Here we are in the first week of December and we are already hearing that UPS has been experiencing delivery delays due primarily to large volumes of shipments after Black Friday. Is this because on-line shoppers made their holiday buying decisions earlier than they have in the past, or is it due to more shoppers buying on line than previously expected?
Either way, this has to be a great concern for UPS and we believe for FedEx and USPS as well since the backlog is occurring this early in the holiday shipping season. Typically when transportation pipelines get clogged this early in the holiday season it does not bode well for what’s coming down the line; and that is the “Last Minute” shoppers who haven’t even decided what their going to buy, let alone where they will make those purchases and when they will finally pull the trigger. Stay tuned, this could get very interesting, or worse yet, very ugly in the weeks to come.