I tend to agree with you. In my case, I've never stolen a single thing from UPS except maybe the few brown pens that I forgot to remove from my shirt pocket at work that probably still happen to be around the house here somewhere. And yes, when I find one, I do try to remember to put it back in my pocket the next morning to take back to work.
Mgt has an issue with me and my performance. They have their sparks report, telematics, and who knows what else that they have pored over trying to find out why it takes me longer to do the route than their numbers suggest, but they can't find anything wrong. Smart folks would then start thinking that maybe, just maybe, the time allowance was flawed and try to do something to fix it. But not UPS, it's always got to be someone being dishonest, stealing time, cheating the system somehow.