Like many things FedEx addresses, I expect no action until they are forced to confront it. Maybe there will be a slight lull in late summer. But otherwise, I can’t see why buying habits and volume would change very much. Especially when Covid season 2 kicks in. Around mid September is when I believe peak will start. From there, volume will be a total nightmare.
Not that I’m going to volunteer for it, but FedEx should consider adding a night shift to deliver P2 freight. And pay an hourly premium in addition to straight time. That would take some pressure off the day side.