Bruce Chan
👤 SpeakerAppearances Over Time
Podcast Appearances
They're making a lot of loans, but without needing to disclose what is happening with the loans.
They're making a lot of loans, but without needing to disclose what is happening with the loans.
FedEx used to offer same-day delivery services, says Bruce Chan, a senior equity analyst at Stiefel.
FedEx used to offer same-day delivery services, says Bruce Chan, a senior equity analyst at Stiefel.
Stiefel has an unrelated investment banking relationship with FedEx.
Stiefel has an unrelated investment banking relationship with FedEx.
Chan says FedEx largely exited the same-day market back in 2023, except for select items like temperature-controlled pharmaceuticals.
Chan says FedEx largely exited the same-day market back in 2023, except for select items like temperature-controlled pharmaceuticals.
Now the company is offering local same-day service again, this time by partnering with another company, OneRail.
Now the company is offering local same-day service again, this time by partnering with another company, OneRail.
Chan says this allows FedEx to reduce risks.
Chan says this allows FedEx to reduce risks.
Nowadays, customers might decide to go with another company if they find out delivery might take a few days, says Prakash Mirchandani at the University of Pittsburgh.
Nowadays, customers might decide to go with another company if they find out delivery might take a few days, says Prakash Mirchandani at the University of Pittsburgh.
Those are retailers Arun Sundaram at CFRA Research follows.
Those are retailers Arun Sundaram at CFRA Research follows.
He says to deliver for their customers, so to speak, they outsource their last mile services to third parties too.
He says to deliver for their customers, so to speak, they outsource their last mile services to third parties too.
To pay for it all, Sundaram says, those retailers offering fast delivery can lean on subscription fees and advertising revenue.
To pay for it all, Sundaram says, those retailers offering fast delivery can lean on subscription fees and advertising revenue.