CompetitionThere is a potential loss of Amazon volumes, a more efficient FedEx competitor, and growth in lower margin ecommerce as well as USPS channels, which compound the long-term challenges for UPS.
Financial PerformanceUPS moderated its revenue outlook due to weaker U.S. online sales and muted U.S. manufacturing.
ProfitabilityRecent growth from lower value ecommerce providers has supported volume gains at UPS this year, but at lower price points which have challenged core Domestic segment profitability.