Supply Chain Rick Watson Supply Chain Rick Watson

UPS Q4 2024: Steering Towards Margin, Away From Amazon

Discover how UPS is shifting its strategy by reducing reliance on Amazon, optimizing costs, and focusing on higher-margin customers. This article explores key changes in Amazon’s contract, USPS service adjustments, and UPS’s plan to improve domestic operating margins. Learn how these moves impact the supply chain and what it means for businesses relying on UPS for shipping.

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Supply Chain Rick Watson Supply Chain Rick Watson

UPS Q3 2023 Revenue & Profit Declines Continue Accelerating: But It’s Complicated

The article provides an insightful analysis of UPS's Q3 performance, describing it as a train heading downhill off the tracks. The piece highlights key figures, good and bad aspects, and reveals UPS's struggles, including lower full-year 2023 guidance, uncertainties with top customers, and issues like package diversion and softening demand.

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