Ua hoʻokumu ʻia ʻo Motley Fool i ka makahiki 1993 e nā kaikunāne ʻo Tom lāua ʻo David Gardner. Ma o kā mākou pūnaewele, nā podcasts, nā puke, nā kolamu nūpepa, nā papahana lekiō a me nā lawelawe hoʻopukapuka holomua, kōkua mākou i nā miliona o ka poʻe e hoʻokō i ke kūʻokoʻa kālā.
Ua loaʻa iā United Parcel Service (NYSE: UPS) kekahi hapaha koʻikoʻi, me kāna loaʻa kālā honua e paʻi ana i kahi kiʻekiʻe moʻolelo, me ka loaʻa kālā pālua a me ka ulu ʻana o ka loaʻa kālā. Eia nō naʻe, ma muli o nā hopohopo e pili ana i ka emi ʻana o ka loaʻa kālā o ʻAmelika Hui Pū ʻIa a me nā manaʻolana o nā palena waiwai haʻahaʻa i ka hapaha ʻehā, ua hāʻule mau ka waihona ma 8.8% i ka Pōʻakolu.
Ua piha ke kāhea kālā a UPS i nā hopena kupaianaha a me nā wānana no ka ulu ʻana o ka loaʻa kālā e hiki mai ana. E nānā kākou i ka ʻike ma hope o kēia mau helu e hoʻoholo ai inā ua kūʻai hewa aku ʻo Wall Street iā UPS a he aha ka mea e hoʻokiʻekiʻe ai i ke kumukūʻai kūʻai i ka wā e hiki mai ana.
E like me ka hapaha ʻelua, ua piʻi aʻe ke koi no nā hale noho ma o ka e-commerce a me nā ʻoihana liʻiliʻi a me waena (SMB), a ua loaʻa iā UPS ka loaʻa kālā nui loa. I ka hoʻohālikelike ʻia me ka hapaha ʻekolu o 2019, ua piʻi aʻe ke kālā ma 15.9%, ua piʻi aʻe ka loaʻa kālā i hoʻoponopono ʻia ma 9.9%, a ua piʻi aʻe ka loaʻa kālā i hoʻoponopono ʻia ma kēlā me kēia mahele ma 10.1%. Ua piʻi aʻe ka nui o ka halihali ʻāina o UPS i ka hopena pule ma 161%.
I loko o ke ahulau, ʻo ka nūhou nui o UPS ka piʻi ʻana o kāna mau lawe hale noho i ka wā i pale aku ai ka poʻe i ke kūʻai ʻana ma ke kino a huli i nā mea kūʻai aku ma ka pūnaewele. Ke wānana nei ʻo UPS i kēia manawa e ʻoi aku ma mua o 20% o nā kūʻai kūʻai liʻiliʻi o ʻAmelika Hui Pū ʻIa i kēia makahiki ke kūʻai aku nei ma ke ʻano e-commerce. Ua ʻōlelo ʻo Carol Tome, ka Luna Nui o UPS: "ʻOiai ma hope o ke ahulau, ʻaʻole mākou e manaʻo e emi ana ka nui o ke komo ʻana o ke kūʻai kūʻai kūʻai kūʻai kūʻai, ʻaʻole wale nō ke kūʻai liʻiliʻi. Ke hoʻololi hou nei nā mea kūʻai aku ma nā wahi āpau o kā mākou ʻoihana i ke ʻano o kā lākou hana ʻana i ka ʻoihana." . ʻO ka manaʻo o Tome e hoʻomau nā ʻano e-commerce he nūhou nui ia no ka hui. Hōʻike kēia i ka manaʻoʻiʻo o ka hoʻokele ʻaʻole wale kekahi mau hana o ke ahulau he mau mea keakea i ka ʻoihana no ka manawa pōkole.
ʻO kekahi o nā loaʻa kālā maalea loa o ka loaʻa kālā o UPS i ka hapaha ʻekolu, ʻo ia ka piʻi ʻana o ka helu o nā SMB. Ma ke ala wikiwiki loa o ka hui, ua piʻi aʻe ke kūʻai aku ʻana o nā SMB ma 25.7%, kahi i kōkua i ka hoʻēmi ʻana i ka emi ʻana o nā hoʻouna kalepa e nā ʻoihana nui. Ma keʻano holoʻokoʻa, ua piʻi aʻe ka nui o nā SMB ma 18.7%, ʻo ia ka nui o ka ulu ʻana kiʻekiʻe loa i loko o 16 mau makahiki.
