Core Insights - UPS has experienced significant changes in recent months, with its shares facing pressure due to increased competition in the Air Freight and Logistics sector and challenges with USPS [1] Company Overview - UPS is a prominent player in the Industrials sector, particularly in Air Freight and Logistics, which has seen rising competition impacting its stock performance [1] Market Dynamics - The company has been under pressure for years, indicating a challenging market environment that includes competition and operational difficulties [1]

Core Insights - The article discusses the approaching shipping deadlines for packages to arrive by Christmas, emphasizing the urgency for consumers to ship early to ensure timely delivery [1][2]. Shipping Carrier Updates - UPS has encouraged early shopping and shipping since September due to the expected surge in package volume during the holiday season [2]. - The U.S. Postal Service (USPS) has increased its daily processing capacity at its largest facility in Los Angeles from 60 million to 88 million packages by adding over 600 new sorting machines [3][5]. - FedEx has outlined specific deadlines for various shipping options, with the last day for same-day delivery being December 24 and for overnight services being December 23 [8][9]. Specific Shipping Deadlines - **UPS Deadlines**: - Ground: Check online for specific deadlines based on location [5]. - 3 Day Select: December 19, 2025 [5]. - 2nd Day Air: December 22, 2025 [6]. - Next Day Air: December 23, 2025 [6]. - **FedEx Deadlines**: - SameDay: December 24 for same-day delivery options [8]. - Overnight services: December 23 [8]. - 2Day services: December 22 [9]. - Express Saver: December 19 [9]. - **USPS Deadlines**: - Ground Advantage: December 17 [12]. - First-Class Mail: December 17 [12]. - Priority Mail: December 18 [12]. - Priority Mail Express: December 20 [12]. - **USPS Deadlines for Alaska, Hawaii, Puerto Rico, and U.S. Territories**: - Ground Advantage: December 16 [13]. - First-Class Mail: December 17 [13].

Core Viewpoint - The New York State Office of the Attorney General has filed a lawsuit against UPS, alleging the company underpaid seasonal workers by requiring off-the-clock work and manipulating timekeeping systems [1][3]. Group 1: Allegations Against UPS - The lawsuit claims UPS has a pattern of underpaying temporary workers, including driver helpers and seasonal support drivers, particularly during the holiday season [3]. - Allegations include not compensating workers for time spent traveling, watching training videos, returning undelivered packages, and handing in equipment [4]. - The complaint states UPS delayed clock-ins until the first package was scanned or delivered, automatically deducted meal breaks, and edited timesheets to reduce paid hours [5][6]. Group 2: Company Response - UPS has denied the allegations, asserting that it provides industry-leading pay and benefits to its employees in New York and complies with applicable laws [4]. - The company acknowledged awareness of the lawsuit but maintains that the claims are unfounded [3][4]. Group 3: Broader Context - In October, it was reported that UPS is increasing its use of gig delivery drivers to manage surges in package volume throughout the year, in addition to their traditional use during the holiday season [7].

Legal Issues - United Parcel Service面临诉讼，被指控少付数千名季节性送货工人的工资 [1]

Core Viewpoint - Letitia James has ordered UPS to pay restitution to current and former seasonal workers, claiming that the company's practices deprived these workers of millions of dollars [1] Company Summary - UPS is facing allegations from Letitia James regarding its treatment of seasonal workers, which has resulted in significant financial losses for these employees [1]

Core Viewpoint - New York Attorney General Letitia James has filed a lawsuit against UPS, accusing the company of wage theft from seasonal holiday workers, alleging violations of state and federal labor laws [1][2]. Group 1: Allegations Against UPS - The lawsuit claims that UPS has shortchanged seasonal workers by failing to record all hours worked, requiring off-the-clock labor, and manipulating timekeeping systems to reduce paid hours [2]. - It is alleged that UPS has not paid seasonal workers minimum wages, promised wages, and overtime wages during the peak holiday season [2][3]. - The civil complaint states that UPS commits wage theft against seasonal workers in various ways each year [3]. Group 2: UPS's Response - UPS has acknowledged the lawsuit but stated that it does not comment on ongoing litigation, emphasizing that it takes accusations of wrongdoing seriously and is investigating the matter [4]. - The company claims to offer industry-leading pay and benefits to its more than 26,000 employees in New York and asserts its commitment to following all applicable laws [4].

