Originally Posted by
Brown
Reading what the various financial analysts are saying, as well as some on some stock trading boards that I follow, the consensus seems to be that UPS (and FedEx, of course) is better off with DHL leaving the market place rather than completing the $1B a year deal.
UPS and FedEx will essentially carve up DHL's volume now, and it will give them incredible pricing power in the US marketplace.
It certainly didn't take them long. FedEx just announced a 7% price increase for 2009;
FedEx to increase ground, home delivery rates 5.9% in 2009 - MarketWatch
I suspect UPS will follow shortly.