Schwab Network

UPS in ‘Tough’ Environment With Few Growth Catalysts


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UPS has decided to focus on its margins, which is causing some pain to employees and to the bottom line right now, says Tom Essaye. The overall macro environment is “tough” for the sector, he adds: tariffs, the de minimis exemption removal, and other factors have all hit volume. General macroeconomic calm would help them; he also thinks they should focus on healthcare shipping and specialty markets.


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