FedEx Caught Up in U.S.-China Spat

The video discusses FedEx's current challenges, including its issues with China, competition with Amazon, and integration in Europe. Sisli Clasko from Bloomberg Intelligence provides insights into these challenges, highlighting the headline risks and market performance. FedEx is facing significant risks from China and Amazon, but there are opportunities in the fulfillment sector. The company's European integration with TNT is progressing, but FedEx is underperforming compared to UPS. The video also touches on the global economic implications of FedEx's performance.

In what ways does FedEx view Amazon as a competitor in the market?

What factors contribute to FedEx's underperformance compared to UPS?