FedEx and UPS Have a New Problem With the Last Mile. It’s an Opportunity for Investors.

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FedEx and UPS Have a New Problem With the Last Mile. It’s an Opportunity for Investors. - Barron's

The “last mile”—the part of the global logistics network that brings holiday packages, among other things, to consumers’ doors—is becoming hotly contested.

And the rising competition is changing some minds on Wall Street, driving ratings changes on stocks such as FedEx and United Parcel Service. But the last mile is only part of the story when it comes to shipping. And the confusion created by the changing landscape is creating opportunity for investors willing to accept some stock-market volatility.

It’s easy to be confused by logistics. There is a lot to digest as e-commerce grows.
 
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