UPS

InclinationCompass

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.

Familiar_Potato1244

$VRME volume is starting to get in. Really low float and great potential with their UPS partnership

lipmanz

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

Nitor_

I'd rather spend 300% shipping with UPS/FedEx because they won't lose my packages or send them to Malaysia

mbreaddit

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

geo0rgi

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

ThatCarGuy0000

UPS just chillin green lmao

beachbum1337

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 😆.

Dude_HaHa

Cheap Gynese goods delivered by UPS?

Catskinson

Literally everything on my lists is red except UPS and Alibaba. You know what this means…

housemoneyrocketship

That’s why I have a fake LinkedIn account. I work at UPS.

durrrr___

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.

InclinationCompass

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.

elpresidentedeljunta

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.

plannedgravy

UPS is going to tank so hard on the 17.

yoinkie2025

UPS dividend date Nov 17th. Every share earns you 1.65$. Chart showing bottom bounce, join the cause fellas

No-Improvement3164

What’s going on with UPS?

Mods_Wet_The_Bed_3

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.

Difficult_Physics704

Falling knife. My advice. Take your losses and diversify. CELH, CGTX, UPS, B, GEHC, QUBT/IONQ, MBOT.

windowbox9152

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.

Exotic_Champion

To try and answer your question (as I mostly import smaller goods), I can’t speak for previous tariffs on say container loads. In my personal experience, the price I used to pay, is still the price I pay for my goods. I have two options. 1. I pay the tariffs up front bundled into the shipping cost. 15% of the cost of goods (with China), upon delivery I may also get billed the 15% again cited as reciprocal tariffs by UPS. 2. I don’t pay anything up front, the item ships then I get hit with both tariffs before delivery or the package isn’t released. The US also did away with the de minimis, which allowed people to import things under $800 without any fees. This helped people who imported frequent, but small shipments (like myself) as we often just had the value marked under this. China seems to match the US, so we charge them 15%, and they charge us 15%. Either way, we (Americans) pay both tariffs, so we get boned twice. There is still a majority of people who think other countries are just biting the bullet and paying the tariffs we charge, not knowing that it’s actually us paying both. Thats why I made my original comment.

easye_was_murdered

Probably just USPS I think. I think UPS terminated their contract with Amazon lately.

reaper527

> I'd argue UPS is being disrupted by Amazon. amazon does such an absurd volume that they can't handle all their own shipments. they still do lots of ups, fedex, and usps shipments.

easye_was_murdered

I'd argue UPS is being disrupted by Amazon.

reaper527

these companies are in DRASTICALLY different situations from one another. LCID is a bad company that isn't profitable and will likely never be profitable, and only still exists because of saudi backing. ADBE is a company that was basically a monopoly in its sector but has its future called into question due to ai and how that will change the world UPS is just perfectly fine.

Infinite_Spinach8839

The swoosh doesn’t mean what it use to before. New entrants are beating out the quality/style factors and gobblin market share. Agree with UPS if they keep up with the div. ADBE is fucked - AI is their demise and they are overpriced af with weakening billings.

spyputs1

I’m thinking 10 year horizon, I also like UPS and a few other hated consumer staples great dividend, quality names at 5 year lows? Sign me up

Lisaismyfav

UPS is fine if they can keep up with dividends

random_agency

bag holding on UPS and PSNY. On my trip to China I did see Polestar showrooms here and there. In NYC they do have a showroom as well. But its issue is that it competes directly with Volvo. UPS I'm seeing how it pans out.

PTRBoyz

UPS TGT ADBE have upside NKE should too

ethereal3xp

MSAI mystery global client: >Based on the context, yes, it's likely at least a mid-cap company (market cap $2-10B) or larger, as true global logistics players rarely dip below that threshold for international operations and tech integrations like MSAI's AI-driven predictive maintenance. CEO Asim Akram: "This expansion reflects deep trust built over years of collaboration," hinting at a long-term relationship, not a cold outreach. Potential candidates: Amazon, UPS, DHL, FedEX *AI analysis* Sounds like it is Amazon. But a deal with any of the above, would be a key stepping stone for MSAI.

gocaps777

UPS stock went down more than 7% this year

ole_lickadick

UPS and Fedex 👀

Cantthinkofacoolnam

Hoping the shutdown continues and all thanksgiving and Christmas flights are canceled. Hopefully FedEx and UPS don’t deliver Christmas gifts either

Poops-iFarted

It's also a good thing every shipping company (UPS, FedEx, DHL, etc...) won't have to refund their brokering fees for fronting your tariff money. Those charges were often a minimum of $17 per package no matter the tariff owed. Each company has been raking it in.

STODracula

Unless it’s corporate positions, AI isn’t replacing any drivers at UPS or FedEx. HR departments though are getting gutted with useless automated solutions that suck.

