FedEx

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There's no uniformity to it.

And that's what Xavier McKinney's frustrated by when he had to say, because he's going to get a FedEx package that says, hey, put some money in this thing because you're going to get fined.

I just think that there's guys that are to the point where they're just pissed.

And here's another thing that makes me mad.

This is garbage and the NFL has to clean it up.

Because that would then grab the biggest headlines rather than having your guys do it and your guys get fined.

Are you that worried about your money that you can't take a $50,000 fine for your guys? And I was listening to Xavier McKinney, and all the national outlets are like, he's right, but he's going to have a FedEx envelope coming to him because he's going to get fined for what he just said.

And I'm thinking to myself, you just signed a new deal.

Mike, look, Xavier McKinney is going to take a fine.

He's going to get the FedEx envelope probably today or tomorrow.

I just thought at some point you've got to stand up for your guys and got to go, hey, look, this is garbage.

The intentional grounding call was extremely garbage.

Well, first of all, I think if We really knew everything about technology transfer.

We wouldn't even need humans, right? We could do a technology transfer through FedEx if all the information we needed was in the documents.

But

that's not the case.

and he gets flagged for it, it's not just a penalty.

He may be getting a FedEx.

So there's a lot that goes into that.

No doubt.

And that's where I think that the big break from Amazon will truly show its impact is during the holiday season when people are generally shipping a lot of goods and and how much impact that has and how successful ups is at transitioning to that small business and healthcare niche that they see as so profitable and valuable so you know unfortunately going into this we have to we we have data that says things are working pretty well but the big test is still ahead for ups and that is q4 and heading into q1 of 2027. hey

andy real quick before i let you go uh ups it's had a pretty good year up nearly 30 percent uh so far uh or uh fedex is up about 30 so far this year ups really lagging relatively flat on the year i mean do you see any competitive pressures because it seems like FedEx is saying the same things that UPS wants to do.

They're cutting costs and they're going after business to business and the higher margin side of the business.

I mean, are you guys seeing anything divergence-wise between those two who's outperforming?

I think that is a great question that we'll want to hear the executives talk about on the call because at some point, the strategy of going after higher margin, higher spending customers runs into the reality that there is a there are competent competitors that can also do that.

And there is price sensitivity at some point.

And where that is only the future can tell us because UPS and FedEx will have to compete for these same customers.

So the way that we look at it right now is let's really watch this earnings call.

So your waiter or waitress just lost money because it just frustrates me so much to no end that I'm not going to take the extra step.

One of these receipts that's on here asks to tip your FedEx driver.

Yeah.

Wow.

Yeah, there are QR codes there for Venmo, PayPal, or Cash App.

So they give you multiple options to tip your FedEx driver.

Some of this I just want to laugh at and go, there's no way.

This is just a little game to see if somebody will do it.

I

saw Nick Jordan at the FedEx on Poplar next to Wingstop.

Moving packages? I don't know.

It was last year.

And it's probably also important to point out that this is happening in Beaver Creek.

We do somehow live in a world with both Daffy and Donald Duck, The Flash and Quicksilver, Hawkeye and Green Arrow, Ants and A Bug's Life, Armageddon and Deep Impact, Oreo and Hydrox, Coke and Pepsi, stay with me, FedEx and UPS, Lyft and Uber, but here we are.

Remember, Buc-ee's also has filed suit against a different company over this.

That's some beaver, I guess.