I-Motley Fool yasungulwa ngo-1993 ngabafowethu uTom noDavid Gardner. Ngewebhusayithi yethu, ama-podcast, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshalwa kwezimali ezithuthukisiwe, sisiza izigidi zabantu ukuthola inkululeko yezezimali.
I-United Parcel Service (NYSE: UPS) ibe nesinye ikota esivelele, lapho inzuzo yayo yamazwe ngamazwe ifinyelela phezulu kakhulu, kanye nokukhula kwemali engenayo kanye nenzuzo enamadijithi amabili. Kodwa-ke, ngenxa yokukhathazeka ngokwehla kwenzuzo yase-US kanye nokulindela izinzuzo eziphansi kwikota yesine, isitoko sisalokhu sehle ngo-8.8% ngoLwesithathu.
Isicelo semali engenayo se-UPS sigcwele imiphumela emihle kanye nezibikezelo zokukhula kwemali engenayo esikhathini esizayo. Ake sibheke okuqukethwe ngemuva kwalezi zinombolo ukuze sithole ukuthi i-Wall Street ithengise i-UPS ngephutha yini nokuthi yini ezokhuphula intengo yesitoko esikhathini esizayo.
Ngokufanayo nekota yesibili, isidingo sezindlu ze-e-commerce kanye namabhizinisi amancane naphakathi (ama-SMB) sanda, okwaholela emalini engenayo eqopha umlando ye-UPS. Uma kuqhathaniswa nekota yesithathu ka-2019, imali engenayo yanda ngo-15.9%, inzuzo yokusebenza elungisiwe yanda ngo-9.9%, kanti imali engenayo elungisiwe ngesabelo ngasinye yanda ngo-10.1%. Umthamo wezokuthutha zomhlaba we-UPS wangempelasonto wanda ngo-161%.
Kuwo wonke ubhubhane, izindaba eziphambili ze-UPS bezikhula kakhulu ekulethweni kwempahla ezindaweni zokuhlala njengoba abantu begwema ukuthenga mathupha futhi baphendukela kubathengisi be-inthanethi. I-UPS manje ibikezela ukuthi ukuthengiswa kwe-e-commerce kuzoba ngaphezu kwama-20% okuthengiswa kwezitolo e-US kulo nyaka. Isikhulu esiphezulu se-UPS uCarol Tome uthe: “Ngisho nangemva kobhubhane, asicabangi ukuthi izinga lokungena kwezitolo ze-e-commerce lizokwehla, kodwa hhayi nje kuphela. Amakhasimende kuzo zonke izindawo zebhizinisi lethu ashintsha indlela enza ngayo ibhizinisi.” . Umbono kaTome wokuthi izitayela ze-e-commerce zizoqhubeka uyizindaba ezinkulu enkampanini. Lokhu kukhombisa ukuthi abaphathi bakholelwa ukuthi izenzo ezithile zobhubhane azizona nje izithiyo zesikhashana ebhizinisini.
Enye yezinzuzo ezicashile kakhulu enzuzweni yekota yesithathu ye-UPS kwaba ukwanda kwenani lama-SMB. Endleleni eshesha kakhulu yenkampani, ukuthengiswa kwama-SMB kukhuphuke ngo-25.7%, okwasiza ekunciphiseni ukwehla kokulethwa kwezentengiselwano yizinkampani ezinkulu. Sekukonke, ivolumu yama-SMB ikhuphuke ngo-18.7%, okuyisilinganiso sokukhula esiphezulu eminyakeni eyi-16.
Abaphathi bafaka ingxenye enkulu yokukhula kwe-SMB kuhlelo lwayo lokufinyelela kwedijithali (i-DAP). I-DAP ivumela izinkampani ezincane ukuthi zidale ama-akhawunti e-UPS futhi zabelane ngezinzuzo eziningi ezijatshulelwa ngabathumeli abakhulu. I-UPS yengeze ama-akhawunti amasha e-DAP angu-150,000 kwikota yesithathu kanye nama-akhawunti amasha angu-120,000 kwikota yesibili.
