$FDX
BEARISH2026-05-04Price around the call
↓ 2026-05-04
By horizon✗ miss+7.6%
1d
✗ +2.6%
5d
✗ +1.8%
21d
✗ +7.6%
Original post
Market Rebellion · 2026-05-04
$FDX $UPS $CHRW $HIT -6% Logistics names getting crushed after Amazon launched Amazon Supply Chain Services — opening its massive freight, fulfillment & parcel network to third-party businesses. Early customers already include P&G, 3M, Lands’ End & American Eagle. Broader sector pain: $UPS -8%, GXO -10%, RXO -6%, Hub Group -4%, XPO -5%. Amazon going deeper into 3PLs. @petenajarian @jonnajarian #ITSNOTANOPTION 📙
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