UPS

trumpdiego

prediction: you see the rotation out of tech start tomorrow, too much value in beat up stocks like UPS, CNC, UNH, etc.

Jbball9269

lol I can’t wait for UPS earnings, their chart is ridiculous, it’s literally like 4 bear flags in a row 😂

Lopsided_Process5141

I need everyone's boyfriends (very few wives) to buy and ship lots of gifts this upcoming holiday season. UPS 2027 calls

CuffytheFuzzyClown

Thank you. UPS is by far the *worst* delivery service I've experienced anywhere in the whole world. It's better to ask a dementiated rabbit to bring a package... I'll never invest a cent into this shit

bdh2067

Agreed. Even if they show decent #s for last quarter, they’ll guide way low if they’re honest. UPS shit the bed and FedEx usually catches the same flu

Top-Composer-9585

Yeah let’s all-in into a dying medical stock. You could’ve chosen CRWV, UPS, UPST, OSCR, UNH. So many other good options but who am I to say, I’m not the one with 300k.

No-Improvement3164

UPS is trash I’m selling the last of it.

trumpdiego

##Stock Thesis: I see $UPS trucks everyday, therefore v good stock.

FECAL_BURNING

I work a small business in Canada and from my understanding, fedex, UPS, DHL etc are rolling in it. Less packages, higher processing fees per package.

OpshunsWriter

I’m surprised to see how much UPS is down over the past five years. Any thoughts on why?

GaGtinferGoG

UPS as well Lowkey though… I bought 500 shares of UPS monday and I’m up somehow…

Riadhj

I would pick UPS and CAVA

Vinyl-addict

Add to picks, RZLV ORLY BBW UPS

hotel-hopping

UPS low IV play for FDX should be promising

trumpdiego

BABA uses SPT to market so you buy shit and get it shipped to you via UPS

No-Improvement3164

Puts on UPS. No way this thing stays green for a day.

lilOliverTwist

Still loading up on UPS from here

nocashflow_

UPS gonna miss next earnings BAD

No-Improvement3164

UPS will never have a Green Day again

arbitraryBlue

Some UPS LEAPs tbh

YourSecondFather

ENPH for Solar, UPS for Dividends plus undervalued imo GOOG for Growth

FinsDig

Playing UPS nov calls. 90’s. Due for a little pump no?

readit-25

Weren't most of the de minimis items shipped with USPS anyways? Items less than $800 are typically not shipped expedited for $50-100, they would be going through "snail mail". As a matter of fact, removing de minimis incentivizes keeping more stock inside the US where they can then be sent with UPS via ground transportation

Aggravating-Fig2692

$CJMB Revival Health JV (May 2025): Strategic partnership for integrated supply chain in wellness and longevity products, sourcing APIs from South Korea to support onshore manufacturing and importation, unlocking new revenue in the booming health sector. India Subsidiary and Pune Warehouse (June 2025): New facility to secure API imports and tissue samples from India, bridging global supply to U.S. onshoring efforts, aligning with reshoring trends for pharmaceuticals. Trump EO/ASPR Alignment (Aug 2025): Company blog highlights role in API stockpiling for critical meds under the EO, leveraging CEO Wayne Williams' Strategic National Stockpile experience for likely federal contracts and funding. City/State Government Contracts: Extended Chicago deal (July 2025) now $9.1M through 2026 for emergency stockpiling; multi-year pacts with Texas DSHS and Oregon Health Authority, plus support for measles outbreaks, tapping billions in resilience spending. Food & Beverage Expansion: Entering high-end perishables like gourmet samples and beverage kits with sustainable VIP shippers and Sentry monitoring, capitalizing on 15% annual sector growth for e-comm and B2B trials. Potential UPS Collaboration: Tech integration eyed for UPS Premium Platinum beta in advanced cold chain, matching reusables with UPS's healthcare investments, potentially scaling via global network. Innovation and Tech Edge: Proprietary Sentry platform for real-time monitoring (21 CFR Part 11 compliant) and patented SHIP2Q sanitization for reusables, plus VAWD accreditation, positioning for FDA-aligned pharma handling and sustainability Management own 71% of shares locked until 2026 feb. 14 institutions holding 16%. The float right now is 500-600k for us retail. Market cap 22m. Any of thoose catalysts show $ and it will eclipse the m cap. Research yourself the ceo. He was second to be called after president of United states when 9/11 happened to handle the emegency logistics.

