CLAIM #60461 · United Parcel Service Inc (UPS) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2026
“So yes, we would expect that the volume for Amazon to be declining, efficiency reimagine ramps, it will carry through a similar number to next year.”
Brian Dykes · CFO
How to check this claim
Look at: Efficiency Reimagined program cost savings, annual figure as disclosed by UPS
It came true if: 2026 disclosed efficiency reimagined savings within 15% of 2025 disclosed figure
Where: UPS management commentary / investor presentations on quarterly earnings calls (2026)
In context
“tes you can provide on efficiency reimagined looking out into 2026? And do you think you can see a similar number as Amazon volumes continue to glide down? Or does this lower attrition mean maybe there's some more limited opportunities here? Brian Dykes: Chief Financial Officer & Executive Vice President So thanks for the question. So first of all, yes, so the driver separation package is a lever for us to get to the $3.5 billion. So it's a means for us to accelerate the attrition levels to get back on plan. And we expect that, as Carol said, part-timers will work out over time. Full-timers, we'll get them on plan. As far as efficiency reimagine goes, look, we're seeing good traction. We saw a steep ramp in the second quarter. It will ramp in the back half, and then, that wraps next year. So yes, we would expect that the volume for Amazon to be declining, efficiency reimagine ramps, it will carry through a similar number to next year. Carol B. Tome: It's early days on the driver buyout, but so far, it's progressing as we would expect. Once we have gotten it finished, and we understand the dollar or number of drivers who have elected to leave us, then we can tell you what the money is. Operator: I will now turn the floor back over to your host, Mr. PJ Guido. PJ Guido: Thank you, Matthew. This concludes our call. Thank you for joining, and have a great day.”
Verify independently
SEC filings for UPS ↗ · Claim quote is verbatim from the 2025Q2 earnings call.