Ua hoʻokumu ʻia ka Motley Fool ma 1993 e nā kaikaina ʻo Tom lāua ʻo David Gardner. Ma o kā mākou pūnaewele, nā podcast, nā puke, nā nūpepa nūpepa, nā papahana lekiō a me nā lawelawe hoʻopukapuka holomua, kōkua mākou i nā miliona o ka poʻe e loaʻa ke kūʻokoʻa kālā.
ʻO United Parcel Service (NYSE: UPS) he hapaha hou aʻe, me kāna loaʻa kālā kūwaho e kū nei i kahi kiʻekiʻe, me ka loaʻa kālā pālua a me ka ulu loaʻa. Eia nō naʻe, ma muli o ka hopohopo e pili ana i ka emi ʻana o ka loaʻa kālā o US a me nā mea i manaʻo ʻia o nā palena waiwai haʻahaʻa i ka hā o ka hapahā, ua hāʻule ka waiwai he 8.8% i ka Pōʻakolu.
ʻO kā UPS kāhea kālā piha piha i nā hopena maikaʻi a me nā wanana no ka ulu loaʻa kālā o ka wā e hiki mai ana. E nānā i ka ʻike ma hope o kēia mau helu e hoʻoholo inā paha i kūʻai hewa ʻo Wall Street iā UPS a he aha ka mea e hoʻonui ai i ke kumukūʻai i ka wā e hiki mai ana.
E like me ka hapaha ʻelua, ua piʻi ka koi e-commerce a me nā ʻoihana liʻiliʻi a me ka ʻoihana liʻiliʻi (SMB), a ua loaʻa ka loaʻa kālā moʻohelu UPS. Hoʻohālikelike ʻia me ka hapaha ʻekolu o 2019, ua hoʻonui ʻia ka loaʻa kālā e 15.9%, ua hoʻonui ʻia ka loaʻa kālā hoʻoponopono e 9.9%, a ua hoʻonui ʻia nā loaʻa no kēlā me kēia mahele e 10.1%. Ua hoʻonui ʻia ka nui o ka halihali ʻāina o ka hopena pule o UPS e 161%.
Ma loko o ka maʻi ahulau, he laha ke kūkala nūhou a UPS i kāna mau hale noho i ka poʻe i pale i ke kūʻai kino ʻana a huli i nā mea kūʻai aku ma ka pūnaewele. Ua wānana ʻo UPS i kēia manawa e kūʻai aku nā kūʻai e-commerce ma mua o 20% o nā kūʻai kūʻai kūʻai US ma kēia makahiki. Ua ʻōlelo ʻo CEO ʻo UPS ʻo Carol Tome: “ʻOiai ma hope o ka maʻi ahulau, ʻaʻole mākou e noʻonoʻo e hoʻoliʻiliʻi ke komo ʻana o ke kūʻai e-commerce, akā ʻaʻole wale nō ma ke kūʻai liʻiliʻi. Ke hoʻololi nei nā mea kūʻai aku ma nā wahi āpau o kā mākou ʻoihana i kā lākou hana ʻoihana. " . ʻO kā Tome manaʻo e hoʻomau ka hoʻomau ʻana i nā e-commerce he nūhou nui ia no ka ʻoihana. Hōʻike kēia i ka manaʻo hoʻomalu ʻo kekahi mau hana o ka maʻi ahulau ʻaʻole wale ia he mau mea keakea i ka ʻoihana.
ʻO kekahi o nā loaʻa maalea loa o ka loaʻa kālā ʻekolu hapahā o UPS ka hoʻonui ʻana i ka helu o SMBs. Ma ke ala wikiwiki ʻoi loa o ka ʻoihana, ua hoʻonui ʻia nā kūʻai SMB e 25.7%, kahi mea i kōkua i ka hoʻoliʻiliʻi o nā hāʻawi kalepa e nā ʻoihana nui. Ma ke ʻano holoʻokoʻa, hoʻonui ʻia ka nui o SMB e 18.7%, ke kiʻekiʻena ulu ulu i nā makahiki 16.