_someoneiusedtoknow_

UPS

Aggravating-Fig2692

CJMB is a small Texas logistics firm in the cold chain space, where the market's growing at about 13-15% CAGR from $300-400B today to over $1T by the 2030s. Their CEO, Wayne Williams, brings serious government cred as the former Associate Director of Logistics for the Strategic National Stockpile, helping with post-9/11 expansions and still advising federal programs. Insiders own around 70% of the company, showing they're deeply invested in its success. For API onshoring, they've launched an India subsidiary with a Pune warehouse to import critical ingredients and tissue samples, bridging to U.S. manufacturing while keeping everything compliant. The Revival Health JV taps into that by handling wellness products sourced from South Korea APIs, opening new revenue in the longevity boom. Their proprietary Sentry platform (advanced real-time monitoring) and sustainable reusable shippers (with SHIP2Q sanitization) give them an edge in eco-friendly tech. Plus, food's a whole new growth area—expanding into premium packaging for gourmet samples and perishables, riding that 15% annual sector surge. With catalysts like gov contracts and this setup, it's worth checking out. UPS premier platinum is also a collaboration with callan. There is a email from UPS that confirms it yet no official PR yet. This company is 20m mcap right now...

stickman07738

As a side note, I am sport team season ticket holder. For years, the same UPS driver would deliver my ticket package and I would give him a couple of game tickets. Three years ago, it went fully electronic and I only get a USPS first class mail letter telling me when they will available for download.

stickman07738

I am not invested in it but in my neighborhood, my home office looks out into the street. I am lucky if I see one UPS or Fedex truck **per week**; while I see 6-8 Amazon trucks **per day**. It always has me wondering if Amazon could improve (decrease) the number of shipment and still meet delivery demand - how much more money could they make. If it is not an Amazon truck, USPS delivers the packages. The one "positive" note is that UPS will be restructuring and laying off a lot of workers so their SG&A expenses should decrease, but there is a chance it will impact service levels. One of my neighbors is just waiting for the axe to fall. For me, it is non-investable.

anonymousfinancial

We'll said. Seems like UPS is forecasting for a weak holiday season like you said, and planning strategically. https://about.ups.com/us/en/newsroom/press-releases/customer-first/ups-and-american-express-announce-collaboration-at-the-intersect.html

Worried-Aioli8417

I’m similar. UNH, KKR, UPS

simplequestions2make

I believe Amazon didn’t pay as much as us commoners. But are they going to cut work force by that % that Amazon was doing? UPS is a wonderful company to work for. Most drivers are deep 6 figures. They aren’t USPS hiring temp workers on holidays. They work then dudes hard and pay for it. With Amazon expanding shipping to commoners and a lot of places creating their own shipping logistics - Walmart, Kroger, etc .. and the shipt, DoorDash, etc .. markers emerging. Grandma isn’t buying a gift and sending it UPS. She’s ordering Amazon and Walmart gift lists. They aren’t going bankrupt tomorrow. But I don’t see a scenario where we return to shipping things except in very rare conditions. When’s the last time you used UPS or any other shipping company? If it’s only businesses you ordered to you. It’s only a matter of time before use the cheapest and that’ll eventually be Amazon due to size and not having to be as profitable. Amazon drivers making $18/hour and UPS making $38+hour. It’s not a matter of “if” but when. Good luck. I was a share holder and have been actively trying to sell on anything remotely close to Green Day’s.

anonymousfinancial

Appreciate your thoughts. From what I reviewed the reduction of package volume from Amazon was something UPS choose to do because all though it was their largest customer, it wasn't their most profitable.  Video from CEO here -> https://youtu.be/v-dLQlt3qgY?feature=shared

financialresponder

Thoughts on UPS?

Wowmuchrya

Nov 21 2025 1m @ 80 strike (already ITM) for UPS. It weirdly got downgraded and then recovered immediately so the price action looks good.

Additional_Box1424

Bill Gates and Renaissance Tech hold significant holdings in UPS. You can check their holding percentage and other investors investments in UPS here [https://insiderset.com/superinvestors/stocks/UPS](https://insiderset.com/superinvestors/stocks/UPS)

Wowmuchrya

FedEx is probably gona beat. Someone did a $1m options play on UPS that I think they're doing a proxy play off of FedEx on. I think the de minimis exemption fear is already priced in and they've had a while to know/deal with it so there's gona be an upside surprise.

Labamir

Why would FDX and UPS go up?

Top-Composer-9585

UPS calls

Shlobsss

FDX & UPS Calls, CBRL puts, DRI Calls as Sandbag, move with a swiftness

Top-Composer-9585

Loading up on UPS calls

__dying__

UPS missed by $.01, lowered outlook and tanked. I would hold off and see what update earnings bring. Bias is to the downside for me.

blakesthesnake

It’s true, my UPS guy hates me

AsheronRealaidain

UPS is much more enticing to me. Both are way down. One is a fashion company. One has become integral to our way of life

Ecstatic_Wheelbarrow

Where did you find that? I can only find that the CEO says it is "Amazon is our largest customer, but it's not our most profitable customer." That doesn't mean they are losing money, it just means that they aren't making as much as they wanted given the volume of packages. Amazon was \~12% of UPS's revenue back in 2024 and plans to reduce that by over 50% by next year. That would be good for them if they can find more profitable customers to fill that volume, but that sounds like a lot of underutilized capacity in the meantime.

