Reddit Posts
UPS reports next Tuesday - Remember what happened to Fed Ex?
Who thinks UPS is gonna be deep in the red after earnings? I have this feeling they are going to moon. 🤷🏽♂️
Will Mark Cuban's pharmacy - Cost Plug Drugs destroy CVS, Rite Aid, Walgreens etc.
UPS Earnings: Loading Puts for the Q4 Dumpster Fire?
Southwest Airlines pilot pay would increase 50% under new labor contract
Would UPS experience IV crush after FedEx earnings?
Amazon now delivers more packages than FedEx and UPS in the US
What company is growing without many people noticing?
How does logistics or industrial sector fare during recession or one phase after recession?
Why is investing in financial sector (banks, insurance companies) not generally recommended for beginners, and why?
Cathie Wood points about the weakness of US economy
Nothing screams 4.9% growth like UPS shares hitting 52 week lows on drop in packages and collapse in US demand for cardboard boxes.
Is Jumia the gateway for companies to access Africa ?
The Important News from the Stock Market Today (09/26/2023)
UAW’s War on $GM, $F, $STLA: Lose/ Lose Situation?? (Except for $TSLA)
UPS Signs minimum hourly wage increase of 35.5% for part-time workers and average total driver compensation to $170,000.
UAW Makes Ambitious Demand: 46% Rise in Pay Over 3 Years, Potentially $80B.
If you can’t be a rich UPS driver, you can dress up like one!
When UPS asks why you want to be a truck driver.
UPS drivers after learning about there raise.
How is UPS not crashing right now?
Here’s my portfolio, 13% return after ~1 year. What should I improve?
UPS most discussed stock August 9 2023
UPS faces increased costs amid a slowing market, Congrats to the drivers
Everyone Wants to Work at UPS After Union Scores $170,000 Driver Pay
This week's expected moves: SPY, QQQ, Palantir, UPS, Disney, Alibaba and more
Should I roll my UPS puts? What new expiration should I pick?
Lost some money in $UPS puts. Using what's left to get a new tattoo of my wife's bf
Teamsters and UPS reach tentative contract agreement to avoid a strike
UPS stock price history around potential union strikes
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
What's gonna happen with our UPS puts?
Should I tell Grandma to go all in on UPS puts!?
I'm never buying Spy Puts ever again
$T, $VZ, $F, $ABT, $PARA, $INTC, $C, $UPS cut bait on loss or DCA to get even?
PussyBreath007 and friends constantly P&D this sub.
Teamsters meeting with UPS is going well...
Teamsters walked away from negotiations $UPS
Only a fraction of you have heard of this company, but I'd tell most of you to make a big bet on YELL (Yellow Corp) towards the end of July. Wait a bit though for the current volatility/drama to cool, then go in with a Long position. Yellow will begin to turn around in the 2nd half of this year:
Amazon near the end of exclusivity agreement negotiations with RIVN. FedEx, UPS and USPS will be buying Rivian’s vans 🚀 🚀 🚀
UPS Pending Strike. Longterm Impact On Valuation And Share Price?
KNX's USX Deal - KNX to the moon or alternative buyer theory?
UPS strike "imminent" if pay agreement not reached by Friday, Teamsters warn
Shopify ($SHOP) up 85% this year, time to sell the stock?
Should we short UPS as the Teamsters strike looms.
UPS Teamster Strike - Now Taking Bets
Who will UPS buy vehicle AC hardware from?
Anyone have experience with getting exposure in private companies via asset management companies?
Amazon is changing its deliveries behind the scenes to cut shipping times
The Wild $AMZN Ride - How I Bagged $12K in Profits While Y'all Apes Struggled
6 stocks to watch on Tuesday: UPS, General Motors, 3M and more (NYSE:UPS)
UPS stock drives lower as earnings underdeliver, guidance disappoints (NYSE:UPS)
Market Recap - 4/25/23 - Economy is flashing red while companies beating estimations left and right
ARVL - The no-brainer of the century! - Shorts cover at the bottom, can't get much more bottom than this!
Mentions
UPS, IREN, IBIT, BTCI. these are the largest. there are several others that will come back like MSFT and MO so not too worried about those.
