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06.05.26 - 17:45
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UBS Says Transport Stock Rout Is "Overdone" After Amazon News (ZeroHedge)
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UBS Says Transport Stock Rout Is "Overdone" After Amazon News
UBS senior analyst Tom Wadewitz, who covers freight transportation, told clients that Amazon's latest push to open its supply chain network to businesses beyond its own marketplace triggered an "overdone" sell-off in transport names, including UPS, FedEx, and C.H. Robinson.
Wadewitz said the risk is not new, noting that Amazon's supply chain service has been around since 2023. He said the pullback has created attractive entry points in select transport stocks, particularly UPS, FedEx, and C.H. Robinson.
"While we view AMZN's strategy of selling transportation services as a negative for transports generally, it is not a new risk and the supply chain service is also not new. We believe the significant sell-off in transport names was overdone," Wadewitz said.
The main risk is in B2B parcel, Wadewitz said, adding that Amazon's growing third-party shipping ambitions could pressure UPS and FedEx over the medium term.
However, he said...
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06.05.26 - 17:33
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JRW Realty Facilitates Acquisition of FedEx Ground Distribution Center in Little Rock (Business Wire)
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PASADENA, Calif.--(BUSINESS WIRE)--JRW Realty, a commercial real estate brokerage that sources net-leased properties on behalf of institutional clients, is pleased to announce that the company helped an institutional buyer acquire a 303,596-square-foot FedEx Ground distribution center in the strategic logistics hub of Little Rock, Arkansas.
The single-tenant, net-leased property is occupied by FedEx Corporation, a Fortune 50 company and one of the world's largest logistics providers, with a Standard & Poor's investment-grade credit rating of BBB. Built in 2016, the state-of-the-art distribution center has direct access to Interstates 30 and 40, two of the nation's major freight corridors.
Melinda Marston, President of JRW Realty, sourced and successfully closed the transaction on behalf of the firm's buyer. Jerry Hopkins and Leighton Hopkins of Newmark Knight and Frank represented the seller in the transaction.
Marston noted that the property's long-term net lease, investment-grade tenancy, and strat...
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05.05.26 - 18:18
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Amazon bläst zum Angriff (Börsen-Zeitung)
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Die Öffnung des Netzwerks durch Amazon für alle Unternehmen wird vor allem den nordamerikanischen Logistikmarkt aufmischen. Besonders betroffen dürften die US-Platzhirsche UPS und Fedex sein....
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05.05.26 - 17:18
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Amazon versetzt Logistikbranche in Unruhe (Börsen-Zeitung)
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Amazon hat ein neues Logistikdienstleistungspaket vorgestellt, das anderen Unternehmen Zugang zum gesamten Portfolio des US-Online-Händlers an Lieferketten und Vertriebslösungen bietet. Analysten sind sich uneins, inwieweit dies das Geschäft klassischer Logistikkonzerne wie UPS, Fedex und DHL beeinträchtigen wird....
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05.05.26 - 15:45
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FedEx Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die schweizerische Großbank UBS hat die Einstufung für Fedex auf "Buy" mit einem Kursziel von 446 US-Dollar belassen. Die Rücksetzer bei Aktien von US-Logistikern aus Sorge vor Konkurrenz durch Amazon sei übertrieben, schrieb ......
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05.05.26 - 14:06
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South Florida Community Rallies to Raise a Record $1.7 Million at FedEx/St. Jude Angels and Stars Gala (Business Wire)
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MIAMI--(BUSINESS WIRE)--For more than 20 years, the South Florida community has demonstrated unwavering support for St. Jude Children's Research Hospital®. On April 25, that support reached a historic high when the FedEx/St. Jude Angels and Stars Gala, presented by Genesis Prime Group, LLC, raised $1.7 million – the first time this event has surpassed $1 million.
Keynote speaker Dr. Victor Santana, a St. Jude faculty member who has spent 42 years at the institution and serves as Charles B. Pratt Endowed Chair in Solid Tumor Research, shared his perspective drawn from decades of work in pediatric cancer research. He highlighted how St. Jude has helped push the overall childhood cancer survival rate in the U.S. from 20% in 1962 to more than 80% today, while continuing to share research breakthroughs worldwide to help children in more places.
A powerful moment featured St. Jude patient Slater and his family, who shared their journey facing neuroblastoma and how the compassion, care, and research at St. J...
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05.05.26 - 08:01
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Amazon greift FedEx, UPS und DHL an: Logistik wird zur nächsten Cloud-Story (Ariva)
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Amazon öffnet sein gewaltiges Liefer- und Lagerimperium für externe Unternehmen. Was einst nur den eigenen Onlinehandel schneller machen sollte, wird nun zur neuen Wachstumsmaschine und zur Kampfansage an FedEx, UPS und DHL. Die Anleger reagiern empfindlich. Amazon setzt zum nächsten Großangriff an. Der US-Technologiekonzern öffnet sein über Jahrzehnte aufgebautes Logistiknetzwerk für Unternehmen außerhalb des eigenen Marktplatzes und rückt damit noch näher an die traditionellen Schwergewichte der Branche heran. ......
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04.05.26 - 19:31
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FedEx, UPS Shares Sink on ′Watershed′ Amazon Logistics Move (Bloomberg)
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US transportation stocks plunged Monday after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies, and also impact truckers and third-party brokers. Bloomberg's Lee Klaskow joins Bloomberg Intelligence to discuss. (Source: Bloomberg)...
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04.05.26 - 19:06
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Amazon öffnet Logistiknetzwerk für andere Unternehmen (Börsen-Zeitung)
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Amazon hat angekündigt, ihr Logistiknetzwerk für alle Unternehmen zu öffnen. Unter anderen hätten sich der Konsumgüterriese Procter & Gamble und der Mischkonzern 3M angemeldet. Das sind schlechte Nachrichten für die US-Platzhirsche UPS und Fedex. Doch nicht nur deren Aktien gingen in die Knie. Auch die Papiere von DHL (Deutsche Post) mussten am Montag heftig Federn lassen....
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