BeneficialQuality899

UPS was actually losing money with their partnership with Amazon. It was actually smart they terminated the contract. They will expand, only thing I don’t like is their current CEO.

Dude_HaHa

UPS is suck a piece of shid. Like just go down to $40 or sumin.

Ecstatic_Wheelbarrow

UPS is slowly losing Amazon as their largest customer. Tariffs and the de minimis changes have reduced shipping and I don't see how UPS comes out okay from that. When there is a list of 30 countries that stopped shipping parcels to the US, shipping companies are going to suffer.

BeneficialQuality899

I think UPS is

BeneficialQuality899

I think UPS is

BeneficialQuality899

I think UPS is

BeneficialQuality899

I think UPS is

newyolker

UPS and Fedex must hate their job on 9/19 when every package have to be signed lol

Jesus_Right_Nut

Someone tell my why I shouldn't half port UPS 100$ strike Jan '27 LEAPs?

No-Improvement3164

Even UPS was green on 9/11 after a 2% drop on a downgrade. 😂

AdriSnchz

Best stock for last quarter: $NVO $UPS $TTD $VKTX wht you pick

PAFIADDATN

UPS 11/21 calls. One company that is crazy over sold and has seen no change even with the insane bull run the market has been on. Has very big upside potential

RepulsiveDisaster671

Did I read UPS

MoonShugaX

UPS will be the next no-brainer though, don’t give up on it. It’s hitting a major double-bottom right now (support level from 2004, 2006, 2012 and 2020) so I bought some shares here. If it breaks down a little further, $72 is a massive Fibonacci level along with even better support. There are also hugh open gaps to the upside (like with UNH) that need to be filled… and bullish-divergence on the (very oversold) RSI. Top that all off with the fact that UPS gives great dividends just for holding it and you have a recipe for a no-brainer buy-and-hold at $84 and even more-so IF it gets to $72. Oh, and don’t forget it’s the holiday season of giving (and shipping boxes) soon!

mscagos

Sold just under $300 like a fool then bought UPS which has done nothing 🥴

Sudden-Shock-199

I’ve been jumping in and out with options above the gap tbh. UPS is just getting started as is WMT

Parkingking33

UPS isn't. Fucking retard. 🫵🤡

EvolvingDior

Not UPS. A correction generally means econ contraction, and UPS gets hit hard. You want consumer staples -- XLP.

Parkingking33

Look at the five year chart for UPS tard. 🫵🤡

accountnumber675

UPS

Particular-Break-205

Amazon and I’m sure other big companies are notorious for this. Pay a little more than building it yourself and offload all the risk. Used to work at a company that had Amazon as a customer. We’d get a fuck ton of revenue, but the catch was they’re probably using this to copy us and buy time for them to build their own infrastructure. We didn’t care because we’d be dumb to turn it down.. 3 years later they copied us and then dropped us as a customer. They did the same to UPS shipping and data infrastructure is probably next.

lilOliverTwist

$UPS about to pump soon! Thank me later

DrSeuss1020

Check my post from a few months ago those are still mostly my top positions, but I also built up TEM, SNAP LEAPS, and UPS LEAPS recently. The rest are mostly the same

lilOliverTwist

Waiting on UPS to start sailing

darthjarhead

FML Buy puts on UPS. Next day it gets downgraded. Stock goes up and my puts shit the bed. Can’t make this stuff up.

1M-to-Zero

BoA downgraded UPS today.. lmao.. Didn't they downgrade META when it was trading 80s???

trumpdiego

##Rotate out of tech to still beaten down things like: UPS, OXY, DOW, CNC, WHR, heck even UNH while you still can. I beg you, the downfall is coming. You don't have to sell all, simply diversify gains or even gains from the past quarter. Source: been here 8yrs and haven't wrecked an account yet.

No-Improvement3164

BOFA down grades UPS. It hit 82 and they probably loaded. 😂

financialresponder

UPS just delivered to my door. Buying calls

SnowConeYeti

Wow I should’ve full ported OPEN, instead I bought shitty UPS..