Kuze kube manje, ngesikhathi sobhubhane, i-UPS ifakazele ukuthi ukuthengiswa okuphezulu kwezindlu zokuhlala kanye nokubamba iqhaza kwamabhizinisi amancane naphakathi kunganciphisa ukwehla kwenani lezentengiselwano.
Enye imininingwane eyimfihlo yomhlangano wenkampani wenzuzo ukubekwa kwebhizinisi layo lezempilo. Izimboni zezempilo nezimoto bekuyizona kuphela izingxenye zemakethe zebhizinisi kuya kwebhizinisi (B2B) kule kota - yize ukukhula bekunganele ukuqeda ukwehla komkhakha wezimboni.
Le nkampani enkulu yezokuthutha iye yathuthukisa kancane kancane isevisi yayo ebalulekile yezokuthutha kwezokwelapha i-UPS Premier. Imigqa ebanzi yemikhiqizo ye-UPS Premier kanye ne-UPS Healthcare ihlanganisa zonke izingxenye zemakethe ze-UPS.
Ukuthembela ezidingweni zomkhakha wezokunakekelwa kwempilo kuyisinqumo esingokwemvelo se-UPS, ngoba i-UPS yandise izinsizakalo zomhlaba nezomoya ukuze ihambisane nokulethwa kwemithi eminingi yokuhlala kanye ne-SMB. Le nkampani iphinde yakwenza kwacaca ukuthi isikulungele ukubhekana nezici zezokuthutha zokusatshalaliswa kwemithi yokugomela i-COVID-19. I-CEO uTome wenze amazwana alandelayo nge-UPS Healthcare kanye nobhubhane:
[Ithimba lezokwelapha lisekela izivivinyo zemitholampilo zomuthi wokugomela i-COVID-19 kuzo zonke izigaba. Ukubamba iqhaza kwasekuqaleni kusinikeze idatha ebalulekile kanye nokuqonda kokuklama izinhlelo zokusatshalaliswa kwezentengiselwano nokuphatha ukuhamba kwale mikhiqizo eyinkimbinkimbi. Lapho umuthi wokugomela i-COVID-19 uphuma, saba nethuba elihle futhi, ngokusobala, sathwala umthwalo omkhulu wokukhonza umhlaba. Ngaleso sikhathi, inethiwekhi yethu yomhlaba wonke, izixazululo zochungechunge olubandayo kanye nabasebenzi bethu bazobe sebekulungele.
Njengakwezinye izivunguvungu ezihlobene nobhubhane, kulula ukusho ukuthi impumelelo yamuva ye-UPS ibangelwa yizici zesikhashana ezingase zinyamalale kancane kancane njengoba ubhubhane luphela. Kodwa-ke, abaphathi be-UPS bakholelwa ukuthi ukwandisa inethiwekhi yabo yezokuthutha kungaletha izinzuzo zesikhathi eside, ikakhulukazi ukwanda okuqhubekayo kwezentengiselwano ze-e, ukuhlanganiswa kwe-SMB kumakhasimende ayo kanye nebhizinisi lezokwelapha elithinta isikhathi, elizoqhubeka nokuhlangabezana nezidingo zemboni yezokwelapha eminyakeni embalwa ezayo.
Ngesikhathi esifanayo, kufanelekile ukuphinda kuqashelwe ukuthi imiphumela yekota yesithathu ye-UPS yayimangalisa lapho ezinye izitoko eziningi zezimboni zisenkingeni. Muva nje i-UPS ikhuphukele ezingeni eliphezulu elisha lamasonto angu-52, kodwa selokhu yehla kanye nezinye izimakethe. Uma sibheka ukuthengiswa kwesitoko, amandla esikhathi eside kanye nenzuzo yesabelo engu-2.6%, i-UPS manje ibonakala iyisinqumo esihle.