Uber, Amazon Disrupting The Traditional Delivery Market - UPS Secular Growth Story At Risk

Discussion in 'The Latest UPS Headlines' started by cheryl, Dec 16, 2015.

  1. cheryl

    cheryl I started this. Staff Member

    Uber, Amazon Disrupting The Traditional Delivery Market - UPS Secular Growth Story At Risk - Seeking Alpha

    Summary
    • The shares of UPS are richly valued, but many argue this rich valuation is indicative of bullish secular trends.
    • We challenge this premonition, arguing that there are multiple headwinds that challenge the secular growth of the UPS business.
    • We believe UberRush and similar gig economy-based delivery systems will steal local B2C market share from UPS.
    • Evidence strongly suggests Amazon is fleshing out its own delivery system, and the company appears to be pursuing multiple different routes to squeeze UPS out of its delivery process.
    • The current valuation does not consider these threats, and this makes UPS a good short candidate.
     
  2. Maybe on the short term. Until they get regulated.
     
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  3. Brown echo

    Brown echo If u are not alive than for sure truth is not real

    IT's just one place ahead of associate and two places about the entry-level position.