UPS

Excellent-Mud2091

I think he gets a lil help from UPS

Secret_Account07

I’m so fucking sick of AI had to call UPS the other day as they lost my package. Guess who fought with AI for 20 minutes? My furnace went out in my rented house while it’s 22 degrees outside and I had to call my large rental company. Guess who fought with AI? With the last one they used to have an emergency maintenance number, but now it’s AI. What was AIs response to emergency maintenance request? Call 911 I’m so fucking sick of it Same deal when I had to file a claim with T mobile. Tbh I call like 3 companies a year. I do everything online and through app. I don’t like calling. But the rare stuff that I can’t do it on? I’m fighting with a fucking robot # LIKE WHY DO YOU THINK IM CALLING? BECAUSE ITS SOMETHING I COULDN’T RESOLVE ONLINE FFS It’s only getting worse. Enshitification is in full effect and AI is throwing gasoline on it Kill med

INT_MIN

Yes increased efficiency will remove the need for some SDE roles. But SDE II and up shouldn't be compared to the repeatable and repetitive work of UPS drivers. And stating a single principal engineer will replace an entire org's worth of engineers is just a massive leap that requires evidence. Take two seconds to think about this. Is a principal engineer going to be oncall indefinitely for 50+ services? Are agents going to be handling AWS outages and driving fixes with system-wide impact autonomously any time soon? Oncall efficiency should improve, identifying patterns will improve, but complex troubleshooting and reasoning for system-wide failures will not be replaced any time soon.

Calm_Advantage_6264

Okay. But I know the roadmap. AI right now is best at replacing coders lol. Replace a UPS driver with AI. Please. You’d be very rich. 

Puzzleheaded-Monk688

$JD $ONDS $UP $AG, played some spy calls and a few other tickers like $UPS and $BABA but those were the big ones

Jeeperg84

My wife's replacement phone is coming today UPS and someone has to sign for it...I've been ordered to stay home and listen for the door... I guess that means I can do some stock 'trading'

KuroFafnar

QCOM, 222 @ $158 WY, 350 @ $31 MDT, 180 @ $90 MKSI, 165 @ $109 UPS, 135 @ $112 Gotta harvest at some point, didn't feel those would outperform even VXUS this year. I was wrong about MKSI but correct on the others.

Altruistic_Court5981

I’m looking into getting some UPS calls here

BrickSufficient6938

My position is microscopic but yeah this one is forever. Mars mission, 1b in backlog, Neutron coming up, vertical integration, regarded plans to challenge UPS and so far flawless execution... 💎🙌

SilverShape

The big thing for me is looking at dips that dont make sense. My two dip plays have been UPS and RCL. Bought UPS at $89 because I figured it had gone down due to slowdown after the covid bump but would be ultimately fine in the long run (and a good dividend). Bought RCL after it went down 5% 3 days in a row when Trump was on a “flags of convenience” tirade that I figured would never happen. Bought ~$250 and sold ~$340.

sorryabouthewindow

The pop tart slipped between the grate and now the toaster is just fucking ruined. Between this and the UPS stealing my “candle filled with weed” package, Christmas is just canceled.

15pH

The concept you want to explore is a MOAT: some competitive advantage that makes a company difficult or impossible to overtake. eBay had no real moat, just a strong network effect. They relied on users to do all the shipping and procurement and listings and everything. Amazon has immense infrastructure that acts as a moat. Distribution hubs, shipping logistics, last mile delivery fleets, customer base, vendor base, computing backbone... Amazon was able to build massive scale by being the first mover, as well as by using the AWS cash flow. It's hard to imagine an organic growth company ever competing. It would have to be a merger of Walmart plus UPS plus Microsoft.

PastafarianSasquatch

Been holding FDX since i worked there in the early 2000s. I don't work there anymore, but the stock options were nice. Might pick up some UPS, but unions have been getting shit on lately. Hope that changes soon. Solid advice tho.

Southern-Equal-6014

I bought 4 months ago, it's up a lot since then.  They have problems with expenses but I think they're bullet proof with a really high dividend.  I work for USPS, UPS has the best workforce in delivery by a lot and is economically indispensable.  

the_Q_spice

UPS, FDX, and holding for those sweet dividends. Both are pretty undervalued if anything right now too. A lot of folks day trading don’t understand that logistics shares are very long positions. Shorter positions on logistics are really dumb moves. Too many people value logistics on tabloid stories when most revenue is already decided and set in stone the previous year.

PaulStonk

I would say the unions F'd it up. Almost doubled employee cost in terms of pay and benefits. It'll be hard for UPS to recover as long as they are paying their drivers like they have a master's degree or something...

