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Parcel Is the economy getting better
The Parcel Guy www.hempsteadconsulting.com/blog
DHL v UPS, Fed & TNT They appear to move in concert
FedEx Q – 3  Ends Feb 28 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
FedEx Q4 Ending Feb 28 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
FRED ,[object Object],[object Object]
So what happened  to the FedEx stock?
Why not just telegraph the competition ,[object Object],[object Object]
UPS
 
UPS Q -1 ends Mar 31 ,[object Object],[object Object],[object Object],[object Object]
UPS Q1 ,[object Object],[object Object],[object Object],[object Object],[object Object]
UPS Q1 ,[object Object],[object Object],[object Object],[object Object]
Q4 09 ,[object Object],Q3 09 ,[object Object],[object Object]
DHL  Q – 1   ends Mar 31 Exited the USA domestic ground & air market Jan 30 2009
DHL  Q – 1   ends Mar 31 TDI =  T ime  D efinite  I nternational
TNT Q-1   ends Mar 31
TNT ,[object Object],[object Object],[object Object],[object Object]
Aramex ,[object Object],[object Object],[object Object]
Package Services is Parcel Post, Media Mail & Bound Printed Matter.  Shipping Services is Domestic and International Priority Mail, Express Mail & Parcel Select.   USPS  Through March 31
Package Services is Parcel Post, Media Mail & Bound Printed Matter.  Shipping Services is Domestic and International Priority Mail, Express Mail & Parcel Select.   USPS  Through April 30
USPS To Loose Billions USPS made $76M profit in April  (before $458M retiree health charge turned it into a loss)
Opens up all kinds of issues ,[object Object],[object Object],[object Object],[object Object]
What’s the tipping point Current UPS & FedEx non-discounted Ground Minimum Charge $4.84
Cutting Saturday Delivery  6 to 5 ,[object Object],[object Object]
Expeditors  ,[object Object]
FUEL SURCHARGES (muddies revenue growth) AIR GROUND EFFECTIVE 10.00% 6.00% 06/07/10  8.50% 5.50% 5/3/2010  7.00% 5.00% 4/5/2010  7.50% 5.50% 3/1/2010  6.50% 5.00% 2/1/2010  7.00% 5.00% 1/4/2010  8.50% 4.00% 12/07/09  6.00% 4.00% 11/02/09  7.50% 4.00% 10/05/09  5.50% 3.75% 09/07/09  6.50% 3.50% 08/03/09  2.50% 2.75% 07/06/09  1.00% 2.75% 06/01/09  0.00% 2.25% 05/04/09
Are They “contractors” or employees ,[object Object],[object Object],[object Object]
FedEx Loses  Ground Contractor Motion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Brown "bailout"  ,[object Object],[object Object],[object Object]
We should know Friday ,[object Object],[object Object],[object Object]
UPS mechanics  ,[object Object],[object Object],[object Object],[object Object],[object Object]
Look to the East ,[object Object],[object Object],[object Object],Dancin in the Streets
VOLCANO ,[object Object],Despite disrupting more than 100 FedEx flights, the Icelandic ash cloud shouldn't do much damage to the express company's bottom line. In fact, FedEx officials said this week they could be looking at an "upside" from extended groundings of aircraft across Europe starting about a week ago.
Parcel Magazine & Morgan Stanley SURVEY RESULTS PARCEL TRENDS REVEALED Rate Your Carriers Part 1: Results of the Annual Best Practices Survey over 250 Respondants, Over 90 million parcels ,[object Object],[object Object],$
Bringing Rationality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Air Freight

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June 22 2010 update on the parcel industry

  • 1. Parcel Is the economy getting better
  • 2. The Parcel Guy www.hempsteadconsulting.com/blog
  • 3. DHL v UPS, Fed & TNT They appear to move in concert
  • 4.
  • 5.
  • 6.
  • 7. So what happened to the FedEx stock?
  • 8.
  • 9. UPS
  • 10.  
  • 11.
  • 12.
  • 13.
  • 14.
  • 15. DHL Q – 1 ends Mar 31 Exited the USA domestic ground & air market Jan 30 2009
  • 16. DHL Q – 1 ends Mar 31 TDI = T ime D efinite I nternational
  • 17. TNT Q-1 ends Mar 31
  • 18.
  • 19.
  • 20. Package Services is Parcel Post, Media Mail & Bound Printed Matter. Shipping Services is Domestic and International Priority Mail, Express Mail & Parcel Select. USPS Through March 31
  • 21. Package Services is Parcel Post, Media Mail & Bound Printed Matter. Shipping Services is Domestic and International Priority Mail, Express Mail & Parcel Select. USPS Through April 30
  • 22. USPS To Loose Billions USPS made $76M profit in April (before $458M retiree health charge turned it into a loss)
  • 23.
  • 24. What’s the tipping point Current UPS & FedEx non-discounted Ground Minimum Charge $4.84
  • 25.
  • 26.
  • 27. FUEL SURCHARGES (muddies revenue growth) AIR GROUND EFFECTIVE 10.00% 6.00% 06/07/10 8.50% 5.50% 5/3/2010 7.00% 5.00% 4/5/2010 7.50% 5.50% 3/1/2010 6.50% 5.00% 2/1/2010 7.00% 5.00% 1/4/2010 8.50% 4.00% 12/07/09 6.00% 4.00% 11/02/09 7.50% 4.00% 10/05/09 5.50% 3.75% 09/07/09 6.50% 3.50% 08/03/09 2.50% 2.75% 07/06/09 1.00% 2.75% 06/01/09 0.00% 2.25% 05/04/09
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.