Delivery Services

Search documents
X @The Wall Street Journal
The Wall Street Journal· 2025-07-07 01:34
He lost his high-paying marketing job so he started delivering the mail https://t.co/3dDacqgKMJ ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-05 06:24
He lost his high-paying marketing job so he started delivering the mail https://t.co/bnKv5DHI2b ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-04 05:18
He lost his high-paying marketing job so he started delivering the mail https://t.co/kDlcSs6drp ...
Special Delivery: Collect Dividends From Two Beaten Down Stocks With Strong Upside Potential
Seeking Alpha· 2025-07-02 11:15
FedEx Corp ( FDX ) & United Parcel Service ( UPS ), two transportation companies that deliver goods in the U.S. and internationally, have both been beaten down over the past year. At the time of writing, both areContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due dil ...
4 Internet Delivery Services Stocks to Watch in a Thriving Industry
ZACKS· 2025-07-01 14:06
Industry Overview - The Zacks Internet - Delivery Services industry includes companies providing services through Internet-based platforms, such as food delivery, online travel booking, and web hosting [2] - Growth-stage companies in this industry are increasing spending on R&D and sales & marketing, which may hinder short-term profitability [2] Growth Drivers - The rise in smartphone usage and improved Internet access are creating significant opportunities for the industry, with 4G and emerging 5G technology enhancing user experiences [3] - Shifting consumer preferences towards convenience and online services are expected to benefit the industry, particularly in food ordering and travel booking [4] - Technological advancements, such as smart routing algorithms and real-time GPS tracking, are improving delivery efficiency and customer experience [5] Challenges - Persistent macroeconomic uncertainties, inflation, and high interest rates pose challenges to the industry [1] - Higher upfront costs associated with market expansion may negatively impact profitability, especially as competition intensifies from major tech companies like Amazon and Alphabet [7] - The potential fallout from tariff wars could indirectly affect revenue growth and margins due to reduced spending from small businesses and startups [6] Market Performance - The Zacks Internet - Delivery Services industry has outperformed the S&P 500 and the broader Computer and Technology sector, rising 23.2% over the past year compared to 11.7% and 11% respectively [11] - The industry currently holds a Zacks Industry Rank of 55, placing it in the top 22% of approximately 250 Zacks industries, indicating solid near-term prospects [9][10] Valuation - The industry is trading at a forward 12-month price-to-sales (P/S) ratio of 1.81X, significantly lower than the S&P 500's 5.23X and the sector's 6.62X [14] Company Highlights - **Vipshop Holdings**: An online discount retailer in China, benefiting from a growing online shopping trend and a focus on high-margin apparel businesses. The Zacks Consensus Estimate for current-year earnings is $2.49 per share [19][21] - **QuinStreet**: A provider of online marketing services, well-positioned to capitalize on the shift to online business models. The Zacks Consensus Estimate for fiscal 2026 earnings is $1.05 per share [24][25] - **GoDaddy**: An Internet domain registrar and web hosting company, experiencing growth in its Applications & Commerce business. The Zacks Consensus Estimate for 2025 earnings is $5.92 per share [28][30] - **Asure Software**: A cloud computing firm focused on human capital management solutions, with a Zacks Consensus Estimate for 2025 earnings of 90 cents per share [33][34]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-01 03:22
He lost his high-paying marketing job so he started delivering the mail https://t.co/xv94Zrw5Q6 ...
Why MakeMyTrip (MMYT) Outpaced the Stock Market Today
ZACKS· 2025-06-27 23:00
Company Performance - MakeMyTrip's stock closed at $99.82, with a daily increase of +1.86%, outperforming the S&P 500's gain of 0.52% [1] - The stock has decreased by 3.93% over the past month, underperforming the Computer and Technology sector's gain of 9.55% and the S&P 500's gain of 5.95% [1] Earnings Forecast - The upcoming earnings report projects earnings per share (EPS) of $0.46, representing a 17.95% increase year-over-year [2] - Revenue is estimated to be $277.12 million, indicating an 8.88% increase compared to the same quarter last year [2] Annual Estimates - For the entire year, earnings are forecasted at $1.98 per share and revenue at $1.16 billion, reflecting increases of +26.92% and +18.78% respectively compared to the previous year [3] Analyst Sentiment - Recent modifications to analyst estimates for MakeMyTrip are being monitored, as they indicate changing near-term business trends [4] - Positive estimate revisions suggest analyst optimism regarding the company's business and profitability [4] Zacks Rank and Valuation - MakeMyTrip currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The company has a Forward P/E ratio of 49.62, which is a premium compared to its industry's Forward P/E of 17.47 [6] Industry Context - MakeMyTrip operates within the Internet - Delivery Services industry, which is part of the Computer and Technology sector [7] - This industry has a Zacks Industry Rank of 53, placing it in the top 22% of over 250 industries [7]
37岁富豪,遇难!
券商中国· 2025-06-26 01:46
据报道,美国本土外卖巨头DoorDash的全球战略采购主管乔希·皮克尔斯及其年过70岁的父母,在上 周末的一次游船事故中丧生。 全球数据和商业智能平台Statista数据显示,DoorDash是美国本土外卖行业的领导者,截至2024年3 月,其在美国外卖市场上占据了三分之二的份额。 来源:红星新闻 责编:王璐璐 校对:姚远 当局6月24日宣布,在上周六的"太浩湖游船事故"中,有8人遇难,其中包括37岁的皮克尔斯及其父 母。 百万用户都在看 凌晨!中国资产,大爆发!外资,突传重磅! 利好来了!上海,重磅发布! 全线爆发,美国突传大消息! 刚刚!全线拉升! 重大变数!半导体,突发! 中央明确公职人员违规吃喝认定标准 违法和不良信息举报电话:0755-83514034 据目击者称,上周六下午,位于加州和内华达州边界上的太浩湖天气骤变,在短短45分钟之内,就从 大晴天变成了暴风雨天气。据报道,当时湖面上刮起狂风,甚至掀起了8英尺(约合2.4米)的浪。最 终,这家人乘坐的长约27英尺(约合8.2米)的游船被掀翻。 邮箱:bwb@stcn.com ...
FedEx Vs UPS: Which Delivery Services Stock is the Better Buy the Dip Target?
ZACKS· 2025-06-26 00:51
Core Viewpoint - FedEx reported strong fiscal Q4 results but saw its stock decline by 3%, impacting UPS shares as well [1][2] FedEx Q4 Results - FedEx's Q4 earnings increased by 12% to $6.07 per share, exceeding EPS estimates of $5.93 [3] - Q4 sales reached $22.22 billion, surpassing estimates of $21.73 billion and slightly up from $22.1 billion in the same quarter last year [3] - FedEx has missed the Zacks EPS Consensus in two of the last four quarters, with an average EPS surprise of -5.53% [4] UPS Q2 Expectations - UPS's Q2 sales are projected to decline by 4% to $20.84 billion compared to $21.82 billion a year ago [5] - Expected Q2 EPS for UPS is forecasted to fall by 12% to $1.57 from $1.79 in the prior year quarter [5] - UPS has exceeded earnings expectations in three of its last four quarterly reports, with an average EPS surprise of 2.42% [6] Performance & Valuation Comparison - Both FedEx and UPS stocks are down 20% this year, but FedEx has a total return of +86% over the last five years, outperforming UPS's +11% [7] - FedEx and UPS have lower P/E valuations at 11.7X and 14.2X forward earnings, respectively, compared to the S&P 500's 23.5X [8] Dividend Comparison - UPS currently offers a higher annual dividend yield of 6.52%, compared to FedEx's 2.41% and the S&P 500's average of 1.22% [10] Bottom Line - FedEx and UPS are considered appealing buy-the-dip targets in terms of value, with FedEx potentially being the better long-term pick despite UPS's attractive dividend [11]
FedEx Stock: Is It Time To Buy The Dip?
Forbes· 2025-06-25 11:50
Core Viewpoint - FedEx's stock experienced a 6% decline in after-market trading following its Q4 FY2025 earnings report, despite surpassing consensus estimates, due to a cautious outlook for the upcoming quarter [2][6] Financial Performance - FedEx reported Q4 revenue of $22.2 billion, matching the prior-year quarter and exceeding the consensus estimate of $21.8 billion [3] - The package segment saw a 5% increase in volume, while composite package yield decreased slightly by 0.4% [3] - Freight volume declined significantly by 15%, although composite freight yield rose by 3% [3] - The adjusted operating margin improved by 600 basis points to 9.1%, with adjusted earnings per share increasing to $6.07 from $5.41 in the previous year, surpassing the consensus estimate of $5.86 [5] Guidance and Outlook - FedEx's guidance for Q1 FY2026 indicates revenue growth of flat to 2% year-over-year, slightly better than street estimates of a 0.1% decline [6] - The company forecasts adjusted earnings per share between $3.40 and $4.00, below the consensus estimate of $4.06 [6] - FedEx plans an additional $1 billion in cost-cutting measures for FY2026, building on $4 billion in savings already achieved [6] Valuation Analysis - FedEx's stock is currently trading around $215, with a trailing adjusted P/E ratio of 12x, lower than its five-year average of 16x, suggesting potential for growth [7] - The separation of the freight business is expected to unlock shareholder value and enhance focus on core parcel delivery operations [8] - The stock appears slightly undervalued, presenting a potential opportunity for long-term gains [8]