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18 stories mentioning UPS

Every FINWIRES story that references UPS, newest first.

Research

Research Alert: Ups And Fedex Face New Amazon Threat In Key B2b Logistics Segment

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amazon launched Amazon Supply Chain Services on May 4, opening its logistics network to all businesses with comprehensive freight, distribution, fulfillment, and parcel shipping capabilities. Major clients including Procter & Gamble and 3M have signed up, marking Amazon's entry into direct competition with UPS and FedEx as a full-service logistics provider. We believe this threatens the B2B segment where both carriers concentrated growth strategies as refuge from Amazon's residential market share gains. UPS faces compounding volume pressures from deliberately scaling back its Amazon partnership 50% by mid-2026. With costs spread across shrinking volume, UPS needs B2B growth that Amazon now threatens. UPS has historically traded at a 14.9% premium to FDX on average over the past three years, but this relationship inverted in November 2025 to a current 23.5% discount as of May 1, 2026. FDX's premium reflects investor confidence in its B2B positioning, but Amazon's entry challenges this competitive advantage.

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Sectors

Sector Update: Consumer Stocks Fall Late Afternoon

Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) decreasing 0.8%.In corporate news, Norwegian Cruise Line (NCLH) shares slumped more than 8%. The company lowered its full-year earnings outlook on Monday amid higher fuel costs and weak consumer demand due to the Middle East conflict, while its Q1 revenue fell short of market estimates.Amazon.com (AMZN) said it has launched Amazon Supply Chain Services, opening its logistics network to businesses. Amazon shares rose 1.2%, while FedEx (FDX) and United Parcel Service (UPS) each fell 9.8% and 10% respectively.GameStop (GME) has proposed to acquire eBay (EBAY) in a cash-and-stock deal worth about $55.5 billion. GameStop fell more than 9%, and eBay jumped 5%.Tyson Foods' (TSN) fiscal Q2 results surpassed Wall Street's expectations, lifted by price and volume gains in the chicken and prepared foods segments. Its shares climbed 7%.

$AMZN$FDX$UPS
Sectors

Sector Update: Consumer

Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) decreasing 0.8%.In corporate news, Amazon.com (AMZN) has launched Amazon Supply Chain Services, opening its logistics network to businesses, the company said Monday. Amazon shares rose 1.2%, while FedEx (FDX) and United Parcel Service (UPS) each fell 9.8% and 10% respectively.

$AMZN$FDX$UPS
Wire

Top Midday Decliners

Cogent Communications (CCOI) shares sank 35% amid heavy trading after the company reported on Monday lower Q1 service revenue that was below analysts' estimates.Shares sank 35% following a surge in intraday trading volume to over 5 million from a daily average of about 1.2 million.United Parcel Service (UPS) and FedEx (FDX) shares declined after Amazon.com (AMZN) announced the launch of Amazon Supply Chain Services, opening its logistics network to businesses.UPS shares slumped 10% as intraday trading volume catapulted to more than 12.9 million from a daily average of about 6.10 million.Norwegian Cruise Line (NCLH) reported Monday Q2 adjusted earnings outlook below analysts' forecasts and also cut its 2026 adjusted EPS guidance.Shares dropped nearly 9%, with intraday trading volume at over 41.3 million, versus a daily average of about 22.4 million.Price: $15.28, Change: $-7.88, Percent Change: -34.02%

$CCOI$FDX$NCLH$UPS
Asia Markets

US Equity Indexes Fall as Strikes on United Arab Emirates, Ships in Hormuz Send Crude Oil Prices Soaring

