{"id":10756,"date":"2026-03-19T19:03:59","date_gmt":"2026-03-19T23:03:59","guid":{"rendered":"https:\/\/www.thelogisticsoflogistics.com\/?p=10756"},"modified":"2026-03-19T19:03:59","modified_gmt":"2026-03-19T23:03:59","slug":"ups-at-the-crossroads-finding-profit-in-a-disrupted-landscape-with-bloombergs-devin-leonard","status":"publish","type":"post","link":"https:\/\/www.thelogisticsoflogistics.com\/ups-at-the-crossroads-finding-profit-in-a-disrupted-landscape-with-bloombergs-devin-leonard\/","title":{"rendered":"UPS at the Crossroads: Finding Profit in a Disrupted Landscape with Bloomberg&#8217;s Devin Leonard\u00a0"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1144px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:0px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p><span data-teams=\"true\">In \u201cUPS at the Crossroads: Finding Profit in a Disrupted Landscape with Bloomberg&#8217;s Devin Leonard\u201d, <a id=\"menurd5e\" class=\"fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\" title=\"https:\/\/www.linkedin.com\/in\/josephlynchjr\/\" href=\"https:\/\/www.linkedin.com\/in\/josephlynchjr\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"V\u00ednculo Joe Lynch\">Joe Lynch<\/a> and <a href=\"https:\/\/www.linkedin.com\/in\/devin-leonard-05425626\">Devin Leonard<\/a>, Senior Writer on the global business team at Bloomberg News, discuss how the logistics giant is navigating shifting markets, intense competition, and rising labor costs.\u00a0<\/span><\/p>\n<p><iframe style=\"border: none;\" title=\"Embed Player\" src=\"https:\/\/play.libsyn.com\/embed\/episode\/id\/40548425\/height\/192\/theme\/modern\/size\/large\/thumbnail\/yes\/custom-color\/4c4ca4\/time-start\/00:00:00\/playlist-height\/200\/direction\/backward\/download\/yes\/font-color\/FFFFFF\" width=\"100%\" height=\"192\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2><strong>About Devin Leonard<\/strong><\/h2>\n<p class=\"p1\"><a href=\"https:\/\/www.linkedin.com\/in\/devin-leonard-05425626\">Devin Leonard<\/a> is a senior writer on the global business team at Bloomberg News. His work appears regularly in Bloomberg Businessweek where he has written periodically about the logistics industry. His 2011 cover story, &#8220;The End of Mail,&#8221; about the existential crisis at the U.S. Postal Service was a finalist for the Gerald Loeb award for explanatory writing, In May 2016, Grove Press published Leonard\u2019s book, <i>Neither Snow Nor Rain: A History of the United States Postal Service<\/i>, which the New York Times called &#8220;sweeping and entertaining.<\/p>\n<h2 class=\"p1\"><b>About Bloomberg News<\/b><b><\/b><\/h2>\n<p class=\"p1\"><a href=\"https:\/\/www.bloomberg.com\/\">Bloomberg News<\/a> is a global news agency and a primary division of Bloomberg L.P., a privately held financial, software, data, and media company. Founded in 1990 by Michael Bloomberg and Matthew Winkler, the news service was originally created to provide real-time financial news to subscribers of the Bloomberg Terminal (the Bloomberg Professional\u00ae service). Today, it is one of the largest news organizations in the world, producing over 5,000 stories daily.<\/p>\n<h2><strong>Key Takeaways: UPS at the Crossroads: Finding Profit in a Disrupted Landscape<br \/>\n<\/strong><\/h2>\n<ul class=\"ul1\">\n<li class=\"li1\"><span data-teams=\"true\">In \u201cUPS at the Crossroads: Finding Profit in a Disrupted Landscape with Bloomberg&#8217;s Devin Leonard\u201d, Joe Lynch and Devin Leonard, Senior Writer on the global business team at Bloomberg News, discuss how the logistics giant is navigating shifting markets, intense competition, and rising labor costs.\u00a0<\/span><\/li>\n<li class=\"li1\">Historic Leadership Shift: Carol Tom\u00e9 is the first woman and first outsider to lead UPS in its 118-year history, breaking a century-long tradition of promoting exclusively from within the &#8220;brown&#8221; culture.<\/li>\n<li class=\"li1\">&#8220;Better, Not Bigger&#8221;: UPS has pivoted from chasing high volume to prioritizing high-yield profitability. This means intentionally reducing reliance on low-margin ecommerce (like Amazon) to focus on more lucrative accounts.