Ua hāʻawi ka hoʻokele i kahi hapa nui o ka ulu ʻana o SMB i kāna Polokalamu Komo Kikohoʻe (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 hoʻohui ʻo UPS i 150,000 mau moʻokāki DAP hou i ka hapaha ʻekolu a me 120,000 mau moʻokāki hou i ka hapaha ʻelua.
A hiki i kēia manawa, i ka wā o ke ahulau, ua hōʻoia ʻo UPS e hiki i ke kūʻai aku ʻana i nā hale noho kiʻekiʻe a me ke komo ʻana o nā ʻoihana liʻiliʻi a me ka waena ke hoʻopau i ka emi ʻana o ka nui o nā kalepa.
ʻO kekahi kikoʻī huna o ke kelepona hālāwai kūkā loaʻa kālā o ka hui ʻo ia ke kūlana o kāna ʻoihana mālama ola kino. ʻO nā ʻoihana mālama ola kino a me nā ʻoihana kaʻa wale nō nā ʻāpana mākeke ʻoihana-a-ʻoihana (B2B) i kēia hapaha - ʻoiai ʻaʻole lawa ka ulu ʻana e hoʻopau i ka emi ʻana o ka ʻāpana ʻoihana.
Ua hoʻomaikaʻi mālie ka hui halihali nui i kāna lawelawe halihali lapaʻau koʻikoʻi ʻo UPS Premier. Uhi nā laina huahana ākea o UPS Premier a me UPS Healthcare i nā ʻāpana mākeke āpau o UPS.
ʻO ka hilinaʻi ʻana i nā pono o ka ʻoihana mālama ola kino he koho kūlohelohe ia no UPS, no ka mea, ua hoʻonui ʻo UPS i nā lawelawe honua a me ka lewa e hoʻokipa i nā lawe nui ʻana o nā hale noho a me nā SMB. Ua hoʻomaopopo pū ka hui ua mākaukau ia e lawelawe i nā ʻano logistical o ka hāʻawi ʻana i ka lāʻau lapaʻau COVID-19. Ua hana ʻo CEO Tome i kēia mau manaʻo e pili ana iā UPS Healthcare a me ka maʻi ahulau:
Ke kākoʻo nei ke kime lapaʻau i nā hoʻokolohua lapaʻau o ka lāʻau pale COVID-19 ma nā pae āpau. Ua hāʻawi mai ka komo mua ʻana iā mākou i ka ʻikepili waiwai nui a me nā ʻike e hoʻolālā i nā hoʻolālā hoʻolaha kalepa a hoʻokele i ka logistics o kēia mau huahana paʻakikī. I ka wā i puka mai ai ka lāʻau pale COVID-19, ua loaʻa iā mākou kahi manawa kūpono nui a, ʻoiaʻiʻo, ua kau i kahi kuleana nui e lawelawe i ka honua. I kēlā manawa, e mākaukau kā mākou pūnaewele honua, nā hoʻonā kaulahao anu a me kā mākou poʻe limahana.
E like me nā makani huelo ʻē aʻe e pili ana i ka maʻi ahulau, he mea maʻalahi ke hoʻopili i ka holomua o UPS i nā mea manawa pōkole e nalowale mālie ana i ka pau ʻana o ka maʻi ahulau. Eia nō naʻe, manaʻoʻiʻo ka hoʻokele UPS e hiki i ka hoʻonui ʻana i kāna pūnaewele halihali ke lawe mai i nā pono lōʻihi, ʻo ia hoʻi ka piʻi mau ʻana o ka e-commerce, ka hoʻohui ʻana o SMB i loko o kāna waihona mea kūʻai aku a me ka ʻoihana lapaʻau manawa-koʻikoʻi, ka mea e hoʻomau i ka hoʻokō ʻana i nā pono o ka ʻoihana lapaʻau i nā makahiki e hiki mai ana.
I ka manawa like, he mea kūpono ke haʻi hou ʻia he mea kupaianaha nā hopena o ka hapaha ʻekolu o UPS i ka wā i pilikia ai nā waihona ʻoihana ʻē aʻe. Ua piʻi koke ʻo UPS i kahi kiʻekiʻe hou he 52 pule, akā ua hāʻule pū me nā mākeke ʻē aʻe. Ke noʻonoʻo nei i ke kūʻai aku ʻana o ka waihona, ka hiki ke lōʻihi a me ka uku mahele o 2.6%, ʻike ʻia ʻo UPS i kēia manawa he koho maikaʻi.