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<blockquote data-quote="worldwide" data-source="post: 5474004" data-attributes="member: 2193"><p>Check the last few quarterly releases from UPS and FedEx and compare the two.&nbsp; FedEx is hurting and UPS is eating their lunch (and dinner and breakfast).&nbsp; Amazon is also shifting a significant number of packages to UPS 2nd Day Air as their system can&#039;t maintain their <a href="https://www.freightwaves.com/news/amazon-struggling-to-hit-2-day-delivery-commitments-consultant-says" target="_blank">2-day Prime delivery promise</a>.&nbsp;&nbsp; Given FedEx&#039;s poor performance of late, I&#039;d expect that several of their customers will be switching to UPS in 2023.&nbsp; UPS likely told them they would not accept their business during peak.&nbsp; Carol has been very clear that UPS is not going to take any business that is not profitable and is perfectly fine letting businesses go to the competition if it does not make financial sense ($$) for UPS.&nbsp; It used to be that all volume was good volume, but those days are gone.</p></blockquote><p></p>

[QUOTE="worldwide, post: 5474004, member: 2193"] Check the last few quarterly releases from UPS and FedEx and compare the two. FedEx is hurting and UPS is eating their lunch (and dinner and breakfast). Amazon is also shifting a significant number of packages to UPS 2nd Day Air as their system can't maintain their [URL='https://www.freightwaves.com/news/amazon-struggling-to-hit-2-day-delivery-commitments-consultant-says']2-day Prime delivery promise[/URL]. Given FedEx's poor performance of late, I'd expect that several of their customers will be switching to UPS in 2023. UPS likely told them they would not accept their business during peak. Carol has been very clear that UPS is not going to take any business that is not profitable and is perfectly fine letting businesses go to the competition if it does not make financial sense ($$) for UPS. It used to be that all volume was good volume, but those days are gone. [/QUOTE]

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