If they thought they could without sinking the company, they would've done it years ago. They are simply trying to buy time and placate investors at this point. They painted themselves into a corner with having separate OPCOs, on e all employees, the other contractors. Raj and the rest of management has no clue of what they're doing.
You "get it". Dano and the Usual Suspects want us all to believe that this changeover is "simple". It isn't. FDX just cannot unilaterally decide that one of its own opcos is a Third Party and then reap the financial rewards of having low-wage contract workers perform much of the Express system work.
They also act like nobody at the competition and/or regulators have taken notice. Again, just a "simple" shift in operations. Afraid not. Losing the RLA is just one of several issues involved. Because it is so inconsequential, Dano and his fellow "thinkers" continue to cite legal precedents and rulings that apply to an organization whose operations have fundamentally changed. The RLA has always been a gift to FedEx, but the circumstances surrounding Fred's 52 year-old Christmas present are now extremely sketchy.
This reminds me of Trump and all of his tough talk about simple solutions to very complex problems and issues. The only thing "simple" about what they're doing are the minds that think Picard has just said "Make It So, #1" and poof, it's magically accomplished.
Be assured that the checks are flying fast and furious and that FedEx lobbyists are working OT to ensure this fiasco floats. This turd is headed to the bottom of the punch bowl.