Google Home AI is kind of wild. Bombards your home with a play by play of what is happening. "UPS truck enters driveway" UPS delivery driver delivers package to front door"
Idk why I went all in UPS last week. I guess I was lucky.
They use Roadie. UPS ended up buying them. That's one of the delivery services I use. I have a van so I can deliver grills or other big items that people don't have a vehicle to accommodate. Like I said it's seldomly worth it
Main account 60 %Asts/ 15%rklb/10%nvda/the rest split between amd/pfe/oxy/krknf 3 other accounts are all index Another account is 90% UPS and 10% asts Last account is 100% xrp
I have only been assigned shares one time selling CSP and it was my first time. UPS was at 105 going into earnings. I sold the 95 and when I was assigned UPS was 84. Had I hedged and bought the 85 strike for pennies to protect my down side would have been nice. I don’t sell without buying now.
I live in Alaska. USPS is our last mile. No one else even tries. UPS can take literally months to get to us. FedEx is no better. Only USPS gets us mail regularly and semi predictably.
Piss pod dog shit anal weasel shit hole market keeps fucking me over. And the god damn UPS guy is 7 hours late on my damn package. REEEEEEEEE
The bigger issue is UPS isn't legally allowed to compete on non-urgent mail.
Is the supreme courier better than UPS and FedEx?
My info is 20 years out of date, but at one time I dealt with a big mail order pharmacy. They contracted with a jobber-shipper for shipment. The company would pick up the containers of the labeled packages. Move them to its facility, scan them, and determine the cheapest, time sensitive shipping option, then deliver packages to the origin point. The origin point could be USPS, fedex, UPS, DHL, etc. a package could literally ship from FedEx to UPS, to USPS or any combination depending on all the factors (distance, time, etc). Common route was UPS to the USPS routing center nearest your home for final delivery. Something high priority could be sent via FedEx for overnight to your door by 9 AM. Another might be rerouted to FedEx Home.
Honeywell doesn’t own Libert. In fact, Libert makes most of the CRAC units. It makes more sense to buy Trane as they make good water-cooler chiller. For the electrical side, I would find something related to Eaton UPS
Amazon relies on different last mile delivery methods for packages and parcels if one of their Prime drivers are unable go reach a destination in rural or remote place. USPS by law has to deliver mail to every registered address. In the past they use UPS, FedEx, USPS, and other local carriers. The cost ate into their margins so they built their own logistics. Merchants need different 3PLs and carriers to reduce shipping cost. USPS is the cheapest and best guarantee to ship to every customer in the US. Amazon makes merchants pay a lot to sell and ship. Essentially Amazon will take a way business from USPS and force merchants to use Amazon as their main carrier.
Amazon is increasing deliveries to rural areas but America is huge so likely not possible/profitable. Also UPS has decreased deliveries. If this is true it could be a hedge or bluff.
That’d be great since USPS doesn’t do residential delivery in many small towns, even when UPS or FedEx does, and since there’s no way to know which carrier Amazon will choose, I’ve stopped using it altogether.
Our Amazon is usually delivered by UPS, it's first name basis hellos at this point, freeze pops in the summer and hot chocolate in the winter. We're also very, very rural.
we already paid for replacing UPS for him--delivery trucks ,planes,drivers all wrote off against company profits.
Free market capitalism. It would be an add on to amazons business model with internal shipping from amazon itself. There would be other shipping companies like UPS and USPS competing thus not making it a monopoly.
Must be different where I live. My Amazon Warehouse has a way larger delivery fleet of drivers and vans than any UPS or FedEx Warehouse in my town. Having worked at Fedex and Amazon, Fedex Was tiny and only delivered heavy packages. I drove all over the place including rural and far away places for Amazon. It makes sense why small envelopes would be sent to USPS though as its a way smaller vehicle and also Amazon is not even allowed to put mail into any Mailbox's so that also has to be a huge factor. I have never delivered any letter for Amazon and if I did it was to the front door as its illegal for Amazon drivers to put it in the mailbox.
Even UPS, FedEx, etc. don't. The dirty secret they don't want people to know is that if you send a package to some very remote rural area they just pay the USPS to deliver it because it's cheaper then doing it themselves. And the roads leading to those remote places are often quite bad to, which increases the risk of it damaging their delivery vehicles, and is another reason why they outsource it.
