Geopolitics Alpha

UPS Leaning into B2B Opportunity Amid Amazon Reduction

Published . Updated .

GEOPOLITICS ALPHAUPS Leaning into B2B OpportunityAmid Amazon ReductionUPSAMZNGEOPOLITICS ALPHA

UPS Leaning into B2B Opportunity Amid Amazon Reduction National Association of Wholesaler-Distributors

Directly affected

  • UPS United Parcel Service-9.1% 13d

    Named in this report.

  • AMZN Amazon Com-2.2% 30d

    Named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+0.3% 16d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Amazon.com belongs to, so it often moves with news about it.

  • CPNG Coupang-8.1% 30d

    Coupang is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.

  • CDW Cdw+14.2% 30d

    Cdw is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.

  • W Wayfair

    Wayfair is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.

  • CHWY Chewy-8.3% 30d

    Chewy is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.

  • NSIT Insight Enterprises+9.3% 30d

    Insight Enterprises is a peer of Amazon.com in catalog and mail-order houses; rivals often move on the same news.

  • XLI Industrial Select Sector SPDR-3.1% 30d

    Industrial Select Sector SPDR holds the industrials sector that United Parcel Service belongs to, so it often moves with news about it.

  • ODFL Old Dominion Freight Line+0.5% 30d

    Old Dominion Freight Line is a large industrials company like United Parcel Service; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UPSNo price data for this ticker———————
AMZNNo price data for this ticker———————
XLYNo price data for this ticker———————
CPNGNo price data for this ticker———————
CDWNo price data for this ticker———————
WNo price data for this ticker———————
CHWYNo price data for this ticker———————
NSITNo price data for this ticker———————
XLINo price data for this ticker———————
ODFLNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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UPS Leaning into B2B Opportunity Amid Amazon Reduction National Association of Wholesaler-Distributors

Source: National Association of Wholesaler-Distributors

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “UPS Leaning into B2B Opportunity Amid Amazon Reduction” looks

12 out of 100

“UPS Leaning into B2B Opportunity Amid Amazon Reduction” scores 12 out of 100. The score uses 1 sources.