UPS shares have fallen 14.8% over the past three months, while the S&P 500 gained 3.8%, after the company completed an 18-month plan to scale back Amazon delivery work and focus on more profitable customers. The article argues FedEx and Amazon may compete for the same accounts, and UPS has signed a deal with TikTok Shop to process returns that need no box or label. The U.S. package business brought in $59.5 billion in fiscal 2025, or 67% of revenue. In the second quarter of 2026, U.S. daily packages fell 3.3%, but U.S. revenue rose 6% as revenue per package increased 9.3%. UPS forecasts U.S. daily volume to fall by a mid-single-digit percentage in the third quarter, with revenue roughly flat, and trades at 17.8 times earnings versus 21.9 for the S&P 500.
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