Valuation and Market Position - United Parcel Service (UPS) is currently trading at a forward price-to-sales (P/S) ratio of 0.97X, which is below the Zacks Transportation—Air Freight and Cargo industry and the S&P 500, indicating an attractive valuation [1][10] - UPS has a Value Score of B, while its competitor FedEx has a Value Score of A, suggesting that UPS is undervalued compared to its peers [1] Acquisition and Growth Potential - UPS finalized its acquisition of Andlauer Healthcare Group for $1.6 billion (C$2.2 billion), enhancing its capabilities in the healthcare logistics sector [4][5] - The acquisition is expected to improve UPS Healthcare's service offerings, including reduced transit times and better visibility, which could attract more customers [5] Dividend and Shareholder Returns - UPS has a strong commitment to returning capital to shareholders, with a current dividend yield of 6.5%, significantly higher than the industry average of 4.4% [6][10] - The company has increased its dividend five times over the past five years, indicating a solid history of dividend growth and confidence in cash flow generation [7] - UPS plans to distribute $5.5 billion in dividends in the current year, reflecting its robust financial health [7] Share Buyback Program - UPS has approved a share repurchase authorization of $5 billion for 2023, with $1 billion already completed, demonstrating its commitment to enhancing shareholder value [8][10] - The company reported $6.3 billion in free cash flow for 2024, supporting its buyback and dividend initiatives [8] Earnings Performance - UPS has outperformed the Zacks Consensus Estimate for earnings in three of the past four quarters, with an average earnings beat of 11.2% [11] Challenges and Market Conditions - UPS is facing challenges from weak shipment volumes, particularly due to a planned reduction in Amazon shipments and a pullback from lower-margin e-commerce traffic [12][13] - The company's international segment reported a 12.8% decline in operating profit, with margins narrowing due to global trade pressures, particularly in Asia [14][15] - The expiration of the De Minimis exemption is expected to negatively impact international markets, further straining UPS's performance [16] Stock Performance - UPS shares have declined over 21% in the past year, underperforming its industry, which saw a 12.5% decline [10][17]

Incident Overview - A UPS cargo plane crashed in Kentucky after takeoff [1] - The crash involved an MD11 aircraft whose left engine and pylon detached, leading to an explosion [2] - The crash resulted in fatalities, including three crew members and 11 people on the ground [2] - Approximately 38,000 gallons of jet fuel ignited across a debris field half a mile long [1] Investigation and Recovery - The NTSB is conducting a final determination on the cause of the crash [3] - The community has made significant progress in restoration efforts in just over a month [3] Operational Impact - UPS has grounded its fleet of MD11s following the crash [4] - Contingency plans are in place to maintain reliable service [4] Legal and Public Relations - Lawsuits are accumulating in response to the incident [4]

Core Viewpoint - Leverage Shares by Themes has launched six new single stock leveraged ETFs, aimed at providing investors with 200% daily exposure to the performance of specific companies, enhancing investment opportunities in high-growth sectors [1][2]. Group 1: New ETFs Overview - The newly launched ETFs include: - OPEG – Leverage Shares 2X Long OPEN Daily ETF [Opendoor Technologies] - CIFG – Leverage Shares 2X Long CIFR Daily ETF [Cipher Mining Inc.] - GRAG – Leverage Shares 2X Long GRAB Daily ETF [Grab Holdings] - DUOL – Leverage Shares 2X Long DUOL Daily ETF [Duolingo Inc.] - LACG – Leverage Shares 2X Long LAC Daily ETF [Lithium Americas Corp] - UPSG – Leverage Shares 2X Long UPS Daily ETF [United Parcel Service, Inc.] [2][3] - These products are available for trading starting December 11, 2025, and bring the total count of Leveraged Single Stock Daily ETFs at Leverage Shares by Themes to 49 [3]. Group 2: Investment Strategy and Fees - The ETFs are designed to target a 200% exposure to the daily performance of their underlying stocks, catering to both sophisticated traders and retail investors [2]. - The management fee for these single stock leveraged ETFs is set at an industry-low rate of 0.75% [2]. Group 3: Company Background - Themes ETFs was established in 2023 by the Co-Founders of Leverage Shares to offer thematic and sector-based products in the US [4]. - Leverage Shares is recognized as the pioneer and largest issuer of single stock ETPs in Europe, with over 160 ETPs providing leveraged and unleveraged exposure across various exchanges [5].

Group 1: United Parcel Service (UPS) - UPS is experiencing a 24% decline in stock price this year, trading at a price-to-earnings (P/E) multiple of less than 15, significantly below the S&P 500 average of 25 [4][5] - The company has maintained a consistent revenue of around $21 billion in the last three quarters, but is focusing on improving profitability by reducing package volume for Amazon [4][5] - Despite current challenges from tariffs and a slowdown in global trade, the low valuation and nearly 7% dividend yield present an attractive investment opportunity [5] Group 2: Novo Nordisk - Novo Nordisk's stock has plummeted by 45% this year due to the resignation of its former CEO and a reduction in sales guidance, leading investors to favor rival Eli Lilly [6] - The stock is trading at a P/E ratio of just 13, which is considered low given the company's strong growth potential, with a 15% sales increase in the first nine months of the year when excluding currency impacts [6] - The company faces competition from compounding pharmacies selling copies of its drugs, Wegovy and Ozempic, which complicates its market position [8] Group 3: General Market Observations - UPS, Novo Nordisk, and Adobe are all trading below the S&P 500's average P/E ratio, indicating potential undervaluation despite their solid and profitable underlying businesses [7] - These companies possess promising long-term growth prospects that the market may not fully recognize [7]