UPS 全部观点

Now when a stock in which investors did hit the sell button is UPS. Now guys look at this down 4.35% today coming close and touching these previous pivots back in May as well as April of this year.

Now, let me pull back the charts just a little bit to show you where we are on the weekly time frame with UPS. We had a very nice sell earlier. Um, actually that's toward the latter part of last year uh towards September of 25 that created this low range pivot.

And what I did here, you can see I've taken two trend lines. Now, I've connected the first one on top to this low pivot. Notice when price came down underneath that range, it consolidated, tried to get back above, failed, but then ultimately got right back above that inclining trend line.

And now we find ourselves coming back down towards the middle range of price action underneath that trend line.

Yeah, Lulu's down another 1.7% to just above $98 right now. Uh, your last pick I'm excited to hear about, too. It's UPS. Uh, we've seen UPS just lose momentum over the last month.

They're down. and it's brought them pretty much flat year to date because of this decline.

So, what's your thesis on UPS? Yeah, I framed this as asking the question, is the market telling us something that management isn't? Cuz management is saying that everything is great.

You know, Q2 revenue was up 7.6% year-over-year. We raised full guidance. Management said that the restructuring is behind them and that they're entering the second half with momentum.

But I'm paying attention to the stock chart and the stock chart isn't necessarily uh excited about those words. If you think about the business that they're in and what's going on behind the scenes, you know, they're winding down their relationship with their biggest customer, which is Amazon.

And so I think investors are questioning what happens when one of the biggest package shippers in America increasingly becomes its own delivery competitor. Because now Amazon is delivering I believe the number, don't quote me, I believe it's something like they're delivering about 85% of their own packages or they expect to deliver 85 to 91% of their own packages by 2029.

So I mean they're increasingly taking delivery into their own hands. Then you have to factor in that diesel hit a record high of 5.85 cents a gallon, almost $6 a gallon. And so that doesn't help a business whose business is having trucks on the road and flying airplanes to deliver packages.

And you really have to ask yourself, is there another reason for e-commerce or deliveries or packages to boom if you've lost your biggest e-commerce uh client, which is Amazon, and you're winding that down.

So, what is going to help packages and delivery pick up? I don't know that we have an answer for that. And I think that's what you're seeing in the stock. You also have a double top that happened around the 118 area.

But more importantly, this stock has just broken down below the 200 day moving averages. Then all the moving averages are crossing down. It's just not looking good technically.

And I also don't have a fundamental story or a business story to say this is why shipping and packages are going to increase for these guys. Here's who they're going to pick up that's going to be the next Amazon to turn it around. So, I don't I don't I don't see Let me

After several quarters of persistent headwinds, UPS gave investors a few things to be excited about. First of all, they reported a 7.6% year-over-year revenue growth rate.

That's impressive amid a significant macroeconomic headwind backdrop that's decreasing the number of units shipped and increasing the company's costs. Speaking of cost, the company is increasing automation. 68% of the company's warehouses or products flowing through the company's warehouses are now going through automated facilities, which the management team also highlighted is 28% lower in terms of the cost per piece compared to non-automated facilities.

So the first company is the United Parcel Service, ticker symbol UPS. So UPS is a package shipping company, kind of like FedEx. And when we look at their dividend history, well, we can see that their dividends been fairly steady for a while.

It's a quarterly dividend. They have a dividend yield of a bit over 6% right now.