BeneficialQuality899

UPS

Impossible_Rip_6743

UPS calls. Told y'all🫡 GL

currancchs

Up 55% in the last twelve months doing exactly that, while moving more and more into non-tech stuff (e.g. UPS, ODC, NWL) and the rest in index funds, with a lucky break on TLRY helping out considerably (I do not recommend that stock at all btw).

Mikiri_2077

UPS unaffected by the shit market doing +1% each day

Lonely_Paper_1198

UPS did well after earnings I made a bag off that, calls

Mikiri_2077

You can't spell UPS without ups

VenerateOHeaviside

How do you look in brown? UPS is hiring

VenerateOHeaviside

UPS is hiring

Ilikegooddeals

Everything they own is seasonal. I work for UPS and everything you mentioned that 1-800 owns comes through here. Each year it’s gets less and less. Cheryls cookies isn’t even a fraction of what it was years ago, 1800 is where companies go to die.

AdhesivenessWide6470

You bring up a good point and kind of a big flaw in my plan, I think I was super blinded by the crazy expensive AMD call options but I don’t believe in amd long term the way I do with a few other stocks I have in mind, I’m working on building up Amazon, Apple, iren, Google, Tesla, AVGO (expecially right now that they’re at a crazy discount) I’m currently holding some $370 calls for AVGO for January 30th, they’re down $1000 total right now ($50 each) but i think those will be huge gainers. Obviously can’t see the future but I’m hoping that AVGO recovers enough by then and then I can sell 19 of my contracts and let my last one get assigned, using the funds from the calls I’ll have sold at a hefty profit to cover the cost of the 100 shares. But right now I’m doing the covered calls on Sofi, only I still don’t have enough shares of all the other stocks on my wishlist but I’ll get there. After I’m done stocking up on all those I’ll run the wheel strategy if I ever have to let my covered call be assigned, but ya you’re right I definitely do need to be a lot more careful doing this on margin,my original plan was to use make sure I had 10% more than the margin limits but I’ve changed It to 15% to be a bit more on the safe side, lately I’ve been doing 0dte but on a super small scale as I know how risky it can be, it’s been making me an extra $1500-2000 a week, although I got lucky last week with a $6k profit but I know not to get cocky with it and start thinking I’ve figured it out because that’s all it takes to wipe your whole account lol, everything is surprisingly going better than planned and I should have the shares of everything I want much sooner than I had hoped for. I’ve also started to buy small amounts of shares in a handful of dividend paying stocks. I haven’t finished choosing the exact list that I’m going to stick to but mainly companies that I’ve been exposed to and see long term potential for. Right now I like Walmart, UPS, affirm, O (realty income monthly dividends), Pepsi, chevron, etc. Obviously like I said before I’m still new to this compared to most people in this subreddit but my goal is to be able to eventually live off of the income of covered calls, dividends putting a small amount of profits towards day trading the s&p contracts. I’m 23 so I know this is a huge goal and most people would see as unrealistic but you can’t do it if you don’t try! I hope we can all do well enough to be successful with this, thanks for the advice and comment!

the_Q_spice

Amazon is honestly really funny. They keep saying this, but they can’t even keep up with their own deliveries. That’s why: Prime Air is wet-leased out to Atlas Air. Bulk and heavyweights are outsourced to FedEx. Returns are outsourced to UPS. And rural, undesirable deliveries are given to USPS. Until Amazon can actually handle 100% of their own shipping volume, they need to shut up.

_hiddenscout

My friend who is an UPS driver and I feel like that's another hard one to automate. I can see a future where you can have a truck drive stop to stop, but having a human take the package and deliver it being much better than any robot/automation, for the short to mid term.

Mikiri_2077

UPS pretty strong in this shit market

Impossible_Rip_6743

UPS calls

Mikiri_2077

Chances of UPS +20% EOM ?

Fix_Aggressive

I see your point. I question how strongly their lives are affected by a false premise. Sales guys will be sales guys. Those jobs were already in peril if the ceo is an idiot. I worked for Avon cosmetics years ago. The business was sliding so they brought in a very well paid ceo named Hicks Waldron. He decided to start a trucking company division of Avon to compete with UPS. Not joking. Of course it failed. I was in a group of 30+ engineers. Walked into a meeting late to find out I was one of three survivors. Everyone else was reassigned or terminated. My point is that bad CEOs are not a new thing.

Lopsided_Process5141

Anyone got an honest opinion on UPS? I have leaps that expire Jan 2027 that are already up 100%. I should probably just be happy with those gains right?

ch0c0l8cake

$WEN $CMG $PFE $NVO $CAG $UPS $TAP $SG $WHR $TGT These are for true investors, not the fiends looking for a 10% random gain on some news overnight. Patience is key at this stage we are in with this market Collecting dividends, DCA, and avoid swing trading between companies is the key for the next 5-10 years

d33p7r0ubl3

I would be surprised if RENT beats. I used to see their bags all the time when dropping things off at the UPS store. Now I hardly see them

Possible-Material693

CNC and UPS calls are printing money 💴

Mikiri_2077

As I mentioned for the last couple days, I'm happy as a UPS holder.