Look into VRT. we replaced every Eaton UPS on our campus with them and they rock. I bought some of it when I installed them at $50 and it's absolutely taken off with no signs of slowing.
Is it laughable? They already deliver their own packages in my neighborhood in trucks made by Rivian. There is no reason they can't deliver a share of the packages that would flow through USPS/UPS/FEDEX.
I mean there's no expectation that they're the best, they provide a service. Also your anecdotal experience isn't really meaningful. UPS messes up a lot more often than USPS and Fedex is an absolute dumpster for me most of the time. I dread seeing a order confirmation email with a fedex tracking number. USPS is a service, a vital and important service, and one that should never be privatized. Again, it doesn't need to be perfect to be very important. Also a lot of the recent issues with USPS can be traced back to... you guessed it... republicans!
USPS is pretty garbage compared to it's private competitors. Slower and similar costs on shipping. I would choose UPS over the postal service any day.
should have bought UPS years ago.
Fuckin UPS, shit old man stock
Some of mine are too. Amazon uses their own drivers, UPS, and USPS. Maybe their plan here is to stop using USPS in favor of using their own logistics and UPS or even just their own. But they already have their own is my point.
Most of my stuff gets delivered from Amazon themselves. USPS isn’t that bad or unreliable. I honestly think FedEx and UPS are the absolute worst though. Their drivers are just not motivated to get you your packages. Lots of “ we missed you “ bullshit.
That is interesting. Where I live it’s Amazon vans everywhere. Occasionally a package will deliver through USPS or UPS but 99% of the time it’s Amazon (or their flex drivers) doing the last mile delivery and not another company. I suspect it’s all to do with proximity to an Amazon warehouse. I’m about 25 miles from 2 warehouses so Amazon is more than happy to send multiple Amazon vans to my neighborhood every day.
Just buy UPS, and be done with it.
USPS is the government. Your tax dollars make it possible to receive mail through USPS. It's why it's so affordable because it's just there to keep you connected not to profit share holders. Fedex and UPS are for profit, so they just operate to make money. You can go and buy one of those because they are private companies.
Government is trying hard to privatize USPS, so why not Amazon buy it and use it for their delivery too, hey they can ditch UPS is they own USPS and introduce overnight deliveries etc
Add VZ and UPS to that list, also yielding 6-7% and a qualified dividend so lower capital gains tax rates 👍
Had at least 10 packages delivered this week, own UPS stock and now it’s pumping and paying for those packages, winning!
Tell me you know nothing about US Customs without telling me you know nothing about US Customs lol. When you buy a product online, and it ships from, lets just say China. You paid $100 for said item from the company A in China. When that item crosses into the US on a plane owned by UPS, there's a 25% on said item. Who's supposed to pay that? UPS? YOU SIR are the importer. You bought it from China, therefore YOU pay the duties and taxes. Unless you you're buying something under the INCOterm 'DDP', you're on the hook.
Benefits to both physical and the spot price; GLD offers easy liquidity and you can borrow against it if you need to claim assets for collateral on a home or use margin. Cons are the expense ratio of 0.4% you can see when gld started it was equal to about 1/10 an oz of gold and 20 years later it’s lagging by 8%. Physical gives you satisfaction similar to owning real estate and the lack of liquidity means you won’t paperhand or panic sell it as easily. Cons are paying premium over spot when you buy and maybe getting spot or a touch lower when you sell. For physical, lowest premium is at Costco but you’re limited in quantity. Lowest premium is on 1oz gold coins minted in your country. Example; gold maples in Canada, Brittanias uk, pandas China, and gold eagles USA. Check your local coin shop if you want to buy larger quantities or large respected bullion dealers. When I bought gold back in 2023 APMEX had a special collaboration with a 0% introductory credit card that basically gave you 5% (but after they charge a credit card fee I think you only gain 1% net.) can you see where this is going? I maxed that shit on 1oz coins. Would pay it off in 6 months and then max it again and slowly pay it off. I also bought some random 1/10 gold eagles and 1oz silver coins from a couple local people (that’s your best opportunity to find a deal). I ended up selling my random locally acquired pieces back to APMEX and was pleased with the ease, tho it takes 7 days to mail and process and get wired money. You also have to figure out how to send “registered mail” or whatever is recommended with UPS. I personally felt like a drug dealer while selling it; claiming a fair amount of insurance on a small box probably looks sus.
