United Parcel Service

I always would probably do a drag thing or kind of a lazy thing.

But then the last few years I've wanted to be like, because last year I borrowed my friend's UPS costume.

Sexy UPS costume.

And it was like, it was

not,

I wear a red suit every year, the red suit every year, and Hot Wheels are one of my go-to gifts for the kids.

I have a couple boxes headed your way as soon as I can get to UPS.

Can you please post the address again? Let me pull it up here real quick.

It is the Wrecking Yard Podcast at P.O.

who made a bunch of money when Lutnik... wrote the tariff thing purposefully, making it so that it would fail, so that when it got up to the Supreme Court, they knocked it down.

Meanwhile, if any of you listening are in the USA and you've received the FedEx, a UPS, or a DHL package, I'm pretty sure the delivery guy told you, oh yeah, you have to pay by check the tariff.

People are buying items for $15 and having to pay $100 in tariffs.

So you just bought $115, $15 item.

The company had conquered warehouses, robots and two-day shipping, but the very last step, a human walking a box up to your actual front door, is stubbornly, expensively human.

UPS and FedEx had spent a century building that last mile.

Amazon wanted to build its own version in about 18 months, without hiring hundreds of thousands of drivers directly.

The solution was elegant, in the way that offloading your hardest problem onto someone else is always elegant.

But the fuel component needs to be stripped out before we make sweeping claims about underlying pricing power.

Let's transition to UPS because they give us another version of that same issue.

And it's important to remember that fewer shipments do not always mean less revenue.

UPS had fewer packages, more revenue, but let's dive into the ingredients.

So UPS reported consolidated revenue of $22.9 billion.

Adjusted earnings were $1.69 a share compared with $1.74 a year earlier.

It beat expectations and raised its annual revenue forecast, but adjusted earnings remained below 1%.

The relatable version is a restaurant earning more with fewer orders because customers are buying different meals and paying higher prices.

Wow.

And UPS, FedEx, USPS, none of them were set up the way they are today for what they were doing.

And I can't imagine.

I mean, we were shipping perishables, but usually it had two or three day shelf life to it.

And I've talked to so many people who never ask.

They never go to FedEx.

They never go to UPS.

They never go to USPS and ask, what's a better way to do this? Because they'll sort of help you.

Come ride with us, and we'll show you America.

And by UPS, for express delivery to Europe and throughout the United States.

UPS runs the tightest ship in the shipping business.

Ben, Ron Darling in four innings has made 53 pitches, 39 strikes, 14 balls.

That tells you something, and he's getting his first pitch over for a strike.

That's illegal.

You can't register to vote from a UPS mailbox.

There's 124 registrations whose addresses have streets that are simply not found, which means the voting location, the residence of this alleged voter simply doesn't exist.

There is one that is registered to a P.O. box as their main address in Utagami County.

These are all, and here in the United States on the East Coast as well, maybe even Canada, because there is plenty of biotech research hubs that justify us setting up a collection center.

Because also the time it takes for us to ship it via UPS, FedEx, DHL, even World Courier, it takes too long.

And then the viability of the cells is no longer there.

And then the customer will say, the researcher will say, I might as well pull it on the gurgler because this thing is useless.