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review of the last 6 months parcel trends , FEDEX, UPS,USPS

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  1. 1. Something is clearly going on in the Parcel Industry Review
  2. 2. Reminder <ul><li>DHL exited the @home business </li></ul><ul><ul><li>Aug 28 2008 </li></ul></ul><ul><li>DHL exited the domestic air and ground commercial segment </li></ul><ul><ul><li>Jan 30 2009 </li></ul></ul><ul><li>We are 18 months post event </li></ul><ul><li>Ergo the current numbers are absent of y-o-y tailwinds for UPS FedEx and USPS </li></ul>
  3. 3. DHL & TNT <ul><li>(DHL Express) </li></ul><ul><ul><li>“ The upward business trend of the first quarter continued steadily in the second quarter with daily shipment volumes rising by 5.5% in the TDI product line.” </li></ul></ul><ul><ul><ul><li>(Aug 3, 2010) </li></ul></ul></ul><ul><li>(TNT EXPRESS) </li></ul><ul><ul><li>“ Volumes back around 2007 levels (core kilos +9.5% versus Q2 2009)” </li></ul></ul><ul><ul><ul><li>(Aug 2 , 2010) </li></ul></ul></ul>
  4. 4. FedEx <ul><li>“ Our revenue and earnings growth are exceeding original expectations, primarily due to better-than-expected growth in FedEx Express and FedEx Ground volumes ,” said Alan B. Graf Jr., FedEx Corp. executive vice president and chief financial officer. “Our package volume growth rates in our first quarter are continuing at a pace similar to our fourth quarter.” Of particular benefit to our earnings is the continued strong demand for our higher-margin FedEx International Priority (IP) package and freight services, with IP package volumes expected to grow more than 20% again this quarter.  </li></ul><ul><ul><li>(July 26 , 2010) </li></ul></ul>
  5. 5. ARAMEX <ul><li>For the second consecutive quarter, company revenues witnessed double-digit growth, reaching AED 557 million, a rise of 15 % from the AED 485 million registered in the same period of 2009 . These results were mainly due to an increase of business across the company’s operations and strong growth in freight services in Europe and India. Building on the solid performance achieved in the first quarter of 2010, the company also achieved a high net profit margin of 10% in the second quarter as it continued to focus on operational cost efficiency </li></ul><ul><ul><li>(July 25, 2010) </li></ul></ul>
  6. 6. UPS <ul><li>“ For the three months ended June 30, 2010, operating margin expanded 320 basis points to 11.5% and consolidated volume totaled 948 million packages, a 4% increase.” </li></ul><ul><li>“ Average daily volume increased more than 1% with ground up 2%.” </li></ul><ul><ul><li>(Jul 22 , 2010) </li></ul></ul>
  7. 7. USPS PRC filing of revenue and volume for May 2010 (June 25 , 2010)
  8. 8. FedEx <ul><li>“ FedEx delivered strong results in our fourth quarter, thanks to sequential growth in package volume and our ability to leverage our unique global networks to take advantage of a recovering economy,” </li></ul><ul><li>FedEx Ground average daily package volume grew 7% in the fourth quarter driven by increases in the business-to-business market and the FedEx Home Delivery service.  Yield increased 5% primarily due to higher fuel surcharges.  FedEx SmartPost average daily volume increased 23%, with yield increasing 6%. </li></ul><ul><ul><li>(June 16 , 2010) </li></ul></ul>
  9. 9. UPS <ul><li>“ For the three months ended March 31, 2010, consolidated volume totaled 940 million packages, a 3% increase .”  </li></ul><ul><ul><li>(Apr 27 , 2010) </li></ul></ul>
  10. 10. <ul><li>“ FedEx Corp. reported the following consolidated results for the third quarter: </li></ul><ul><li>• Revenue of $8.70 billion, up 7% from $8.14 billion a year ago • Operating income of $416 million, up 129% from $182 million last year • Operating margin of 4.8%, up from 2.2% the previous year • Net income of $239 million, up 146% from last year’s $97 million </li></ul><ul><li>FedEx International Priority® (IP) average daily package volume increased 18% </li></ul><ul><li>IP freight revenue increased 49%. </li></ul><ul><li>Air daily package volume grew 1% </li></ul><ul><li>FedEx Ground average daily package volume grew 5% year over year , primarily due to growth in the business-to-business market. </li></ul><ul><li>FedEx SmartPost average daily volume grew 46%.” (Mar 18 , 2010) </li></ul>FedEx
  11. 11. UPS <ul><li>In the fourth quarter, we again saw growth in average daily air volume with Next Day Air up almost 3% and Deferred up over 4%. Growth decline for Ground moderated in the quarter. </li></ul><ul><ul><li>(Feb 2, 2010) </li></ul></ul>
  12. 12. FedEx <ul><li>“ Positive momentum in the global economy and continued execution of our business strategy drove volume growth across all FedEx transportation segments, highlighted by increased international shipments,” </li></ul><ul><li>“ FedEx Ground average daily package volume was up 4%. FedEx SmartPost average daily volume grew 63%,” </li></ul><ul><ul><li>(Dec 17 2009) </li></ul></ul>