UPS making people pay tariffs on products they already paid for online before the product is delivered is wild
Without being facetious here, as nice as that would be, you didn’t pay any tariffs directly. You paid marginally increased prices (thank Costco for that, especially compared to other businesses) that reflect those tariffs, but you were never actually on the hook for importing the products. You would only be entitled to any money that was illegally collected by Customs through the tariffs. In order to get a theoretical refund you would need to import something affected by the reciprocal tariffs, and very importantly you would need to ***self declare***. If you got something from overseas but had it shipped via FedEx, UPS, DHL etc then you’re SOL because they absorbed the import fees upfront and collect it on the backend through shipping costs.
I work retail part time and I was working Black Friday, and the general consensus (including directly from our store director) was that we expected larger crowds/a larger customer intake than what we actually saw. Make with that what you will, but I will agree with some of the other comments that unit sales are down but revenue is up due to price increases and inflation. Personally I’ve had to mark products up anywhere between 10% and 30%. Despite that, I do think UPS may be undervalued, but it’s important to note the context and wider macroeconomic situation.
People has been saying that for months now meanwhile UPS is still rising. It's not just UPS either. My DHL shares are up 15% now and UPS 10%. I think the negativity is already priced in instead and we'll go up from here.
UPS target MCDS 2026 is the play
UPS do be having a 7% dividend. I might need to switch from bul to dividend cuck
I wonder how much Business UPS does in Venezuela. And if this will make my puts print.
Not 10x but also significantly less risk in the 3-5yr target 10-15yr could easily 10x depending on delivery on current goals. RYCEY & UPS do your own research! There’s a lot of speculative companies listed here these are companies that have a lot of room to grow. UPS heavy on automation right now, they are the largest shipping/currier in the world once automation is built up profits will skyrocket as labor is their biggest overhead. Also extremely undervalued right now regardless, down heavily from Covid highs and will recover in the next 3-5yrs without question. RYCEY has many government contracts for aerospace, defense, and energy MTU generators and SMRs SAFs lots of tech for the future sustainability of our planet $25+ by 2030. Bonus stock NRGV huge government contracts for energy storage helping countries reach their green agenda goals. Will see $9-12 by 2030 again not 10x but 2-4x in 3-5yrs is solid with minimal downside
UPS skipped my delivery twice, no wonder the stocks going under
I will shame this company for not giving people like me a chance because of where I live - if I applied in California your rules would be different and you could not deny me employment based on a criminal record 20 years old. Your a disgrace UPS. Thank you for your interest in the US - DESCHUTES (ORDES) - 52480-Preloader - O340 - Preload Monday-Friday 4:00-9:30 - External position at UPS. At this time, we have decided not to move forward with your application.
I mean your broker doesn't have a scan tool? Check UPS to start
why does UPS go up 2% then down 2% the next day shit has been happening for weeks.
To be fair, there are other things that explain those layoffs as well. Courier/parcel services saw inflated demand during Covid, and volume has leveled out to pre pandemic levels. UPS has also been investing massively in automation, while closing smaller buildings and consolidating in favor of larger, more automated hubs.
UPS also laid off a ton of drivers and warehoise workers this year, which typically doesn't happen if business is booming
Whatever I have ordered online over the last few weeks arrived earlier than expected. Might be anecdotal but I think Fedex, UPS, USPS are not seeing the traffic they have prepped for this holiday season.
It’s such a beaten stock for no reason. Great company with actual products and employees. Not some shit shell company with five “employees” with an address tied to a UPS store like some of the ones that get posted here lmao
Did you also load up on their other darlings? Stocks like Paypal, UPS, or UNH?
