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Comment / FedEx CEO talks Amazon (and DHL); break-up calls; USPS value-destroyer

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Bernstein’s ’40th Annual Strategic Decisions Conference [SDC] Webcast’ held yesterday, 29 May, featuring FedEx CEO Raj Subramaniam, was pretty insightful.

Not always convincing for investors, the commander-in-chief pulled off a cogent performance, I reckon.

It’s quiet period now – the last quarter of the ’24 fiscal year closes in just over 24 hours for the Memphis integrator – but Subramaniam didn’t miss his chance to talk up FedEx’s prospects and its tech appeal, only a couple of weeks after CFO John Dietrich ...

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