Core Viewpoint - United Parcel Service, Inc. (NYSE:UPS) has shown modest growth in its stock price, with a 2.85% increase over the past year and a 15% increase year-to-date, indicating a stable performance in the logistics sector [2]. Financial Performance - UPS reported fourth quarter revenue of $24.5 billion, surpassing analyst estimates of $24 billion, demonstrating strong financial results [2]. - The company's profit per share was $2.38, exceeding the expected $2.20, further highlighting its financial strength [2]. Analyst Insights - Evercore ISI raised UPS's share price target to $113 from $94, maintaining an In Line rating, suggesting confidence in the company's future performance despite potential revenue deceleration in the US [2]. - The growth in exports to China is expected to counterbalance any slowdown in domestic revenue, indicating a strategic focus on international markets [2]. Strategic Focus - The CEO of UPS emphasized a commitment to profitability by reducing low-cost deliveries for Amazon, which may enhance overall margins [2]. - Jim Cramer noted the consistency of UPS as an investment, highlighting its stable dividend policy, which has not been cut [3].

然而，多家行业巨头近期密集发布的裁员公告，与上述官方数据的趋势形成了明显反差。除UPS和亚马逊外，陶氏化学等知名企业也宣布了大幅裁员计划。 此外，根据《工人调整与再培训通知法》，今年一月美国已有超过一百家企业向劳工部提交了大规模裁员通知。 尽管市场的调查数据存在波动性，且与官 方统计并非完全同步，但它通常被视为洞察企业招聘与裁员意愿的早期风向标。布米普特拉北京投资基金分析师认为，官方就业数据存在一定的滞后性，大 规模裁员计划对美国就业市场的实质性影响，可能需要一至两个季度才会在官方统计数据中完全显现。当前企业端释放的强烈收缩信号，无疑为今年美国就 业市场的走向蒙上了一层阴影。 全球职业咨询机构Challenger， Gray & Christmas最新发布的报告显示，今年一月美国雇主宣布的裁员计划人数升至十点八万人以上，这一数字较去年同期激 增超过一倍，环比更是大幅上升百分之二百零五，创下自二零零九年全球金融危机以来历年一月份的最高纪录。彼时，美国经济正深陷大萧条后最严重衰退 的尾声。 与裁员潮形成鲜明对比的是，企业招聘意向降至冰点。当月美国雇主公布的新增岗位仅约五千三百个，同样创下该机构自二零零九年开始追踪 ...

在美国弗吉尼亚州阿灵顿拍摄的电脑屏幕，上面显示亚马逊购物网站的页面。新华社记者 刘 杰摄 视频报道请扫二维码 心业务来提升抗风险能力。例如，UPS在裁员的同时，宣布将更多资源投向医疗物流、供应链解决方案等利 润率更高的板块。这实质上是企业在复杂宏观环境下的一次主动性战略收缩与业务聚焦。 有分析认为，目前整体裁员规模与疫情前相比并未异常偏高。美国劳工部数据显示，尽管裁员消息频传，但 美国失业率仍维持在4.4%的相对低位。 然而，这场结构性调整带来的"阵痛"不容忽视。当前，美国劳动力市场虽保持缓慢增长，但长期失业问题日 益凸显。数据显示，美国2025年12月的平均失业时长已延长至24.4周，远高于2022年同期的19.4周，其中失业 27周及以上的长期失业者比例为26%。高盛预计，在受AI影响最大的行业，每月净失业人数可能继续上升。 此次裁员潮折射出美国经济正试图在控制通胀与保持增长之间寻求平衡。未来美国经济的健康程度，不仅取 决于企业能否成功完成这场"瘦身健体"的转型，更取决于能否创造出足够多、具有竞争力的新岗位，以吸纳 结构调整释放的劳动力。这条转型之路注定不会平坦。（作者：孙昌岳 来源：经济日报） 此番裁员 ...

