UPS Has Shed 18% in the Past Month as Its Amazon Breakup Enters the Final Stretch

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0;switch(e){case"expanded_panel":o='{promoMarkup}{notifMarkup}',a=n._store.getNotifications(),r=n._generatePanelMarkup(o,a),i.innerHTML=r;break;case"error_panel":r=(o='{errorMsg}').replace("{errorMsg}",n._config.panel.errorMsg),i.innerHTML=r}t&&t()}else t&&t(new Error("No panel parent"))}},{key:"createPanelParentNode",value:function(e){e&&(e.innerHTML='',this._panelNode=document.getElementById(P))}},{key:"updateBadgeNode",value:function(e){if(e){var t=this._store.getNotifications().newCount,n=this._config.badge.maxCount;if(t){var o=t>n?n+"+":t;e.innerHTML=o}else e.innerHTML=""}}},{key:"addStyles",value:function(e){if(e&&"undefined"!=typeof window){var t=document.getElementById(this._config.panel.styleTagId);t||((t=document.createElement("style")).type="text/css",t.id=this._config.panel.styleTagId,t.innerText=e,document.head.appendChild(t))}}}]),e}(),j=function(){function e(t,n,o){E(this,e);var i=this;i._store=n,i._view=o,i._config=t;var r=i._config.panel;i._panelParentNode=document.querySelector(r.parentSelector),i._badgeNode=i._config.badge.selector&&document.querySelector(i._config.badge.selector),i._indicatorNode=r.indicatorSelector&&document.querySelector(r.indicatorSelector)}return C(e,[{key:"createPanelParentNode",value:function(){this._view.createPanelParentNode(this._panelParentNode),this._notifPanelNode=document.getElementById(P)}},{key:"refreshPanelNode",value:function(e,t){var n=this;M(n._notifPanelNode,B),n._store.fetchNotifications(e,(function(e,o){var i=window.wafer&&window.wafer.base;i&&i.destroy(n._notifPanelNode),e?n._notifPanelNode.innerHTML||(n._view.render("error_panel"),M(n._notifPanelNode,B)):(n._view.render("expanded_panel"),n._view.updateBadgeNode(n._badgeNode),n._showBadge(),n._showIndicator(),n._view.addStyles(o.css)),I(n._notifPanelNode,B),i&&i.sync(n._notifPanelNode.parentNode),t&&t(e,o)}))}},{key:"resetBadge",value:function(){var e=this;e._store.resetNewCount(),e._view.updateBadgeNode(e._badgeNode),M(e._badgeNode,e._config.badge.hideClass)}},{key:"_showIndicator",value:function(){this._indicatorNode&&(this._store.getNotifications().newCount?M(this._indicatorNode,this._config.panel.indicatorClass):I(this._indicatorNode,this._config.panel.indicatorClass))}},{key:"_showBadge",value:function(){var e=this;e._store.getNotifications().newCount?I(e._badgeNode,e._config.badge.hideClass):M(e._badgeNode,e._config.badge.hideClass)}}]),e}(),F={promos:{eligibleBodyClass:"display-push-promos",enableNotifOnboard:!0,bypassEligibleClassCheck:!1,notifOnboardBtnLabel:"Notify Me",notifOnboardMsg:"Get alerts for breaking news and top stories",promoLogo:"https://s.yimg.com/cv/apiv2/ae/news/circle_bell.png",showYahooLogo:!0,subscriptionTopic:"gondor_homerun_news"},badge:{hideClass:"",maxCount:5,selector:""},panel:{emptyPanelMsg:"You have no new 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n,o,i,r=e.getConfig();if(t.ybar&&["desktop","tablet"].includes(r.device)&&(null===(n=r.bucketConfig)||void 0===n?void 0:n.highlight_searchassist)&&(null===(o=r.bucketConfig)||void 0===o?void 0:o.overlay_class)){t.ybar.setAttribute("data-ovrly-bkt",r.bucketConfig.overlay_class),null===(i=t.searchForm)||void 0===i||i.classList.add(Ft[r.bucketConfig.overlay_class]);var a=document.createElement("div");a.classList.add(Ft.overlay,Ft[r.bucketConfig.overlay_class]),document.body.appendChild(a),e.onDestroy((function(){document.body.removeChild(a)})),e.addElementListener(t.searchForm,"focusout",(function(e){if(t.searchForm&&t.searchInput){var n=e.relatedTarget;n&&!t.searchForm.contains(n)&&window.YAHOO.SA&&window.YAHOO.SA.apps&&window.YAHOO.SA.apps[0]&&window.YAHOO.SA.apps[0].view.shown&&window.YAHOO.SA.apps[0].view.hide()}}))}}(e,o),Vt(e,o),o.searchGradientBorder){var i=!1;o.searchInput.addEventListener("keydown",(function(e){var 