came against the Dolphins, Giants, Jaguars and Jets. Their average win came by 4.7 points. Their average loss was by nearly 18 points.
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Then, the Falcons had one of the more bizarre offseasons in recent memory. They decided to briefly flirt with the idea of trading for Deshaun Watson, who would have been joining a team with no cap space and one of the league’s worst rosters before losing multiple future first-round picks. While they were occupied with Watson, they were stuck in stasis. They lost starting wideout Russell Gage to the division-rival Bucs and breakout linebacker Foyesade Oluokun to the Jaguars, costing them two NFL-caliber starters in the process.
The team’s public interest in Watson unsettled stalwart quarterback Matt Ryan, who then sought a trade elsewhere. With no leverage, the Falcons were able to get only a third-round pick from the Colts for their longtime starter. Atlanta, which had previously intended to restructure Ryan’s contract to create short-term cap space, instead ate a record $40.5 million in dead money on his deal. It had to then extend Grady Jarrett, who likely would have been a cap casualty to fit Watson on the roster, just to create cap space.
Oh, and while all that was happening, wide receiver Calvin Ridley was suspended for the 2022 season after the league found that he had gambled on games. Atlanta used its first-round pick on wideout Drake London, but he’ll have to make up for two departed starting wideouts in Gage and Ridley. London already is dealing with a right knee issue suffered during his preseason debut, although he expects to play in Week 1.
It’s not all doom and gloom for the Falcons. They have a beautiful stadium. Cornerback A.J. Terrell is one of the best young players at his position in the game, and tight end Kyle Pitts might join him in that grouping this season. Quarterback Marcus Mariota was a reasonable Plan B with experience in Smith’s system, and while the Titans got much better after inserting Ryan Tannehill as their starter, Mariota was more competent than people remember. We might get to see rookie third-rounder Desmond Ridder at some point during the season. Koo has become one of the best kickers in the league. London and Pitts are going to put up some wild highlights on RedZone in garbage time at 3:45 p.m. ET every Sunday.
With that being said, the Falcons are likely going to be the worst team in the league this season. Smith was furious at suggestions his team was tanking the season. I take him at his word. I don’t think the Falcons are going to be tanking, because they aren’t trying to lose on purpose. It’ll just end up looking that way.
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