<\/li>\n<li class=\"li1\">The Amazon Evolution: Amazon has transformed from UPS&#8217;s biggest customer into its most formidable competitor, now delivering nearly as many packages as the USPS and utilizing its own massive logistics network.<\/li>\n<li class=\"li1\">Teamsters Contract Impact: The 2023 negotiations led by Sean O\u2019Brien resulted in a historic contract with top driver compensation reaching $170,000 (wages + benefits), significantly increasing UPS\u2019s fixed costs in a cooling market.<\/li>\n<li class=\"li1\">Market Fragmentation: The industry is no longer a duopoly. UPS now competes against regional carriers using advanced tech to &#8220;stitch together&#8221; national services, as well as gig-economy players like DoorDash.<\/li>\n<li class=\"li1\">Strategic Repositioning: To differentiate, UPS is doubling down on specialized sectors like Healthcare (cold-chain) and international logistics\u2014complex services that simple gig-drivers or regional startups cannot easily replicate.<\/li>\n<li class=\"li1\">&#8220;Shrink to Grow&#8221; Strategy: To maintain margins, UPS is closing distribution centers, automating facilities, and offering buyouts to senior staff. The challenge remains: can they grow the stock price while shrinking the physical footprint?<\/li>\n<\/ul>\n<h2><strong>Learn More About UPS at the Crossroads: Finding Profit in a Disrupted Landscape<\/strong><\/h2>\n<p><a href=\"https:\/\/www.linkedin.com\/in\/devin-leonard-05425626\">Devin Leonard | Linkedin<\/a><\/p>\n<p><a href=\"https:\/\/www.devinleonard.com\/\">Devin Leonard Website<\/a><\/p>\n<p><a href=\"https:\/\/www.linkedin.com\/company\/bloomberg-news\/about\/\">Bloomberg News | Linkedin<\/a><\/p>\n<p><a href=\"https:\/\/www.bloomberg.com\/\">Bloomberg News<\/a><\/p>\n<h2 class=\"fusion-responsive-typography-calculated\" data-fontsize=\"30\" data-lineheight=\"33px\"><strong>The Logistics of Logistics Podcast<\/strong><\/h2>\n<ul>\n<li>If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues.<\/li>\n<li>The Logistics of Logistics Podcast:\u00a0<a href=\"https:\/\/podcasts.google.com\/?feed=aHR0cHM6Ly90aGVsb2xwb2RjYXN0LmxpYnN5bi5jb20vcnNz\">Google<\/a>,\u00a0<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-logistics-of-logistics-podcast\/id1409735368\">Apple<\/a>,\u00a0<a href=\"https:\/\/www.thelogisticsoflogistics.com\/\">Castbox<\/a>,\u00a0<a href=\"https:\/\/open.spotify.com\/show\/2R6BcnTSREZ7fOx9EIoI36?si=9SxorwsJTOicUq7hOEQaYQ\">Spotify<\/a>,\u00a0<a href=\"https:\/\/www.stitcher.com\/podcast\/dancewaves\/the-logistics-of-logistics\">Stitcher<\/a>,\u00a0<a href=\"https:\/\/player.fm\/series\/the-logistics-of-logistics-podcast\">PlayerFM<\/a>,\u00a0<a href=\"http:\/\/tun.in\/pi548\">Tunein<\/a>,\u00a0<a href=\"https:\/\/www.podbean.com\/podcast-detail\/dtyrb-7364a\/The-Logistics-of-Logistics-Podcast\">Podbean<\/a>,\u00a0<a href=\"https:\/\/www.owltail.com\/podcast\/23776-The-Logistics-of-Logistics-Podcast\/episodes\">Owltail<\/a>,\u00a0<a href=\"https:\/\/directory.libsyn.com\/shows\/view\/id\/thelolpodcast\">Libsyn<\/a>,\u00a0<a href=\"https:\/\/overcast.fm\/itunes1409735368\/the-logistics-of-logistics-podcast\">Overcast<\/a><\/li>\n<li><a href=\"https:\/\/www.youtube.com\/channel\/UCQPVXYJLkj3mIceUYPIOedA\">Check out The Logistics of Logistics on Youtube<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":251,"featured_media":10759,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[1012,991,988,709],"tags":[],"class_list":["post-10756","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-logistics","category-podcast","category-supply-chain","category-transportation"],"featured_image_src":"https:\/\/www.thelogisticsoflogistics.com\/wp-content\/uploads\/2026\/03\/feature-imagdfce.png","author_info":{"display_name":"Nathalie X","author_link":"https:\/\/www.thelogisticsoflogistics.com\/author\/nathalie\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UPS at the Crossroads: Finding Profit in a Disrupted Landscape<\/title>\n<meta name=\"description\" content=\"In \u201cUPS at the Crossroads: Finding Profit in a Disrupted Landscape with Bloomberg&#039;s Devin Leonard\u201d, Joe Lynch and Devin Leonard, Senior Writer on the global business team at Bloomberg News, discuss how the logistics giant is navigating shifting markets, intense competition, and rising labor costs. 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