FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside (NYSE:FDX)
FedEx’s ( FDX ) revenue should continue to benefit from strong growth in higher-value B2B customers. In recent years, the company has shifted its sales mix toward B2B customers, and in the last quarter, almost halfI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between 500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to ...