I would say based on the stock price, Wall St. agrees she is a failure. The stock is down roughly 28% from Jan 1, 2024 while the S&P is up 30%. 2023 revenue was $90.9B, 2024 was $91B and 2025 is forecast to be $89B. That's the wrong direction. We are talking an inflationary environment where most companies had revenue growth. Average revenue growth in 23 was 12% and 5% in 24. That's is clearly showing her changes and gimmicks aren't working. In her 2024 Investor Day presentation, she set a goal for 2026 revenue to be $108-$114B. That's equates to growth of 25% from her 2025 estimate...... that ain't happening. I think her strategy of boosting automation is a good one. Additionally, her moves in the healthcare space are also positive. But again, the numbers aren't there and she's approaching her 5 year anniversary which is around the time where a board starts to think about a change, particularly with a non producer. But what do I know, just my two cents.

 

Same thing that FedEx did back in 2019. Except FedEx completely cut ties with Amazon. Its low margin crap that's more of a strain on the system than its worth. It was 10% of FedEx's payload, but only 3% of their revenue.

 

What was revenue before she got here?

 

$74 billion for 2019. She took over in June of 2020 if I remember correctly.

 

As stated above, 2019 rev was $74B. Compounded inflation from Jan 2020 to Dec 2024 was 22%. We don't know 2025 yet but let's say another 3%. So for arguments sake we will say inflation from Jan 20 to Dec 25 to be 25%. $74B adjusted for inflation with zero grown would be $92.5B. That would put her 2025 estimate of $89B about 4% below the 2019 inflation adjusted zero growth equivalent.

 

I just changed my electiion to buy, although not a huge amount but a few shares a month now.

 

Yeah, $17 billion vanishing overnight is brutal. UPS slashing Amazon volume by 50% sounds insane on the surface, but it’s probably a strategic play to move away from low-margin, high-demand volume and focus on more profitable shipping.

Amazon’s been aggressively building its own logistics network, so UPS might be cutting its losses before Amazon cuts them out completely. Still, a 14% stock drop shows investors aren't thrilled. Now, with $1B in cost cuts, UPS has to prove it can stay competitive without Amazon’s volume. Risky move, but if they streamline operations and focus on higher-margin business, they might come out stronger long-term.

 

How is this latest Amazon announcement different than when Carol rolled out Better not bigger?

 

Its not. It’s more of the same from her. I don’t have a problem with bumping low margin volume to make way for high margin volume. However, Carol has failed to find that new high margin volume. Right now, her plan is to shrink the company’s capacity down to what is needed for pre-existing high margin volume. Effectively giving market share to other industry players who can then leverage that volume to go after our high margin volume. I’m not a huge fan of this strategy and neither is Wall Street. My guess is she will be pushed out soon in favor of someone who wants to aggressively grow our market share and proactively build the business. Otherwise, we will be stuck in a slow motion death spiral of gradual cuts to as we shed “Less profitable” business.

 

https://www.reuters.com/business/ret...er-2025-05-12/