Cost SavingsSignificant positive changes under new CEO Raj Subramaniam should drive long-term upside for shareholders.
Operational EfficiencyFedEx is forging a new identity under its first CEO other than founder Fred Smith with a focus on profitable growth, improving capital efficiency, and cost savings across the portfolio.
Strategic InitiativesManagement has announced a strategic review of its FedEx Freight (LTL) operations, which presents an opportunity to unlock shareholder value if the segment is spun off or sold.