IMotley Fool yasungulwa ngo-1993 ngabazalwane uTom noDavid Gardner. Ngewebhusayithi yethu, ama-podcast, izincwadi, izinhlu zamaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala imali ezisezingeni eliphakeme, sisiza izigidi zabantu ukuthi zithole inkululeko yezezimali.
I-United Parcel Service (i-NYSE: i-UPS) ibinenye ikota esasele, nenzuzo yayo yamazwe omhlaba ishaye kakhulu irekhodi, ngenzuzo enezinombolo ezimbili nokukhula kwemiholo. Kodwa-ke, ngenxa yokukhathazeka mayelana nokwehla kwenzuzo yase-US nokulindelwe kwamamaki enzuzo aphansi kwikota yesine, isitokwe sisawile ngo-8.8% ngoLwesithathu.
Ikholi yemali engenayo ye-UPS igcwele imiphumela emangalisayo nezibikezelo zokukhula kwemali engenayo esikhathini esizayo. Ake sibheke okuqukethwe ngemuva kwalezi zinombolo ukuze sinqume ukuthi ngabe iWall Street ithengise i-UPS ngephutha nokuthi yini ezokhuphula intengo yesitoko esikhathini esizayo.
Ngokufana nekota yesibili, ukufunwa kwendawo yokuhlala kwe-e-commerce namabhizinisi amancane naphakathi (SMB), okuholele ekubuyiselweni kwemali okurekhodiwe kwe-UPS. Uma kuqhathaniswa nekota yesithathu ka-2019, imali engenayo inyuke ngo-15.9%, inzuzo yokusebenza elungisiwe ikhuphuke ngo-9.9%, futhi inzuzo ehlelekile isabelo ngasinye inyuke ngo-10.1%. Umthamo wezokuhamba komhlaba we-UPS ngempelasonto ukhuphuke ngo-161%.
Kuwo wonke lo bhubhane, izindaba eziphambili ze-UPS bekuwukukhuphuka kokulethwa kwayo okuhlala lapho abantu begwema ukuthenga mathupha futhi baphendukela kubathengisi be-inthanethi. I-UPS manje ibikezela ukuthi ukuthengiswa kwe-e-commerce kuzobalwa ngaphezu kuka-20% wezentengiso zase-US kulo nyaka. Isikhulu esiphezulu se-UPS uCarol Tome uthe: “Noma seludlulile lolu bhubhane, asicabangi ukuthi izinga lokungena kwezentengiselwano ze-e-commerce lizokwehla, kodwa hhayi nje ukuthengisa kuphela. Amakhasimende kuzo zonke izindawo zebhizinisi lethu akha kabusha indlela enza ngayo ibhizinisi. ” . Umbono kaTome wokuthi izitayela ze-e-commerce zizoqhubeka yizindaba ezinkulu enkampanini. Lokhu kukhombisa ukuthi abaphathi bakholelwa ukuthi izenzo ezithile zalo bhubhane azizona nje izithiyo zesikhashana ebhizinisini.
Enye yezinzuzo ezicashile emholweni we-UPS wekota yesithathu kwaba ukwanda kwenani lama-SMB. Emzileni osheshayo wenkampani owake waphila, ukuthengiswa kwe-SMB kukhuphuke ngama-25.7%, okusize ukuqeda ukwehla kokulethwa kwezentengiselwano yizinkampani ezinkulu. Kukonke, ivolumu ye-SMB inyuke ngo-18.7%, okuyizinga lokukhula eliphakeme kakhulu eminyakeni eyi-16.
Abaphathi bathi ingxenye enkulu yokukhula kweSMB yiDigital Access Program yayo (i-DAP). I-DAP ivumela izinkampani ezincane ukuthi zenze ama-akhawunti e-UPS futhi zabelane ngezinzuzo eziningi ezijatshulelwa ngabathumeli abakhulu. I-UPS ingeze ama-akhawunti amasha we-DAP ayi-150,000 kwikota yesithathu kanye nama-akhawunti amasha ayi-120,000 kwikota yesibili.
