UPS

UPS chief determined to stay positive, despite declining profits in Q1

A marginal upturn in revenue failed to compensate for what has been a difficult first quarter for UPS, ending  with a 17% drop in net income.
Despite this, the company had a positive tone during its investor call, turning to adjusted figures to find a glimmer of hope.
And one analyst noted that, while the results were “broadly mixed”, the company had weathered the competitive storm it had faced in recent years …

The post UPS chief determined to stay positive, despite declining profits in Q1...

https://theloadstar.com/ups-chief-determined-to-stay-positive-despite-declining-profits-in-q1/

Against the odds: The M&A hurricane boosts DSV and Panalpina, but where is the real value?

Against the odds comes in two forms: a column, on merit when warranted, and a monthly excel calculator, which is updated around the beginning of each calendar month. It challenges common sell-side wisdom in financial markets that the future often has better events in store than the past. The vast majority of consensus estimates from analysts, often modelled against a company’s guidance, are a case in point.
In a typical bearish fashion, …

The post Against the odds: The M&A hurricane boosts DSV...

https://theloadstar.com/against-the-odds-the-ma-hurricane-boosts-dsv-and-panalpina-but-where-is-the-real-value/

Amazon’s got cloud computing – now it’s eyeing logistics

Business Insider has published a fascinating article looking at Amazon’s ambitions in the logistics space. There are a few signs to be interpreted, including its rapid network expansion, its shipping costs, which have growth fifteen-fold from 2009 to 2018, a move to in-house transport, away from the integrators, and the fact it declared itself a transport company in its most recent SEC filing. And, as one analyst noted: “Even Amazon, …

The post Amazon’s got cloud computing – now it’s eyeing...

https://theloadstar.com/amazons-got-cloud-computing-now-its-eyeing-logistics/

Supply Chain & Freight the star performer as UPS reports a strong final quarter

UPS reported strong fourth-quarter results as it celebrated a strategy embracing SMEs and improved use of technology. 
Q4 revenue reached $19.8bn, up from $18.9bn a year earlier, and on an adjusted basis, net income was $1.6bn, up from $1bn last year.  
The operator said the supply chain and freight business units “demonstrated continued growth as the result of greater alignment with small and medium-sized customers”
It added: “Coyote, brokerage and international air and …

The post Supply Chain...

https://theloadstar.co.uk/supply-chain-freight-the-star-performer-as-ups-reports-a-strong-final-quarter/

Supply chain radar: CH Robinson opens a crucial earnings season next week

A crucial earnings season begins next week for the companies on our radar.
As global supply chains are challenged by regionalisation and vertical integration of services and digitisation, among other exogenous factors, the fundamentals of most asset-light firms are a delicate margins-vs-volumes balancing act. Meanwhile, the container shipping companies and integrated logistics providers are, respectively, in transition mode and in a state of flux.
The spotlight next week, 29 January, will fall …

https://theloadstar.co.uk/supply-chain-radar-ch-robinson-opens-a-crucial-earnings-season-next-week/

Against the odds: Put UPS and FedEx in your basket

Against the odds comes in two forms: a column, on merit when warranted, and a monthly excel calculator, which is updated around the beginning of each calendar month. It challenges common sell-side wisdom in financial markets that the future often has better events in store than the past. The vast majority of consensus estimates from analysts, often modelled against a company’s guidance, are a case in point.
In a typical bearish fashion, …

The post Against the odds: Put UPS and FedEx in your...

https://theloadstar.co.uk/against-the-odds-new-year-no-change/

Romaine Seguin takes over as president of UPS Global Freight Forwarding

Romaine Seguin, president of UPS Americas, has been appointed president of UPS Global Freight Forwarding, replacing Cindy Miller, who reportedly has retired.
Ms Seguin started her career at UPS in Missouri as a part-time hub supervisor in 1983, eventually becoming vice president of Minnesota, and then chief operating officer for Europe, Middle East and Africa. She will relocate from Miami to Atlanta for her new role.
“I look forward to working with the …

The post Romaine Seguin takes over as...

https://theloadstar.co.uk/romaine-seguin-takes-president-ups-global-freight-forwarding/

Analysis: this week, an interims spectacular, starring UPS, Panalpina and DSV

Are three stars – UPS, Panalpina and DSV – about to shine in the transportation and logistics galaxy?
Last Friday served a timely reminder of how badly heightened volatility and specific sector news – Kuehne + Nagel poorly opened a pivotal earnings season – can suddenly destroy value, impacting the shareholders of major public T&L operators whose fortunes are intimately tied to reduced global growth forecasts, among other things, in a …

The post Analysis: this week, an interims spectacular,...

https://theloadstar.co.uk/analysis-week-interims-spectacular-starring-ups-panalpina-dsv/

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