在全球跨境贸易迭代升级背景下，联邦快递中国区总裁许宝燕近日接受上海证券报记者专访时表示，针对"黑五""圣诞季"等消费旺季，联邦 快递在强化运力外，还通过打造一系列数智技术和服务，助力跨境电商发展。中国已经成为联邦快递国际业务发展最快、最具潜力的地区之 一。未来联邦快递将持续聚焦中国市场，重点强化物流网络、跨境电商、可持续发展等关键领域。 上证报中国证券网讯（记者 王文嫣）在全球跨境贸易迭代升级背景下，联邦快递中国区总裁许宝燕近日接受上海证券报记者专访时表示， 针对"黑五""圣诞季"等消费旺季，联邦快递在强化运力外，还通过打造一系列数智技术和服务，助力跨境电商发展。中国已经成为联邦快递 国际业务发展最快、最具潜力的地区之一。未来联邦快递将持续聚焦中国市场，重点强化物流网络、跨境电商、可持续发展等关键领域。 全面实现数智化 接住购物季跨境物流需求 岁末年初，全球迎来购物狂欢季，电子商务领域持续火热。亚太地区是全球最大的零售电商市场，中国更是连续12年位居全球零售电商规模 首位。 面对这一巨大市场，许宝燕表示，联邦快递的SenseAware ID先进传感技术，通过轻便小巧的传感设备，每两秒发送一次包裹位置数据，相 ...

FedEx Corp (NYSE:FDX) is always in focus around the holidays. Despite upbeat Cyber Monday sales numbers this year, the logistics stock may stumble into 2026, after landing on a bearish seasonal table.Schaeffer's Senior Quantitative Analyst Rocky White compiled a list of the 25 best and worst stocks on the S&P 500 Index (SPX) in December, going back 10 years. FDX is the third worst performer on the list, averaging a 4.8% loss over the last decade, with only a 20% monthly win rate. Sector peer United Parcel S ...

Core Insights - The holiday shipping period may be more fragile than anticipated due to grounded planes affecting FedEx and UPS, leading to cost pressures, delivery delays, and potential customer loss [1][4][5] Group 1: Impact on FedEx and UPS - The grounding of aging aircraft following a tragic incident has occurred just as the peak shipping season begins, which could lead to immediate financial damage for these companies [5][9] - Delays in package deliveries during the holiday season are particularly detrimental, as consumers expect seamless service, and disruptions can harm brand perception [4][10] - The reliance on a concentrated supplier or equipment pool poses risks, as sudden outages can have significant financial implications [3][11] Group 2: Broader Industry Implications - The supply chain has improved since the pandemic, but unexpected events like the grounding of planes can quickly deteriorate conditions [1][14] - Other logistics systems, such as the postal service and Amazon's logistics arm, may absorb overflow, but they are not equipped to replace major air cargo capacity on short notice [3][10] - An example from the automotive sector illustrates how upstream issues, like a fire at an aluminum facility affecting Ford's F-150 production, can directly impact revenue and margins [2][12]

Core Points - FedEx is laying off 856 employees in northern Texas due to the closure of a facility in Coppell, with layoffs starting on January 29, 2026 [1][2] - The layoffs are a result of a customer's decision to move its business to a new location managed by a third-party logistics provider, although the customer has not been identified [2] - FedEx will provide job placement assistance, relocation aid, or severance to affected employees [3] Company Strategy - The layoffs are part of a broader network adjustment plan called Network 2.0, which aims to close 30% of FedEx's package distribution facilities within two years, ultimately saving $2 billion by the end of fiscal 2027 [4] - Earlier layoffs included 305 jobs in Fort Worth, Texas, and 131 jobs in Garland and Plano, as well as 611 employees in Shelby, Tennessee [5] Industry Context - Other companies in the apparel supply chain, such as Dillard's, are also experiencing layoffs, indicating a trend in the retail and logistics sectors [6] - Ceva Logistics, another major logistics provider, is reportedly undergoing management layoffs, suggesting a wider trend of right-sizing in the logistics industry [7]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" to maximize returns in a shorter time frame [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum if their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: FedEx (FDX) Analysis - FedEx has shown a four-week price change of 7.3%, indicating growing investor interest and positioning it as a strong candidate for momentum investing [4] - Over the past 12 weeks, FedEx's stock has gained 19.8%, with a beta of 1.32, suggesting it moves 32% more than the market in either direction [5] - FedEx holds a Momentum Score of A, indicating a favorable time to invest based on its momentum characteristics [6] Group 3: Earnings Estimates and Valuation - FedEx has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investor interest and support price increases [7] - The stock is currently trading at a Price-to-Sales ratio of 0.72, suggesting it is undervalued as investors pay only 72 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides FedEx, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Insights - FedEx is positioned to potentially continue its earnings-beat streak in the upcoming report, particularly within the Zacks Transportation - Air Freight and Cargo industry [1] - The company has a history of beating earnings estimates, with an average surprise of 3.65% over the last two quarters [1] Earnings Performance - For the last reported quarter, FedEx achieved earnings of $3.83 per share, exceeding the Zacks Consensus Estimate of $3.65 per share, resulting in a surprise of 4.93% [2] - In the previous quarter, FedEx was expected to post earnings of $5.93 per share but delivered $6.07 per share, yielding a surprise of 2.36% [2] Earnings Estimates - Recent estimates for FedEx have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [4] - The current Earnings ESP for FedEx is +1.19%, reflecting increased analyst optimism regarding its near-term earnings potential [7] Zacks Rank and Predictive Power - FedEx holds a Zacks Rank of 2 (Buy), which, when combined with the positive Earnings ESP, suggests a high probability of another earnings beat [7] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced a positive surprise nearly 70% of the time [5] Upcoming Earnings Report - FedEx's next earnings report is anticipated to be released on December 18, 2025 [7]

Core Insights - FedEx Corporation (FDX) stock has increased by over 20% in the past five months, supporting a bullish outlook despite market volatility [1] Group 1: Analyst Background - The analyst has nearly two decades of experience in the logistics sector and a decade in stock investing and macroeconomic analysis [1] - Focus areas include ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying across various industries and market capitalizations [1] Group 2: Investment Strategy - The analyst's investment strategy includes holding stocks for retirement and trading for profits [1] - Entered the US market in 2020, gaining awareness through a relative's trading account before opening their own [1] - The analyst utilizes analyses from Seeking Alpha to compare with their own research in the Philippine market [1]

Core Insights - FedEx Corporation has a market capitalization of $65 billion and operates globally in transportation, e-commerce, and business services through its Federal Express and FedEx Freight segments [1] - The company is recognized as a large-cap stock, having established itself as a leader in express delivery and supply chain management [2] Stock Performance - FedEx shares have decreased by 9.4% from their 52-week high of $302.02, but have increased by 18.5% over the past three months, outperforming the Nasdaq Composite's 7.7% gain during the same period [3] - Year-to-date, FedEx stock is down 2.7%, significantly trailing the Nasdaq's 21% gain, and has declined 9.6% over the past 52 weeks compared to the Nasdaq's 22.6% return [4] Financial Results - Following the Q1 2026 results released on September 18, FedEx shares rose by 2.3% due to strong year-over-year earnings growth, with adjusted operating income reaching $1.30 billion and adjusted EPS at $3.83, driven by robust U.S. domestic package revenue and cost reductions [5] - The company projects a revenue growth of 4% - 6% and an adjusted EPS of $17.20 - $19 for fiscal 2026, excluding certain costs [5] Strategic Developments - FedEx completed $500 million in share repurchases during the quarter and is progressing towards the planned spin-off of FedEx Freight in June 2026 [6] - In contrast, United Parcel Service (UPS) has seen a decline of 24.3% year-to-date and 29.6% over the past 52 weeks, indicating FedEx's relative strength in the market [6] Analyst Sentiment - Despite recent stock underperformance, analysts maintain a moderately optimistic outlook on FedEx, with a consensus rating of "Moderate Buy" from 30 analysts, and the stock is currently trading above the mean price target of $268.52 [7]

Core Points - FedEx is laying off 856 employees in Coppell, Texas, due to a major customer shifting its business to another provider, with layoffs starting in January and the facility closure expected by April 29, 2026 [1][2] - The layoffs are part of a broader trend affecting logistics and manufacturing employers, influenced by trade policies, facility closures, and changing consumer demand [4] Company Summary - FedEx is providing job placement assistance, relocation aid, or severance to affected employees, and some may be eligible for other roles within the company [3] - The Coppell layoffs follow previous job reductions in North Texas, including 305 layoffs in Fort Worth and 131 layoffs in Garland and Plano [3] Industry Summary - The logistics and manufacturing sectors are experiencing significant job cuts due to various pressures, including trade policies and supply chain strains [4]

Group 1: Political Developments - U.S. President Trump announced a boycott of the upcoming G20 summit in South Africa, citing "severe human-rights abuses against Afrikaners" including killings and land seizures [2][3] - Trump stated that South Africa blocked a U.S. Embassy representative from receiving the G20 presidency handover, leading to punitive measures including barring South Africa from the 2026 G20 in Miami and halting all U.S. payments and subsidies to Pretoria [3] Group 2: Corporate Developments - S&P Global upgraded its outlook for Uber Technologies Inc. (UBER) to Positive from Stable, reflecting confidence in the company's strong organic growth and increasing cash flows, with potential for a further credit rating upgrade in the next 12-24 months [4] - FedEx (FDX) plans to cut 856 jobs in Texas due to a key customer moving its business, highlighting competitive pressures in the shipping industry [10] Group 3: Economic Indicators - Brent Crude futures settled at $63.13 per barrel, up $0.65 or 1.04%, while U.S. Crude Oil futures rose $0.70 or 1.21% to $58.65 per barrel, indicating a slight strengthening in oil prices amidst global market dynamics [7]