Motley Fool e thehiloe ka 1993 ke barab'abo rōna Tom le David Gardner. Ka sebaka sa rona sa marang-rang, li-podcasts, libuka, likholomo tsa likoranta, mananeo a seea-le-moea le lits'ebeletso tse tsoetseng pele tsa matsete, re thusa batho ba limilione ho fumana tokoloho ea lichelete.
United Parcel Service (NYSE: UPS) e bile le kotara e 'ngoe e hlahelletseng, ka phaello ea eona ea machabeng e fihlileng holimo, ka lekeno la linomoro tse peli le kholo ea meputso. Leha ho le joalo, ka lebaka la ho tšoenyeha ka ho theoha ha phaello ea US le litebello tsa phaello e tlase ea phaello karolong ea bone, thepa e ntse e theoha 8.8% ka Laboraro.
Mohala oa lekeno oa UPS o tletse liphetho tse khahlang le likhakanyo tsa kholo ea lekeno nakong e tlang. Ha re shebeng litaba tse ka morao ho linomoro tsena ho bona hore na Wall Street e rekisitse UPS ka phoso le hore na ke eng e tla nyolla theko ea setoko nakong e tlang.
Joalo ka kotara ea bobeli, tlhokeho ea bolulo ea khoebo ea e-commerce le likhoebo tse nyane le tse mahareng (SMB) e ile ea eketseha, e fellang ka lekeno la rekoto ea UPS. Ha ho bapisoa le kotara ea boraro ea 2019, lekeno le eketsehile ka 15.9%, phaello e fetotsoeng ea ts'ebetso e eketsehile ka 9.9%, mme meputso e fetotsoeng ka karolo e 'ngoe e eketsehile ka 10.1%. Lipalangoang tsa naha tsa UPS mafelo-bekeng li eketsehile ka 161%.
Ho pholletsa le seoa sena, litaba tsa sehlooho tsa UPS e ne e le keketseho ea phano ea matlo ha batho ba qoba ho reka ka seqo mme ba retelehela ho barekisi ba marang-rang. UPS joale e bolela esale pele hore thekiso ea e-commerce e tla ikarabella ho feta 20% ea thekiso ea mabenkele ea US selemong sena. Motsamaisi oa UPS Carol Tome o itse: "Le kamora seoa sena, ha re nahane hore sekhahla sa ho kenella ha thekiso ea e-commerce se tla fokotseha, empa eseng feela mabenkele. . Maikutlo a Tome a hore mekhoa ea e-commerce e tla tsoela pele ke litaba tse kholo ho k'hamphani. Sena se bontša hore batsamaisi ba lumela hore liketso tse itseng tsa seoa sena ha se litšitiso tsa nakoana khoebong.
E 'ngoe ea melemo e poteletseng ka ho fetisisa meputsong ea kotara ea boraro ea UPS ke keketseho ea palo ea li-SMB. Tseleng e potlakileng ka ho fetesisa ea k'hamphani, thekiso ea SMB e eketsehile ka 25.7%, e thusitseng ho fokotsa ho theoha ha thepa ea khoebo ke lik'hamphani tse kholo. Ka kakaretso, bophahamo ba SMB bo eketsehile ka 18.7%, e leng sekhahla se phahameng ka ho fetisisa sa kholo lilemong tse 16.
Botsamaisi bo ama karolo e kholo ea kholo ea SMB ho Lenaneo la eona la Phihlello ea Dijithale (DAP). DAP e lumella lik'hamphani tse nyane ho theha liakhaonto tsa UPS le ho arolelana melemo e mengata e natefeloang ke barekisi ba baholo. UPS e kentse li-account tse ncha tsa 150,000 tsa DAP karolong ea boraro le li-account tse ncha tse 120,000 karolong ea bobeli.
Ho fihlela joale, nakong ea seoa sena, UPS e pakile hore thekiso e phahameng ea bolulo le ho nka karolo ha likhoebo tse nyane le tse mahareng li ka fokotsa ho theoha ha palo ea khoebo.
Taba e 'ngoe ea lekunutu ea pitso ea kopano ea meputso ea k'hamphani ke boemo ba khoebo ea eona ea bophelo bo botle. Liindasteri tsa bophelo bo botle le tsa likoloi e ne e le tsona feela likarolo tsa mmaraka tsa khoebo-to-khoebo (B2B) kotara ena-le hoja kholo e ne e sa lekana ho felisa ho theoha ha lekala la indasteri.
Senatla sa lipalangoang se ntlafalitse butle-butle tšebeletso ea eona ea bohlokoa ea lipalangoang tsa bongaka UPS Premier. Mehala e pharaletseng ea lihlahisoa tsa UPS Premier le UPS Healthcare e akaretsa likarolo tsohle tsa 'maraka tsa UPS.
Ho itšetleha ka litlhoko tsa indasteri ea tlhokomelo ea bophelo ke khetho ea tlhaho bakeng sa UPS, hobane UPS e atolositse litšebeletso tsa fatše le tsa moea ho amohela libaka tse phahameng tsa bolulo le tsa SMB. Khamphani e boetse e hlakisitse hore e ikemiselitse ho sebetsana le likarolo tsa phano ea ente ea COVID-19. CEO Tome o fane ka maikutlo a latelang mabapi le UPS Healthcare le seoa sena:
[Sehlopha sa bongaka se tšehetsa liteko tsa bongaka tsa ente ea COVID-19 ka mekhahlelo eohle. Ho nka karolo pele ho nako ho re file lintlha tsa bohlokoa le lintlha tsa bohlokoa ho rala merero ea kabo ea khoebo le ho laola tsamaiso ea lihlahisoa tsena tse rarahaneng. Ha ente ea COVID-19 e tsoa, ​​re bile le monyetla o motle, 'me ka 'nete, re jara boikarabelo bo boholo ba ho sebeletsa lefats'e. Ka nako eo, marang-rang a rona a lefats'e, tharollo ea ketane e batang le basebetsi ba rona ba tla be ba lokile.
Joalo ka mehatla e meng e amanang le seoa, ho bonolo ho bolela katleho ea morao-rao ea UPS ho mabaka a nakoana a ka nyamelang butle-butle ha seoa se fela. Leha ho le joalo, tsamaiso ea UPS e lumela hore ho atolosa marang-rang a eona a lipalangoang ho ka tlisa melemo ea nako e telele, haholo-holo ho eketseha ho tsoelang pele ha khoebo ea e-commerce, ho kopanngoa ha SMB setsing sa bareki ba eona le khoebo ea bongaka e sa tsotelleng nako, e tla tsoela pele Ho finyella litlhoko tsa indasteri ea bongaka lilemong tse 'maloa tse latelang.
Ka nako e ts'oanang, ho bohlokoa ho pheta-pheta hore liphetho tsa kotara ea boraro ea UPS e bile tse tsotehang ha lihlahisoa tse ling tse ngata tsa indasteri li ne li le mathateng. UPS e sa tsoa nyolohela holimo libeke tse 52, empa esale e oela hammoho le limmaraka tse ling. Ha ho nahanoa ka thekiso ea thepa, bokhoni ba nako e telele le kotulo ea phaello ea 2.6%, UPS joale e bonahala e le khetho e ntle.