No-Improvement3164

How is it that the only 2 stocks I’m holding are getting hit. Apple and UPS. Fuk these Hackers

gomper

Is UPS just going to go bankrupt or what

Wowmuchrya

Good thing BoFA downgraded UPS 1 week after de minimis removal. Not like everyone knew it was happening, so awesome to see these retards get paid to talk about things in hindsight instead of analyzing the future.

financialresponder

Chewy and UPS

lJustLurkingl

UPS calls from here will go hard.

Particular-Break-205

Similar to when Amazon sent their excess packages to UPS in a period of high demand. It’ll be good for Oracle but they’re basically there as a hedge against capacity to manage risk.

Suspicious_Place1270

It used to be RHM, but I do not know anymore about this. Otherwise, I'm now going for Novo Nordisk and UPS parcels because it's only hawing wobbly knees because of the tariffs. Otherwise, I see a discount for great companies.

shakenbake6874

UPS is getting hard to ignore. Lots of insider buying too.

shakenbake6874

UPS. they are pivoting away from the low margin parcel business. There is also be a lot of insider buying. They don't really have leaps though. They only go to may 2026 so no long term capital gains to be had there. Really high dividend but this might be cut soon. Keeping an eye on this one.

iownaford

Even Buffett knows 991,000 unemployed people aren’t looking to pay $125 in broker fees to UPS for some overpriced sweat shop leggings from Asia

billyd1984texas

Can UPS bounce back next?

tonytwocans

Do UPS next

eatingkiwirightnow

Cash flow doesn't support it if revenue falls further, especially the profitable U.S.-China trade lane, if recession or worse hits. Also more intense competition from Amazon and regional carriers, plus inability to pivot as fast to changing conditions due to union labor. I think main issue with the dividend is that it was raised too much when the lockdowns were in effect and everybody was ordering online. It was a temporary business boom and should be seen as such. A one-time special dividend would do the trick instead of raising the quarterly dividends. The upside that I can think of is that parcel delivery is just going to get bigger and not smaller going forward, so should be able to at least keep pace with long-term market growth. Also with rate cuts, it will help a dividend stock like UPS. Plus with lost of dollar value and inflation, generally it's better to own assets rather than cash. I would wait till the dividend is cut (unless there is improvement in delivery volume and margins) before buying. UPS still has ample cash flow; it just isn't enough to support the dividend on a long-term basis without top-line growing or expenses cut.

P0tek

Could be a temporary ban? Administration playing 4D chess? Or they (including UPS) simply need to kiss the ring? In the end of the day the market simply will adjust to a new reality.

noobtrader28

you're not the first. I remember a few months back a pilot for UPS was saying the same thing. Planes were half full all over the country

Sashamirae17

UPS does look beaten down right now, and the dividend plus valuation definitely make it tempting. The challenge is that shipping volumes are cyclical and margins get squeezed hard in slowdowns, so “cheap” can sometimes stay cheap for a while That said, you’re right about their moat, they’re basically irreplaceable in that mid-weight range, and the organ delivery fact just reinforces how sticky their contracts can be. If you’re averaging in and don’t mind holding through turbulence, it could age well, but I wouldn’t be shocked if it drifts sideways for a bit before sentiment flips..

Competitive_Low_2054

The consumer has increased spending qoq for over 3 years, all to UPS stock decline.  Amazon and the margin hit due to employee contracts are more to blame. 

greenpride32

It is true that AMZN margin was less than non-AMZN margin. But given that AMZN was the largest customer, I would have thought the proper thing to do was work on improving that margin. Maybe there is more to the story, such as AMZN having very strict requirements that are very unfavorable to UPS. But I see AMZN carrying a larger and larger piece of ecommerce. Who knows maybe one day AMZN will provide delivery services same as how AWS was their excess compute. UPS more or less forcing AMZN to improve their logistics and delivery.l

PaperHandsTheDip

anyone got any good DD on UPS??

Eco_guru

As a business owner too - keep going! I’m sure some insult you come up with will sure get that pesky UPS driver to have their ego so hurt by you!

Major-Bookkeeper3830

Yeah yeah sure, you're wasting your own time too, this is a zero sum game. That's why you're only a UPS driver

No-Improvement3164

UPS is going bankrupt. Sell that shit.

Eco_guru

As a UPS driver - I really don’t care about your opinion on this matter.

Major-Bookkeeper3830

"As a UPS driver" what's up with this obnoxious trend of prefacing your opinions with your group identity?

SSN-759

For what it’s worth, TMF just hit the eject button on UPS late last week.

Karspcko

Curious why you say UPS is the hands down winner. I am not in eCommerce, but I move about 200 packages per day, nearly all of which is in the range that you mentioned. I’ve tried to move significant volume to UPS multiple times, and it never works out. Missed guaranteed service times, revolving door of customer reps, cross-border issues, etc.