So I’m guessing nobody said what you claimed. Data centers don’t work like you think. They don’t just buy new hardware and upgrade it all every 5 years. Some of the hardware will get upgraded every 4-6 years. They don’t just trash all the hardware they use it for other task. Networking hardware (switches, routers, optical interconnects) Storage arrays Power systems, cooling, UPS, transformers Some CPU racks 8-12 years. So your theory is false
Thank you for responding, I welcome your ideas. So what do you make of this: [https://ycharts.com/indicators/us\_recession\_probability](https://ycharts.com/indicators/us_recession_probability) According to that, the US Recession Probability is at 26.5%, higher than the long term average of 15.3%. I just feel, that saying that the odds of a recession are as close to zero as you can get is a bit of a stretch, but perhaps you are right. Are you concerned about the layoffs at Amazon, UPS, Target etc.? As long as the US is adding jobs in spades, that's what counts, but when a company like Amazon lays people off, doesn't that give you pause? Are you concerned why the Fed is lowering rates even though inflation has gone up or stayed flat five months in a row and is at 3%, a fair bit over their target? [https://tradingeconomics.com/united-states/inflation-cpi](https://tradingeconomics.com/united-states/inflation-cpi) I'm especially interested your opinion on why the Fed is lowering rates even though inflation is well above target, or is that just pressure from the president?
>PE ratios are horrible for near term performance guidance Well, I believe the average P/E (current, not Forward) will come down to 28 within the next 3 months and primarily because stocks will be lower. Historically, the average P/E doesn't usually stay outside the blue rectangle for very long: [https://userupload.gurufocus.com/1992292979825614848.png](https://userupload.gurufocus.com/1992292979825614848.png) The average P/E "over time" I think you will agree has become irrelevant because of how much weighting companies like NVDA, APPL, MSFT, etc have now, so when you're looking at average current P/E, probably better to look at a shorter time frame such as 3 years (or use forward P/E's as you said). When companies like Amazon and UPS are laying people off, and consumer sentiment reached the second lowest level ever in November (during the government shutdown) so I wouldn't say the chance of a recession is 0, but jobs are still being added at high levels, so I guess it's still low. Also, I believe there is some overestimation about the level to which AI will increase earnings. If Chat GPT is on the ball, AI will only increase earnings by about 10% over 5 years, meaning that a company that in 2023, a company that was expected to make $10 a share in 2028 will now make $11 a share. A lot of people I know have fantastical expectations above the degree to which AI will increase earnings.
UPS has failed in delivering my package for the 3rd day in a row. If I don’t get it today I’m buying puts from here until forever
>30 mins is massive productivity increase but I doubt it can just be achieved with an algorithm "don't turn left" and you can get half hour back in Manhattan before lunch. **Why UPS trucks (almost) never turn left** [https://www.cnn.com/2017/02/16/world/ups-trucks-no-left-turns](https://www.cnn.com/2017/02/16/world/ups-trucks-no-left-turns) “This can not only be dangerous, but makes traffic build up, unless you install a dedicated left-turn ‘phase,’ which is fine but basically adds **30 or 45 seconds to everyone else’s single time,**” he said. >Additionally supply chain is highly localised - what works in one neighbourhood might not work in another if truck is not moving, truck is not making money. by the time they're earning an advanced degree.. they know more about your neighborhood than you do. **MIT PhD Opportunities in Logistics and Supply Chain** MIT Interdisciplinary SCM PhD Study Opportunities [https://scm.mit.edu/mit-phd-opportunities-in-logistics-and-supply-chain/](https://scm.mit.edu/mit-phd-opportunities-in-logistics-and-supply-chain/)
What’s the news on UPS?
very satisfied with UPS and UNH purchases yesterday
Amazon has enough warehouse spread out around the nation that delivering in 2 days vs 7 days doesn't cost them more. Their delivery trucks are running full. Could they benefit from grouping deliveries to your home? Yes that's why they have Amazon day and subscribe and save and these incentivize buyers with additional discounts or a higher cash back percentage. But multiple Amazon vans are making it out to your neighborhood everyday. They have the volume to support that. In early days when they didn't have warehouses everywhere and people only used Amazon for occasional orders vs everything and Amazon was using UPS and FedEx to ship the majority of orders, it made sense to deliver slower.