Hoʻohālikelike ka hoʻokele i kahi ʻāpana nui o ka ulu ʻana o SMB i kāna Polokalamu Hoʻolaha Digital (DAP). ʻAe ʻo DAP i nā ʻoihana liʻiliʻi e hana i nā moʻokāki UPS a kaʻana like i nā pono he nui i hauʻoli ʻia e nā mea hoʻouna nui. Ua hoʻonui ʻo UPS i 150,000 mau helu DAP hou i ka hapaha ʻekolu a me 120,000 mau waihona hou i ka hapaha ʻelua.
I kēia manawa, i ka wā o ke ahulau, ua hōʻoia ʻo UPS e hiki i nā kūʻai hale kiʻekiʻe kiʻekiʻe a me ke komo ʻana e nā ʻoihana liʻiliʻi a me waena ke hoʻopau i ka emi o ka nui o nā ʻoihana.
ʻO kekahi kikoʻī malū o kā kāhea ʻoihana kūkā kamaʻilio kahea ʻana o kāna ʻoihana ola kino. ʻO nā ʻoihana ʻoihana olakino a me nā kaʻa ʻo ia wale nō nā mahele ʻoihana ʻoihana i kahi ʻoihana (B2B) i kēia hapahā-ʻoiai ʻaʻole lawa ka ulu ʻana e offset i ka hāʻule o ka ʻoihana ʻenehana.
Ua hoʻomaikaʻi maikaʻi ka pilikua halihali i kāna ʻoihana halihali olakino UPS Premier. ʻO nā laina huahana ākea o UPS Premier a me UPS Healthcare e uhi i nā ʻāpana mākeke āpau o UPS.
ʻO ka hilinaʻi ʻana i nā pono o ka ʻoihana olakino kahi koho kūlohelohe no UPS, no ka mea ua hoʻonui ʻo UPS i nā lawelawe honua a me nā ea e komo i nā hale kiʻekiʻe a me nā SMB hāʻawi. Ua hoʻomaopopo pū ka hui ua mākaukau e lawelawe i nā loina logistic o ka COVID-19 vaccine distribution. Ua ʻōlelo ʻo CEO Tome i nā ʻōlelo aʻe e pili ana iā UPS Healthcare a me ka maʻi ahulau:
[Ke kākoʻo nei ke kime lapaʻau i nā hoʻokolohua hoʻokolohua o ka lāʻau lapaʻau COVID-19 i nā pae āpau. ʻO ke komo mua ʻana i hāʻawi ʻia iā mākou me ka ʻikepili waiwai a me ka ʻike e hoʻolālā i nā hoʻolālā hoʻolaha pāʻoihana a mālama i ka loiloi o kēia huahana paʻakikī. I ka puka ʻana o ka lāʻau lapaʻau COVID-19, he manawa kūpono loa kā mākou, a ʻo ka ʻoiaʻiʻo, ua kau ʻia i kahi kuleana nui e lawelawe i ka honua. I kēlā manawa, e mākaukau kā mākou pūnaewele honua, nā hopena kaulahao anuanu a me kā mākou mau limahana.
E like me nā tailwinds e pili ana i ka maʻi pandemi, maʻalahi e pili i ka kūleʻa o UPS i kēia manawa i nā mea kūlohelohe e nalo mālie i ka pau ʻana o ka maʻi ahulau. Eia nō naʻe, manaʻo ʻo UPS hoʻomalu i ka hoʻonui ʻana i kāna ʻoihana hoʻokele e lawe mai i nā pōmaikaʻi wā lōʻihi, ʻoi aku ka nui o ka hoʻomau ʻana o ka e-commerce, ka hoʻohui ʻana o SMB i loko o kāna waihona mea kūʻai aku a me ka ʻoihana olakino manawa-maʻalahi, ka mea e hoʻomau i nā pono o ka ʻoihana lapaʻau i nā makahiki e hiki mai ana.
I ka manawa like, pono e haʻi hou aku i ka hopena o ka hopena o ka hapakolu o ka UPS i ka wā e pilikia ana nā kumukūʻai ʻoihana ʻē aʻe. Ua piʻi aʻe ʻo UPS i kahi kiʻekiʻe he 52-pule kiʻekiʻe hou, akā ua hāʻule pū ʻo ia me nā mākeke ʻē aʻe. Ke noʻonoʻo nei i ke kūʻai aku ʻana o ka waihona, hiki ke wā lōʻihi a me kahi uku pānaʻi o 2.6%, UPS i kēia manawa he koho maikaʻi.