FedEx Corp

FDX: XNYS (USA)

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Tariffs' Threat to FedEx' Retail and Industrial End Markets a Key Factor to Watch

Matthew Young

Apr 3, 2025

Business Strategy and Outlook

Overnight delivery pioneer FedEx is one of three large national carriers that dominate the for-hire parcel delivery landscape—FedEx and UPS are the major US incumbents, while DHL Express leads Europe. FedEx is also the largest US less-than-truckload carrier, which helps forge sticky relationships with retail and industrial shippers on the package side. UPS has been around much longer in the US ground market, forging a density advantage and higher margins, but FedEx has gradually enhanced its ground positioning over the past decade, with help from its slight speed advantage over UPS and capacity investment.

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FedEx Corp

Tariffs' Threat to FedEx' Retail and Industrial End Markets a Key Factor to Watch

Business Strategy and Outlook

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