IMotley Fool yasungulwa ngo-1993 ngabafowabo uTom noDavid Gardner. Ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu ephephandaba, izinhlelo zerediyo kanye nezinsizakalo ezithuthukisiwe zokutshala izimali, sisiza izigidi zabantu ukuba zithole inkululeko yezezimali.
I-United Parcel Service (NYSE: UPS) ibe nenye ikota evelele, inzuzo yayo yamazwe ngamazwe ifinyelele irekhodi eliphezulu, ngemali engenayo enamadijithi amabili kanye nokukhula komholo. Kodwa-ke, ngenxa yokukhathazeka mayelana nokwehla kwenzuzo yase-US kanye nokulindelwe kwemingcele yenzuzo ephansi engxenyeni yesine, isitoko sisahle ngo-8.8% ngoLwesithathu.
Ucingo lwemali engenayo lwe-UPS lugcwele imiphumela emihle nezibikezelo zokukhula kwemali engenayo esikhathini esizayo. Ake sibheke okuqukethwe ngemuva kwalezi zinombolo ukuze sinqume ukuthi ingabe i-Wall Street idayise i-UPS ngephutha nokuthi yini ezonyusa intengo yesitoko ngokuzayo.
Ngokufanayo nekota yesibili, i-e-commerce kanye nebhizinisi elincane naphakathi nendawo (SMB) isidingo sokuhlala sikhuphuke, okuholele emalini erekhodiwe ye-UPS. Uma kuqhathaniswa nekota yesithathu ka-2019, imali engenayo inyuke ngo-15.9%, inzuzo yokusebenza elungisiwe ikhuphuke ngo-9.9%, futhi izinzuzo ezilungisiwe ngesheya ngalinye zikhuphuke ngo-10.1%. Ivolumu yezokuthutha ezihamba emhlabeni ngempelasonto ye-UPS inyuke ngo-161%.
Kuso sonke lesi sifo esiwubhubhane, izindaba eziphambili ze-UPS beziwukwanda kokulethwa kwezindawo zokuhlala njengoba abantu begwema ukuzithengela mathupha baphendukela kubathengisi abaku-inthanethi. I-UPS manje ibikezela ukuthi ukuthengiswa kwe-e-commerce kuzoba ngaphezu kwama-20% okuthengiswa kwezitolo zase-US kulo nyaka. Isikhulu se-UPS uCarol Tome uthe: "Ngisho nangemva kwalolu bhubhane, asicabangi ukuthi izinga lokungena kwe-e-commerce lizokwehla, kodwa hhayi ukudayisa kuphela. Amakhasimende kuzo zonke izindawo zebhizinisi lethu ahlela kabusha indlela enza ngayo ibhizinisi." . Umbono kaTome wokuthi izitayela ze-e-commerce zizoqhubeka ziyizindaba ezinkulu zenkampani. Lokhu kukhombisa ukuthi abaphathi bakholelwa ukuthi izenzo ezithile zalolu bhubhane azizona nje izithiyo zesikhashana ebhizinisini.
Enye yezinzuzo ezicashile emalini etholwayo yekota yesithathu ye-UPS kwaba ukukhuphuka kwenani lama-SMB. Emzileni oshesha kakhulu wenkampani owake waba khona, ukuthengiswa kwe-SMB kukhuphuke ngo-25.7%, okusize ukwehlisa ukwehla kokulethwa kwebhizinisi yizinkampani ezinkulu. Sekukonke, umthamo we-SMB ukhuphuke ngo-18.7%, izinga lokukhula eliphakeme kakhulu eminyakeni eyi-16.
Ukuphatha kubalula ingxenye enkulu yokukhula kwe-SMB kuHlelo lwayo Lokufinyelela Kudijithali (DAP). I-DAP ivumela izinkampani ezincane ukuthi zenze ama-akhawunti e-UPS futhi zabelane ngezinzuzo eziningi ezitholwa abathumeli abakhulu. I-UPS yengeze ama-akhawunti amasha angu-150,000 e-DAP engxenyeni yesithathu nama-akhawunti amasha angu-120,000 engxenyeni yesibili.
