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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

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S20E28: Did UPS outgrow Amazon?

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S20E28: Did UPS outgrow Amazon?