Core Insights - FedEx is shifting its focus from general e-commerce volume to specialized segments in the B2C space and premium B2B shipping, as announced during its 2026 Investor Day [1][2] Group 1: Business Strategy - FedEx anticipates "low single-digit growth" in B2C volume through 2029, aiming for more sustainable and profitable business practices [2] - The company is intentionally pursuing a slower pace in e-commerce compared to the overall market, not prioritizing volume gains in the fast-growing sub-pound package segment [2] Group 2: Market Position and Capacity - FedEx's U.S. network is operating at high volume levels relative to its overall capacity, with improvements expected from its Network 2.0 consolidation efforts [4] - The company can adjust its network capacity to accommodate B2B volume, allowing for flexibility in managing e-commerce shipments [4] Group 3: Targeted Growth Verticals - FedEx sees opportunities in more profitable verticals such as healthcare, automotive, aerospace, and data centers, representing a combined market opportunity of $130 billion [5] - The company emphasizes prioritizing speed, precision, visibility, and reliability over the lowest price in its commercial strategy [5] Group 4: Competitive Landscape - Competitor UPS is also focusing on high-value segments like healthcare while reducing volume for e-commerce giant Amazon [6] - FedEx is not completely distancing itself from consumer delivery, as it aims to acquire a 37% stake in Poland's InPost to leverage its parcel locker network for profitable B2C growth [6]