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The Competition
FedEx Discussions
FedEx stock is crashing and burning. What do you think the future will be?
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<blockquote data-quote="It will be fine" data-source="post: 4312551" data-attributes="member: 55017"><p>That point will be after massive failures, not before. We can see that their assumptions are wrong but they won’t believe it until contractors walk away and the freight goes undelivered. I had to deal with a horrendous contract when I first overlapped. It was well before the mandate and they assumed a crazy level of efficiency gains that weren’t possible in reality. The contracts have gotten better since then. I expect the same to happen over the next few years. Lowball contracts that produce massive failures and poor service followed by slow adjustments up to reasonable compensation.</p></blockquote><p></p>
[QUOTE="It will be fine, post: 4312551, member: 55017"] That point will be after massive failures, not before. We can see that their assumptions are wrong but they won’t believe it until contractors walk away and the freight goes undelivered. I had to deal with a horrendous contract when I first overlapped. It was well before the mandate and they assumed a crazy level of efficiency gains that weren’t possible in reality. The contracts have gotten better since then. I expect the same to happen over the next few years. Lowball contracts that produce massive failures and poor service followed by slow adjustments up to reasonable compensation. [/QUOTE]
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FedEx stock is crashing and burning. What do you think the future will be?
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