FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside

Core Insights - FedEx's revenue is expected to benefit from strong growth in higher-value B2B customers, with a significant shift in sales mix towards B2B in recent years [1] Group 1: Company Performance - In the last quarter, nearly half of FedEx's revenue came from B2B customers, indicating a successful transition in its sales strategy [1]