Currently, I’m leery of both UPS and FedEx because of the danger they are in, in a changing retail market. Threats to these companies abound from both new businesses and new technologies.Read more
The financial figures also demonstrate that UPS might just be the best retail investment around because it makes a lot of money; no matter what retailer is winning the online wars.
A big opportunity for UPS is the ongoing retail apocalypse created by Amazon’s relentless expansions. Every time a brick and mortar retailer dies it creates more business for UPS because that store’s customers are probably ordering from Amazon or Walmart.com.Read more
The greatest of these threats is the growing trend of retailers handling their own delivery. Both Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) have been experimenting with same day delivery. Walmart has even tested a service that uses Uber and Lyft drivers to make online deliveries from a local store.Read more