I-Motley Fool yasungulwa ngo-1993 ngabazalwana uTom noDavid Gardner. Ngewebhusayithi yethu, ii-podcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zerediyo kunye neenkonzo zotyalo-mali eziphambili, sinceda izigidi zabantu ukuba zifumane inkululeko yezemali.
I-United Parcel Service (NYSE: UPS) ibe nesinye ikota esibalaseleyo, kunye nenzuzo yayo yamazwe ngamazwe efikelela kwinqanaba eliphezulu, kunye nokukhula kwengeniso kunye nengeniso enamanani amabini. Nangona kunjalo, ngenxa yenkxalabo malunga nokwehla kwenzuzo yase-US kunye nolindelo lwenzuzo ephantsi kwikota yesine, isitokhwe sisahle nge-8.8% ngoLwesithathu.
Isimemo sengeniso se-UPS sizele ziziphumo ezimangalisayo kunye noqikelelo lokukhula kwengeniso kwixesha elizayo. Makhe sijonge umxholo ongasemva kwezi nombolo ukuze sibone ukuba iWall Street ithengise i-UPS ngempazamo na kwaye yintoni eya kunyusa ixabiso lesitokhwe kwixesha elizayo.
Ngokufanayo nekota yesibini, imfuno yokuhlala ye-e-commerce kunye namashishini amancinci naphakathi (ii-SMB) inyukile, nto leyo ebangele ingeniso erekhodiweyo ye-UPS. Xa kuthelekiswa nekota yesithathu ka-2019, ingeniso inyuke nge-15.9%, inzuzo yokusebenza elungisiweyo inyuke nge-9.9%, kwaye ingeniso elungisiweyo ngesabelo ngasinye inyuke nge-10.1%. Umthamo wothutho lomhlaba we-UPS ngempelaveki unyuke nge-161%.
Kuyo yonke le ntsholongwane, iindaba eziphambili ze-UPS bezisanda kakhulu kwiinkonzo zayo zokuhlala njengoko abantu babephepha ukuthenga ubuso ngobuso baze baphendukele kubathengisi be-intanethi. I-UPS ngoku iqikelela ukuba intengiso ye-e-commerce iya kubalelwa ngaphezulu kwe-20% yentengiso yokuthengisa e-US kulo nyaka. I-CEO ye-UPS uCarol Tome uthe: “Nasemva kobhubhane, asicingi ukuba izinga lokungena kwe-e-commerce liza kuncipha, kodwa kungekuphela nje kwezorhwebo. Abathengi kuzo zonke iindawo zeshishini lethu batshintsha indlela abenza ngayo ishishini.” . Umbono kaTome wokuba iindlela zorhwebo lwe-e-commerce ziya kuqhubeka ziindaba ezinkulu kwinkampani. Oku kubonisa ukuba abaphathi bakholelwa ukuba izenzo ezithile zobhubhane azizizo nje izithintelo zexeshana kwishishini.
Enye yezona nzuzo zincinci kwingeniso yekota yesithathu ye-UPS yayikukwanda kwenani lee-SMB. Kwindlela ekhawulezayo yenkampani, intengiso ye-SMB inyuke ngama-25.7%, nto leyo encede ekunciphiseni ukwehla kokuhanjiswa kweenkampani ezinkulu. Ngokubanzi, umthamo we-SMB unyuke nge-18.7%, izinga lokukhula eliphezulu kwiminyaka eli-16.
Ulawulo luthi inxalenye enkulu yokukhula kwe-SMB yiNkqubo yalo yoFikelelo lweDijithali (i-DAP). I-DAP ivumela iinkampani ezincinci ukuba zenze ii-akhawunti ze-UPS kwaye zabelane ngeenzuzo ezininzi ezifunyanwa ngabathumeli abakhulu. I-UPS yongeze ii-akhawunti ezintsha ze-DAP ezili-150,000 kwikota yesithathu kunye nee-akhawunti ezintsha ezili-120,000 kwikota yesibini.
Okwangoku, ngexesha lobhubhane, i-UPS ibonakalise ukuba ukuthengiswa okuphezulu kwezindlu zokuhlala kunye nokuthatha inxaxheba kwamashishini amancinci naphakathi kunokunciphisa ukwehla komthamo wezorhwebo.
Enye inkcukacha eyimfihlo yentlanganiso yengeniso yenkampani kukubekwa kweshishini layo lezempilo. Amashishini ezempilo kunye neemoto ebeziyinxalenye yemarike kuphela yeshishini ukuya kwishishini (B2B) kule kota-nangona ukukhula bekunganelanga ukunciphisa ukuhla kwecandelo lemizi-mveliso.
Le nkampani inkulu yezothutho iye yaphucula kancinci kancinci inkonzo yayo ebalulekileyo yezothutho lwezonyango i-UPS Premier. Uluhlu olubanzi lweemveliso ze-UPS Premier kunye ne-UPS Healthcare zigubungela onke amacandelo emarike e-UPS.
Ukuthembela kwiimfuno zoshishino lwezempilo lukhetho lwendalo lwe-UPS, kuba i-UPS yandise iinkonzo zomhlaba nezomoya ukuze ikwazi ukwamkela ukuhanjiswa kweenkonzo zokuhlala ezininzi kunye nee-SMB. Le nkampani ikwacacisile ukuba ikulungele ukujongana nemiba yeenkqubo zokusasazwa kwe-COVID-19. I-CEO uTome wenze la magqabaza alandelayo malunga ne-UPS Healthcare kunye nobhubhane:
[Iqela lezonyango lixhasa uvavanyo lweklinikhi logonyo lwe-COVID-19 kuzo zonke izigaba. Ukuthatha inxaxheba kwangethuba kusinike idatha ebalulekileyo kunye nokuqonda ukuyila izicwangciso zokusasazwa kwezorhwebo kunye nokulawula ukuhanjiswa kwezi mveliso zinzima. Xa ugonyo lwe-COVID-19 luphuma, saba nethuba elihle kwaye, ngokunyanisekileyo, sathwala uxanduva olukhulu lokukhonza ihlabathi. Ngelo xesha, inethiwekhi yethu yehlabathi, izisombululo ze-cold chain kunye nabasebenzi bethu baya kuba belungile.
Njengakweminye imimoya ebangelwa lubhubhane, kulula ukufanisa impumelelo ye-UPS yakutshanje nezinto zexeshana ezinokuthi ziphele kancinci kancinci njengoko ubhubhane uphela. Nangona kunjalo, ulawulo lwe-UPS lukholelwa ukuba ukwandisa inethiwekhi yalo yezothutho kunokuzisa iingenelo zexesha elide, ngakumbi ukunyuka okuqhubekayo korhwebo lwe-e-commerce, ukuhlanganiswa kwe-SMB kubathengi bayo kunye neshishini lezonyango elithatha ixesha elide, eliya kuqhubeka. Ukuhlangabezana neemfuno zoshishino lwezonyango kwiminyaka embalwa ezayo.
Kwangaxeshanye, kufanelekile ukuphinda sikhumbule ukuba iziphumo zekota yesithathu ze-UPS bezimangalisa xa ezinye izitokhwe ezininzi zoshishino zazinengxaki. I-UPS isandula ukunyuka iye kwinqanaba eliphezulu leeveki ezingama-52, kodwa iye yehla kunye nezinye iimarike. Xa ucinga ngokuthengiswa kwesitokhwe, amandla exesha elide kunye nesivuno senzuzo se-2.6%, i-UPS ngoku ibonakala ilukhetho olufanelekileyo.