Amazon Repackaging of Shipping Services Fuels UPS, FedEx Selloff

About this episode

The episode discusses the impact of Amazon's expanded logistics offerings on transportation stocks and features insights on Tyson Foods and GameStop's acquisition attempts.

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses  US transportation stocks plunging Monday after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies, and also impact truckers and third-party brokers.  -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Tyson Foods raised its full-year profit outlook as strong protein demand enables growth even as the struggling beef segment shows no signs of turning around. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Norwegian Cruise Line cutting its full-year adjusted earnings outlook due to disruptions tied to the Middle East. Higher fuel prices and waning travel demand to Europe are adding to its weaker-than-expected bookings at the start of this year. -Spencer Soper, Bloomberg Technology and E-Commerce Reporter, discusses GameStop trying to…

People in this episode

Hosts: Paul Sweeney, Scarlet Fu

Guests: Lee Klaskow, Jennifer Bartashus, Brian Egger, Spencer Soper

Topics covered

• Amazon logistics
• transportation stocks
• Tyson Foods earnings
• Norwegian Cruise Line
• GameStop acquisition
• parcel carriers
• air freight

Keywords

• Amazon
• UPS
• FedEx
• Tyson Foods
• Norwegian Cruise Line
• GameStop
• eBay
• transportation stocks
• logistics

Mentioned in this episode

Organizations: Amazon.com Inc., UPS, FedEx, Tyson Foods, Norwegian Cruise Line, GameStop, eBay, TD Bank

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