Impossible_Rip_6743

UPS calls

Denny_Dust91

Rate my portfolio Hello, I'm not some stock expert like you guys but make decent money and been investing awhile... Rate my holdings, or tell me what you would change! I probably won't listen, but I'll take it into consideration. Total Portfolio: $771K~ (all approx. numbers) VOO: $455K VYM: $109K SGOV: $98K (Slowly shifting to stocks, DCA) NEE: $24K LMT: $23K PYPL: 21K TGT: 21K UPS: 20K ADBE: 20K

Chrg88

Amazon is heavily dependent on FDX UPS and the postal service

Mikiri_2077

UPS breakout. Get in for 20% quickie by EOY

gay_ghoti_yo

UPS to 100 eventually 

cheapdvds

Eventually waymo will kick uber to the curb just like what amazon did to Fedex/UPS and started their own logistics.

Main_Help1928

Since the plane crash and grounding of the fleet MD11 lift capacity is reduced. Ups told Amazon we want less of the volume pre crash Now ups is negotiating to get back the volume. They need revenue the operating costs increased leasing planes and equipment to get back lift capacity. The air gateways say they see increasing airfreight shipments. UPS trying to get as much revenue as they can get

Mikiri_2077

I'm a happy UPS holder. Thanks

BeneficialQuality899

UPS

EstateNo833

Great. Good for them. That doesnt mean they do 90% of GLOBAL launches.  If UPS delivers a package to Germany, do they have 90% of european market share?  No? Does that sound pretty fucking stupid? Great. Connect the dots. 

Mikiri_2077

I must say UPS is my fav undervalued value stock in this market as a ghey bear

Pereise1

They use Best buy, instacart, Roadie (UPS subsidiary), and Uber eats

newbirdhunter

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.

ZealousidealSector19

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"

Mikiri_2077

Idk why I went all in UPS last week. I guess I was lucky.

Acasualfarter

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

Expert_Nail3351

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

No-Improvement3164

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.

Outofasuitcase

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.

Regarded__Regard

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

Testuser7ignore

The bigger issue is UPS isn't legally allowed to compete on non-urgent mail.

VirtualFutureAgent

Is the supreme courier better than UPS and FedEx?

Jimdandy941

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.

TheyCallMeBigAndy

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

insertJokeHere2

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.

FiniteCircle

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.

Westboundandhow

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.

kicaboojooce

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.

wdean13

we already paid for replacing UPS for him--delivery trucks ,planes,drivers all wrote off against company profits.

McTrolling69

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.

ImDistortion1

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.

ShadowLiberal

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.

LibBot16

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.

-weird-fishes-

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.

Celodurismo

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!

Whatcanyado420

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.

Knurling_Turtle

should have bought UPS years ago.

gay_ghoti_yo

Fuckin UPS, shit old man stock 

jimbo831

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.

socialdirection

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. 

spyVSspy420-69

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.

Putitontheline

Just buy UPS, and be done with it.

HowardTaftMD

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.

ThatGuyFrmBoston

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

Lazy-Gene-7284

Add VZ and UPS to that list, also yielding 6-7% and a qualified dividend so lower capital gains tax rates 👍

Glad-View-5566

Had at least 10 packages delivered this week, own UPS stock and now it’s pumping and paying for those packages, winning!

MrMcjibblets1990

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.

Putrid_Pollution3455

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.

Wide_Neighborhood_49

UPS making people pay tariffs on products they already paid for online before the product is delivered is wild

Top_Librarian6440

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. 

Ulrich_Von_Urikon

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.

Adept-Bet-2420

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.

Wowmuchrya

UPS target MCDS 2026 is the play

Feeling_Syllabub_270

UPS do be having a 7% dividend. I might need to switch from bul to dividend cuck

ButterscotchFew9855

I wonder how much Business UPS does in Venezuela. And if this will make my puts print.

True-Increase-1988

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

Napster-mp3

UPS is shit

Maximum-Magazine-333

UPS skipped my delivery twice, no wonder the stocks going under

EitherAttitude6215

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.

yes2matt

I mean your broker doesn't have a scan tool?  Check UPS to start

Professional_Fan_930

why does UPS go up 2% then down 2% the next day shit has been happening for weeks.

Beastage

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.

aggthemighty

UPS also laid off a ton of drivers and warehoise workers this year, which typically doesn't happen if business is booming