I will watch for decrease. My home office looks out on to the street so I see everything. What amazes me is how much UPS and Fedex deliveries declined in the neighborhood.
guys its time to buy in signs of a bottom are almost there, the small caps and value stocks are not going down even though index are red. bitcoin is plunging further and indexes did not move in tandem anymore. when the index goes down but quality stocks are not done it signals a bottom already. look at RCL, UPS, UAL, bank stocks, money is going to rotate out of tech into these stocks. frothy stocks will remain in consolidation
I’m in aviation so we gotta read NTSB reports after big crashes, NTSB just released photos of the UPS flight takeoff and sure enough, whole fuckin engine ripped off the wing and hit the fuselage causing a fire. Damn MD11 looking like the AA DC10 flight
100% correct. Some of my value plays like UPS and NOVO are doing horrible. Look at the gap between 52 week lows and highs amongst companies in the market. Its fucking staggering and sometimes indicative of a bubble and or impeding correction
RIP to the UPS pilots.. those NTSB photos of the engine sheering off are horrible
They are one greedy ass mfs. Pays 0.01$ dividend lol 😂. UPS pays much better
Tbf, mega corporations (S&P 500) don't just invest billions into tech without being very confident that it will help its bottom line. Though AI adoption in enterprise settings has only been around for 1-3 years, it's already being implemented in many use cases. Here's a post I made on another thread: Meta’s AI-driven ranking system boosted time spent by about 7% on facebook and 6% on instagram, which means more ad views and higher revenue. Its AI ad tools (Advantage+) are improving conversion rates by around 5% and their Q2 revenue was up 22% YoY because of that. Google’s seeing the same thing with advertisers using its AI-driven (Performance Max) campaigns getting about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon cited examples where task completion rates improved by ~57% using AI assistants. Its supply chain and logistics is being increasingly automated. Outside of tech, UPS’s AI route optimization saves about 100 million miles driven, 10 million gallons of fuel (around $300–400M a year). Walmart’s using AI and computer vision at Sam’s Club to speed up checkout by 23%, which cuts labor costs and improves throughput. They’re even licensing some of that tech now. And in healthcare, AI reduced radiologists’ workloads by about 33–44% in mammogram screening, while maintaining or improving detection rates. And AI scribe tools (for documentation) cut after-hours work by 30% and time spent in notes per appointment from ~10.3 min to ~8.2 min (20% reduction) for physicians. Pretty much every S&P 500 company will be using it in the near future, if they aren’t already, for all kinds of use cases. They’re actually testing the tech first to see how it can actually improve efficiency and cut costs before rolling it out company wide. If you see a huge AI deal, you can bet the homework’s already been done. Someone high up has to sign off on it, and they’re not green-lighting a billion-dollar contract unless they’re extremely confident it’ll deliver results.
Notable companies with layoffs in 2025: Amazon: Planning up to 30,000 corporate job cuts across several departments. Intel: Expected to lay off thousands of employees as part of a restructuring effort. Microsoft: Has made several rounds of layoffs in 2025, with estimates around 6,000-7,000 jobs. UPS: Has cut 48,000 positions, far exceeding its initial projections. Meta: Has also announced layoffs in 2025. Starbucks: Announced a restructuring plan that involves layoffs. American Airlines: One of the companies with layoffs in 2025. Accenture: Laid off over 11,000 employees worldwide. Synopsys: Plans to cut about 10% of its workforce following its acquisition of Ansys. Verizon: Cuts are expected to affect 15,000 jobs. This is just a fraction. They list them in Business Insider News. Geez just Google it dude. 🙄
Pull up a long term chart of UPS if you want an idea of where Amazon is heading. Basically just a logistics company now with Google cloud and azure swallowing up all their AWS growth
SMWB also may be acquired as well. They have an impressive list of large enterprise clients that have signed up for Multiple year locked in contracts - at 80% gross margins to SimilarWeb including : Google, JP Morgan, Coke, DHL, Hershey, P&G, T-Mobile, Adyen, UPS, Rakuten, Mayo Clinic, GM, Samsung, L’Oréal, Nike…
I remember when WMT and UPS decided the direction of the market.
Figures from Challenger, Gray & Christmas show more than 153,000 job cuts announced in October, the worst total for that month in over two decades. Meanwhile, payroll provider ADP reported that private employers shed an average of 11,250 jobs per week during the four weeks ending Oct. 25 — a stark reversal from earlier data suggesting a modest October job gain. In total, companies have disclosed over 1.1 million layoffs so far this year, a 44% jump over 2024. Tech and retail have led the reductions, including cuts from Amazon (AMZN), Target (TGT), UPS (UPS), and others. These mounting pressures help illustrate why gig platforms are becoming a fallback option for so many workers, even if official statistics fail to fully capture the shift.
