FedEx: A Turnaround With Significant Upside Potential (Rating Upgrade)

Summary

FedEx is undergoing a significant transformation under CEO Raj Subramaniam, aiming to cut costs and integrate its Express and Ground networks to improve efficiency.
Despite facing competition from Amazon and low-cost operators, FedEx's strategic initiatives and cost-saving measures have boosted investor confidence, reflected in its stock performance.
The company is focusing on high-margin areas like healthcare logistics, with promising growth prospects, and aims to return substantial capital to shareholders.
If FDX is able to confirm analyst expectations in 1Q25 (and beyond), it could unlock a lot of capital gains, as the market is waiting for confirmation from the company.

ictor

Introduction

One of the things I enjoy doing when I'm bored is going on apps that track global flights. Although it adds zero value, I like to see what is going on at major transportation hubs, including cargo-focused airports like

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