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FedEx (FDX) surpassed UPS in market capitalization for the first time in March 2026 and is up 22% year-to-date while UPS is down 17.84% over the past month, as investors reward FedEx’s restructuring and remain skeptical of UPS’s transition execution.UPS is executing a high-stakes strategic pivot away from Amazon’s low-margin parcels toward healthcare and small business customers, betting that margin expansion will offset revenue shrinkage before dividend sustainability becomes critical.A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here.Still one of the most notable vehicles on the road, United Parcel Service (NYSE:UPS) has shed 18.48% over the past month, with shares near $97 after briefly touching $116.63 in the 30 days following January earnings. The catalyst: UPS is deliberately shrinking its revenue base to rebuild around higher-margin customers.UPS CEO Carol Tome confirmed the company is in the final six months of its Amazon-accelerated glide-down, targeting another 1 million pieces per day reduction across 2026. In addition, U.S. Domestic Package volume has declined every quarter in 2025: down 3.5% in Q1, 7.3% in Q2, 12.3% in Q3, and 10.8% in Q4. Management's thesis is that replacing low-margin Amazon parcels with healthcare and SMB customers improves long-term profitability. Analysts expect the healthcare logistics segment to double its revenue run rate to approximately $20 billion by late 2026. Investor sentiment remains skeptical that the transition will happen cleanly.24/7 Wall St. · 24/7 Wall St.This infographic details UPS's current investment performance, a bearish social sentiment score, and the key factors driving it, including the Amazon 'Glide-Down' and recent competitive shifts.Read: Data Shows One Habit Doubles American’s Savings And Boosts RetirementMost Americans drastically underestimate how much they need to retire and overestimate how prepared they are. But data shows that people with one habit have more than double the savings of those who don’t.Full-year 2025 revenue fell 2.46%, while operating income dropped 9.42% year over year, indicating cost cuts have not yet fully offset lost volume.The $6.56 annualized dividend creates real cash flow pressure, with UPS guiding for approximately $6.5 billion in free cash flow against a planned $5.4 billion dividend payout in 2026, leaving little buffer for execution missteps.FedEx surpassed UPS in market capitalization for the first time in March 2026, a milestone reflecting a multiyear divergence in how investors view each carrier.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,707.70 +75.51 (+1.14%)Dow 3047,031.20 +472.73 (+1.02%)Nasdaq22,400.71 +295.35 (+1.34%)Russell 20002,521.56 +41.51 (+1.67%)VIX23.84 -3.35 (-12.35%)Gold5,029.70 -32.00 (-0.63%)Trending tickersADBE Adobe Inc. 246.25 -3.07 (-1.23%)BTC-USD Bitcoin USD 73,305.97 +1,886.53 (+2.64%)XYZ Block, Inc. 59.99 +0.20 (+0.33%)ULTA Ulta Beauty, Inc. 538.35 +2.63 (+0.49%)RBRK Rubrik, Inc. 51.98 -1.46 (-2.72%)PortfolioSign in to access your portfolioSign inTop gainersNSA National Storage Affiliates Trust 39.98 +9.04 (+29.22%)NBIS Nebius Group N.V. 128.88 +15.93 (+14.10%)NSA-PA National Storage Affiliates Trust 22.70 +2.39 (+11.76%)WULF TeraWulf Inc. 16.38 +1.71 (+11.66%)BMNR Bitmine Immersion Technologies, Inc. 22.78 +2.23 (+10.88%)Top losersKYIV Kyivstar Group Ltd. 10.27 -0.80 (-7.23%)TXG 10x Genomics, Inc. 17.56 -1.23 (-6.56%)VNET VNET Group, Inc. 9.88 -0.64 (-6.04%)TGLS Tecnoglass Inc. 43.20 -2.51 (-5.50%)CDLR Cadeler A/S 23.50 -1.26 (-5.09%)Most activeNVDA NVIDIA Corporation 184.09 +3.84 (+2.13%)INTC Intel Corporation 47.67 +1.90 (+4.14%)ONDS Ondas Inc. 10.61 +0.45 (+4.43%)BMNR Bitmine Immersion Technologies, Inc. 22.78 +2.23 (+10.88%)PLUG Plug Power Inc. 2.2485 +0.0985 (+4.58%)Top economic eventsEarnings eventsMy earnings eventsEarnings events