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FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside (NYSE:FDX)
Seeking Alpha· 2026-01-06 15:50
FedEx’s ( FDX ) revenue should continue to benefit from strong growth in higher-value B2B customers. In recent years, the company has shifted its sales mix toward B2B customers, and in the last quarter, almost halfI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to ...
FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside
Seeking Alpha· 2026-01-06 15:50
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]