US equity indexes fell in midday trading on Monday amid reports that fighting escalated in the Middle East, with strikes on ships in the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows, and the United Arab Emirates.The Nasdaq Composite fell 0.4% to 25,028.2, the S&P 500 slid 0.5% to 7,197.5, and the Dow Jones Industrial Average declined 1% to 49,028.8. All sectors except energy retreated, with materials leading the decliners.The US military "blew up" six Iranian boats in Hormuz on Monday after Tehran launched "multiple cruise missiles, drones and small boats" at American Navy ships and commercial vessels, CNN reported, citing the US Central Command. This came about as the US launched an effort to help vessels transit the crucial waterway, The Wall Street Journal reported, citing Adm. Brad Cooper, head of US Central Command.The UAE, which has backed tougher action against Iran, sounded alerts for the first time since early April, saying four missiles and several drones targeted the country, the WSJ reported. It confirmed that a drone strike sparked a fire at an oil hub in Fujairah.West Texas Intermediate crude oil futures jumped 4.2% to $106.18, and Brent crude futures surged 6.2% to $114.87.Most US Treasury yields rose, with the 10-year soaring 7.6 basis points to 4.45%, the highest in more than a month on an intraday basis. Two-year yield catapulted 8.7 basis points to 3.98%.In precious metals, gold futures dropped 2.5% to $4,523.6, and silver futures slumped 3.9% to $73.45.In economic news, new orders for US factory goods rose by 1.5% in March, above expectations for a 0.6% gain in a Bloomberg-compiled survey, following a revised 0.3% increase in February. Excluding a 0.8% rebound in transportation orders, new orders would have been up 1.6%, above a 1.3% gain expected and the same as in February.In company news, video game retailer GameStop (GME) proposed acquiring eBay (EBAY) in a cash-and-stock deal valued at about $55.5 billion. Shares of eBay jumped 4.7%, among the top gainers on the S&P 500.Norwegian Cruise Line (NCLH) lowered its full-year earnings outlook amid higher fuel costs and weak consumer demand due to the war in the Middle East. The cruise operator's Q1 revenue also fell short of market expectations. Its shares slumped 8%, among the steepest decliners in the S&P 500.United Parcel Service (UPS) maintained its 2026 sales outlook while flagging a potential demand impact from the Middle East conflict. Shares of the package delivery giant sank 9.5%, the worst performer on the S&P 500.

Dow JonesNasdaq CompositeS&P 500$EBAY$GME$NCLH$UPS
Wire

Top Midday Stories: GameStop Submits $55.5 Billion Bid to Acquire eBay; Amazon Launches Supply Chain Services

All three major US stock indexes were lower in late-morning trading Monday, after President Donald Trump announced over the weekend a plan to have the US guide cargo ships belonging to other nations safely through the Strait of Hormuz.In company news, GameStop (GME) said Sunday it submitted a non-binding offer to acquire all outstanding shares of eBay (EBAY) for $125 each. The $55.5 billion proposal is an equal mix of cash and stock, with the cash component supported by corporate reserves and up to $20 billion in potential financing from TD Securities, the company said. GameStop shares were down 7.9% around midday, while eBay shares were up 5.7%.Amazon.com (AMZN) has launched Amazon Supply Chain Services, opening its logistics network to businesses, the company said Monday. The new offering extends Amazon's freight, distribution, fulfillment and parcel shipping capabilities to retail, wholesale, and commercial businesses, the company said. Separately, Amazon-backed Anthropic has set up a standalone enterprise services firm alongside Blackstone (BX) and Goldman Sachs (GS) to integrate the Claude artificial intelligence platform into core business operations. Amazon shares were up 1.5%, while shares of FedEx (FDX) and United Parcel Service (UPS) were down 9.3% and 9.9%, respectively. Blackstone shares were down 0.9%, while Goldman shares were down 2.3%.American Express Global Business Travel, which is operated by Global Business Travel Group (GBTG), said Monday it has entered into a definitive agreement to be acquired by Long Lake Management for $9.50 per share in an all-cash deal valued at about $6.3 billion. Global Business Travel Group shares were up 57.3%.ADT (ADT) said Monday it priced a secondary public offering of 102 million common shares, sold by certain entities managed by affiliates of Apollo Global Management (APO) and representing all the remaining shares owned by the selling stockholders. The offering is expected to close on May 5, subject to customary conditions. ADT shares were down 6.4%, and Apollo shares were 0.3% lower.Norwegian Cruise Line (NCLH) reported Q1 adjusted earnings Monday of $0.23 per share, up from $0.10 a year earlier and above the FactSet consensus estimate of $0.14. Total Q1 revenue was $2.33 billion, up from $2.13 billion a year ago but below the FactSet consensus of $2.36 billion. For Q2, the company said it expects adjusted EPS of $0.38, below the FactSet consensus of $0.51. The company lowered its full-year 2026 adjusted EPS range to $1.45 to $1.79, from $2.38 prior outlook. Analysts polled by FactSet expect $2.10. Norwegian Cruise shares were down 8.7%.Price: $24.44, Change: $-2.09, Percent Change: -7.88%

$ADT$AMZN$APO$FDX$GBTG$GME$NCLH$UPS
Wire

Susquehanna Adjusts Price Target on United Parcel Service to $118 From $116, Maintains Neutral Rating

United Parcel Service (UPS) has an average rating of overweight and mean price target of $113.72, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $106.02, Change: $+2.08, Percent Change: +2.00%

