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UPS maintains ambitious 2026 targets, but investors remain skeptical as it misses its Q2 expectations, sending the stock tumbling 13%.
UPS unveiled ambitious 2026 targets, but investors aren't buying it. Here's the reasons why:
Big Numbers, Bigger Doubts
Why the Skepticism?
Key Growth Drivers
Expert Take
Bernstein analyst David Vernon calls the targets "constructive" but warns they might be seen as "aspirational" by skeptics.
Challenges Ahead
CEO Carol Tomé's Vision "Better and bolder" strategy aims to:
"As the shift to nearshoring continues, our combined business will give customers in Mexico unprecedented access to global markets with seamless service and greater efficiency." Carol Tomé, UPS CEO
The Road Ahead
UPS faces a challenging landscape but bets big on its ability to adapt and grow. Will investors come along for the ride? Only time will tell.
Source: Barron's | Ari Levy/FreightCaviar
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