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FedEx will benefit from chip demand, says Don Broughton
  + stars: | 2024-06-26 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFedEx will benefit from chip demand, says Don BroughtonDon Broughton, managing partner at Broughton Capital, joins CNBC's 'Squawk Box' to discuss FedEx's earnings, why he's short on UPS, and more.
Persons: Don Broughton Don Broughton Organizations: FedEx, Broughton Capital, UPS
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Baltimore bridge collapse was 'completely preventable', says Donald BroughtonDonald Broughton, Broughton Capital managing partner, joins 'Squawk Box' to discuss the Baltimore bridge collapse, the potential logistics and commercial fallout from the collapse, and more.
Persons: Donald Broughton Donald Broughton Organizations: Broughton Capital Locations: Baltimore
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUPS isn't going to give its best deal 'until the eleventh hour', says Donald BroughtonDonald Broughton, Broughton Capital managing partner, joins 'Closing Bell Overtime' to talk the breakdown of the UPS and Teamsters Union negotiations.
Persons: Donald Broughton Donald Broughton Organizations: UPS, Broughton Capital, Teamsters Union
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFedEx can get away with raising prices because it carries 'high-value items', says Donald BroughtonDonald Broughton, Broughton Capital founder, joins 'Closing Bell Overtime' with reaction to FedEx earnings, the stocks reaction, and the competitive shipping landscape.
Persons: Donald Broughton Donald Broughton Organizations: FedEx, Broughton Capital
"We will be consolidating our operating companies into one unified organization," FedEx CEO Raj Subramaniam told investors Wednesday. The shift will make FedEx's operational strategies more like competitors UPS and DHL. Regulatory risk brings up an old questionThere may also be some risks coming to the new, integrated FedEx from outside the company. In a stark difference between UPS and FedEx, UPS falls under the National Labor Relations Act and FedEx Express under the Railway Labor Act. Betting the future on slower servicesThe third risk analysts raised was market share.
"We will be consolidating our operating companies into one unified organization," FedEx CEO Raj Subramaniam told investors Wednesday. The shift will make FedEx's operational strategies more like competitors UPS and DHL. Regulatory risk brings up an old questionThere may also be some risks coming to the new, integrated FedEx from outside the company. In a stark difference between UPS and FedEx, UPS falls under the National Labor Relations Act and FedEx Express under the Railway Labor Act. Betting the future on slower servicesThe third risk analysts raised was market share.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFedEx shares close higher after hiking dividend and consolidating unitsDonald Broughton, Broughton Capital managing partner, joins 'Closing Bell: Overtime' to discuss FedEx as shares for the company close higher.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTruck load volumes have declined since 2022 but remain higher than pre-Covid, says Don BroughtonBroughton Capital's Don Broughton joins 'The Exchange' to discuss the recovery in domestic trucking, freight recession fears, and the impact Covid had on freight flows.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Vital Knowledge Media’s Adam Crisafulli and Broughton Capital’s Donald BroughtonVital Knowledge Media’s Adam Crisafulli and Broughton Capital’s Donald Broughton, join 'Closing Bell: Overtime' to discuss the latest market reactions and trends and react to FedEx earnings.
How a rail strike could interrupt parcel delivery services
  + stars: | 2022-11-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow a rail strike could interrupt parcel delivery servicesDonald Broughton, managing director of Broughton Capital, joins 'The Exchange' to discuss moves in Congress to avert a rail strike, the sectors vulnerable to a potential strike, and the turmoil a rail strike would provoke.
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