UPS Fired Amazon. Was It The Smart Move?

Yes, the decision by UPS (NYSE: UPS) to cut 50% of Amazon's delivery volume from the start of 2025 to the middle of 2026 was the right strategic one and completely in line with its business model. However, it's not been without execution difficulties, and the market is taking a "show me first" approach when judging its merits.CEO Carol Tome's "better, not bigger" corporate strategy focuses on moving away from chasing volume growth and building network scale toward more targeted, higher-margin offerings, such as healthcare, small and medium-sized businesses (SMBs), and higher-margin business-to-business (B2B) e-commerce.In addition, UPS is investing in productivity-enhancing technologies (automation, smart facilities, and technology upgrades) that enable site rationalizations and create a more productive network.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool