UPS和FedEx收费再度上涨，卖家叫苦不迭

电商报04-11

1.征收附加费快递公司征收的物流费用一旦增加，卖家运营成本也将直线上升。近日，据媒体报道，全球快递业巨头UPS（联合包裹）和FedEx（联邦快递）将分别于本月8号和本月15号，对美国总计82个邮编的快递运送征收附加费(DAS)，覆盖范围包括波士顿、芝加哥、纽约、洛杉矶和旧金山等美国主要城市。UPS和FedEx增加快递附加费图源：Supplychain Dive根据官方说法，附加费金额多少取决于...

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）将分别于本月8号和本月15号，对美国总计82个邮编的快递运送征收附加费(DAS)，覆盖范围包括波士顿、芝加哥、纽约、洛杉矶和旧金山等美国主要城市。UPS和FedEx增加快递附加费图源：Supplychain Dive根据官方说法，附加费金额多少取决于包裹投递的形式（地面或空运运送）和距离。一般而言，这两大快递巨头征收的附加费在3.95美元—5.85美元之间。不过倘若送货地被判定为是偏远地区，那么它们征收的附加费的价格会进一步往上涨。平心而论，两大巨头增加附加费的82个邮编，从数量上看并不算多。但是，由于其覆盖范围基本都是美国主要的大城市和人口密集地区，所以受到影响的卖家和消费者可能会比预想中多很多。附加费生效的82个具体邮政编码图源：Supplychain Dive尽管如此，AFS Logistics包裹总裁Micheal McDonagh还是表示，用户可以尽可能降低上涨的运送成本带来的不利影响，比方说“将发往同一地址的包裹合并为一批货，或激励客户在价格较低的商业目的地提取包裹。”2.对抗货运寒冬客观来看，UPS和FedEx此次上涨收费，是为了在货运寒冬中尽可能地提高营收和利润。事实上，过去一年，由于全球多地通货膨胀持续蔓延，货运市场需求低迷，UPS和FedEx这两大快递业巨头的日子都不好过。具体来看，它们的业务都经历了滑坡，包裹量有明显下降，在去年第一季度，UPS的日均包裹量同比下降了5.5%，下一个季度继续下降9.5%，到第三季度降幅进一步扩大到10.9%；差不多在同一时间段，FedEx的包裹量也连续多个季度下滑，降幅都达到了惊人的10%。UPS 2023年日均包裹量不断下降图源：Datawrapper业务量的下降，不可避免地导致了两大巨头营收的下滑。从UPS官方公布的财报来看，2023年第四季度，在美国市场，UPS的营收为169.15亿美元，相较上一年同期下降了7.3%；在国际市场，其营收仅为46亿美元，同比下滑了6.9%。基于此，UPS还对今年的业绩做出了悲观预测，认为2024年的总营收可能仅有920亿—945亿美元。同样的一幕也在FedEx身上上演着。该巨头于今年3月底公布的2024财年第三季度财报显示，在该季度，它的营收仅为217亿美元，不仅没有达到市场预期的220.4亿美元，还明显低于去年同期的222亿美元。FedEx 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