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Did UPS outgrow Amazon? (October 28, 2025)
Manage episode 516242938 series 3664448
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UPS posted a surprise beat and a bold turnaround. Jenny Rae and Namaan break down where the 34,000+ cuts land, why Amazon volume fell 21 percent, and how route consolidation, asset light moves, and small business focus could reshape holiday shipping.
We also cover tariffs and the de minimis change, plus why supply chain consulting is set to boom.
Chapters
- 02:58 Understanding UPS's Business Model and Challenges
- 05:57 UPS's Turnaround Strategy and Job Cuts
- 09:01 Financial Performance and Market Positioning
- 11:56 AI's Role in UPS's Restructuring
- 15:29 Customer Experience and Market Dynamics
- 19:56 Exploring Growth Opportunities for UPS
- 24:43 Revenue Growth Strategies Beyond Amazon
- 30:06 Asset-Light Business Model and Consulting Potential
- 34:11 Navigating Compliance and International Revenue Challenges
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