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 ...

Job Cuts Overview - U.S. employers announced 108,435 job cuts in January, marking a 205% increase from December and a significant rise from 49,795 cuts in January of the previous year [1][2] - This January's layoffs represent the highest monthly total since October 2025, when 153,074 layoffs were recorded [2] Sector-Specific Job Cuts - The transportation sector led with 31,243 job cuts, primarily due to UPS announcing 30,000 cuts as it reduces its operations with Amazon [6] - Technology firms reported 22,291 job cuts, with Amazon alone accounting for 16,000 of these as it reorganizes its management structure [6][11] - Healthcare companies announced 17,107 job cuts, the highest for the sector since April 2020, driven by inflation, high labor costs, and lower reimbursements from Medicaid and Medicare [9] - Chemical manufacturers reported 4,701 cuts, largely influenced by shifts towards AI and automation at companies like Dow [10] Reasons for Layoffs - The primary reasons for layoffs included contract loss (30,784 cuts), adverse market and economic conditions (28,392 cuts), restructuring (20,044 cuts), and closings (12,738 cuts) [13] - AI was cited as a reason for 7,624 job cuts, although its direct impact remains uncertain [14] Hiring Trends - Employers announced only 5,306 hiring plans in January, the lowest for the month since tracking began in 2009, down from 6,089 in January of the previous year and 10,496 in December [14][15]

尽管雇主们加紧制定裁员计划，但这一趋势尚未在官方政府数据中完全显现。 虽然周四的数据显示，截至1月31日当周，美国首次申领失业救济金人数经季节调整后总计23.1万人， 为12月初以来最高，但此次激增可能与席卷美国大部分地区的严重冬季风暴有关。长期趋势数据仍处于 2024年10月以来的最低水平。 近期，一些知名企业的裁员公告加剧了市场对劳动力市场遭受更广泛冲击的担忧。亚马逊 （Amazon）、联合包裹服务公司（UPS）和陶氏公司（DowInc.）均宣布了大规模裁员。从行业来看， 运输业1月裁员人数最多，主要受UPS计划裁员3万余人推动；科技业紧随其后，原因是亚马逊宣布裁减 1.6万个岗位（其中大部分为企业职能岗位）。 企业招聘计划同样疲软，1月招聘数量较2025年1月下降13%，较2025年12月暴跌49%。 数据显示，美国雇主1月宣布的裁员人数达108,435人，较去年同期激增118%，较2025年12月更是暴涨 205%。这一数字创下了2009年1月以来的最高纪录，彼时美国经济正处于大萧条后最严重衰退的最后几 个月。 与此同时，企业宣布的新招聘计划仅为5306人，同样创下Challenger, Gray & ...

智通财经APP获悉，根据再就业公司Challenger, Gray & Christmas Inc.的数据，美国企业宣布的一月份裁员数量创下自2009年大萧条深度衰退期以来的最高纪 录。 上个月，各企业宣布裁员 108,435 人，较去年同期增加了 118%。周四发布的报告还显示，招聘意向同比下降了 13%，减至 5,306 人——这是该机构自 2009 年有记录以来最疲软的 1 月招聘数据。 自2009年以来裁员公告数量最多的一月份 该公司的首席营收官安迪·钱伦杰表示："通常情况下，我们会在第一季度看到大量的裁员，但 1 月份的这个总数确实很高。这意味着这些计划大多是在 2025 年底制定的，预示着雇主对 2026 年的前景并不乐观。" 报告显示，合同流失、经济状况和重组是上个月宣布裁员的三大主要原因。 1 月份宣布的裁员中，近一半与三家公司有关——亚马逊(AMZN.US)、联合包裹(UPS.US)和陶氏公司(Dow Inc.)。亚马逊宣布计划在重组行动中裁减 1.6 万 个企业岗位，而 UPS 表示将裁员多达 3 万人。 化学制品制造商陶氏公司打算削减约 4,500 个职位，而 Peloton Inter ...

