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    Justine Weiss

    Research Analyst at Bernstein

    Justine Weiss is an Analyst at Bernstein specializing in equity research, with coverage focused on consumer, retail, and select technology companies. Her track record includes generating actionable insights and investment recommendations for firms such as Amazon, Walmart, and Target, consistently delivering above-benchmark success rates and positive returns as reported on analyst ranking platforms. Weiss began her career in financial services in the early 2010s, joining Bernstein after holding analytical and research roles at other investment firms. She holds multiple professional credentials, including FINRA Series 7 and Series 63 licenses, and is recognized for her rigorous approach and in-depth company analysis.

    Justine Weiss's questions to UNITED PARCEL SERVICE (UPS) leadership

    Justine Weiss's questions to UNITED PARCEL SERVICE (UPS) leadership • Q2 2025

    Question

    Justine Weiss of Bernstein asked for the rationale behind withdrawing financial guidance, questioning if it signals worsening conditions or simply uncertainty, and inquired about the progress on cost-cutting initiatives aimed at achieving double-digit domestic margins.

    Answer

    CEO Carol Tomé explained that the guidance withdrawal stems from significant uncertainty around trade policies, consumer demand, and the financial impact of internal initiatives like the driver buyout and Groundsaver cost optimization. She noted that while July volume was strong, it was likely skewed by temporary factors. CFO Brian Dykes added that Q3 margins could face more pressure than previously expected due to lower-than-anticipated employee attrition and higher Groundsaver costs, with more clarity expected by the end of Q3.

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