Known-Presentation49

UPS has a 7% div? That's crazy. How do they sustain that?

surmoiFire

put on FDX, UPS

fcsar

UPS says otherwise

Phenom462

As long as it’s not aboard a UPS plane….oh wait….

mtimms38

Only up from here! Disclaimer: inherited UPS stock this year.

elcasar

UPS and FEDEX grounding their cargo fleets...

BosSF82

American delivery firms UPS and FedEx have temporarily grounded part of their fleets of cargo planes after a mid-take-off crash in Kentucky on Tuesday left at least 14 people dead. The UPS aircraft burst into flames shortly after take-off when it collided with neighbouring business premises, triggering a huge fire which gutted several buildings and closed Louisville International Airport. UPS said the decision to ground MD-11 models followed instructions from manufacturer Boeing, while rival delivery giant FedEx confirmed it would follow suit.

InclinationCompass

AI is a lot more than chatbots. Here’s a post I submitted 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 get 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. 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 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.

greenpride32

From a data perspective, most "bubblers"are referring to Shiller/CAPE index which is the long term PE ratio of the SP500, and it currently does sit near all time highs. The "AI narrative" is because the largest weights in said SP500 are heavily invested in the area. The entire circular money argument is nonsense. When company A exchanges an asset of value (cash, equity) to company B for a good or service, that is a legitimate economic transaction. If B then transacts with A, that's an entirely separate activity. Nobody is giving away anything for free. What's different if A goes to B and and B goes to A, versus A goes to B and B goes to C? It just means C got a win over A - not that this is "real" and other was "fake". Let's suppose AMZN contracts out to UPS to help with package delivery. And then separately, UPS decides to use AMZN AWS to host their web service and compute infrastructure. Is this fake/circular money? I'm fairly certain most will agree it is not. UPS could have instead gone to MSFT Azure to get another party involved. So it's not different than my prior A/B/C examples. Nothing unusual or out of the ordinary. AI "loop" is simply because a) big tech are the ones driving AI buildout b) big tech has the funds to do so c) AI/GPU hyperscaler is just the next interation of CPU/cloud hyperscaler. Makes perfect sense to me, just as AMZN can go to UPS and FDX for delivery. They aren't going to UBER or LFYT or COKE (distributor for KO). It's called synergy - it can be both inter-business or intra-business.

picopw

$UPS one of the few bull flags in the market rn attempting to break out

Wowmuchrya

Every earnings call -30k jobs. UPS! TARGET! GOOGLE! AMAZON! FIRE FIRE FIRE! Stocks shoot up 10% BULLISH MARGIN PROFITS! Suddenly jobs report comes out saying jobs are down! No jobs being created! Oh no! Worst jobs ever! Better sell! Lol

trieuvietvuong

….. dispatch their UPS van 2 hours to deliver anal beads to a farmer in bumfuck nowhere It must be the wine because I’m giggling to myself like a little girl…

Massive-Leopard2202

Might wanna check the package status.. UPS usually routes Ukranian girlfriends through Louisville

Reddituser183

UPS has been declining for at least five years now. I wouldn’t touch it.

ReesMedia

Definitely UPS, and also other transportation companies like Ford. Add WEN to the list as well.

F0Wakanda

UPS will shoot right back up, tariffs did a big number on their international business.

vakr001

Said this on another comment last week. Eliminating jobs because of AI is an easy way to spin cost cutting measures positively. For example, UPS eliminated 40K jobs...AI isn't replacing 40K jobs.

MitchCurry

>Last month was the worst October for layoff announcements since 2003 as companies slashed roles to save money, pared back pandemic-era hires, and planned ahead for artificial intelligence, according to the global outplacement firm Challenger, Gray & Christmas. >Employers announced 153,074 cuts last month, compared to 55,597 cuts in October 2024. Last month’s figure was “the highest total for October in over 20 years, and the highest total for a single month in the fourth quarter since 2008,” Andy Challenger, chief revenue officer for Challenger, Gray & Christmas, said in a report Thursday. >Altogether, US firms announced the end of 1,099,500 positions through the first 10 months of this year, up 44% from the 761,358 cuts seen for the entirety of 2024. Technology businesses led private-sector layoffs. >“October’s pace of job cutting was much higher than average for the month,” Challenger said in a statement. >“Some industries are correcting after the hiring boom of the pandemic, but this comes as AI adoption, softening consumer and corporate spending, and rising costs drive belt-tightening and hiring freezes,” he continued. “Those laid off now are finding it harder to quickly secure new roles, which could further loosen the labor market.” >Recent notable layoff announcements have come from Amazon (AMZN), Target (TGT), and UPS (UPS). Year-to-date cuts are at their highest since 2020, Challenger said, when the pandemic wreaked havoc on the labor market. >The Challenger report comes amid a data drought from the Labor Department due to the government shutdown — now the longest in US history. The last official jobs report reflects labor conditions from August, while data from September has yet to be published. October’s jobs report, due out tomorrow, is unlikely to be published. [Source](https://finance.yahoo.com/news/last-month-marked-worst-october-for-layoffs-in-more-than-20-years-challenger-132320043.html?.tsrc=fin-notif)

Worried_Quarter469

UPS 9/11’ing Louisville was the top

No-Improvement3164

I did that. I held Amazon calls and UPS but that’s all I played.

Ok_Abbreviations8440

So if the government stays closed, eventually the FAA grounds flights, so the economy partially stops with UPS and Fedex grounded? Or is that too deep

dabesdiabetic

I tailed on UPS (up on that) and LULU (think it’s around even).

Ecomonist

Another UPS jet?

biglube

To add: There’s a higher likelihood that DOGE’s cuts to FAA earlier this year are impactful in this scenario. UPS primarily laid off support, sales, marketing, etc. roles that deal with revenue generation and customer retention

Technical_Moose8478

So everyone who had to pay DHL or UPS tarriffs on ebay and other online purchases would also be reimbursed, right? Right?

jamtradez

NTSB is expected to recommend that FAA ground all $UPS flights at 3PM EST .. stock likely goes to $86-$88 range

tjinga2u

I hope a UPS plane flys into this SPY chart with dou le tarrifed goods

Justzyn_Jefferzyn

Damn a UPS plane crashed this morning? Crazy video of the aftermath 

clappincheeks01

UPS didn’t deliver the pocket pussies I ordered next day air. I hope they get here soon SPY 700

MorrisseysRubiksCube

I think this is an issue with that being a shitty plane, rather than a UPS problem.

BlueSkysnBlueChips32

🤔 waiting to see if $UPS tanks after yesterday's accident...

DispositionZero

UPS cargo plane crash

pinghing

Because UPS sucks balls

No-Improvement3164

I was holding calls on UPS earnings it pumped to 109 from 89 pre market and sold off to 95 now sitting at 91. Why aren’t gains holding?

bigmeatbag

I'm just thankful the new pocket pussy I ordered wasn't on that UPS plane.

BosSF82

Jesus, that UPS cargo plane was flying to Hawaii. That thing was absolutely loaded with jet fuel.

Therook310

Puts on UPS ?

John__Chena

Hope nobody was receiving anything valuable via UPS yesterday…

8thHouse__

UPS plane crashes on take off from Louisville, Kentucky, Airport. Insurance, Local Construction Contractor, Competitor can be affected by this.

tar_baby33

Lightning doesnt strike the same place twice. Safest airline right now is UPS.

Exciting_Day4155

Futures going up faster than UPS cargo planes.

rufusthecowdog

Puts on UPS.

DrkTitan

It wasn't. UPS has been downsizing for years but it hasn't affected aircraft maintenance so far.........but it'll be interesting to see what happens going forward.

hbsquatch

That was my thought.  Keep 20 percent in something that does opposite of the market.  For instance I was in UVXY during the tariff week and while others got killed my account stayed even a d actually went up   This allowed me to swing trade the UVXY and dump the profits into spy and qqq etc.  so I would like something that can act this way to even out the UPS and downs of corrections and allow me to profit.  Uvxy would be the perfect vehicle for this if not for the decay 

Gigthegooch

Downvoting because the the market making experts here on Reddit can’t stand when they have no idea what they are talking about. I’ve worked for UPS 20 years in multiple positions.

Right_Traffic_4821

Real talk is the UPS plane crash a buying opportunity?

userhwon

The plane also struck a UPS building on the way down.

Lie-Straight

Didnt UPS recently do a big layoff?

SSBUfan

UPS plane crash is at their central hub. They will be almost nonoperational in North America until that airport can be reopened.

Ornery-Fee-4005

Interesting because I know UPS ships the majority of their express shipments🤔

messisleftbuttcheek

Mechanics would be staffed by UPS.

NFPouchesMod2

Prices in. Unless you had a crystal ball vibrating like crazy 5 hours ago, youd be buying puts at the dip. Calls on UPS

AfraidAnalyst

UPS plane crashed in Louisville

chillhax

Terrible news. My condolences to the hard working folk of UPS and anyone affected by this tragic event.

sayonara49

Cargo only but UPS and FDX still fly em often

Kabrosif

Puts on UPS, Calls on Spy at open. Follow me for more guaranteed to go tits up stock picks.

SlfImpr

New close-up video of UPS flight crash: [https://x.com/BNONews/status/1985882088105758962](https://x.com/BNONews/status/1985882088105758962)

Cute_Activity5930

Who pays for all this? UPS's insurance?

Wide_Neighborhood_49

Puts on UPS

fuck_zebster

I heard AI blew up that UPS plane .

LeahBrahms

UPS announces Beyond Meat insulation on MD11 engines.

ApprehensivePop5159

UPS announces OpenAI partnership for future ai pilots in early 2026 to prevent any more crashes

HanzJWermhat

I’ve done Reddit ads before you can target them to be specific. In this case USPS set a flag to buy ad space when competitors are mentioned (UPS, FedEx) are mentioned in the post.

idkwhatimbrewin

Believe it or not, UPS calls