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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Molson Hart‏ @Molson_Hart Apr 28
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      Just did a UPS zoom call because I'm trying to get some better rates for our small lightweight packages (they have a program called Mail Innovations). And I asked "so where are volume year over year". "up ~40%" "What are you going to do at Christmas?" Their faces:pic.twitter.com/3U8yI7XH1F

      2 replies 0 retweets 2 likes
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    2. Bobby Eubank‏ @bobbyeubank Apr 28
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      Replying to @Molson_Hart

      http://www.investors.ups.com/static-files/62d371e9-2370-46a0-af01-37e063acd99f …

      1 reply 0 retweets 0 likes
    3. Molson Hart‏ @Molson_Hart Apr 28
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      Replying to @bobbyeubank

      I'm worried that they're not expecting the demand to continue.

      1 reply 0 retweets 0 likes
    4. Bobby Eubank‏ @bobbyeubank Apr 28
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      Replying to @Molson_Hart

      Ecomm still isn't the driver for them

      1 reply 0 retweets 1 like
    5. Molson Hart‏ @Molson_Hart Apr 28
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      Replying to @bobbyeubank

      Yes, thanks. Matches up with the report and what they said. They said there's been a huge shift away from commercial shipping to residential. Surprising that their revenues are down!

      1 reply 0 retweets 0 likes
    6. Bobby Eubank‏ @bobbyeubank Apr 28
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      Replying to @Molson_Hart

      Both UPS and FedEx are still B2B companies at their core and that's where all the margin is. Delivering to a customer's door is extremely expensive. Terrible headwind from mix shift towards consumer delivery. USPS handling last mile has been key. Or Amazon contractors

      1 reply 0 retweets 0 likes
    7. Molson Hart‏ @Molson_Hart Apr 28
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      Replying to @bobbyeubank

      Yes, but as density increases and with people working from home last-mile residential becomes less costly and more profitable.

      2 replies 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart Apr 28
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      Replying to @Molson_Hart @bobbyeubank

      By the way, the up 40% was for a majority residential service called mail innovations.

      9:26 AM - 28 Apr 2020
      0 replies 0 retweets 0 likes

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