Kuze kube manje, phakathi nalolu bhubhane, i-UPS ikufakazele ukuthi ukuthengisa okuphezulu kwezindawo zokuhlala nokubamba iqhaza kwamabhizinisi amancane naphakathi kunganciphisa ukwehla kwenani lezentengiselwano.
Omunye umniningwane oyimfihlo wekholi yenkomfa yemali etholwayo ukuma kwebhizinisi layo lokunakekelwa kwezempilo. Izimboni zezokunakekelwa kwempilo nezimoto bekuyizo kuphela izingxenye zemakethe yebhizinisi-kuya-ibhizinisi (i-B2B) kule kota-nakuba ukukhula bekungenele ukuqeda ukwehla komkhakha wezimboni.
Isikhondlakhondla sezokuthutha siye sathuthukisa kancane kancane insizakalo yaso yezokuthutha ezibalulekile ze-UPS Premier. Imigqa yomkhiqizo ebanzi ye-UPS Premier kanye ne-UPS Healthcare ihlanganisa zonke izingxenye zemakethe ze-UPS.
Ukuthembela ezidingweni zemboni yezokunakekelwa kwempilo kuwukukhetha okungokwemvelo kwe-UPS, ngoba i-UPS iye yandisa izinsizakalo zomhlabathi nezomoya ukuze kuhlangatshezwane nokulethwa kwezindawo zokuhlala ezisezingeni eliphezulu kanye ne-SMB. Inkampani iphinde yakwenza kwacaca ukuthi isikulungele ukuphatha izici zokusatshalaliswa komgomo we-COVID-19. U-CEO u-Tome wenze lawa mazwi alandelayo nge-UPS Healthcare kanye nobhubhane:
[Ithimba lezokwelapha lisekela izivivinyo zomtholampilo zomgomo we-COVID-19 kuzo zonke izigaba. Ukubamba iqhaza kusenesikhathi kusinikeze idatha ebalulekile kanye nemininingwane yokuklama izinhlelo zokusabalalisa ezentengiselwano nokuphatha ukuhanjiswa kwale mikhiqizo eyinkimbinkimbi. Lapho umgomo we-COVID-19 uphuma, saba nethuba elihle futhi, ngokungananazi, sathwala umthwalo omkhulu wokusebenzela umhlaba. Ngaleso sikhathi, inethiwekhi yethu yomhlaba wonke, izixazululo zamaketanga abandayo kanye nabasebenzi bethu bayobe sebelungile.
Njengakweminye imisila ehlobene nobhubhane, kulula ukusho impumelelo yakamuva ye-UPS ezintweni zesikhashana ezingase zinyamalale kancane kancane njengoba ubhubhane luphela. Nokho, abaphathi be-UPS bakholelwa ukuthi ukwandisa inethiwekhi yayo yezokuthutha kungase kulethe izinzuzo zesikhathi eside, ikakhulukazi ukukhula okuqhubekayo kwe-e-commerce, ukuhlanganiswa kwe-SMB kusisekelo samakhasimende ayo kanye nebhizinisi lezokwelapha elithatha isikhathi eside, elizoqhubeka Ukuhlangabezana nezidingo zemboni yezokwelapha eminyakeni embalwa ezayo.
Ngasikhathi sinye, kufanelekile ukuphinda ukuthi imiphumela yekota yesithathu ye-UPS ibimangalisa lapho ezinye izitoko eziningi zezimboni zisenkingeni. I-UPS isanda kukhula yafinyelela ezingeni eliphakeme lamaviki angama-52, kodwa isiwile kanye nezinye izimakethe. Uma kucatshangelwa ukudayiswa kwesitoko, amandla esikhathi eside kanye nenzuzo ye-dividend engu-2.6%, i-UPS manje ibonakala iyisinqumo esihle.