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Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.7% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.7%.Redbook US same-store sales rose by 7.7% from a year earlier in the week ended April 25 after a 6.7% year-over-year increase in the previous week, with sales benefitting from an extra selling day this year compared with last year due to the timing of Easter.In corporate news, United Parcel Service (UPS) maintained its 2026 revenue outlook as the package delivery giant flagged a potential demand impact from the Middle East conflict. Its shares fell 4.8%.Kimberly-Clark (KMB) reported better-than-expected Q1 results and maintained its full-year outlook Tuesday, but the consumer goods maker flagged potential incremental input cost headwinds of up to $170 million in H2 due to elevated oil prices. Its shares were down 0.4%.Coca-Cola (KO) lifted its full-year earnings growth outlook on Tuesday as the beverages giant posted fiscal Q1 results above market expectations amid pricing and volume gains. Coca-Cola shares gained 3.7%.General Motors (GM) raised its full-year earnings outlook and trimmed its tariff hit forecast on Tuesday, as the automaker reported an unexpected year-over-year increase in its Q1 bottom line. GM shares added 0.9%.

$GM$KMB$KO$UPS
Sectors

Sector Update: Consumer

Consumer stocks were mixed late Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.7% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.7%.In corporate news, United Parcel Service (UPS) maintained its 2026 revenue outlook as the package delivery giant flagged a potential demand impact from the Middle East conflict. Its shares fell 3.7%.

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Research

Research Alert: CFRA Reiterates Sell Opinion On Shares Of United Postal Service, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target at $92, 12.6x our next-12-month EPS view of $7.34. We trim our 2026 EPS view by $0.06 to $7.00 and 2027 by $0.44 to $7.52. Q1 offered some positives with top- and bottom-line beats and better-than-guided International profits (-15.7% vs. -30.0%). Management maintained its 2026 guidance of $89.7B revenue and 9.6% adjusted operating margin, projecting operational inflection in Q2. We think revenue goals are reasonable, but we think margin goals are overly optimistic as we estimate Q2-Q4 requires an average margin of ~10.7%. Consumer spending trends in the U.S. lead us to believe a pullback was materializing prior to the conflict in Iran and we expect that to accelerate. Declines in B2B volumes (-5.1%) indicate industrial weakness. We think cost recovery via fuel surcharges will fail to deliver on profit protection as consumers become less accepting of price increases. Continued margin compression could pressure dividend feasibility as our 2026 EPS view implies a ~94% payout ratio.

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US Markets

United Parcel Service Affirms Guidance Amid Iran War-Linked Demand Risks

United Parcel Service (UPS) maintained its 2026 revenue outlook as the package delivery giant flagged a potential demand impact from the Middle East conflict.The company continues to anticipate revenue of about $89.7 billion this year, while the consensus on FactSet is for $89.62 billion. UPS pegged the adjusted operating margin at about 9.6%."As we look to the balance of the year, there are a few external factors that we are watching that could impact demand, especially higher fuel costs stemming from the conflict in the Middle East and US consumer confidence, which is at historic lows," Chief Executive Carol Tome said during an earnings call, according to a FactSet transcript.The company's stock was falling 4.3% in Tuesday trade.The US-Israel war with Iran has disrupted shipments through the Strait of Hormuz. That conflict has boosted fuel costs, Chief Financial Officer Brian Dykes told analysts.The hostilities paused following a ceasefire between the US and Iran and later between Israel and Lebanon, but there's no framework yet on reaching a long-lasting peace deal."Our fuel surcharges are linked to published fuel benchmarks and adjust with fuel prices on a weekly basis, and we expect these surcharges to provide coverage as fuel prices continue to fluctuate," Dykes said.In the March quarter, UPS' revenue fell 1.6% year-on-year to $21.20 billion, compared with the Street's $20.98 billion forecast. Adjusted EPS declined to $1.07 from $1.49 a year ago, beating the average analyst estimate of $1.01.US domestic package revenue fell to $14.13 billion from $14.46 billion in the prior-year period amid lower volume. International revenue rose 3.8% to $4.54 billion.The company's expects revenue to grow by a low single digit in the second quarter, Dykes said on the call.In January, UPS said it planned to slash its workforce by up to 30,000 positions related to a planned reduction in Amazon's (AMZN) deliveries in its network.Price: $103.03, Change: $-5.21, Percent Change: -4.81%

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Wire

Top Midday Stories: OpenAI Reportedly Misses Internal Revenue, User Targets; Spotify Shares Fall After Tepid Guidance

