FedEx: Fred Smith And Alan Graf On E-Commerce, Global Trade And Opportunity The Price-to-Value Podcast With Southeastern Asset Management podcast

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The Price-to-Value Podcast with Southeastern Asset Management « »
FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity

4+ y ago 1:04:24

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MP3•Episode hjem

Indhold leveret af Southeastern Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Southeastern Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal Service; the two-player US parcel market (FedEx and UPS) and why FedEx has a better mousetrap; the long-term expected benefits of the TNT acquisition for FedEx’s intercontinental business, despite recent short-term pain; the negative impact of Trump’s trade wars; FedEx’s unique dashboard on the world economy; management’s top three objectives for the business and management succession planning.

… continue reading

25 episoder

#Trading #Business #Southeastern Asset Management

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FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity

The Price-to-Value Podcast with Southeastern Asset Management

29 subscribers

published 4+ y ago

Del

MP3•Episode hjem

Indhold leveret af Southeastern Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Southeastern Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal Service; the two-player US parcel market (FedEx and UPS) and why FedEx has a better mousetrap; the long-term expected benefits of the TNT acquisition for FedEx’s intercontinental business, despite recent short-term pain; the negative impact of Trump’s trade wars; FedEx’s unique dashboard on the world economy; management’s top three objectives for the business and management succession planning.

… continue reading

25 episoder

#Trading #Business #Southeastern Asset Management

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