Скачать или смотреть UPS (UPS) Stock: 📦 The "Strategic Amputation" vs. The Peak Season Crisis

Welcome back to Griffonomics, where we conduct financial investigations to define the risk before we look at the reward. Today, we're unmasking the "Strategic Amputation" of UPS—analyzing why this logistics giant is deliberately shedding 20% of its Amazon volume to escape a low-margin trap.

*The Risk:* We analyze the "MD-11 Crisis"—the fatal November 2025 crash that grounded *9% of the UPS airline fleet* just days before the peak holiday shipping season. We detail the *Dividend Safety Debate**: can a company yielding 6.8% survive when it's paying out **$4.0 billion in dividends* on only **$2.7 billion in free cash flow**?. We examine the geopolitical blow to the International segment, where volume on the high-yield **China-to-U.S. lane plummeted 27.1%**.

*The Reward:* We define the *"Better Not Bigger"* pricing strategy, highlighting how UPS offset volume losses with a *9.8% surge in revenue per piece**. We highlight the **$20 Billion Healthcare Lifeboat**, a strategic pivot into complex cold-chain logistics bolstered by the **Andlauer Healthcare Group* acquisition. We detail the structural cost reset, aiming for *$3.5 billion in savings* through aggressive automation and the closing of 93 buildings.

🎥 *Video Chapters*

Intro: Beyond the Brown Truck
Strategic Amputation: Why UPS is Firing Amazon
The MD-11 Crash: Peak Season Capacity Hole
Dividend Danger: Is the 6.8% Yield Sustainable?
Healthcare Pivot: The $20 Billion Growth Engine
FINAL VERDICT: A Brilliant Turnaround or a Falling Knife?

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