UPS management overestimated demand in the U.S. small package market for the last two years An over-reliance on its largest customer, Amazon.com (NASDAQ: AMZN) — Amazon was responsible for 11.8% ...

Specifically, Amazon.com (NASDAQ: AMZN) has created its own in-house delivery network. Keeping costs in check has become an important factor in the competitive landscape. UPS has addressed this by ...

UPS has underperformed the S&P 500 since 2023, coming off an unsustainable COVID-supported valuation, with subpar business ...

There are sorting facilities, airplanes, and a store base that allows UPS a business reach that would be hard, if not impossible, to replicate. Even Amazon(NASDAQ: AMZN) has yet to fully match ...

What likely spooked the market after Q4 earnings was the announcement that UPS seeks to cut Amazon (AMZN) package delivery volumes by over 50% by mid-2026. While this could be seen as negative ...

UPS management overestimated demand in the U.S. small package market for the last two years An over-reliance on its largest customer, Amazon.com (NASDAQ: AMZN) — Amazon was responsible for 11.8% of ...