E-Commerce Performance - The 2025 holiday shopping season set records, with e-commerce leading the retail sector, highlighted by Cyber Monday generating $14.25 billion in sales, a 7.1% increase year over year [1] - Black Friday online sales reached $11.8 billion, marking a 9.1% growth, while the total online spending during Cyber Week was $44.2 billion, up 7.7% from 2024 [1] - Total online sales for the holiday season are projected to reach $253.4 billion from November through December, making it the first quarter-trillion-dollar holiday season [1] Delivery Infrastructure - The e-commerce boom has significantly benefited logistics companies, with FedEx and Amazon experiencing volume increases of 5-8% during the holiday season, handling approximately 2.3 billion packages [2] - Delivery performance was strong, with FedEx achieving a 98.3% on-time rate, UPS at 98.9%, and USPS at 97.2% during Cyber Week [2] - Amazon's logistics network is now comparable to traditional carriers, offering same-day and next-day delivery services as standard [2] Technology Trends - Mobile commerce accounted for 57.5% of Cyber Monday purchases, while artificial intelligence influenced $9.3 billion in global online sales [3] - A FedEx survey indicated that 97% of large U.S. retailers are utilizing AI tools for various operational enhancements [3] Future Outlook - 98% of global e-commerce brands anticipate growth in international order volume in 2026, with the worldwide e-commerce market expected to reach around $7 trillion [4] - Key priorities for 2026 include improving delivery speed, expanding into new markets, and reducing fulfillment costs while leveraging AI for logistics optimization [4] Investment Opportunities - Companies such as Expedia, GigaCloud Technology, Fiverr International, and Amazon are identified as strong investment opportunities for 2026, each holding a Zacks Rank of either 1 (Strong Buy) or 2 (Buy) [5] - GigaCloud Technology has seen a 120.1% increase in market performance over the past six months, while Expedia and Amazon have also shown significant gains [6] Company-Specific Highlights - Expedia reported strong Q3 2025 results with an adjusted EPS of $7.57 and 12% gross bookings growth, raising its full-year guidance for bookings growth to 7% [9] - GigaCloud Technology announced a new 617,000-square-foot fulfillment center and an acquisition to enhance its distribution capabilities, with a strong balance sheet supporting its growth [10] - Fiverr International reported a record Q3 2025 adjusted EBITDA of $24.2 million, with a 22.4% margin, and is well-positioned to benefit from the growing demand for AI-driven services [11] - Amazon's ambitious $35 billion expansion plan in India and advancements in AI technology position it strongly for continued growth in digital commerce and cloud computing [12][14]

U.S. stock futures rose on Friday after Thursday’s higher close. Futures of major benchmark indices advanced.On Thursday, the November report showed that annual CPI inflation slowed to 2.7% from 3% in September. Because the Bureau of Labor Statistics lacked October survey-based prices, it carried forward September levels, effectively assuming zero inflation for a missing month. Meanwhile, President Donald Trump signed an executive order on Thursday, directing federal agencies to loosen regulations on mariju ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a broader investment strategy [1] Investment Focus - The primary focus areas for investment include banking, telecommunications, logistics, and hospitality sectors, both in the ASEAN region and the US markets [1] - The entry into the US market in 2020 has allowed for a comparative analysis of investment opportunities between the US and Philippine markets, enhancing investment strategies [1] - The use of platforms like Seeking Alpha has facilitated knowledge sharing and analysis, contributing to informed investment decisions in the US market [1]

1 22 12 1 Forward-Looking Statements and Non-GAAP Financial Measures Certain statements in this press release may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act, such as statements regarding expected cost savings, the optimization of our network through Network 2.0, the planned tax-free full separation of the FedEx Freight business into a new publicly traded company (the "FedEx Freight Spin-Off"), future financial targets, business strategies, man ...

The flow of inventories moving out of warehouses into stores or directly to consumers because of e-commerce is a forward-looking indicator of retail category performance as well as a barometer on the state of transports and consumer spending. In the latest CNBC supply chain survey, 63% of respondents said they were moving more holiday related freight this year compared to last year. This is a key indicator for transport stocks because revenues are made or lost on volumes.Respondents said freight volumes hav ...

Core Insights - FedEx Corp. reported strong consolidated results for the second quarter of fiscal 2026, with revenue reaching $23.5 billion, an increase from $22.0 billion in the same quarter of fiscal 2025 [1] - The company achieved an operating income of $1.38 billion, with an adjusted operating income of $1.61 billion, reflecting improvements in operating margin and net income [1][2] - The financial performance was driven by higher U.S. domestic and International Priority package yields, cost reductions, and increased package volume, despite challenges from global trade policies and rising costs [2][3] Financial Performance - Revenue for Q2 fiscal 2026 was $23.5 billion, compared to $22.0 billion in Q2 fiscal 2025 [1] - Operating income increased to $1.38 billion (GAAP) and $1.61 billion (non-GAAP), up from $1.05 billion (GAAP) and $1.38 billion (non-GAAP) in the previous year [1] - Net income rose to $0.96 billion (GAAP) and $1.14 billion (non-GAAP), compared to $0.74 billion (GAAP) and $0.99 billion (non-GAAP) in Q2 fiscal 2025 [1] - Diluted EPS for Q2 fiscal 2026 was $4.04 (GAAP) and $4.82 (non-GAAP), compared to $3.03 (GAAP) and $4.05 (non-GAAP) in the prior year [1] Segment Performance - The Federal Express segment saw improved operating results due to higher package yields and cost savings, while the FedEx Freight segment experienced a decline in operating results due to lower shipments and increased costs related to the spin-off preparation [2][3] - FedEx Freight incurred one-time spin-off-related costs of $152 million during the quarter [3] Share Repurchase Program - FedEx completed $276 million in share repurchases during the quarter, reducing outstanding shares and benefiting second quarter results by $0.05 per diluted share [4] - As of November 30, 2025, $1.3 billion remained available for future share repurchases under the company's authorization [5] Spin-off of FedEx Freight - The planned spin-off of FedEx Freight is on track for June 1, 2026, and is expected to be tax-efficient for stockholders [7] - FedEx Freight will operate as a separate publicly traded company under the ticker symbol FDXF [7] Outlook and Forecasts - FedEx revised its fiscal 2026 forecasts, expecting a revenue growth rate of 5% to 6% and diluted EPS of $14.80 to $16.00 before certain accounting adjustments [12] - The company anticipates pension contributions of $275 million and capital spending of $4.5 billion, focusing on network optimization and efficiency improvements [12]

