UPS Strike Message Board

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Strategies & Market Trends : UPS Strike

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To: John Liu who wrote ()	8/10/1997 8:07:00 AM
From: Doug (Htfd,CT)	of 62

Direct retailers with "partner-like" relationships with UPS may suffer the most. Names of companies that are heavily dependent on freight delivery would include Gateway and Lands End, just for starters. Unless I'm mistaken, many retailers now have long-term set-ups where their computerized warehouses are closely linked with one or the other of the major airfreight services. They probably get a good deal in exchange for committing to send all their packages via UPS, rather than FDX or Airborne or whatever. Those UPS-committed shippers may be standing at the back of the line as they try to shift their huge volumes to the competing air freighter, when the competition is trying to give their best service to the retailers who partnered with them before the strike. Even if the UPS strike is settled, and UPS business comes flowing back, those retailers may see a hit this quarter as their shipments are delayed, misrouted in the confusion, and they have to pay top-dollar "spot" prices for lots of airfreighting to a company with which they don't have a long-term deal. Which are those retailers? Who here knows? Doug

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