我这两天买了一堆 485-849天 的Leap call
如果对E-Comm 持续看好的话
我是打算有Dip 就买
因为FedEx 提供的服务真的是最屌的
价钱也很有竞争力
我本身是做国际电商的
资历快十年
我们公司从去年疫情开始用FedEx
本来一个月不到100包
后来跟他们公司谈了之后
拿到大约市价70-85%的折扣
现在一个月一千多包
但是还不在我们实际寄出包裹的20%
运费多少?
寄一包1KG 的包裹到欧美
折扣后价格大概120-140港币之间
速度有多快?
到美西的话, 通常顾客24-36时内收到货
欧洲大概2-4天
如果价格允许的话
我们现在都尽量用这个寄给顾客
我们也用过DHL, SFEXPRESS,
这两间速度跟价钱都完全没竞争力
FedEx 完全是屌打
上面还只是小包
现在有很多100-200公斤的进出口货品
我们也开始用FedEx
我相信这个缺工跟劳工成本这问题持早会解决
如果你看好电商市场会持续成长
那我会建议有Dip就买, 2-3年内这缺工问题应该会解决
※ 引述《Severine (赛非茵)》之铭言：
: 1. 标题：FDX财报
: 2. 来源：reuters (公司名、网站名)
: 3. 网址：https://reut.rs/3EFXSpG
: 4. 内文：
: 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%.
: