Home
Forums
New posts
Search forums
What's new
New posts
Latest activity
Members
Current visitors
Log in
Register
What's new
Search
Search
Search titles only
By:
New posts
Search forums
Menu
Log in
Register
Install the app
Install
Home
Forums
Brown Cafe UPS Forum
UPS Partners
Construction Projects
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser
.
Reply to thread
Message
<blockquote data-quote="worldwide" data-source="post: 2025338" data-attributes="member: 2193"><p>Your two replies reinforced what I previously posted - all the things you mentioned concerning UPS adapting to change are true but they are also "old news" and happened many years ago. They are also things that happened in a different business environment than the one that exists today. UPS started an airline as a competitive reaction to FedEx - UPS had to start an airline in order to compete. My point is that the business world is different and I am not seeing UPS adapt as quickly and strategically as they need to, in my opinion.</p><p></p><p>UPS messed up the TNT acquisition and now FedEx is the number 2 or 3 player (depending on what stats you believe) in Europe while previously they had no major ground operation in Europe. UPS should have anticipated the concerns of the European anti-trust commission and made the necessary concessions to allow the acquisition to occur. FedEx leads UPS in China. FedEx Ground is a result of UPS ignoring and/or not taking seriously the threat from RPS. </p><p></p><p>UPS public comments on Amazon also indicate, at least publically, they are not too worried. Granted, Amazon only represents about 2% of gross revenue to UPS (about $1B/yr) but when your largest customer and arguably the largest retailer in the world starts buying thousands of trailers, looks to purchase 20 or so wide body aircraft and gets a license allowing them to transport ocean containers from China, you have to question UPS' CEO response of "everything is great - UPS & Amazon love each other."</p><p></p><p>Again, no disrespect to the things that happened in the past but UPS has rested on its laurels for a while and it's just now that they seem to be "waking up" and making the needed investments in the network in terms of automation and transit time. FedEx is faster than UPS in about 25% of ground lanes and it will take UPS several years to close the gap. Amazon could turn into a major competitor or there could be behind the scenes negotiations taking place to strengthen the business relationship. </p><p></p><p>Regardless, the speed of changes occurring worldwide in the logistics industry is increasing and over the last decade or so, UPS has not made any particularly strong, strategic moves to indicate they have a "vision" for their place in the logistics universe. They have made plenty of tactical moves to band-aid and shore up existing operations but nothing transformative. </p><p></p><p>No doom and gloom here, but UPS is clearly playing catch-up on several fronts and so far, has not laid out a clear and concise strategic vision of where they are heading.</p></blockquote><p></p>
[QUOTE="worldwide, post: 2025338, member: 2193"] Your two replies reinforced what I previously posted - all the things you mentioned concerning UPS adapting to change are true but they are also "old news" and happened many years ago. They are also things that happened in a different business environment than the one that exists today. UPS started an airline as a competitive reaction to FedEx - UPS had to start an airline in order to compete. My point is that the business world is different and I am not seeing UPS adapt as quickly and strategically as they need to, in my opinion. UPS messed up the TNT acquisition and now FedEx is the number 2 or 3 player (depending on what stats you believe) in Europe while previously they had no major ground operation in Europe. UPS should have anticipated the concerns of the European anti-trust commission and made the necessary concessions to allow the acquisition to occur. FedEx leads UPS in China. FedEx Ground is a result of UPS ignoring and/or not taking seriously the threat from RPS. UPS public comments on Amazon also indicate, at least publically, they are not too worried. Granted, Amazon only represents about 2% of gross revenue to UPS (about $1B/yr) but when your largest customer and arguably the largest retailer in the world starts buying thousands of trailers, looks to purchase 20 or so wide body aircraft and gets a license allowing them to transport ocean containers from China, you have to question UPS' CEO response of "everything is great - UPS & Amazon love each other." Again, no disrespect to the things that happened in the past but UPS has rested on its laurels for a while and it's just now that they seem to be "waking up" and making the needed investments in the network in terms of automation and transit time. FedEx is faster than UPS in about 25% of ground lanes and it will take UPS several years to close the gap. Amazon could turn into a major competitor or there could be behind the scenes negotiations taking place to strengthen the business relationship. Regardless, the speed of changes occurring worldwide in the logistics industry is increasing and over the last decade or so, UPS has not made any particularly strong, strategic moves to indicate they have a "vision" for their place in the logistics universe. They have made plenty of tactical moves to band-aid and shore up existing operations but nothing transformative. No doom and gloom here, but UPS is clearly playing catch-up on several fronts and so far, has not laid out a clear and concise strategic vision of where they are heading. [/QUOTE]
Insert quotes…
Verification
Post reply
Home
Forums
Brown Cafe UPS Forum
UPS Partners
Construction Projects
Top