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cover of episode FedEx lands Amazon deal as UPS scales back

FedEx lands Amazon deal as UPS scales back

2025/5/13
logo of podcast Wall Street Breakfast

Wall Street Breakfast

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Julie Morgan
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Julie Morgan: 亚马逊选择联邦快递是因为其成本优势和运力缓解。UPS将减少为亚马逊的包裹递送量,从而专注于更重、更长距离的包裹,并降低成本。联邦快递的股价因与亚马逊的协议而上涨。我认为这对亚马逊和联邦快递来说都是一个积极的进展,而UPS则需要调整其策略以应对变化。

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