Core Insights - DELIVER Middle East is set to debut in Dubai on January 21-22, 2026, focusing on retail, commerce, and supply chain leaders, supported by DP World as the Headline Sponsor and Launch Partner [1] - The event aims to fill a critical gap in the Middle East's logistics and commerce landscape, bringing together over 200 senior retail executives from prominent brands [2][3] - The matchmaking model will facilitate one-to-one meetings between retailers and solution providers, enhancing efficiency and relevance in interactions [4] Event Structure - The launch agenda will feature influential leaders discussing the transformation of retail and supply chain in the region, including topics like digital acceleration in luxury and practical supply chain roadmaps for net-zero ambitions [5][6] - Day Two will include senior-level roundtables addressing leadership themes such as last-mile transformation and automation in the workforce [8] Networking Opportunities - An exclusive invitation-only day on January 20 will precede the main event, featuring the DELIVER Elite Dinner for high-impact conversations among industry leaders [9] - Attendees will have the opportunity to tour DP World’s Jebel Ali Port, showcasing advanced logistics ecosystems and sustainable innovations [10] Awards and Community Engagement - The event will conclude with the DELIVER Vendor Awards, recognizing innovative supply chain and logistics partners, voted on by attending retailers [11] - The second day will feature a Women in Retail Breakfast, fostering connections among women leaders in the retail and logistics sectors [12]

Earnings Report - FedEx Corporation is set to release its second-quarter earnings results, with analysts expecting earnings of $4.10 per share, an increase from $4.05 per share in the same period last year [1] - The consensus estimate for FedEx's quarterly revenue is $22.79 billion, compared to $21.97 billion reported in the previous year [1] Revenue Performance - The company has surpassed analyst revenue estimates in four consecutive quarters and in five of the last ten quarters overall [2] Dividend Information - FedEx currently has an annual dividend yield of 2.06%, with a quarterly dividend of $1.45 per share, totaling $5.80 annually [2] - To achieve a monthly income of $500 from dividends, an investor would need to own approximately 1,034 shares, equating to a total investment of about $291,805 [4] - For a more conservative monthly income goal of $100, an investor would need 207 shares, requiring an investment of around $58,417 [4] Dividend Yield Dynamics - The dividend yield is calculated by dividing the annual dividend payment by the current stock price, which can fluctuate based on changes in stock price [5] - Changes in the dividend payment itself can also affect the dividend yield; an increase in the dividend payment raises the yield, while a decrease lowers it [6] Stock Performance - Shares of FedEx experienced a slight decline of 0.1%, closing at $282.21 on Wednesday [6]

TORONTO--(BUSINESS WIRE)--Chemtrade Logistics Income Fund (TSX: CHE.UN) today announced that it has declared a cash distribution of $0.0575 per unit for the month of December 2025 payable on January 30, 2026 to unitholders of record at the close of business on December 31, 2025. Holders of units who are non-residents of Canada will be required to pay all withholding taxes payable in respect of any distributions of income by the Fund. ...

Market Overview - U.S. stock futures are slightly higher after a decline in the previous session, amid concerns about a "hiring recession" following the November jobs report [1] - The November Consumer Price Index is anticipated as a key inflation indicator that could influence market sentiment in the final trading days of the year [1] Treasury Bonds and Market Projections - The 10-year Treasury bond yielded 4.13%, while the two-year bond was at 3.46% [2] - The CME Group's FedWatch tool indicates a 73.4% probability that the Federal Reserve will maintain current interest rates [2] Stock Performance - The SPDR S&P 500 ETF Trust (SPY) increased by 0.23% to $672.95, and the Invesco QQQ Trust ETF (QQQ) rose by 0.55% to $603.70 in premarket trading [2] - Accenture PLC shares decreased by 0.27% ahead of its fiscal first-quarter results, with expected earnings of $3.75 per share on revenue of $18.52 billion [6] - Micron Technology Inc. shares rose by 9.61% following a better-than-expected first-quarter performance and a strong outlook for the second quarter [6] - FedEx Corp. shares fell by 0.07% pre-market, with analysts expecting earnings of $4.10 per share on revenue of $22.79 billion [6] - Nike Inc. shares increased by 0.44% ahead of its fiscal second-quarter results, with expected earnings of $0.38 per share on revenue of $12.22 billion [13] Sector Performance - On the previous trading day, Information Technology, Consumer Discretionary, and Communication Services sectors performed well, while Energy, Health Care, Real Estate, and Financials sectors saw declines [8] Economic Data and Market Sentiment - Initial jobless claims and the November consumer price index report are set to be released, which will provide insights into price pressures and regional factory activity [14]