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Colossus (Invest Like the Best / Business Breakdowns)Podcast9 Feb 2022Source: joincolossus.comHost: Colossus

UPS: Leaders of the Package - [Business Breakdowns, EP. 46]

In plain words

This analysis says UPS is shifting from chasing volume to chasing quality because e-commerce has squeezed per-package profits. The author is optimistic about UPS's new CEO (from Home Depot) who brings outside perspective, pushing a strategy like the railroad industry: using pricing power rather than volume to drive profits. Risks include Amazon's willingness to accept low margins to build its own logistics network (spending $80 billion in two years) and e-commerce’s structural drag. Key holdings: UPS (bullish, transforming), Amazon (risk), FedEx (neutral, different model).

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At a Glance This edition of Business Breakdowns takes a deep dive into UPS, hosted by former transportation analyst Matt Reustle. The report notes that UPS has a market cap exceeding $200 billion and a history spanning over a century, yet it receives relatively little attention from the investment c

~10 min full read · 9 sections
Deep Analysis

UPS: Leaders of the Package - [Business Breakdowns, EP. 46]

At a Glance

Former transportation analyst Matt Reustle provides an in-depth breakdown of UPS. The core thesis: UPS is shifting from "pursuing volume" to "pursuing quality," but structural changes in e-commerce have permanently compressed its per-package profit margins. Whether the company can sustainably improve returns in the future depends on management's ability to drive profits through pricing power rather than sheer volume growth, much like the railroad industry.


I. E-commerce Has Changed UPS’s Unit Economics, Rendering Traditional Operating Leverage Ineffective

Matt Reustle argues that e-commerce growth has not brought incremental profits to UPS as traditional logic would suggest; instead, it has compressed unit profit margins due to changes in parcel mix.

  • Historical comparison: 20 years ago, a domestic parcel generated an average revenue of about $10 and contributed an operating margin of roughly 15%; over the past five years, this figure has fallen to around 10%. The reason is a complete reversal in the B2B-to-B2C parcel mix—10 years ago, B2B accounted for two-thirds of volumes, whereas today two-thirds are B2C.
  • Unit economics breakdown: A B2B delivery can drop off 3 parcels per stop, while a B2C delivery handles only 1. At a driver wage of $20 per hour, each 3 minutes costs $1—if a parcel delivery takes 3 minutes, the cost is $1; if it takes 6 minutes, the cost is $2, yet that parcel may have only $1 of profit margin.
  • Data chain: UPS currently processes an average of 25 million parcels per day (nearly 30 million in Q4), nearly three times the volume of 20 years ago. However, e-commerce parcels are smaller and more dispersed, and as recently as five years ago, 50% of sorting was still done manually, with additional labor costs eroding the leverage from volume growth.

Implication: The traditional formula of "fixed costs unchanged → volume growth equals profit" has broken down in the e-commerce era. UPS must rebuild its cost structure through automated sorting (a $400 million investment in a new Atlanta facility, doubling sorting capacity from 50,000 to 100,000 pieces per hour, saving roughly 10% per piece) and labor flexibility (a new union agreement introduces flexible workers who can perform both warehouse and driving duties, at a cost far below that of senior drivers).


2. Amazon is a "Disruptor" Rather Than a "Devourer"—But the Threat is Real

Reustle argues that Amazon has not consumed the entire market but has driven market growth; however, its competitive logic is fundamentally different from UPS, creating structural pressure.

  • Market Landscape: The U.S. small parcel market is approximately $450 billion, growing 10% annually. Market share: USPS about 40%, UPS about 25%, Amazon about 20%, with FedEx accounting for the remainder. However, Amazon contributes only about 10% of UPS's revenue, indicating its parcel unit price is lower.
  • Amazon's Entry Path: In the mid-2010s, UPS and FedEx could not meet Amazon's capacity demands during peak seasons, forcing Amazon to build its own logistics. Reustle initially estimated that Amazon would need to invest about $150 billion to match the UPS/FedEx network, but Gavin Baker recently noted that Amazon will invest $80 billion over the next two years—"the barrier I thought was huge is actually not that big."
  • Key Difference: Amazon is willing to accept profit margins as low as zero to build its network, while UPS must pursue profitability. UPS's new management has already begun actively reducing low-margin parcels from Amazon, shifting focus to small and medium-sized enterprises and cross-border business.

Extrapolation: The upper limit of Amazon's threat is that it will not handle high-value, high-trust parcels like COVID-19 vaccines—this territory will always belong to UPS. However, the trend toward regionalized inventory management (shortening parcel transport distances) will erode UPS's moat, as more local competitors can participate in two-day delivery.


3. Management Overhaul as a Turning Point: From "Internal Promotion" to "External Perspective"

Reustle emphasizes that UPS's century-long culture of internal promotion (most CEOs were former truck drivers) led to strategic rigidity, and the addition of Carol Tomé represents the biggest variable.

  • Tomé's background: Former CFO of Home Depot, known for capital allocation discipline and employee satisfaction. After retirement, she was recruited by the UPS board and took office in early 2020, coinciding with the pandemic.
  • Actions taken:
  • Divested low-margin freight business
  • Proposed a "Better, Not Bigger" strategy
  • Focused on small and medium-sized enterprises and cross-border business, rather than low-margin volume from large clients
  • Achieved double-digit year-over-year pricing power improvement
  • Evidence of operational improvement: During the 2021 peak season, employees described the work atmosphere as "as easy as yawning," compared to the chaos five years earlier of "working 98 consecutive hours with packages falling out of trucks."

