BUZZ-Street View: Cost cuts give UPS second wind

Reuters

01/28

** Delivery firm United Parcel Service UPS.N to cut up to 30,000 jobs, close 24 more sites in 2026 as it reduces Amazon deliveries for more profitable business

** Co projected 2026 revenue of $89.7 billion vs $88.7 billion in 2025

UPS TRIMS AND POWERS UP

** J.P. Morgan ("neutral," PT: $107) says cost‑saving efforts should start paying off in H2 2026, normalize cost per package, as it continues to streamline network

** Citigroup ("buy," PT: $120) says stronger revenue mix and planned cost cuts should help, but flags near term macro, execution risks

** Morningstar (fair value: $113) expects margins improvement, including reduced driver turnover and from recovery in B2B volumes

** Jefferies ("buy," PT: $130) upbeat about Q4 and 2026, expects biggest benefits in late 2026-2027 post Amazon transition and near term cost pressures

(Reporting by Kanishka Ajmera in Bengaluru)

((Kanishka.Ajmera@thomsonreuters.com))

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Morgan (\"neutral,\" PT: $107) says cost‑saving efforts should start paying off in H2 2026, normalize cost per package, as it continues to streamline network</p><p>** Citigroup (\"buy,\" PT: $120) says stronger revenue mix and planned cost cuts should help, but flags near term macro, execution risks </p><p>** Morningstar (fair value: $113) expects margins improvement, including reduced driver turnover and from recovery in B2B volumes </p><p>** Jefferies (\"buy,\" PT: $130) upbeat about Q4 and 2026, expects biggest benefits in late 2026-2027 post Amazon transition and near term cost pressures</p><p>(Reporting by Kanishka Ajmera in Bengaluru)</p><p>((Kanishka.Ajmera@thomsonreuters.com))</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2362540622.SGD","symbol_name":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260128:nL6N3YT0ML:1","article_id":"2606166367","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2606166367","pubTimestamp":1769603285,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: Cost cuts give UPS second wind** Delivery firm United Parcel Service UPS.N to cut up to 30,000 jobs, close 24 more sites in 2026 as it reduces Amazon deliveries for more profitable business** Co projected 2026 revenue of $89.7 billion vs $88.7 billion in 2025UPS TRIMS AND POWERS UP** J.P. Morgan  says costsaving efforts should start paying off in H2 2026, normalize cost per package, as it continues to streamline network** Citigroup  says stronger revenue mix and planned cost cuts should help, but flags near term macro, execution risks ** Morningstar  expects margins improvement, including reduced driver turnover and from recovery in B2B volumes ** Jefferies  upbeat about Q4 and 2026, expects biggest benefits in late 2026-2027 post Amazon transition and near term cost pressures","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","BK4507":"流媒体概念","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - 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AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC"},"translate_title":"BUZZ-Street View：成本削减让UPS重获新生","themeId":"ab814149ca6d44c6c8f1b3ebd6929841","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UPS":1.95,"USAW.SI":0.6},"content_text":"BUZZ-Street View: Cost cuts give UPS second wind** Delivery firm United Parcel Service UPS.N to cut up to 30,000 jobs, close 24 more sites in 2026 as it reduces Amazon deliveries for more profitable business** Co projected 2026 revenue of $89.7 billion vs $88.7 billion in 2025UPS TRIMS AND POWERS UP** J.P. Morgan (\"neutral,\" PT: $107) says cost‑saving efforts should start paying off in H2 2026, normalize cost per package, as it continues to streamline network** Citigroup (\"buy,\" PT: $120) says stronger revenue mix and planned cost cuts should help, but flags near term macro, execution risks ** Morningstar (fair value: $113) expects margins improvement, including reduced driver turnover and from recovery in B2B volumes ** Jefferies (\"buy,\" PT: $130) upbeat about Q4 and 2026, expects biggest benefits in late 2026-2027 post Amazon transition and near term cost pressures(Reporting by Kanishka Ajmera in Bengaluru)((Kanishka.Ajmera@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}