Podcast Episode Details

S20E28: Did UPS Outgrow Amazon?

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Season 20 Episode 28

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UPS posted a surprise beat and a bold turnaround. Jenny Rae and Namaan break down where the 34,000+ cuts land, why Amazon volume fell 21 percent, and how route consolidation, asset light moves, and small business focus could reshape holiday shipping. 

We also cover tariffs and the de minimis change, plus why supply chain consulting is set to boom.

Chapters

• 02:58 Understanding UPS's Business Model and Challenges
• 05:57 UPS's Turnaround Strategy and Job Cuts
• 09:01 Financial Performance and Market Positioning
• 11:56 AI's Role in UPS's Restructuring
• 15:29 Customer Experience and Market Dynamics
• 19:56 Exploring Growth Opportunities for UPS
• 24:43 Revenue Growth Strategies Beyond Amazon
• 30:06 Asset-Light Business Model and Consulting Potential
• 34:11 Navigating Compliance and International Revenue Challenges

• Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

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Published on 1 week, 1 day ago