Tomé, the first CEO in UPS Inc.’s (NYSE:UPS) 113-year history to have never worked for the company, hosted her first analyst meeting on Thursday. When it ended an hour later, the universe of UPS stakeholders listening in knew that a fresh gale had blown through 55 Glenlake Parkway, its Atlanta headquarters.
Tomé, 63, brought two distinct messages to the call: first, that UPS is a more impressive company than Tomé, who has spent 17 years on its board, had realized. Second, that things need to...