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United Parcel Service pursues turnaround with heavy investment and customer reshaping
United Parcel Service is undergoing a major overhaul, investing in technology and infrastructure while reducing low-margin volume such as pre-emptively cutting back on Amazon business. These moves have pressured near-term revenue and earnings but have raised U.S. revenue per piece, and management expects a performance inflection in the second half of 2026. The stock remains over 50% below its 2022 peak, and given UPS’s scale, infrastructure advantages and long-term e-commerce growth, the company is positioned for potential recovery over the next decade, though turnaround risks remain. » Mais em finance.yahoo.com