CLAIM #60438 · United Parcel Service Inc (UPS) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2025
“We are working on solutions to relieve this pressure in the back half of the year.”
Carol Tome · CEO
In context
“call, Ground Saver. For UPS, we believe Ground Saver should be a product that complements an array of products used by our customers and not be a product just by itself. During the quarter, we took deliberate pricing actions to manage our Ground Saver volume. And as a result, the volume in this product declined by 23% year-over-year. A small portion of the volume decline was directly related to our Amazon glide down plan, and the rest was primarily related to volume declines from non-U.S.-based e-commerce companies. As you will recall, at the end of last year, we in-sourced from the USPS, the last-mile delivery of our Ground Saver product. This decision, while right for the customer experience, pressured our financial results as delivery expenses were somewhat higher than we anticipated. We are working on solutions to relieve this pressure in the back half of the year. Before I wrap up, I want to touch on a positive in our business, and that's healthcare logistics. Healthcare logistics remains a key driver of growth for all 3 of our business segments. Complex healthcare logistics is an $82 billion addressable market, and we are laser focused on becoming the #1 complex healthcare logistics provider in the world. To that end, we are leading radio-pharma logistics globally, and in addition, lead U.S. integrators in terms of CEIV certified cold chain cross-dock building. Along with growing healthcare organically, we remain committed to inorganic growth, too, like with our previously announced planned acquisition of Andlauer Healthcare Group. Andlauer supports our focus on complex healthcare and will enhance our cold chain and pharmaceutical transportation c”
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SEC filings for UPS ↗ · Claim quote is verbatim from the 2025Q2 earnings call.