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Is UPS Parcel Pivot a Strategic winner or a ’Trojan Horse’?
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Oct. 14, 2026 | PACKAGE INDUSTRY | For 18 months, United Parcel Service management has talked about shedding unprofitable e-commerce volume to concentrate on more complex, premium services in sectors like B2B distribution, healthcare, automotive, and small enterprises. Many hear that to mean UPS intends to walk away from lightweight B2C delivery space, now crowded with lower-cost competitors, especially after phasing out 50% of its business with Amazon. … industry consultant Satish Jindel [predicts] that UPS will welcome a strike by the Teamsters union and its combative boss Sean O’Brien, who is already drawing red lines that could easily trigger a work stoppage in 2028, so it can reset its cost structure. Freightwaves
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