Cost ControlFedEx's January meetings left analysts encouraged on its cost control initiatives, giving slightly more confidence on the potential for better-than-feared F3Q results against elevated skepticism.
Pricing StrategiesParcel pricing is improving as FedEx, UPS, and USPS remove capacity, which is seen as a positive development.
Strategic InitiativesFedEx's Network 2.0 optimization and potential USPS restructuring could be positive catalysts for the company.