UPS CEO on Amazon, Growth Opportunities and Tariffs

UPS discusses its decision to reduce reliance on Amazon, focusing on more profitable markets. The company plans to cut Amazon-related revenue by over 50% by 2026, aiming for a 15% profit growth in the U.S. by the end of 2026. UPS is investing in areas like SMBs and healthcare logistics, emphasizing quality revenue. The decision was communicated in an earnings release, and UPS is focusing on capabilities like RFID tagging to gain market share. Despite potential tariff impacts, UPS is well-positioned to adapt due to its global network.

What was the main reason for UPS to reassess its relationship with Amazon?

How much is UPS planning to reduce its revenue from Amazon by June of 2026?

What impact will the Amazon glide down have on UPS's average daily value?

What strategy is UPS adopting to grow in the market despite the reduction in volume?

What is the expected operating margin for UPS in the United States by the end of 2026?

How does UPS plan to differentiate itself in the complex logistics market?

What has been UPS's approach to technology spending in relation to productivity?