UPS drama – a Premium back and forth on key bits and pieces
Network power
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
The first boom of the holiday season is on its way, as deliveries from the online shopping bonanza on “Cyber” Monday start to arrive – along with several media reports on the state of the express companies. Online sales in the US were expected to rise 6- 8% this year – although that growth could be offset by fewer bricks-and-mortar sales. But the real question, according to this article, is whether the delivery companies can handle the growth. DHL has been preparing since the summer and has upped its staff count by 12% for the peak. UPS and FedEx, still red-faced over the disastrous peak in 2013 when some two million packages failed to reach their destination on time, have invested in temporary employees, while FedEx has spent $1.6bn on extra capacity and automation for the season. UPS forecasts a 10% year-on-year increase, while FedEx has opted for a bolder 12.4%. All eyes are now watching to see if they can handle it.
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