Investor Presentation "One FedEx"
06-21-2023, 06:23 AM
#1
Gets Weekends Off
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Joined APC: Mar 2021
Posts: 1,113
Investor Presentation "One FedEx"
dated June 20. anybody seen this?
https://s21.q4cdn.com/665674268/file...-20-23-PDF.pdf
Slide 7 is missing the word "Air"
https://s21.q4cdn.com/665674268/file...-20-23-PDF.pdf
Slide 7 is missing the word "Air"
06-21-2023, 07:25 AM
#3
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Joined APC: Oct 2014
Posts: 887
Ok but realistically ‘Express’ implies the air segment. You can’t overnight a package from Miami to LA without air. Also, slides 20-24 are titled ‘Air Network’.
There’s plenty to be worried about, but your post just comes off as paranoid and out-of-focus.
I listened to the call yesterday. Plenty of talk about the air network, although not necessarily anything good from a pilot’s perspective. There was one analyst later in the call who directly asked about pilots and the implications of the contract etc. and their answer seemed rather incomplete and dodgy.
There’s plenty to be worried about, but your post just comes off as paranoid and out-of-focus.
I listened to the call yesterday. Plenty of talk about the air network, although not necessarily anything good from a pilot’s perspective. There was one analyst later in the call who directly asked about pilots and the implications of the contract etc. and their answer seemed rather incomplete and dodgy.
06-21-2023, 07:27 AM
#4
Gets Weekends Off
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Posts: 3,093
Originally Posted by ClncClarence
Ok but realistically ‘Express’ implies the air segment. You can’t overnight a package from Miami to LA without air. Also, slides 20-24 are titled ‘Air Network’.
There’s plenty to be worried about, but your post just comes off as paranoid and out-of-focus.
There’s plenty to be worried about, but your post just comes off as paranoid and out-of-focus.
06-21-2023, 07:30 AM
#5
Clear ECAM
Joined APC: Oct 2014
Posts: 887
Originally Posted by threeighteen
no it doesn’t. Express has used Over the road trucks for decades, and we should expect that to increase. And if management wants to do that, fine. But allowing other companies to FLY our freight is a huge problem.
If you are implying that the lack of the word ‘Air’ on that one slide means they’re planning to outsource all of our domestic lift - well yeah that would obviously be worst case scenario. I also view that as so extremely unlikely that I’m not going to worry about that as there are other problems that are manifesting in the short term.
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