UPS: The Calm Before The Storm

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About: United Parcel Service, Inc. (UPS), Includes: FDX
by: Shock Exchange
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Shock Exchange
Long/short equity, long only, short only, special situations
Summary

UPS reports earnings January 30th.

UPS is growing revenue and expanding margins.

FDX's revenue and margins are falling. It wants to expand into B2C, which could threaten UPS in B2C and its important domestic operations.

FDX is marshaling resources in a key growth area for UPS. It may have to sacrifice share, pricing power or margins.

Sell UPS.

Source: Barron's

UPS (UPS) reports earnings on January 30th. Analysts expect revenue of $20.66 billion and EPS of $2.11. The revenue estimate implies 4% growth Y/Y. Investors should focus on the following key