00:00UPS stock recently dipped to around $89.22, reflecting big challenges in volume and margin.
00:07Revenue is dropping in some segments. For instance, UPS's international deliveries
00:11grew by about 5.9% in a recent quarter. A bright spot. While supply chain and freight revenue
00:20fell by about 22%. The company is taking action, cutting roughly 34,000 jobs,
00:27about 6.9% of its workforce, and shutting 93 facilities to gouge down costs.
00:35But there are risks. Analysts have downgraded UPS amid flat business-to-business demand and a
00:40fuzzy recovery outlook. So what's the takeaway? UPS has important structural moves in motion and
00:46the dividend remains relatively high, yet the stock's price reflects the uncertainty.
00:50It's a watch-and-wait moment for investors.
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