UPS’s new C-suite led by Carol Tomé has its work cut out for it: Negotiate an increasingly risky relationship with Amazon that has juiced Domestic Package volumes but compressed margins; make real progress on the challenge of B2C delivery density; drive international volume growth; and stabilize earnings.
Most of this report is devoted to deconstructing the effects of e-commerce on UPS’s financial and operating results. E-commerce is widely thought to be a tailwind for UPS’s business, but we...
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