UPS reported a second-quarter revenue of $21.2 billion, a 2.7% year-over-year decline. The earnings per share fell short of expectations at $1.55. Total operating profit was $1.8 billion, down 6.3%. The decline in performance was influenced by economic uncertainty and reduced shipping volume from Amazon, prompting UPS to urgently adjust its strategy.
In May 2025, international air cargo demand grew by 2.2% year-on-year, demonstrating the industry's resilience. Despite a contraction in global manufacturing and the impact of U.S. tariff policies on certain regions, the Asia-Pacific region experienced the fastest growth in cargo demand at 8.3%. Additionally, falling oil prices provided relief for the airlines.
In June, the Port of Los Angeles (POLA) recorded a freight volume of 892,340 TEUs, an 8% year-on-year increase and a historical record. In contrast, the Port of Long Beach (POLB) experienced a 16.4% decline, with a freight volume of 704,703 TEUs. This disparity in data reflects the different challenges and strategies faced by the ports.
Oakland Port maintained stable container throughput in May at 187,389 TEUs, showing a slight year-on-year decrease but a month-on-month increase. Export loads rose 4% monthly and 8.7% annually, driven by agricultural and refrigerated cargo. Despite lower empty container movements, overall operations remained unaffected. The port noted global trade uncertainties haven't weakened core demand resilience.
The logistics model of new retail is undergoing transformation, with traditional methods being gradually replaced by intelligent services. The rapid development of the express delivery industry in China highlights the importance of popularizing and sharing end services to enhance efficiency and user experience. As consumer expectations for logistics services continue to rise, the industry is moving towards a shared economy. Improving the efficiency of end delivery will be a key direction for future development.
The CCM platform offers end-to-end control, flexibility, and transparency in refrigerated cargo transportation, ensuring cold chain integrity and optimizing transportation costs. Through real-time monitoring, data analysis, and predictive analytics, it helps businesses improve cold chain transportation efficiency and reduce risks. This comprehensive solution empowers companies to maintain product quality, minimize spoilage, and achieve significant cost savings by providing actionable insights and proactive management capabilities throughout the entire cold chain process.
Maersk introduces tailored logistics services for the Cape Verde market, encompassing end-to-end inland transportation, integrated logistics solutions, and a user-friendly online booking experience. This initiative aims to simplify supply chain processes, enhance trade efficiency, and empower businesses to overcome market challenges in Cape Verde and capitalize on growth opportunities. By streamlining operations and providing comprehensive support, Maersk seeks to facilitate business expansion and contribute to the economic development of the region.
Facing a shortage of supply chain talent, companies need to adopt five key strategies: empower frontline managers to foster end-to-end thinking, cultivate a data-driven culture to encourage continuous learning, redefine talent standards to uncover potential, break down industry barriers to embrace diverse backgrounds, and emphasize influence to develop collaborative leadership. By implementing these strategies, organizations can build a more competitive supply chain team capable of navigating rapidly changing market conditions.
Airlines are increasing investments in building their own VIP lounges to enhance the experience for high-end travelers, while facing challenges in collaboration and costs.
Amazon plans to expand its delivery services to 4,000 small towns by the end of 2025, enhancing the experience of rural consumers and improving logistics efficiency.