The Dow Jones Industrial Average was up slightly, while the S&P 500 Index and Nasdaq Composite were down in late-morning trading Tuesday due, in part, to a downbeat report on OpenAI.In company news, Microsoft-backed (MSFT) OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported late Monday, citing people familiar with the matter. The company missed an internal goal of hitting 1 billion weekly active ChatGPT users by the end of the last year, and it missed its yearly revenue target for ChatGPT, as well, the people reportedly told The WSJ. Chief Financial Officer Sarah Friar has expressed concern to other company leaders that OpenAI might not be able to pay for future computing contracts if revenue doesn't grow fast enough, the report said, citing the people. Microsoft shares were up 0.3% around midday.Spotify Technology (SPOT) reported Q1 earnings Tuesday of 3.45 euros ($4.03) per diluted share, up from 1.07 euros a year earlier and above the FactSet consensus analyst estimate of 2.95 euros. First-quarter revenue was 4.53 billion euros, up from 4.19 billion euros a year ago and matching the FactSet consensus estimate. For Q2, Spotify said it expects revenue of 4.8 billion euros, above the FactSet consensus of 4.77 billion euros. The company also said it expects 299 million premium subscribers in Q2, below the FactSet consensus of 300.4 million. Spotify shares were down 13.7%.Coca-Cola (KO) reported Q1 adjusted earnings Tuesday of $0.86 per share, up from $0.73 a year earlier and above the FactSet consensus of $0.81. First-quarter revenue was $12.47 billion, up from $11.13 billion a year ago and above the FactSet consensus of $12.24 billion. For full-year 2026, the company expects organic revenue growth of 4% to 5% and comparable earnings growth of 8% to 9%. Coca-Cola shares were up 5.9%.General Motors (GM) reported Q1 adjusted earnings Tuesday of $3.70 per diluted share, up from $2.78 a year earlier and above the FactSet consensus of $2.60. First-quarter revenue was $43.62 billion, down from $44.02 billion a year ago but above the FactSet consensus of $43.51 billion. For full-year 2026, the automaker now expects adjusted EPS of $11.50 to $13.50, up from $11 to $13 and compared to the FactSet consensus of $12.20. The company's board declared a quarterly cash dividend of $0.18 per share, payable June 18 to shareholders of record as of June 5. General Motors shares were down 1.6%.United Parcel Service (UPS) reported Q1 adjusted earnings Tuesday of $1.07 per diluted share, down from $1.49 a year earlier but above the FactSet consensus of $1.01. First-quarter revenue was $21.20 billion, down from $21.55 billion a year ago but above the FactSet consensus of $20.98 billion. For full-year 2026, the company said it expects revenue of about $89.70 billion, above the FactSet consensus of $89.62 billion. UPS shares were down 4.2%.Walt Disney's (DIS) broadcast licenses may be headed for review by the Federal Communications Commission, Semafor reported Tuesday, citing people familiar with the matter. Disney shares were down 0.6%.Price: $426.28, Change: $+1.46, Percent Change: +0.34%

$DIS$GM$KO$MSFT$SPOT$UPS
Research

Research Alert: Ups Q1: Broad-based Volume Decline Pressures Margins Despite Pricing Gains

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:UPS delivered Q1 2026 results with revenue of $21.2B (-1.6% Y/Y, +1.1% vs. consensus) and adjusted EPS of $1.07 (-28.2%, +4.9%). Broad-based volume declines of 7.8% Y/Y extended beyond Amazon reductions, while adjusted operating margin compressed 200 bps to 6.2% despite transformation efforts. Domestic margins compressed 320 bps as cost per piece (+9.5% Y/Y) exceeded revenue per piece growth (+6.5% Y/Y). UPS achieved $600M in Q1 cost savings from Network Reconfiguration and Efficiency Reimagined programs, with $3B expected for the full year. Management maintained its 2026 guidance of $89.7B revenue and 9.6% adjusted operating margin, projecting operational inflection in Q2. We think revenue expectations are reasonable given successful pricing discipline, with revenue per piece up 7.7% Y/Y, but margin expectations may be overly optimistic. We expect fuel surcharges from the Iran conflict to help offset rising diesel/jet fuel costs but risk further volume deterioration as consumers prove elastic to higher costs.

