我這兩天買了一堆 485-849天 的Leap call
如果對E-Comm 持續看好的話
我是打算有Dip 就買
因為FedEx 提供的服務真的是最屌的
價錢也很有競爭力
我本身是做國際電商的
資歷快十年
我們公司從去年疫情開始用FedEx
本來一個月不到100包
後來跟他們公司談了之後
拿到大約市價70-85%的折扣
現在一個月一千多包
但是還不在我們實際寄出包裹的20%
運費多少?
寄一包1KG 的包裹到歐美
折扣後價格大概120-140港幣之間
速度有多快?
到美西的話, 通常顧客24-36時內收到貨
歐洲大概2-4天
如果價格允許的話
我們現在都盡量用這個寄給顧客
我們也用過DHL, SFEXPRESS,
這兩間速度跟價錢都完全沒競爭力
FedEx 完全是屌打
上面還只是小包
現在有很多100-200公斤的進出口貨品
我們也開始用FedEx
我相信這個缺工跟勞工成本這問題持早會解決
如果你看好電商市場會持續成長
那我會建議有Dip就買, 2-3年內這缺工問題應該會解決
※ 引述《Severine (賽非茵)》之銘言：
: 1. 標題：FDX財報
: 2. 來源：reuters (公司名、網站名)
: 3. 網址：https://reut.rs/3EFXSpG
: 4. 內文：
: U.S. delivery firm FedEx Corp (FDX.N) posted a 7% drop in quarterly profit
: and cut its full-year forecast on Tuesday, after labor shortages crimped
: earnings, slowed packages and drove up costs ahead of the all-important
: holiday peak season.
: Shares in the Memphis, Tennessee-based company fell 4.6% to $240.50 in
: extended trading after FedEx said staffing problems resulted in a $450
: million year-over-year increase in costs due to higher wage rates and
: overtime, increased spending on third-party transportation services and
: shipping hiccups.
: "The impact of constrained labor markets remains the biggest issue facing our
: business" and was a key driver for the first-quarter underperformance, FedEx
: Chief Operating Officer Raj Subramaniam said on a conference call with
: analysts.
: Most of the excess labor expense hit the company's Ground network - which is
: now rerouting 600,000 packages a day, or 6.4% of the segment's average daily
: volume during the quarter - to work around woes stemming from the labor
: shortfall, executives said.
: As an example, Subramaniam said its hub in Portland, Oregon, is just 65%
: staffed. That requires FedEx to pay more and send packages to other hubs -
: adding time, package miles and spending on outside help.
: "We anticipate the cost pressures from network inefficiencies, such as the
: one I just illustrated, to persist through peak," Subramaniam said.
: "Overcoming staffing and retention challenges is our utmost priority."
: FedEx said adjusted net income fell to $1.19 billion, or $4.37 per share, for
: the fiscal first quarter ended Aug. 31, from $1.28 billion, or $4.87 per
: share, a year earlier.
: Revenue increased 14% to $22.0 billion.
: On the heels of the report, FedEx lowered its full-year forecast for
: earnings, excluding items, to $19.75 to $21.00 per share. FedEx previously
: forecast 2022 earnings per share, excluding items, of $20.50 to $21.50.
: FedEx and competitor United Parcel Service Inc (UPS.N) are sprinting to hire
: holiday help as the resurgence of Delta variant-driven COVID-19 infections
: threatens to increase e-commerce delivery demand during the holiday season,
: when package volume can easily double.
: FedEx aims to bring on 90,000 holiday workers. It hired 70,000 last year and
: 55,000 in 2019.
: Up-and-coming rival Amazon.com Inc (AMZN.O) is touting average pay of $18 per
: hour as it races to expand its own delivery network. Amazon's nonunion
: delivery contractors compete with FedEx and its Ground delivery partners for
: workers.
: UPS workers are unionized and among the highest paid in the industry. Shares
: in UPS shed 2.6% after the FedEx report.
: At the market close on Tuesday, shares in FedEx were down 10% over the past
: six months, while UPS shares gained 19%.
: