FedEx: Deeper & Bolder DRIVE Needed
BMO Equity Research IN Tune
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FedEx's Path to Profitability in Europe and International
We think it's going to be really difficult for FedEx to move the needle meaningfully enough in the air freight segment. In Europe, you know, FedEx's path towards profitability is predicated on winning share against well-established and well-managed competitors like DHL and UPS. So conviction around the path to improve is really not very high for those two segments, at least not in the next 12 to 24 months.
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