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11:30
Jul 29 ◎
Tony Smurfit SW Q2 FY26 call
Freight costs are a $300M headwind, driven by Middle East conflict and domestic transport shortages, causing logistics delays and delivery disruptions. — Persistent freight inflation and capacity constraints suggest continued pricing power for logistics providers and potential cost pass-through pressures for manufacturers.
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About FDX Analyst Coverage

Buzzberg tracks FDX (FedEx Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Tony Smurfit.