Ya express employees moving ground is a slippery slope. Their workaround right now is Express moves the freight, ground delivers it. But I know for a fact… ground has moved and is moving express freight. It happens. It’s very under the radar. Might be being sold as “whoops it got mixed in” but it’s happening.
They are hiding under the fact that everything is being contracted to "that other company". The challenge is going to be -- how is it "another company" when it's the same company that owns them all and directs them?
Yes, we contract things out. Ozark/TA/Whatever does runs from MEMH/INDH. However, Ozark isn't owned by FedEx. FXG doesn't own the ISPs that do the final mile. Yes, FXF does deliver FXE Freight, but those are exceptions (somewhere where FXE doesn't operate on a daily basis). Those instances can be explained away by anyone reasonable. When SHTF and Express or Ground team up to catch up, that's an exception. What can't be explained is when you intermingle so much freight in between opcos on a regular basis.
Or simply put, my favorite "we're misclassified" line. Express is an airline that happens to own a fleet of road trucks and UPS is a trucking company that happens to own a fleet of aircraft. Neither can operate at full capacity without both parts of it, so why the difference still?