UPS: Buy Before The Volumes Recover

GS Analytics
3.23K Followers

Summary

  • UPS is viewed as an attractive buy candidate with a reasonable valuation and upcoming volume recovery prospects.
  • The company's revenue outlook is positive, with the potential for volume recovery and restocking in anticipation of economic recovery.
  • Margins are expected to improve as volume recovers and the company implements cost-cutting measures, leading to positive growth starting in the back half of FY24.

UPS Reports Quarterly Earning That Missed Investor Expectations

Justin Sullivan

Investment Thesis

After remaining on the sidelines on United Parcel Service, Inc. (NYSE:UPS) for most of the last year due to concerns about Teamsters negotiations and the broader macroeconomic environment, I moved to a buy

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article is written by Saloni V.

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