Did UPS outgrow Amazon? (October 28, 2025)

UPS posted a surprise beat and a bold turnaround. Jenny Rae and Namaan break down where the 34,000+ cuts land, why Amazon volume fell 21 percent, and how route consolidation, asset light moves, and small business focus could reshape holiday shipping. We also cover tariffs and the de minimis change, plus why supply chain consulting is set to boom.Chapters02:58 Understanding UPS's Business Model and Challenges05:57 UPS's Turnaround Strategy and Job Cuts09:01 Financial Performance and Market Positioning11:56 AI's Role in UPS's Restructuring15:29 Customer Experience and Market Dynamics19:56 Exploring Growth Opportunities for UPS24:43 Revenue Growth Strategies Beyond Amazon30:06 Asset-Light Business Model and Consulting Potential34:11 Navigating Compliance and International Revenue ChallengesLearn more about Executive Presentation and Storytelling Training with Management ConsultedMore Market Outsiders:Connect with Namaan and Jenny Rae on LinkedInFollow Management Consulted on LinkedIn and subscribe on YouTube