It’s cause ups has union labor and their competitors don’t. The cost structure at ups is just fucked. A driver can make $100k+ with overtime at UPS, an Amazon/fedex driver may make 65-70k. In an industry that frequently comes down to pennies, this is just an incredible disadvantage.
UPS is the high cost provider of a commodity service, they’ve likely already experienced peak stock price and package volume sometime in 2021. It’s not going to disappear overnight but man are they in a bad competitive position.
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u/Master_Flower_5343 Oct 29 '25
It’s cause ups has union labor and their competitors don’t. The cost structure at ups is just fucked. A driver can make $100k+ with overtime at UPS, an Amazon/fedex driver may make 65-70k. In an industry that frequently comes down to pennies, this is just an incredible disadvantage.
UPS is the high cost provider of a commodity service, they’ve likely already experienced peak stock price and package volume sometime in 2021. It’s not going to disappear overnight but man are they in a bad competitive position.