United Parcel Service (NYSE: UPS), commonly known as UPS, is deeply unloved on Wall Street. The stock has lost more than half its value since hitting a high in early 2022. A big piece of the story is management's decision to revamp the business. Here's why investors are worried and why some investors think UPS' best days are still ahead. UPS' big problem During the coronavirus pandemic, demand for UPS' package delivery services was high. When social distancing ended, however, people returned to shopping ...

过去一年，全球跨境物流与电商行业风云突变，UPS、FedEx、亚马逊三大行业巨头相继启动大规模裁员计划，涉及岗位之多、覆盖范围之广，引发跨境 圈广泛关注。 AMZ123获悉，近日，据媒体报道，FedEx和UPS宣布计划再次裁员，虽然两大巨头裁员规模各不相同，但还是可以从中可以窥见一二当下跨境物流行业 的整体态势。 近日，FedEx计划投资7800万欧元升级法国本土的基础设施和技术体系，同时将法国地面站点从103个缩减至86个。作为运营重组的一部分，预计将削减 约500个岗位，另有约800名员工的工作地点或班次面临调整。 迈入2026，裁员浪潮仍未停歇。据报道，FedEx和UPS两大物流巨头近日相继宣布裁员计划，这一消息瞬间在行业中掀起波澜。 对于此次裁员的原因，FedEx指出，主要是由于法国本地包裹市场长期处于高度竞争与成本压力之中，此番运营重组计划将提升法国本土的竞争力。 来自大洋彼岸的另一边，FedEx的老对手——UPS也同步上演着裁员大潮。 UPS表示，将在今年计划裁减最多3万个岗位，并同步计划于2026年上半年继续关闭24处设施，且不排除进一步关停的可能。 据了解，UPS此次裁员将主要通过两种方式完成 ...

Group 1 - United Parcel Service, Inc. (NYSE:UPS) shares have decreased by 21% over the past year but have increased by 4% year-to-date [2] - Evercore ISI raised the share price target for UPS to $113 from $94 while maintaining an In Line rating, citing macroeconomic uncertainty but stable earnings performance [2] - JPMorgan increased its price target for UPS to $99 from $97 with a Neutral rating, indicating potential challenges from lower rates in the coming months [2] - Bernstein raised the price target for UPS to $128 from $125 and maintained an Outperform rating, noting improving margins despite declining volumes due to a de-linking with Amazon [2] - Following the earnings report, UPS shares fell by 2.3%, but Jim Cramer suggested a potential short squeeze due to better-than-expected results [2][3] Group 2 - Jim Cramer highlighted UPS's dividend as part of a safe dividend portfolio, indicating its attractiveness for income-focused investors [3] - Despite the potential of UPS, there is a belief that certain AI stocks may offer higher returns with limited downside risk [3]

Core Viewpoint - The statement from Brian Dykes highlights the need for companies to adjust their positions in response to decreased volume in the market [1] Group 1 - Companies are facing a reduction in trading volume, which necessitates a reevaluation of their market positions [1] - The current market conditions are prompting firms to streamline operations and reduce the number of positions held [1]

Core Viewpoint - United Parcel Service, Inc. (UPS) is undergoing significant restructuring to improve its cost base and focus on higher-margin business, particularly in light of declining volumes from its largest customer, Amazon [3][4]. Group 1: Financial Performance - Bernstein analyst David Vernon raised UPS's price target to $128 from $125, maintaining an Outperform rating, citing strong Q4 2025 results that exceeded expectations despite weaker margins [2]. - UPS's guidance for 2026 aligns with expectations, supported by better-than-expected revenue [2]. Group 2: Restructuring Efforts - UPS plans to eliminate up to 30,000 jobs and close 24 facilities in 2026 as part of its strategy to cut low-profit deliveries associated with Amazon [3]. - In 2025, UPS eliminated 48,000 jobs and closed operations at 93 buildings due to declining Amazon volumes, with further reductions expected to occur through attrition rather than layoffs [4]. Group 3: Market Context - The delivery industry is experiencing persistently soft demand, impacting UPS and competitors like FedEx [3]. - UPS expects revenue to decline in the first half of the year as it completes the transition away from Amazon deliveries, with an anticipated improvement in the second half [4].

