'One FedEx' – what to expect
Let’s kick off
There we go – UPS just delivered the goods this week.
No bad surprises.
Kind of
Q1 24 group numbers confirmed what we learnt at the Investor & Analyst Day held at the integrator’s Worldport air hub a month ago.
However, they also shed light on the performance of the operating bit we strongly focus on: UPS Supply Chain Solutions (UPS SCS), the neglected child in the asset portfolio, as so often we label it.
(There’s hard evidence now we could well be right. Keep ...
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