FedEx Pursuing A Breakup

Demerger of Logistics and Freight divisions may double the shareholder value

Some of our most insightful reports are inspired by tips from our readers. A prominent executive at Microsoft, with whom we previously collaborated on a report about OpenAI, recommended we explore FedEx's transformation journey—a topic that has perhaps been overlooked in tech and business circles. As we delved deeper into this story, we unearthed a more significant narrative. High-level sources within the company indicate that FedEx is contemplating a separation of its Logistics and Freight divisions, a move that could potentially double its market value, reminiscent of the successful GE demerger.

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