AMZN - UPS: Potential Opportunity In The Face Of Amazon Threat
2024-06-03 17:42:03 ET
Summary
- UPS has been losing market share to Amazon, but still has a solid competitive position and is exposed to ongoing growth in eCommerce.
- The overcapacity problem in the small parcel market is expected to improve as eCommerce demand normalizes and structural growth resumes.
- UPS's strong relationships with businesses and its ability to cater to a wider range of delivery needs may help it maintain market share and profitability.
- Favourable mix from healthcare can help revenue trends and margin expansion.
- Undemanding valuation and constructive technical picture.
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UPS: Potential Opportunity In The Face Of Amazon Threat