Peter McNally

Global Head of Sector Analysts, Third Bridge
@ppmcnallyjr · tracked since Mar 2026
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FDX long -16.6%
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FDX long 2 months ago
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7d 0%
30d 100%
90d —
Average Return -16.6% Long Return -16.6% Short Return -
Average Return
7d -10.2%
30d +1.2%
90d —
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FDX FedEx Co... FedEx Corporation
Long
Mar 19
$389.05
-16.6%
McNally states FedEx is delivering on improved efficiency and cost savings, showing operating leverage as revenues accelerate, and its non-union workforce provides a cost advantage. The company has walked away from low-margin business (e.g., USPS) and been more selective, allowing it to improve margins even in a mixed freight demand environment. LONG on management's execution in driving profitability through cost control and strategic focus, making it a relative winner in the logistics space. A severe economic downturn crushes freight volumes, or competitive pressures intensify.
McNally states FedEx is delivering on improved efficiency and cost savings, showing operating leverage as revenues accelerate, and its non-union workforce provides a cost advantage. The company has walked away from low-margin business (e.g., USPS) and been more selective, allowing it to improve margins even in a mixed freight demand environment. LONG on management's execution in driving profitability through cost control and strategic focus, making it a relative winner in the logistics space. A severe economic downturn crushes freight volumes, or competitive pressures intensify.
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