UPS has an exciting long-term growth strategy, but its near-term capital allocation strategy is questionable.The two package delivery giants continue to compete intensively in the marketplace. Still, there's only one winner in terms of stock price performance over recent years, with FedEx (FDX +3.52%) stock outpacing UPS (UPS +3.16%) stock. However, I think UPS is a better long-term buy, but with one important caveat.UPS growth strategyThe company's growth strategy makes sense. Under CEO Carol Tomé, UPS has ...

FedEx’s ( FDX ) revenue should continue to benefit from strong growth in higher-value B2B customers. In recent years, the company has shifted its sales mix toward B2B customers, and in the last quarter, almost halfI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to ...

Core Insights - FedEx's revenue is expected to benefit from strong growth in higher-value B2B customers, with a significant shift in sales mix towards B2B in recent years [1] Group 1: Company Performance - In the last quarter, nearly half of FedEx's revenue came from B2B customers, indicating a successful transition in its sales strategy [1]

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Nearly half of FedEx's Q2 revenue growth came from business-to-business customers as the carrier sees momentum in priority segments like automotive, healthcare and aerospace, executives said on a December earnings call. One example of FedEx's B2B gains is its relationship with BMW Group. The carrier won incremental business from the automak ...

Core Viewpoint - The article provides an update on FedEx Corporation (FDX) following a previous downgrade to a hold rating due to less attractive risk-reward dynamics, emphasizing a fundamentals-based approach to value investing [1]. Group 1: Investment Philosophy - The company believes that low multiple stocks are not necessarily cheap and seeks firms that demonstrate long-term durability at affordable prices [1]. - There is a preference for companies with steady long-term growth, minimal cyclicality, and strong balance sheets [1]. - The article acknowledges the inherent risks in investing in successful companies, particularly the potential to overpay, highlighting the importance of valuation [1]. Group 2: Market Outlook - The company asserts that in certain situations, the potential for growth is so significant that immediate price considerations become less critical [1].

Happy New Year, from all your friends at Fortune. As you know, New Year’s Day has fallen on a Thursday for 2026, which means banks, government offices, and postal services will be closed across North America while many retailers, restaurants, and attractions will either modify their schedules or open up completely.​The most direct impact is on federal services. Non-essential federal offices are closed, according to the U.S. Office of Personnel Management. This includes Social Security Administration field o ...

Deep-pocketed investors have adopted a bullish approach towards FedEx (NYSE:FDX), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in FDX usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 11 extraordinary options activities for FedEx. This lev ...

January 1, 2026, falls on a Thursday and is a federal holiday in the United States, marking the first of eleven federally recognized holidays each year. On this day, federal government offices, courts, and most federal agencies will be closed, and employees receive a paid day off.Federal offices will resume operations on Friday (January 2, 2026). The next federal holiday in January is Martin Luther King Jr. Day, later in the month.Happy New Year 2026 wishes LIVE updates hereFederal holiday detailsAccording ...

Today is the last Friday of 2025. I hope your Christmas Day celebrations were merry and joyful. Next up: New Year’s Eve and 2026. As I considered what to write for today’s commentary on unusual options activity, it occurred to me that I would be writing before Christmas Day, so I needed a subject that was backward-looking yet still interesting to readers. More News from Barchart I like to look back from time to time to see how past option strategies played out, regardless of their success. Accountabil ...

Core Viewpoint - FedEx Corporation (NYSE:FDX) is undergoing a significant turnaround, with recent earnings exceeding analyst expectations, indicating positive momentum for the company [2]. Financial Performance - FedEx reported $23.5 billion in revenue and $4.82 in earnings per share for the fiscal second quarter, surpassing analyst estimates of $22.8 billion and $4.12 respectively [2]. - Following the earnings report, BMO Capital raised the share price target for FedEx from $265 to $290 while maintaining a Market Perform rating [2]. Business Strategy - The CEO of FedEx, Raj Subramanian, emphasized the strength of the business-to-business segment and the healthcare vertical, which has significant growth potential, estimating healthcare could reach $40 billion [3]. - FedEx experienced a strong Black Friday performance, and although there was a subsequent decline, business has rebounded [3]. Market Sentiment - Since Jim Cramer's positive comments on December 19th, FedEx shares have increased by 2.2% [2].