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US Markets

Stocks Mostly Down Pre-Bell as Traders Monitor Developments on US-Iran Negotiations; Fed Policy Meeting on Deck

US equity futures were mostly pointing lower on Tuesday as traders monitor developments on negotiations between the US and Iran and await the Federal Reserve's latest decision on interest rates, along with a fresh round of corporate earnings.The S&P 500 decreased 0.2% and the Nasdaq declined 0.6%, while the Dow Jones Industrial Average inclined 0.3% in premarket activity. The Nasdaq and S&P 500 finished Monday trading with new closing highs for a second consecutive session, while the Dow ended in the red.White House Press Secretary Karoline Leavitt reportedly said Monday that President Donald Trump reviewed a new proposal from Iran to reopen the crucial Strait of Hormuz with national security officials, according to Bloomberg News. Trump has made his "red lines" extremely clear with respect to Iran and will address the matter "very soon," Leavitt said.Tehran recently submitted a proposal to reopen the Strait of Hormuz and delay talks on uranium enrichment, Axios reported, citing a US official and two other sources.West Texas Intermediate crude oil rose 3.5% to $99.73 a barrel before the opening bell, while Brent gained 2.8% to $111.28.The Fed's monetary policy committee is set to kick off its meeting on interest rates today, with a decision due tomorrow. Markets widely expect the central bank to keep its benchmark lending rate unchanged for a third consecutive meeting, according to the CME FedWatch tool.With the Federal Open Market Committee's decision unlikely to surprise, the market is expected to focus on the policy statement and post-meeting remarks of Chair Jerome Powell, said David Doyle, head of economics at Macquarie Group."Given that elevated oil prices have persisted for nearly two months now, future guidance may shift somewhat," he said in a Monday report e-mailed to. "This would be in contrast to March where there were limited changes made. Our view remains that the next policy move is likely to be a hike with the most likely timing in (the first half of 2027)."Treasury yields were trending upwards in premarket action, with the two-year rate advancing 1.9 basis points to 3.82% and the 10-year rate adding 1.8 basis points to 4.35%.Coca-Cola (KO), S&P Global (SPGI), Spotify Technology (SPOT), United Parcel Service (UPS), Sherwin-Williams (SHW), Hilton Worldwide (HLT) and General Motors (GM) are scheduled to release their latest financial results before the bell, among others. Visa (V), T-Mobile US (TMUS) and Starbucks (SBUX) post earnings after the markets close.Shares of Snap (SNAP) nudged down 0.2% pre-bell after the social media company finished the previous session with a 7.3% jump. Cadence Design Systems (CDNS) moved 0.4% lower as the computational software company announced its latest quarterly results. Oracle (ORCL) fell 5.5%.Tuesday's economic calendar has the Case-Shiller Home Price Index and the Federal Housing Finance Agency House Price Index, both for February, at 9 am ET. The consumer confidence report for April is out at 10 am, along with the Richmond Fed manufacturing index for the same month.Gold dropped 1.4% to $4,626 per troy ounce, while bitcoin ticked down 0.2% to $76,604.

Dow JonesNasdaq CompositeS&P 500$CDNS$GM$HLT$KO$ORCL$SBUX$SHW$SNAP$SPGI$SPOT$TMUS$UPS$V
Wire

Susquehanna Adjusts United Parcel Service Price Target to $116 From $114, Maintains Neutral Rating

United Parcel Service (UPS) has an average rating of overweight and mean price target of $113.24, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $106.63, Change: $-1.09, Percent Change: -1.01%

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Wire

Stifel Nicolaus Adjusts United Parcel Service Price Target to $114 From $116, Maintains Buy Rating

United Parcel Service (UPS) has an average rating of overweight and mean price target of $113.24, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $106.79, Change: $-0.93, Percent Change: -0.86%

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Wire

Bernstein Raises Price Target on United Parcel Service to $130 From $128, Maintains Outperform Rating

United Parcel Service (UPS) has an average rating of overweight and mean price target of $113.24, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $107.98, Change: $+2.68, Percent Change: +2.55%

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Wire

United Parcel Service's Roadie, Centiro Integrate Platforms to Support Same-Day Retail Delivery

United Parcel Service's (UPS) Roadie unit said Wednesday it has integrated its services with Centiro's delivery management platform to support same-day shipping for large retailers and third-party logistics firms.The partnership makes use of the RoadieXD cross-dock system to eliminate warehouse bottlenecks during high-demand periods by decoupling label printing from shipment data transmission, the company said.Workers can print shipping labels using current workflows while delivery data is transferred to the delivery network in scheduled batches to maintain fulfillment speed and lower costs, Roadie added.Price: $102.71, Change: $-0.52, Percent Change: -0.50%

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