Comment / Another drag on UPS Supply Chain Solutions

ID 73701679 © Charlieaja | Dreamstime.com

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 ...