Dawg they just hand all their packages off to FedEx and UPS. The shipper sorts the packages. That said their focus on ship from store and order pickup is why they are going to keep bleeding out. Fulfillment takes way more manpower per dollar brought in compared to just properly running a sales floor and staffing cashiers. Target is trying to compete with Amazon and it's not working.
absolutely not. They probably absorb UPS.
Look up which companies are doing large scale layoffs, and there's your list of companies who'll do very badly. You see, we all know company jobs are significantly "bullshit jobs", a lot of aren't employed there because they're necessary. Company management (just like the government) hires because that's what they want to do: have a big empire "below them". That means all the companies doing layoffs fundamentally don't believe their own reason to exist ... really exists. UPS, Amazon, Intel, Microsoft, Google, Nestlé, Salesforce, ...
VRME has got the fundamentals. Agreement with UPS, good earnings today and possible M&A incoming, they stated they are open to it in their 10-K. If we get some news about that this can spike to $2.00-$3.00 very fast
The data shows otherwise. These companies already have real revenue to show for it. Meta, Google, Amazon, Microsoft are all consistently beating earnings because their AI tools are already driving higher ad conversions, lower costs and bigger margins. This isn’t Robo-Taxi hype. Robo-taxis never showed up in financials. AI already has: Meta up 22% YoY, Google up 14%, UPS saving $300–400M, Walmart licensing AI tech, etc. The market is paying for results that are already on the balance sheet.
$VRME volume is starting to get in. Really low float and great potential with their UPS partnership
I’m long but it’s super hated rn WMT and TJX numbers not much better than TGTs but both trade at PEs in the 30s..market treats TGT like KSS…walk around the two and you’ll see they aren’t the same…believe it will go up, just don’t know how long it will take…my other comeback plays UPS and NKE seem to pop on earnings and then give it back settling back to hated status so I could see that happening..gl
I'd rather spend 300% shipping with UPS/FedEx because they won't lose my packages or send them to Malaysia
The concern that this raises is more on the smaller business side. Amazon more than 30k, UPS nearly 50k, Verizon and more. Those are the big ones, what happens beneath the surface at companies hit by tariffs. The 30 person company that lays off 3 or 4. The small, strong tariffs hit business in a town that closes and 4-5 are without job And suddenly you see layoffs in higher single digits or even higher. The bigger ones can just be an efficiency thing, or post COVID hiring like UPS because everybody shops online, that's a case by case thing
I've unironically used this for quite some time and it worked great. Picked up AAPL back in the days when everyone was saying they are done for and the iPhone is no more. Picked up META aswell around the congress hearings when again everyone was saying that META is finished and is the new Myspace. At the moment I am honeslty holding cash and picking up some boring stocks like PFE, UPS and VZ when everyone is saying that they are done for
UPS just chillin green lmao
Ah I see, ya I purchased 1000 rounds of 22 LR ammo (I use to kill rats) online just the other day. No ID required, no signature or anything, UPS left it with my other packages lol. Sheep and chickens is a great option for the apocalypse as well 😆.
Cheap Gynese goods delivered by UPS?
Literally everything on my lists is red except UPS and Alibaba. You know what this means…
That’s why I have a fake LinkedIn account. I work at UPS.
I mean you don’t know what their overall wealth is. Could be a big bet for them where as it is small for you. I enjoyed reading and I’m glad they posted. I also respect the honesty of saying how many shares instead of just posting a big number that isn’t real. To the OP thank you for sharing and no matter how big of bet this is to you, always make sure you can ride the UPS and downs. Google is a great company.
