$UPS is launching box-free returns for TikTok Shop, going straight at $FDX and $AMZN. About 20% of all online purchases get returned, per the NRF. Shoppers can now drop items at 10,000 return bars in places like Ulta Beauty and UPS stores. Revenue: UPS $90B vs. FedEx $95B. Seeking Alpha Quant Ratings: $UPS = Hold. $FDX = Hold. $ULTA = Hold. $AMZN = Strong Buy. Return efficiency is now the battlefield for margin survival. Can UPS close the gap on Amazon? ▻
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$UPS is launching box-free returns for TikTok Shop, going straight at $FDX and $AMZN. About 20% of all online purchases get returned, per the NRF. Shoppers can now drop items at 10,000 return bars in places like Ulta Beauty and UPS stores. Revenue: UPS $90B vs
$UPS$FDX$AMZN$ULTA
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