Comment / ANALYSIS - Christmas may be delayed for UPS customers, but investors enjoy festive cheer

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I recently watched a CNBC interview in which it was claimed that FedEx has invested far more heavily in infrastructure than UPS over the years, and given that there’s some truth in it, I turned to my banking sources to ask what we should expect from UPS at a time when it – as well as its rivals – is struggling with holiday shipping delays.

Fortune recently noted that “2017 has seen a surge in online shopping – with Cyber Monday ...