IMotley Fool yasekwa ngo-1993 ngabazalwana uTom noDavid Gardner. Ngewebhusayithi yethu, iipodcasts, iincwadi, amaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali ezihambele phambili, sinceda izigidi zabantu ukuba zifumane inkululeko yezemali.
I-United Parcel Service (i-NYSE: i-UPS) yayinenye ikota ebalaseleyo, kunye neenzuzo zayo zamazwe ngamazwe ezibetha irekhodi eliphezulu, kunye nengeniso ephindwe kabini kunye nokukhula kwemivuzo. Nangona kunjalo, ngenxa yokukhathazeka malunga nokuhla kwenzuzo yase-US kunye nokulindela kwimida yengeniso ephantsi kwikota yesine, isitokhwe sisawela kwi-8.8% ngoLwesithathu.
Umnxeba wengeniso ye-UPS uzele ziziphumo ezincomekayo kunye noqikelelo lokukhula kwengeniso yexesha elizayo. Makhe sijonge umxholo emva kwala manani ukugqiba ukuba iWall Street ithengise i-UPS ngempazamo kwaye yintoni eya kuqhuba ixabiso lesitokhwe kwixesha elizayo.
Ngokufanayo nekota yesibini, i-e-commerce kunye namashishini amancinci naphakathi (SMB) afuna indawo yokuhlala, ekhokelela kwingeniso yerekhodi ye-UPS. Xa kuthelekiswa nekota yesithathu ka-2019, ingeniso inyuke nge-15.9%, ingeniso ehlengahlengisiweyo yokusebenza inyuke nge-9.9%, kwaye imivuzo ehlengahlengisiweyo ngesabelo ngasinye inyuke nge-10.1%. Umthamo wezothutho emhlabeni we-UPS wempelaveki unyuke nge-161%.
Ngalo lonke ubhubhani, iindaba eziphambili ze-UPS yayikukwanda kokuhanjiswa kweendawo zokuhlala njengoko abantu bekuphepha ukuthenga emntwini kwaye baguqukela kubathengisi be-Intanethi. I-UPS ngoku iqikelela ukuba ukuthengiswa kwe-e-commerce kuya kuphendula ngaphezulu kwe-20% yeentengiso zentengiso zase-US kulo nyaka. I-CEO ye-UPS uCarol Tome uthe: "Nasemva kobhubhane, asicingi ukuba izinga lokungena kwi-e-commerce liza kuhla, kodwa hayi nje ukuthengisa. . Umbono kaTome wokuba iindlela zorhwebo ze-e-commerce ziya kuqhubeka ziindaba ezinkulu zenkampani. Oku kubonisa ukuba abaphathi bakholelwa ukuba izenzo ezithile zobhubhane ayiyongxaki yethutyana nje kwishishini.
Enye yeenzuzo ezichuliweyo kwingeniso yekota yesithathu ye-UPS yayikukunyuka kwenani le-SMBs. Kweyona ndlela ikhawulezayo yenkampani, intengiso ye-SMB inyuke nge-25.7%, nto leyo eyanceda ukuphelisa ukwehla kokuhanjiswa kwentengiso ziinkampani ezinkulu. Lilonke, umthamo we-SMB unyuke nge-18.7%, elona zinga liphezulu lokukhula kwiminyaka eli-16.
Ulawulo lunika inxenye enkulu yokukhula kwe-SMB kwiNkqubo yayo yokuFikelela kwiDijithali (DAP). I-DAP ivumela iinkampani ezincinci ukuba zenze ii-akhawunti ze-UPS kwaye zabelane ngeenzuzo ezininzi ezonwatyelwa ngabathumeli beenqanawa ezinkulu. I-UPS yongeze i-akhawunti entsha ye-150,000 ye-DAP kwikota yesithathu kunye ne-akhawunti entsha ye-120,000 kwikota yesibini.
Ukuza kuthi ga ngoku, ngexesha lo bhubhani, i-UPS ibonakalise ukuba ukuthengisa okuphezulu kweendawo zokuhlala kunye nokuthatha inxaxheba kwamashishini amancinci naphakathi kunokuphelisa ukwehla komthamo wentengiso.
Enye ingcaciso eyimfihlo yomnxeba wenkomfa yengeniso yenkampani kukumi kweshishini layo lezempilo. Ukhathalelo lwempilo kunye nemizi-mveliso yeemoto yayikuphela kweshishini-ukuya-kwishishini (B2B) amacandelo emarike kule kota-nangona ukukhula kwakunganelanga ukuphelisa ukuhla kwecandelo lemveliso.
Isigebenga sezothutho siye saphucula kancinci kancinci inkonzo yezothutho lwezonyango olubalulekileyo kwiNkulumbuso ye-UPS. Imigca yemveliso ebanzi yeNkulumbuso ye-UPS kunye ne-UPS Healthcare igubungela onke amacandelo emarike ye-UPS.
Ukuxhomekeka kwiimfuno zoshishino lwezempilo lukhetho lwendalo lwe-UPS, kuba i-UPS iye yandisa iinkonzo zomhlaba kunye neenkonzo zomoya ukuze zifumane iindawo zokuhlala eziphezulu kunye ne-SMB. Inkampani iphinde yayenza yacaca into yokuba ikulungele ukusingatha imiba yokuhanjiswa kogonyo lwe-COVID-19. I-CEO uTome wenze la magqabaza alandelayo kwi-UPS Healthcare kunye nobhubhane:
[Iqela lezonyango lixhasa ulingo lwezonyango lwesitofu sokugonya i-COVID-19 kuwo onke amanqanaba. Ukuthatha inxaxheba kwangethuba kusinike idatha ebalulekileyo kunye nokuqonda ukuyila izicwangciso zokusasaza urhwebo kunye nokulawula ukuhanjiswa kwezi mveliso zinzima. Xa iyeza le-COVID-19 laphumayo, saba nethuba elihle kwaye, ngokungafihlisiyo, sathwala uxanduva olukhulu lokusebenzela ihlabathi. Ngelo xesha, inethiwekhi yethu yehlabathi, izisombululo zamakhonkco abandayo kunye nabasebenzi bethu baya kuba belungile.
Njengakweminye imisila enxulumene nobhubhane, kulula ukubalela impumelelo yamva nje ye-UPS kwizinto zexeshana ezinokunyamalala ngokuthe ngcembe njengoko ubhubhane uphela. Nangona kunjalo, ulawulo lwe-UPS lukholelwa ukuba ukwandisa inethiwekhi yezothutho kunokuzisa izibonelelo zexesha elide, ngokugqithiseleyo ukunyuka okuqhubekayo kwe-e-commerce, ukuhlanganiswa kwe-SMB kwisiseko sabathengi bayo kunye neshishini lezonyango elithatha ixesha, eliya kuqhubeka Ukuhlangabezana neemfuno zoshishino lwezonyango kwiminyaka embalwa ezayo.
Kwangaxeshanye, kufanelekile ukuphinda kwakhona ukuba iziphumo zekota yesithathu ze-UPS zazinomdla xa uninzi lwezinye izitokhwe zamashishini zazisengxakini. I-UPS isandula ukunyukela phezulu kwiiveki ezingama-52, kodwa iye yawa kunye nezinye iimarike. Ukuqwalasela ukuthengiswa kwempahla, amandla exesha elide kunye nesivuno se-dividend ye-2.6%, i-UPS ngoku ibonakala iyisinqumo esihle.