Kuze kube manje, ngesikhathi sobhadane, i-UPS ikhombisile ukuthi ukuthengisa okuphezulu kokuhlala kanye nokubamba iqhaza kwamabhizinisi amancane naphakathi kungaqeda ukwehla kwevolumu yezohwebo.
Enye imininingwane eyimfihlo yocingo lwenkomfa yomholo wenkampani ukubeka ibhizinisi layo lokunakekelwa kwezempilo. Izimboni zezokunakekelwa kwempilo nezimoto bekungukuphela kwezigaba ezimakethe zebhizinisi nezamabhizinisi (B2B) kule kota-yize ukukhula bekunganele ukwenqaba ukwehla emkhakheni wezimboni.
Isikhondlakhondla sezokuthutha siye sathuthukisa kancane kancane insizakalo yaso yezokuthutha yezokwelapha ebalulekile. Imigqa ebanzi yomkhiqizo kaNdunankulu we-UPS kanye ne-UPS Healthcare ihlanganisa zonke izingxenye zemakethe ze-UPS.
Ukuncika ezidingweni zomkhakha wezokunakekelwa kwempilo kuyindlela engokwemvelo ye-UPS, ngoba i-UPS ikhulise izinsizakalo zomhlaba nezomoya ukubhekela ukulethwa okuphezulu kokuhlala kanye nokulethwa kwama-SMB. Le nkampani iphinde yakwenza kwacaca ukuthi ikulungele ukusingatha izinto ezisetshenziswayo zokusatshalaliswa komuthi wokugoma i-COVID-19. Isikhulu esiphezulu u-Tome wenze la mazwi alandelayo ku-UPS Healthcare kanye nalolu bhubhane:
[Ithimba lezokwelapha lisekela izivivinyo zokwelashwa komuthi wokugoma i-COVID-19 kuzo zonke izigaba. Ukubamba iqhaza kusenesikhathi kusinikeze imininingwane ebalulekile kanye nemininingwane yokwakha izinhlelo zokusabalalisa ezentengiso kanye nokuphatha ukwenziwa kwale mikhiqizo eyinkimbinkimbi. Lapho umuthi wokugoma i-COVID-19 uphuma, saba nethuba elihle futhi, ngokusobala, saba nomthwalo omkhulu wokusebenzela umhlaba. Ngaleso sikhathi, inethiwekhi yethu yomhlaba wonke, izixazululo ezibandayo nezisebenzi zethu zizobe sezilungile.
Njengakweminye imisila yomsila ehlobene nobhubhane, kulula ukubeka impumelelo yamuva ye-UPS ezintweni zesikhashana ezinganyamalala kancane kancane lapho ubhadane luphela. Kodwa-ke, abaphathi be-UPS bakholelwa ukuthi ukwandisa inethiwekhi yezokuthutha kungaletha izinzuzo zesikhathi eside, ikakhulukazi ukukhuphuka okuqhubekayo kwe-e-commerce, ukuhlanganiswa kweSMB enkampanini yayo yamakhasimende kanye nebhizinisi lezokwelapha elibhekene nesikhathi, okuzoqhubeka Ukuhlangabezana nezidingo ze imboni yezokwelapha eminyakeni embalwa ezayo.
Ngasikhathi sinye, kufanelekile ukuphinda ukuthi imiphumela yekota yesithathu ye-UPS yayihlaba umxhwele lapho amanye amasheya ezimboni ayesenkingeni. I-UPS isanda kukhuphukela ebangeni elisha lamaviki angama-52, kepha isivele yawa kanye nezinye izimakethe. Uma ucabanga ngokuthengiswa kwesitoko, amandla esikhathi eside kanye nomkhiqizo ohlukanisiwe we-2.6%, i-UPS manje ibonakala iyisinqumo esihle.