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UPS Partners
Crash landing - 2019
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<blockquote data-quote="jeepguy63" data-source="post: 4435307" data-attributes="member: 4863"><p>Q1 2020 will be interesting. New CFO, Existing CEO who is on his way out. I suspect the results will be muted, with all the conversation on all the great things UPS is doing to assist with the Covid19 epidemic. </p><p>Q2 will be like swimming naked when the tide goes out. With most small business closed down and a very high majority of the volume coming from a few, very large customers, it will become evident how much profit UPS makes or doesn’t make on large customers.</p><p>The original post here showed the growth in revenue vs the lack of growth in profit. With 2019 10k now out, and the disclosure of the >10% of revenue of Amazon, there can be no denying the lack of profitability of Amazon. If >30% of the domestic volume in Q2 is Amazon - the profit numbers will be a disaster. We though 40% MIP was bad..... “you ain’t seen nothing yet!”</p><p></p><p>New CEO will have her own crisis on day 1. She won’t be able to blame the prior regime - as she has been on the board since 2003!</p></blockquote><p></p>
[QUOTE="jeepguy63, post: 4435307, member: 4863"] Q1 2020 will be interesting. New CFO, Existing CEO who is on his way out. I suspect the results will be muted, with all the conversation on all the great things UPS is doing to assist with the Covid19 epidemic. Q2 will be like swimming naked when the tide goes out. With most small business closed down and a very high majority of the volume coming from a few, very large customers, it will become evident how much profit UPS makes or doesn’t make on large customers. The original post here showed the growth in revenue vs the lack of growth in profit. With 2019 10k now out, and the disclosure of the >10% of revenue of Amazon, there can be no denying the lack of profitability of Amazon. If >30% of the domestic volume in Q2 is Amazon - the profit numbers will be a disaster. We though 40% MIP was bad..... “you ain’t seen nothing yet!” New CEO will have her own crisis on day 1. She won’t be able to blame the prior regime - as she has been on the board since 2003! [/QUOTE]
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