Letitia James ordered UPS to pay restitution to current and former seasonal workers, alleging that its practices deprived workers of millions of dollars. ...

New York Attorney General Letitia James speaks during a press conference at the office of the Attorney General on December 15, 2025 in New York City.New York Attorney General Letitia James accused delivery giant UPS of cheating seasonal holiday workers out of millions of dollars in legally owed wages, according to a new lawsuit filed Monday.James' office said that an investigation "found that for years, UPS has shortchanged seasonal workers who keep the company running during peak holiday demand by failing ...

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]

Key Takeaways UPS posted a 10% adjusted operating margin in Q3 2025, up from 8.9% a year ago despite a 3.7% revenue decline.Margin gains were fueled by cost management and a 9.8% increase in domestic revenue per piece.UPS cut Amazon-related expenses by $2.2B in Q3, aiming for $3.5B in savings by year-end 2025.United Parcel Service (UPS) is widely recognized to be facing a period of revenue weakness. This softness is largely caused by subdued demand resulting from tariff-related uncertainty, elevated inflati ...

UPS is turning the corner, but uncertainties remain in the new year.High-yield dividend stocks are an excellent means of participating in the stock market while generating passive income. But even the highest-yielding stock in the S&P 500 -- LyondellBasell Industries (yielding 12.6%) -- couldn't keep up with recent S&P 500 gains on dividends alone. At the time of this writing, the index is up 16.6% year to date after gaining more than 20% in both 2023 and 2024.The best reason to buy high-yield dividend sto ...

Core Viewpoint - As the holiday season approaches, investors are advised to review their portfolios and consider dropping underperforming stocks before the end of the year [1] Group 1: Target Inc. - Target has struggled in 2025, consistently missing expectations despite resilient consumer spending [2] - The company reported a 2.7% decline in comparable sales for fiscal Q3 2026 and lowered its full-year EPS guidance to $7 to $8 per share [2] - Analysts have issued 11 price reductions for Target's stock following its recent conference call, indicating a lack of confidence in its recovery [2][4] Group 2: Deere and Co. - Deere has faced significant challenges due to the trade war, with an expected tariff headwind of over $1.2 billion before taxes in 2026 [5] - Despite beating revenue and EPS estimates in fiscal Q4 2025, the company provided muted guidance due to ongoing sales headwinds [5][7] - The stock has struggled to gain momentum, facing resistance at the 200-day SMA and showing signs of declining momentum [7] Group 3: Tesla Inc. - Tesla's stock is highly volatile, trading at over 300 times earnings and facing declining vehicle sales in Europe and competition in China [8] - The expiration of the EV tax credit and lower emission standards in the U.S. are additional headwinds for the company [8] - Technical indicators suggest that Tesla shares may be approaching a new resistance level, with potential downside if they fail to break through [10] Group 4: United Parcel Service Inc. - UPS is facing challenges from tariff policies and a significant drop in volume from Amazon, which was down over 21% in Q3 [11] - Despite beating earnings expectations, the company provided tepid guidance, indicating ongoing struggles [11][13] - The stock has encountered resistance at the 200-day SMA, with multiple technical signals pointing to potential downside [13] Group 5: Vistra Corp. - Vistra reported a significant earnings miss for Q3 2025, missing revenue projections by over 23% [14] - The company is facing pressure from volatile natural gas prices and currently trades at high valuation multiples [14][16] - Technical indicators show a bearish trend, with the stock dipping below the 50-day SMA and a potential plunge below the 200-day SMA looming [16]

Financial Performance - UPS's net income has significantly decreased, with $6.7 billion and $5.8 billion reported in the previous two years, and a current net profit of $3.8 billion for the first three quarters of 2025 [1] - The pilot group at UPS has expanded due to a transport contract with the U.S. Postal Service and overall market strength, growing from 3,200 pilots three years ago [1] Labor Relations and Contract Negotiations - UPS pilots extended their contract in 2022 for two additional years to allow the Teamsters union to negotiate for ground workers, with the pilot contract eligible for amendment since September 1 [2] - The National Mediation Board has facilitated talks between UPS and the Independent Pilots Association (IPA), representing 3,500 UPS pilots, after 18 months of stalled negotiations [3] - Initial negotiations with a federal mediator occurred via video conferencing, with in-person discussions scheduled to move to Boston in January [4] Industry Context - UPS and FedEx pilots are advocating for better pay and benefits, citing their contributions during the COVID-19 pandemic that helped maintain profit growth [5] - The grounding of over 60 MD-11 freighters has left hundreds of UPS and FedEx pilots idle, impacting contract negotiations [7][13] - Labor relations in the airline industry are governed by the Railway Act, which restricts strikes and lockouts until extensive bargaining steps are completed [8] FedEx Comparison - FedEx pilots are also experiencing prolonged contract negotiations, with their talks starting in March 2021 and currently in federal mediation [13] - FedEx's recent offer included a 24% immediate pay increase and a total of 40% over the agreement's duration, aiming to make its pilots the highest paid in the cargo industry [19]