UPS Could Thrive in a Post-Amazon World

UPS is executing a strategic pivot to reduce Amazon deliveries by 50% and shift toward higher-margin customers, including small and medium-sized businesses and healthcare products. Despite near-term headwinds from trade tensions and macro weakness, the company is showing incremental improvements with rising SMB volumes and record healthcare revenue. With a forward P/E of 14x and 6.6% dividend yield, UPS presents a buying opportunity as its turnaround gains momentum.