Solving the last mile comes down to meeting an always-on expectation, raising the stakes for carriers and retailers alike as they race to deliver speed at scale. Nearly 65 percent of U.S. consumers say two-to-three-day delivery should be the standard for online orders, according to a November survey of 1,000 shoppers conducted by logistics technology firm Locus. More from Sourcing Journal Coming off the holiday season, supply chains are expected to (literally) put their foot on the gas: 51 percent of th ...

此次席卷多行业的裁员潮中，首当其冲的是电商与科技巨头亚马逊、UPS快递公司、跨国化工企业陶氏 化学公司的员工。亚马逊计划通过重组裁减1.6万个岗位，UPS宣布最多裁员3万人。Challenger公司的报 告称，这些企业宣布裁员的主要原因包括合同流失、经济状况不佳等。 "今年1月的裁员总量异常高。"Challenger公司首席营收官安迪·查伦杰分析称，"大多数裁员计划是在 2025年年底制定的，表明雇主对2026年的经济前景并不乐观。" "本届美国政府的关税政策可不是开玩笑。其政策正在将全球经济推向衰退。"德国《莱茵-内卡尔报》 评论称，美国政府"缺乏足够的能力来维系繁荣与和平，所有人都为此承受了沉重代价"。 美国财经媒体CNBC报道截图 中国青年报客户端讯（中青报·中青网记者 王梓）据美国财经媒体CNBC报道，美国职业安置咨询公司 Challenger, Gray & Christmas Inc.2月5日发布的报告显示，美国企业今年1月宣布的裁员人数达到10.8万 人，同比激增118%，创下自2009年经济衰退最严重时期以来的同期最高纪录。同时，企业招聘意向大 幅下降13%，为该公司开展相关调查以来最弱的1月 ...

It's the first week of February, and most Americans have recovered from the holiday hangover and stopped mistakenly writing the year 2025 in dates. While we are ready to turn the page on a rollercoaster 2025 and move on to 2026, some of the negative economic trends from last year appear to be spilling over into the new year. U.S.-based employers announced 71,321 job cuts in November, according to outplacement consultancy firm Challenger, Gray, & Christmas. The number for November 2025 was 24% higher th ...

U.S. equities experienced a challenging day on Thursday, February 5, 2026, as a significant sell-off in technology stocks and discouraging reports from the job market weighed heavily on investor sentiment. The tech-heavy Nasdaq Composite (NDAQ) and the benchmark S&P 500 (SPX) both closed sharply lower, marking their third consecutive day of losses, while the Dow Jones Industrial Average (DJIA) also retreated amidst a broad "risk-off" environment.The S&P 500 fell 1.2% to close at 6,798.40, recording its sixt ...

It's been a tough couple of years for logistics giant United Parcel Service (NYSE: UPS), better known as UPS. The company has been dealing with a slowdown in demand as the global economy faced challenges due to inflation. As a result, there hasn't been much growth or excitement around UPS stock. The last time the stock even generated a positive return for investors was in 2021. In the past three years, the stock price has declined by 39%, while the S&P 500 index has soared by around 67%. But with such a si ...

UPS (NYSE: UPS) and FedEx (NYSE: FDX) are two of the largest logistics giants that act as middlemen for global commerce. They deliver products people buy online, and with consulting giant McKinsey projecting 7%-9% annual growth through 2040 for the e-commerce industry, both companies should be busy for a while. While you will see many UPS and FedEx trucks in your lifetime, there are a few things to consider when comparing their stocks. Where to invest $1,000 right now? Our analyst team just revealed what ...

U.S. employers' announced job cuts surged in the month of January and hit the highest level since 2009, a new report shows. Global outplacement and executive coaching firm Challenger, Gray & Christmas found that employers announced 108,435 job cuts in January – an increase from the 49,795 cuts announced in the same month last year. Job cuts increased 205% from December, when there were 35,553 layoffs announced.This January saw the most layoffs for the month since 2009, when 241,749 cuts were announced. It w ...