Editorial companion

What stands out

Carol Tomé saying the Amazon glide down "is behind us" is shorthand for a big operational shift: UPS is deliberately shedding low-margin e-commerce volume and leaning into fewer, higher-margin parcels, and investors punished the company when guidance suggested that transition will hurt near-term results. The interview makes plain why logistics strategy matters to both sides, since Amazon's choices alter the profit calculus for carriers and carriers' moves feed back into retailers' costs and margins.