Earnings
03-21-2023 | 08:11 PM
#61
Gets Weekends Off
Joined: Jun 2007
Posts: 4,224
Likes: 71
From: Legacy FO
you r looking at it the wrong way. Major changes r happening - whether we get a TA next week or in 2 years. This sort of blister DID NOT happen last round or in 2011 (don’t believe in 2006 but can’t recall). Not sure how long you’ve been here but things r changing - and it’s not due to negotiations. Probably a lot to do with DE shaw, Fred stepping down, just in time packaging not as important, etc
Go to Amazon, Walmart, Ebay and Target (the top e-Commerce websites) and you'll see that none of them offer Express Overnight Delivery anymore. It's all 2-day or whenever we get it there. Rarely do I find an online retailer with the option to overnight or 2-day air.
The Express business model is changing rapidly.
03-22-2023 | 03:55 AM
#62
On Reserve
Joined: Mar 2011
Posts: 14
Likes: 0
Yep, changing rapidly. Bought a house a couple years ago from 2,000miles away and never had to overnight a single piece of paper throughout the whole process. Covid advanced the ‘overnight model’ change and we’re only scratching the surface of what new technology can do for business. Hard goods will still need to be moved, yes, but the ‘product of doing business’ has fundamentally changed.
03-22-2023 | 04:20 AM
#63
Gets Weekends Off
Joined: Apr 2020
Posts: 132
Likes: 0
Not according to this, express is growing and will continue to grow rapidly especially in emerging markets. Probably hence the widebody demand. https://stocks.apple.com/AxV9IZKedRja7Shxs4wDtzg
Boeing would disagree too, they are saying 60% more freighters need by 2035. We’re a cyclical business, pilots also said passengers would never return during covid.
Boeing would disagree too, they are saying 60% more freighters need by 2035. We’re a cyclical business, pilots also said passengers would never return during covid.
03-22-2023 | 05:01 AM
#64
Line Holder
Joined: Feb 2018
Posts: 344
Likes: 0
Not according to this, express is growing and will continue to grow rapidly especially in emerging markets. Probably hence the widebody demand. https://stocks.apple.com/AxV9IZKedRja7Shxs4wDtzg
Boeing would disagree too, they are saying 60% more freighters need by 2035. We’re a cyclical business, pilots also said passengers would never return during covid.
Boeing would disagree too, they are saying 60% more freighters need by 2035. We’re a cyclical business, pilots also said passengers would never return during covid.
03-22-2023 | 06:56 AM
#66
Gets Weekends Off
Joined: Aug 2022
Posts: 152
Likes: 0
I’ve oft wondered why FedEx doesn’t move into the Atlas business model. The express model will always have a place, but Atlas makes nearly half their coin on last minute charters. If only we had an entire fleet of heavy lifters that aren’t needed in the Express side and could be re-purposed. Ahh, what am I thinking, it’s probably cheaper to park them and create thousands of ITU events!
03-22-2023 | 07:16 AM
#67
Gets Weekends Off
Joined: Feb 2007
Posts: 3,045
Likes: 1
From: FO
I’ve oft wondered why FedEx doesn’t move into the Atlas business model. The express model will always have a place, but Atlas makes nearly half their coin on last minute charters. If only we had an entire fleet of heavy lifters that aren’t needed in the Express side and could be re-purposed. Ahh, what am I thinking, it’s probably cheaper to park them and create thousands of ITU events!
03-22-2023 | 07:38 AM
#68
Gets Weekends Off
Joined: May 2006
Posts: 1,804
Likes: 0
I’ve oft wondered why FedEx doesn’t move into the Atlas business model. The express model will always have a place, but Atlas makes nearly half their coin on last minute charters. If only we had an entire fleet of heavy lifters that aren’t needed in the Express side and could be re-purposed. Ahh, what am I thinking, it’s probably cheaper to park them and create thousands of ITU events!
03-22-2023 | 07:45 AM
#69
Line Holder
Joined: Aug 2012
Posts: 781
Likes: 14
I’ve oft wondered why FedEx doesn’t move into the Atlas business model. The express model will always have a place, but Atlas makes nearly half their coin on last minute charters. If only we had an entire fleet of heavy lifters that aren’t needed in the Express side and could be re-purposed. Ahh, what am I thinking, it’s probably cheaper to park them and create thousands of ITU events!
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