FedEx and UPS Face Plane Groundings at the Worst Possible Time

Lee and I agreed that this holiday period could prove more fragile than investors expect. If the grounded planes are not returned to service quickly, FedEx and UPS will face cost pressure, delivery bottlenecks, and potentially customer churn. The supply chain has improved significantly since the pandemic-era bottlenecks, but sudden outages like this show how easily conditions can deteriorate.I gave Lee an example from the autos sector. A fire at a major aluminum facility has hampered Ford’s ability to sourc ...