Core Viewpoint - FedEx anticipates double-digit operating profit growth through fiscal year 2029, indicating strong financial performance and strategic initiatives aimed at enhancing profitability [1] Financial Projections - The company projects an operating profit growth rate of over 10% annually, reflecting confidence in its operational efficiency and market positioning [1] - FedEx's revenue is expected to increase significantly, contributing to the overall profit growth forecast [1] Strategic Initiatives - The company is likely to implement various strategic initiatives to drive this growth, focusing on improving service offerings and operational capabilities [1] - Investments in technology and infrastructure are expected to play a crucial role in achieving these financial targets [1]

Core Insights - FedEx has provided guidance for increased annual revenue in fiscal year 2029, focusing on its higher-margin businesses [1] Group 1 - The company is prioritizing higher-margin segments to enhance profitability [1] - FedEx's strategic shift indicates a long-term vision for sustainable growth [1] - The revenue forecast reflects confidence in the company's operational efficiency and market positioning [1]

0 THAT POWERS THE GLOBAL ECONOMY THE INDUSTRIAL NETWORK RAJ SUBRAMANIAM PRESIDENT AND CHIEF EXECUTIVE OFFICER 99% of global GDP connected FEDEX: THE INDISPENSABLE INDUSTRIAL NETWORK ~$2T of goods transported every year 17M+ packages delivered each business day 500K+ global employees committed to safety, service, and excellence INVESTOR DAY2026 INVESTOR DAY2026 2 GLOBAL, HIGH-VALUE INDUSTRIAL NETWORK: THE FEDEX PORTFOLIO TWO GLOBALLY ADVANTAGED BUSINESSES U.S. DOMESTIC INTERNATIONAL RESILIENT REVENUE GROWTH ...

Core Insights - FedEx Corp. is focusing on strengthening its position as a leading industrial network to enhance global economic power, prioritizing premium growth in high-margin sectors, scaling digital and AI capabilities, and transforming its network for profit improvement and shareholder value creation [1][2]. Financial Targets - The company has set ambitious financial targets for 2029, aiming for approximately $98 billion in revenue with a compound annual growth rate (CAGR) of about 4%. Operating income is targeted at around $8 billion, reflecting a GAAP CAGR of approximately 17% and a non-GAAP CAGR of about 14% [3]. - The operating margin is expected to reach around 8%, with GAAP margins increasing by approximately 270 basis points and non-GAAP margins by about 200 basis points. The return on invested capital (ROIC) is projected to be around 11%, up by approximately 200 basis points [3]. Strategic Priorities - FedEx will concentrate on high-margin verticals, particularly in premium B2B and specialized B2C segments, targeting industries such as healthcare, automotive, aerospace, data centers, and premium e-commerce [6]. - The company plans to leverage its extensive data processing capabilities and physical network to enhance digital infrastructure, AI, and automation, aiming to improve customer value and unlock new revenue streams [6]. - Ongoing network transformation will include modernizing air and surface networks, enhancing flexibility, asset utilization, and reducing costs while improving customer experience [6]. - The company aims to achieve ongoing efficiency gains through the One FedEx operating model, supported by the DRIVE process [6]. Segment Outlook - In the U.S. Domestic segment, FedEx targets a 10% operating margin by 2029, driven by Network 2.0 and One FedEx initiatives, along with disciplined pricing and growth in B2B and premium B2C volumes [7]. - The International segment aims for an 8% operating margin by 2029, with key growth drivers including improved European performance and premium cross-border and intercontinental lanes [8]. InPost Acquisition - FedEx, in collaboration with Advent International, A&R Investments, and PPF Group, has reached a conditional agreement to take InPost private at €15.60 per share, expected to close in the second half of 2026. This investment is anticipated to be accretive to FedEx's earnings in the first year [9]. Recent Performance - FedEx expects its third fiscal quarter adjusted earnings per share to exceed consensus estimates due to successful execution during the Peak season [10]. FedEx Freight Spin-Off - The planned spin-off of FedEx Freight into a new publicly traded company is on track for June 1, 2026, with the completion of a $3.7 billion senior notes issuance to support this transition [11].

Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized as a forward-looking technology adopter, utilizing automation and software tools, including generative AI, to enhance workflows [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Group 1 - The analyst acknowledges that the previous downgrade of FedEx Corporation (FDX) to hold was premature, as the company's performance and fundamentals remain strong [1] - The analyst has nearly two decades of experience in the logistics sector and has been involved in stock investing and macroeconomic analysis for almost a decade, focusing on ASEAN and NYSE/NASDAQ stocks [1] - The analyst's investment strategy includes diversification across various industries and market cap sizes, with holdings in banks, telcos, logistics, and hotels [1] Group 2 - The analyst has been trading in the US market for four years and has utilized analyses from Seeking Alpha to compare with the Philippine market [1]

Group 1 - InPost, a Poland-based parcel locker company, has been sold for $9.2 billion (7.8 billion euros) [1] - The acquisition was led by an investor group including FedEx and private equity firm Advent International [2] - FedEx CEO Raj Subramaniam highlighted InPost's strong presence in Europe's out-of-home delivery segment and the synergy with FedEx's global network [2][3] Group 2 - Under the terms of the deal, FedEx and Advent will each hold a 37% stake in InPost, while InPost's founder and CEO Rafał Brzoska will own 16% and Czech investment firm PPF will hold 10% [3] - Advent previously acquired a majority stake in InPost in 2017 and took the company public in 2021, valuing it at 8 billion euros [4] - The deal's valuation is lower than InPost's IPO, which raised questions from shareholders about the circumstances surrounding the transaction [5] Group 3 - FedEx's recent quarterly results showed a 7% year-over-year revenue increase to $23.5 billion, indicating a successful strategy focused on resilience and adaptability [5] - The logistics market is evolving, and FedEx is undergoing a significant transformation to create a unified, data-driven network to thrive amid ongoing volatility [6]

The last of nearly a billion dollars of holiday returns are made over the weekend with Amazon and Walmart's deadlines passing. Holiday returns are forecast to see an 11% increase year-over-year. And they're becoming a real revenue generator for logistics companies with the average return costing a retailer just about $30 compared to a B TOC delivery at about $12.And that's excluding the cost of sending items to a discounter or moves outside of that physical return. I spoke with DHL's head of returns about t ...

Market Overview - U.S. stock futures declined on Monday after a significant rebound on Friday, with major benchmark indices showing lower futures [1] - The 10-year Treasury bond yielded 4.22%, while the two-year bond was at 3.50%, indicating market expectations for interest rates [2] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 experienced slight declines of -0.12%, -0.37%, -0.63%, and -0.33% respectively [2] Company Insights - FedEx Corp. rose by 0.47% following a consortium's announcement to acquire InPost for €7.8 billion ($9.254 billion), maintaining a strong price trend and value ranking [6] - ON Semiconductor Corp. fell by 1.38% as analysts anticipate quarterly earnings of 62 cents per share on revenue of $1.54 billion, while maintaining a moderate value ranking [7] - STMicroelectronics is noted to have a stronger price trend but a poor quality ranking according to Benzinga's Edge Stock Rankings [3] - Kroger maintains a strong price trend and solid quality ranking across all time frames [4] Sector Performance - The S&P 500's gains on Friday were led by industrials, energy, and information technology sectors, while consumer discretionary and communication services sectors closed lower [8] Economic Insights - Financial experts attribute the recent rally in the Dow Jones Industrial Average, which closed above 50,000 for the first time, to cooling inflation and technical rebounds [9] - Analysts suggest that the S&P 500 may struggle to surpass the 7,000-point milestone without stronger contributions from the tech sector, particularly software [11] - Upcoming CPI data and labor market conditions are critical factors to watch for the year ahead, as noted by Allianz's Chief Economic Adviser [11]

Market Overview - U.S. stock futures declined on Monday after a significant rebound on Friday, with major benchmark indices showing lower futures [1] - The 10-year Treasury bond yielded 4.22%, while the two-year bond was at 3.50%, indicating market expectations for interest rates [2] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 experienced slight declines of -0.12%, -0.37%, -0.63%, and -0.33% respectively [2] Company Insights - FedEx Corp. rose by 0.47% following a consortium's announcement to acquire InPost for €7.8 billion ($9.254 billion), maintaining a strong price trend and value ranking [6] - ON Semiconductor Corp. fell by 1.38% as analysts anticipate quarterly earnings of 62 cents per share on revenue of $1.54 billion, while maintaining a moderate value ranking [7] - STMicroelectronics is noted for a stronger price trend but has a poor quality ranking according to Benzinga's Edge Stock Rankings [3] - Kroger maintains a strong price trend and solid quality ranking across all time frames [4] Sector Performance - The S&P 500's gains on Friday were led by industrials, energy, and information technology sectors, while consumer discretionary and communication services sectors closed lower [8] Economic Insights - Financial experts attribute the recent rally in the Dow Jones Industrial Average, which closed above 50,000 for the first time, to cooling inflation and technical rebounds [9] - Analysts suggest that the S&P 500 may struggle to surpass the 7,000-point milestone without stronger contributions from the tech sector, particularly software [11] - Upcoming CPI data and labor market conditions are critical factors to watch for the year ahead, as noted by Allianz's Chief Economic Adviser [11]