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AMZN
CNBC
201 days

UPS shares tank 17% after weak guidance, plan to slash Amazon deliveries by more than half

1. UPS plans to cut Amazon delivery volume by over 50% by 2026. 2. UPS forecasts lower revenue, down to $89 billion for 2025. 3. Amazon is reducing its reliance on UPS by expanding its logistics. 4. UPS's changes aim to improve profitability despite losing Amazon volume.

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FAQ

Why Bearish?

The significant cut in delivery volume for Amazon can impact its logistics costs. Similar past adjustments by carriers have eventually influenced their major clients' stock prices.

How important is it?

This article highlights changes in UPS's operations directly affecting Amazon's delivery logistics.

Why Short Term?

Immediate reactions to UPS's announcement may affect AMZN's stock. Long-term adjustments in logistics may stabilize costs but require time for impact.

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