There are some other big players seeing success adopting AI. Here's a post I made on another sub: Meta’s AI-driven ranking system boosted time spent by about 7% on facebook and 6% on instagram, which means more ad views and higher revenue. Its AI ad tools (Advantage+) are improving conversion rates by around 5% and their Q2 revenue was up 22% YoY because of that. Google’s seeing the same thing with advertisers using its AI-driven (Performance Max) campaigns getting about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon cited examples where task completion rates improved by ~57% using AI assistants. Its supply chain and logistics is being increasingly automated. Outside of tech, UPS’s AI route optimization saves about 100 million miles driven, 10 million gallons of fuel (around $300–400M a year). Walmart’s using AI and computer vision at Sam’s Club to speed up checkout by 23%, which cuts labor costs and improves throughput. They’re even licensing some of that tech now. And in healthcare, AI reduced radiologists’ workloads by about 33–44% in mammogram screening, while maintaining or improving detection rates. And AI scribe tools (for documentation) cut after-hours work by 30% and time spent in notes per appointment from ~10.3 min to ~8.2 min (20% reduction) for physicians.
I am not so sure about that shopping spree and it apparently is already to late. The Close had a guy on last week, who owns market property - basically open air malls. Great salesman (no sarcasm his pitch was great). He said, he just gets the traffic in and the businesses have to do the selling. One example was pulling the christmas sales way forward this year. Asked about inflation he said, that the guys with full inventories will be able to offer good discounts and have a great season and guys who were running on throughput may do worse. His pitch for the future was that he intended to bring in bigger chains, in order to attract more people which would also shop in the other businesses already there. Ol Cynical (yours truly) reads this: \- Some businesses still have full inventories from before the tariffs, which means, they had a pretty bad year \- That´s why sales have to be pulled forward to generate revenue and clear the storage \- Businesses which have throughput are facing pressure to raise prices instead, which means the tariffs are hitting now \- If he can pitch enough store space to large chains in order to make them interested, this office space is about to become empty and that means a lot of small shops have capitulated and are only hanging on to take the holiday season spending spree with them. Their leases would have to have already been cancelled if he is shopping out the space. Given that they will need a bit of time to clean up their leases likely expire January or February. And their employees will lose their jobs. Now, does this track with other data we get? Not if you listened to Fedex, but then again their profit gain may come from the UPS fleet grounded. But: \- The cardboard box business is doing horrible and that although the selling into the holiday season is already underway \- Some retailers had to cut back on Black Friday offers, because they would have been to expensive \- Retailers are cutting benefits for their staqff (like days off on half holidays) - in essence a wage cut. So, yes, I would say there is indirect data to support my read. The Close also mentioned today basically a burned kid fears the fire. Even is the checks arrive in time for the holidays, people may not spend them. Because believe it or not even after this shutdown ended, the next target date would be February... But I am just a d00msayer on WSB ... no one agrees. Maybe the Burry´s and Buffetts, but they don´t post.
UPS is going to tank so hard on the 17.
UPS dividend date Nov 17th. Every share earns you 1.65$. Chart showing bottom bounce, join the cause fellas
What’s going on with UPS?
Google buys chips from NVDA and puts them in giant data centers. GOOG does all of the installation, maintenance, and infrastructure work. UPS says "hey, we want to optimize our delivery routes to save money on gas." Google says ok, give me your data. And they take the data and handle all of the data analytics stuff, and find a solution for UPS to save money on gas. And UPS says holy shit, this is the future. We would like to continue to pay you to solve our problems. And Google says "cool, what are your other problems" And UPS says "um we don't have any other problems right now." And Google says "fuck you, pay me. If you don't pay me, I will solve FedEx's problems first instead of yours." And UPS says "But you solved all of our problems already." And Google says "Fuck you. FedEx will steal your marketshare unless you pay me." And UPS cries a little while signing a check to Sundar Pichai.
Falling knife. My advice. Take your losses and diversify. CELH, CGTX, UPS, B, GEHC, QUBT/IONQ, MBOT.
The market still hasn't forgiven UPS for the 2023 Teamsters union contract. All the COVID era gains have been erased because of it, trading below $100 when a year ago at this time it was around $135. Trade wars have not impacted them as bad as inflation and the Teamsters contract. As a long shareholder it's bitter to see the market treat UPS like a regional fertilizer supplier instead of the global 125+ year old company that it is with operations in multiple countries. Like you, I'm not counting on the dividend as guaranteed, very possible the board will cut it. I have no confidence in the CEO, decoupling from Amazon in 2025 was bad timing due to ignoring global economic conditions. The CEO has no balls to do something disruptive in the logistics field that would push the stock higher.