Tesla Diamond HolderUPS is undergoing a transformation, actively divesting low-margin e-commerce parcels (especially those from Amazon) and shifting resources to high-value-added markets such as small and medium-sized businesses (SMB) and healthcare. By 2026, it will continue to lay off 30k employees, close hundreds of inefficient facilities, and retire fuel-guzzling MD-11 freighters, aiming to permanently reduce its fixed cost base.
Financial report:
Although the average daily volume (ADV) in the U.S. domestic market decreased by 10.8% year-on-year due to decoupling from Amazon, the shift in resources led to an 8.3% year-on-year increase in revenue per piece (RPP) in the U.S. domestic market.
UPS offers a dividend yield of up to 6.1%, providing strong defensive support for investors during the transformation period. Now that the transformation is beginning to show results, outperforming the market is the minimum expectation as the stock price recovers and stable dividend income is added.
$UPS(UPS.US)
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