Cowen Analyst Becker 'Hopeful' FedEx Shares Have Reached the Bottom

The video discusses the current market outlook and challenges faced by companies, particularly focusing on FedEx and UPS. It highlights the impact of lowered earnings outlooks, transition years, and external factors like tariffs and trade slowdowns. The discussion also covers future prospects, emphasizing the competitive landscape between FedEx and UPS, their automation levels, and their leverage to the US economy.

What are the main challenges faced by companies as they transition away from the Amazon business?

How do tariffs and trade slowdowns impact companies according to the text?

What is the outlook for the company in the second half of calendar 2020?

In what ways do FedEx and UPS differ in their operations during peak shipping season?

What factors contribute to FedEx being more leveraged to the US economy compared to UPS?