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The Latest UPS Headlines
Uber, Amazon Disrupting The Traditional Delivery Market - UPS Secular Growth Story At Risk
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<blockquote data-quote="cheryl" data-source="post: 1969586" data-attributes="member: 1"><p><a href="http://seekingalpha.com/article/3761086-uber-amazon-disrupting-the-traditional-delivery-market-ups-secular-growth-story-at-risk" target="_blank"><strong>Uber, Amazon Disrupting The Traditional Delivery Market - UPS Secular Growth Story At Risk - Seeking Alpha</strong></a></p><p></p><p><strong>Summary</strong></p><ul> <li data-xf-list-type="ul">The shares of UPS are richly valued, but many argue this rich valuation is indicative of bullish secular trends.<br /> </li> <li data-xf-list-type="ul">We challenge this premonition, arguing that there are multiple headwinds that challenge the secular growth of the UPS business.<br /> </li> <li data-xf-list-type="ul">We believe UberRush and similar gig economy-based delivery systems will steal local B2C market share from UPS.<br /> </li> <li data-xf-list-type="ul">Evidence strongly suggests Amazon is fleshing out its own delivery system, and the company appears to be pursuing multiple different routes to squeeze UPS out of its delivery process.<br /> </li> <li data-xf-list-type="ul">The current valuation does not consider these threats, and this makes UPS a good short candidate.</li> </ul></blockquote><p></p>
[QUOTE="cheryl, post: 1969586, member: 1"] [URL='http://seekingalpha.com/article/3761086-uber-amazon-disrupting-the-traditional-delivery-market-ups-secular-growth-story-at-risk'][B]Uber, Amazon Disrupting The Traditional Delivery Market - UPS Secular Growth Story At Risk - Seeking Alpha[/B][/URL] [B]Summary[/B] [LIST] [*]The shares of UPS are richly valued, but many argue this rich valuation is indicative of bullish secular trends. [*]We challenge this premonition, arguing that there are multiple headwinds that challenge the secular growth of the UPS business. [*]We believe UberRush and similar gig economy-based delivery systems will steal local B2C market share from UPS. [*]Evidence strongly suggests Amazon is fleshing out its own delivery system, and the company appears to be pursuing multiple different routes to squeeze UPS out of its delivery process. [*]The current valuation does not consider these threats, and this makes UPS a good short candidate. [/LIST] [/QUOTE]
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