FedEx: Deeper & Bolder DRIVE Needed
BMO Equity Research IN Tune
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The Challenges for UPS in the Large Domestic Segment
The roadmap for sustained performance in the large domestic segment for UPS is basically very challenged. The new management team led by Carol Tomay did a really phenomenal job during the pandemic, but we feel that there is less gas in the tank at this stage. We are even more lukewarm on the outlook for UPS and its earnings for the next couple of years than we are for actually FedEx because they don't seem to have a plan to go deep enough.
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