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UPS Slashes Costs, Exits Low‑Margin Volume and Tests Its Turnaround Plan
Description
Tom Essaye breaks down UPS’s (UPS) structural reset as the company shrinks its footprint, exits low‑margin volumes like Amazon (AMZN), and targets long‑term profitability despite near‑term earnings risk and rising fuel costs. He focuses on guidance durability and the path to 2027 margins. Tom White adds a “paid‑to‑wait” covered call strategy, using UPS’s dividend and elevated volatility ahead of earnings.
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