Group 1 - Layoff announcements in January reached 108,435, more than double the 49,795 cuts announced in January of the previous year, marking the highest January total since 2009 [6][2] - Companies' hiring plans were recorded at 5,306 in January, the lowest for the month since Challenger began tracking in 2009 [5] - The high number of layoffs indicates that employers are less optimistic about the economic outlook for 2026, with many plans set at the end of 2025 [3] Group 2 - The total number of job cuts for all of 2025 was logged at 1.2 million, despite a slowdown in December to the lowest monthly total since July 2024 [7] - Major companies like Amazon, UPS, and Pinterest have announced significant job cuts, citing the need to invest in artificial intelligence and adjust business plans amid uncertainty [2][6] - The government's layoff rate remains low by historical standards, but the hiring rate has also been described as meager [8]

美国就业市场出现金融危机以来最严峻的开局。 职场咨询公司Challenger Gray & Christmas周四发布的《挑战者裁员报告》显示，雇主宣布的裁员人数飙升至十七年以来最高1月水平，而招聘计划 则跌至该机构有记录以来的同期最低水平。 报告显示，1月美国企业宣布裁员108435人，较去年同期激增118%，较2025年12月暴增205%。这是自2009年1月以来最高的同期裁员数字，当时 美国经济正处于大萧条以来最严重衰退的尾声。 与此同时，企业仅宣布计划新增5306个职位，同样创下2009年该机构开始追踪此类数据以来的1月最低纪录。运输和科技行业主导了此轮裁员潮， UPS计划削减逾30000个岗位，亚马逊宣布裁减16000个主要为企业层级的职位。 这一数据表明，尽管官方失业救济申请数据仍处于低位，但企业对2026年经济前景的悲观情绪正在转化为实际行动，劳动力市场"不招不裁"的叙 事可能正在发生转变。 运输业裁员规模最大，科技行业紧随其后 1月裁员总数较2025年12月的35500人增长超过两倍，标志着企业在年初就采取了激进的成本削减措施。 Challenger公司首席营收官兼职场专家Andy Chall ...

An Amazon Go store in New York, US, on Tuesday, Jan. 27, 2026.Layoff plans hit their highest January total since the global financial crisis while hiring intentions reached their lowest since the same period, outplacement firm Challenger, Gray & Christmas reported Thursday.U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009, while the economy was in the final months of its steepes ...

Group 1 - U.S. employers announced 108,435 layoffs in January 2026, marking a 118% increase from January 2025 and a 205% increase from December 2025, the highest January total since 2009 [2][5] - Companies reported only 5,306 new hires in January 2026, the lowest figure for that month since 2009, indicating a significant decline in hiring intentions [2][5] - The transportation sector experienced the highest level of layoffs, primarily due to UPS's plan to cut over 30,000 jobs, while Amazon announced a reduction of 16,000 jobs, mainly at the corporate level [5] Group 2 - The Challenger data suggests a shift in the labor market, with increased layoffs indicating that employers are less optimistic about the economic outlook for 2026 [3] - Initial jobless claims for the week ending January 24 were reported at 209,000, with a longer-term trend near its lowest level in two years, contrasting with the layoff announcements [4] - Over 100 companies have notified the Labor Department of significant layoffs under Worker Adjustment and Retraining Notification regulations, highlighting the scale of job cuts [6]

Labor Market Overview - The labor market is facing challenges as major companies announce significant layoffs, with Amazon planning to cut about 16,000 corporate roles and UPS announcing 30,000 job cuts [1][8] - Dow has reduced its workforce by approximately 4,500 jobs, representing about 12% of its total employees, while Home Depot and Nike have also made smaller cuts [1] AI and Employment Concerns - A Reuters/Ipsos poll indicates that 71% of Americans are concerned that artificial intelligence could permanently replace their jobs [2] - Despite the fears surrounding AI, researchers suggest that the majority of layoffs are driven by federal workforce cuts, economic conditions, and company closures rather than AI [3][5] Layoff Statistics - In 2025, there were 1.2 million layoffs, with AI being blamed for fewer than 55,000 of those, which is about 4.5% [7] - Economic conditions accounted for 253,000 layoffs, while company closures led to another 191,000 job losses [7] AI's Role in the Workplace - Research indicates that when AI is implemented in jobs, it is often used as a tool rather than a replacement for human workers [9] - The success rate of AI-assisted tasks declines significantly for complex work, highlighting the need for human oversight [9] AI-Washing Phenomenon - Analysts suggest that some companies may be "AI-washing" layoffs, using AI as a scapegoat to divert attention from deeper organizational issues [10][11] - The term "AI-washing" refers to the practice of rebranding layoffs as part of an AI strategy to present a more favorable narrative [10] Long-Term Impact of AI - The Yale Budget Lab posits that the transformative effects of AI on the labor market may take years, similar to the historical impacts of computers and the internet [12]

Key Takeaways UPS topped Q4 earnings and revenue estimates, but both metrics declined YoY amid weaker shipment demand.UPS' international unit saw profit and margin declines amid trade policy shifts and lower volumes.UPS plans to cut Amazon volumes, eliminate up to 30,000 jobs and close facilities to boost profitability.Late last month, Atlanta-based United Parcel Service (UPS) released impressive fourth-quarter 2025 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. The ques ...