Inference: Tomé's capital allocation capabilities will face greater scrutiny in the coming years—current cash flow is primarily used for dividends, but after the CapEx peak period, whether to continue investing in capacity or increase shareholder returns will determine long-term returns.


4. The "Pricing Power" Playbook of the Railroad Industry Is the Best Benchmark for UPS

Reustle believes that UPS is replicating the transformation logic of the railroad industry after the 2010s—shifting from volume-driven growth to quality-driven growth, driving profits through pricing power rather than volume increases.

  • Railroad industry analogy: Railroads were once a slow, high-fuel-cost mode of transport. However, by focusing on areas where they hold monopolistic control (such as grain and coal), they achieved pricing power transmission in these segments while minimizing capital expenditures to support uncertain growth, becoming the highest-return subsector in the transportation industry.
  • UPS's corresponding actions:
  • No longer pursuing pure volume growth, but optimizing the structure of packages entering the network
  • Focusing on cross-border delivery (accounting for only 20% of revenue, but with an operating margin as high as 25%)
  • Reducing reliance on low-margin USPS packages
  • Structural changes: Labor flexibility (union agreements adding low-cost flexible workers) + automated sorting (from 50% manual to 90% automation), shifting the cost structure from "high fixed + high rigid" to "more variable."

Extrapolation: If UPS can achieve pricing power in its core markets like the railroad industry did, even with limited volume growth, it can still drive revenue growth through inflation pass-through and price increases. However, the condition for falsification is whether pricing power can be maintained once the macroeconomic environment normalizes.


5. USPS Is a Double-Edged Sword: The "Invisible Player" Subsidizing E-Commerce and a Potential Wildcard

Reustle points out that over the past 15 years, USPS has subsidized e-commerce with steep discounts, leading to a surge in its own operating deficit, yet its low rates exert a downward pull on the entire market.

  • Current Role: USPS handles approximately 40% of parcel volume but charges extremely low rates, effectively subsidizing e-commerce. If USPS receives more capital injections and releases additional capacity, it will put pressure on UPS.
  • Potential Upside Risk: If USPS raises rates or faces capacity constraints, low-margin parcels will flow to other competitors, but UPS is unlikely to accept them at similarly low prices—this could instead drive up overall industry rates.
  • An Interesting Variable: USPS has the privilege of "access to your mailbox." If mailboxes were enlarged to accommodate parcel delivery (similar to lockers), it would significantly reduce last-mile delivery costs (a cost pressure of $1 per 3 minutes), posing both a threat (competition) and an opportunity (collaboration) for UPS.

Mentioned Positions

Position Analyst View Key Data
UPS Bullish (management overhaul + strategic transformation) Annual revenue ~$100B, operating margin low double digits, free cash flow nearly $10B; 25 million packages per day; Amazon contributes 12% of revenue
FedEx Neutral to cautious Different network model (air and ground separated), inconsistent reporting cycles, complex comparison with UPS
Amazon Risk flagged Already accounts for ~20% of parcel volume; CapEx of $80B over the next two years; willing to accept low margins
USPS Neutral (double-edged sword) Accounts for ~40% of parcel volume; long-term subsidization of e-commerce leads to operating deficits
DHL Historical reference Failed entry into the U.S. in the late 2000s, creating a false sense of security for UPS/FedEx

Judgments Worth Remembering

1. "E-commerce killed UPS's highly profitable B2B business, and the profit from volume growth is far from enough to compensate" (Matt Reustle)

  • 20 years ago, B2B accounted for two-thirds of the business; now the ratio has reversed. The cost per delivery for B2C is three times that of B2B, yet revenue is lower.

2. "The railroad industry proves that in transportation, pricing power matters more than volume growth—UPS is replicating this playbook" (Matt Reustle)

  • Railroads achieved pricing power transmission by focusing on monopolistic segments, becoming the highest-return subsector in transportation. UPS's "Better, Not Bigger" strategy aligns with this.

3. "I initially thought Amazon would need $150 billion to match UPS's network, but Gavin Baker said they are spending $80 billion in the next two years—the huge moat I imagined isn't that big" (Matt Reustle)

  • Amazon's capital expenditure pace far exceeds expectations, but cross-border and high-trust parcels remain UPS's moat.

4. "Before Carol Tomé joined, most of UPS's CEOs were former truck drivers—this century-old internal promotion culture has finally been broken" (Matt Reustle)

  • The strategic shift brought by an external perspective: selling the freight business, focusing on small and medium-sized enterprises, and achieving double-digit pricing power gains.

5. "A parcel delivery takes 3 minutes vs. 6 minutes, with a cost difference of $1—and many B2C parcels have only $1 in profit" (Matt Reustle)

  • The unit economics model explains why e-commerce volume growth actually compresses profit margins.

6. "USPS has access to your mailbox—if the mailbox were enlarged to accommodate parcels, it would completely transform last-mile economics" (Matt Reustle)

  • Under the cost pressure of $1 per 3 minutes, a delivery method that does not require confirming the recipient's presence at home holds immense value.

7. "UPS's heavy assets, unions, and cyclicality—once seen as weaknesses—have become advantages in an inflationary environment" (Matt Reustle)

  • Asset barriers combined with strong labor relations enable UPS to effectively pass through inflation, something asset-light competitors struggle to do.

8. "Second-order effect: I initially thought e-commerce was a tailwind for UPS, but it actually killed B2B profits—focusing on revenue quality is more important than revenue growth" (Matt Reustle)

  • Investors tend to fall into the linear thinking that "volume growth equals positive," overlooking the erosion of unit economics caused by structural changes.