Core Viewpoint - A significant number of large U.S. companies, including Amazon, UPS, Dow Chemical, Nike, and Home Depot, have announced plans to lay off over 52,000 employees, indicating a trend of workforce reduction amid ongoing economic uncertainty and increasing pressure to invest in artificial intelligence [1][4][5]. Group 1: Layoff Announcements - Amazon plans to cut 16,000 jobs in its second round of layoffs within three months, aiming to streamline bureaucracy [7]. - UPS will lay off up to 30,000 employees due to a decrease in package volume for Amazon deliveries, offering voluntary departure incentives [7]. - Dow Chemical will implement a comprehensive operational simplification plan, resulting in the reduction of 4,500 jobs [7]. Group 2: Economic Context - The layoffs reflect concerns from Federal Reserve policymakers and economists about a cooling job market after years of strong hiring [5]. - The U.S. economy added only 50,000 jobs in December, with the median duration of unemployment rising to 11.4 weeks, the longest since 2021 [2][5]. - Despite the increase in layoffs, the overall scale of layoffs in the past year is not considered unusually high compared to pre-pandemic levels [2][5]. Group 3: Labor Market Dynamics - Employers are hesitant to hire new employees or lay off existing ones, leading to stagnation in the job market [5]. - The unemployment rate decreased from 4.5% in November to 4.4% in December, showing signs of stabilization [5]. - The Federal Reserve has cut interest rates by 0.75 percentage points in response to signs of a cooling job market [6].

Group 1 - Major US companies, including Amazon, UPS, Dow, Nike, and Home Depot, announced layoffs totaling over 52,000 employees due to ongoing economic uncertainty and pressures from investments in artificial intelligence [1][2] - UPS is set to lay off 30,000 employees, while Amazon will cut 16,000 jobs, Dow will reduce its workforce by 4,500, Home Depot will let go of 800, and Nike will lay off 775 [2] - The frequency of discussions about layoffs among companies is increasing, with a clear urgency to utilize AI to reduce labor costs [3] Group 2 - The US labor market is showing signs of stagnation, with companies hesitant to hire new employees or make significant layoffs due to uncertainties from trade issues and AI developments [6] - In December, the US economy added only 50,000 jobs, marking a significant slowdown in hiring, with the average unemployment duration extending to 11.4 weeks, the longest since 2021 [9] - Despite the increase in layoffs among well-known companies, the overall scale of layoffs in the past year has not reached abnormal levels compared to pre-pandemic figures [6][9] Group 3 - Companies are primarily implementing layoffs to streamline operations and improve efficiency rather than responding to macroeconomic trends [12] - UPS CFO Brian Dykes indicated that the layoffs are part of a strategy to adjust to a reasonable scale due to reduced package volumes for Amazon [12] - Amazon's recent announcement of a second round of layoffs within three months aims to "streamline bureaucratic structures" [12]

Group 1 - Major companies in the U.S. have announced large-scale layoffs, totaling over 52,000 job cuts [1] - Companies are increasingly discussing layoffs as a strategy to reduce labor costs, particularly through the use of artificial intelligence [1][6] - The layoffs are concentrated among a few large firms, raising concerns among Federal Reserve policymakers and economists about the weakening job market [1] Group 2 - In December, the U.S. added only 50,000 jobs, with the median duration of unemployment rising to 11.4 weeks, the longest since 2021 [2][4] - Companies like Amazon, UPS, Dow Chemical, Nike, and Home Depot have disclosed layoff plans aimed at streamlining operations and increasing efficiency [3] - UPS plans to cut up to 30,000 jobs, while Amazon announced a second round of layoffs affecting 16,000 employees, citing the need to eliminate bureaucracy [3] Group 3 - The labor market, which expanded rapidly after the pandemic, has stagnated due to uncertainties related to trade and artificial intelligence, leading employers to hesitate in hiring or laying off staff [4][5] - Although overall layoff data may not seem alarming, the experience of unemployment is becoming increasingly challenging for workers in a slowing hiring environment [5] - Recent announcements of layoffs indicate that companies are shifting towards proactive cost-cutting measures amid increasing pressure to invest in AI [6]

Core Insights - Major U.S. companies are announcing significant layoffs, with a total of over 52,000 employees expected to be cut, indicating a shift from years of strong hiring to workforce reductions [1] Group 1: Layoff Announcements - Companies such as Amazon, United Parcel Service, Dow Chemical, Nike, and Home Depot are among those planning to reduce their workforce [1] - The layoffs are attributed to ongoing economic uncertainty and increased pressure to streamline operations due to investments in artificial intelligence [1] Group 2: Economic Implications - The recent layoffs highlight concerns among Federal Reserve policymakers and private economists regarding the cooling of the previously hot job market [1] - David Mericle, Chief Economist at Goldman Sachs, noted that companies are increasingly discussing layoffs and are eager to leverage artificial intelligence to reduce labor costs [1]

Notably, revenue and earnings CAGRs in the last 10 years have been just 4.27% and 1.41%, respectively. Further, over the past nine quarters, although the company's earnings have surpassed Street expectations on seven instances, it has reported a year-over-year (YoY) decline six times, including the latest quarter.UPS's financials are not something to be alarmed about yet. However, its growth over the years does not inspire much confidence in the company either.Thus, with restrictions in the road ahead to ra ...