United Parcel Service

Foster Business Library

Team Librarian Consultation



United Parcel Service, Inc.



Assignment:    United Parcel Service, Inc.:  financial performance of UPS and its competitor FedEx in the package transportation industry, comparing performance and value for stockholders; what markets is UPS missing out on; how can UPS compete better against FedEx.   (EMBA 505, 18 November 2004)
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Foster Business Library Databases:

    The Foster Business Library offers an extensive collection of business databases on its homepage; see under Business Databases. For more information on the three dozen Foster business databases, click here.   For more information on which of the three dozen Foster business databases to use, click here.   For more information on accessing Foster databases from off campus, click here.   For information about responsible database usage, click here.

  • Hoovers Online:   Under Business Databases on the Foster Business Library homepage. Hoovers Online offers information about 14,000 public and private companies worldwide, with links to company homepages and annual reports, charts, company capsule, competitors, divisions, earnings, financials, Fortune and Forbes rankings, history, industry information, insider trading, mission statements, news links, press releases, officers, patents, products, SEC filings, splits, subsidiaries, etc.

    See the company fact sheet and overview for United Parcel Service, Inc.; see also the link to Products/Operations and Financials. See also their Competitors and, especially, the valuable Competitive Landscape, comparing the company with its top three competitors, its industry, and the market, across a variety of metrics; note UPS's dominant position versus Fed Ex in most metrics. See similar information for FedEx, comparing FedEx's Products/Operations with those of UPS, to compare sales by category. In addition, see the industry fact sheet for Express Delivery Services.

  • Investext:   On the Foster Business Library homepage, listed under Business Databases. Investext contains indexing and the full text of company and industry research reports prepared by leading Wall Street firms, as well as regional and international brokerage and financial firms. All reports are in PDF format.

    A company search for the ticker symbol UPS produced a list of over 800 reports; for FedEx, over 1,200 reports. An industry search for the Trucking industry produced over 5,000 reports.

  • Lexis-Nexis Academic:   On the Foster homepage, under Business Databases. To find company information, go to Business and then to Company Financial where you can obtain financial and other data for companies. Information is available from twenty different sources (each of which must be searched separately). SEC filings, particularly company 10K annual reports, are a particularly rich source of company as well as industry information. Use your browser's Find command (or Control-F) to locate references to particular terms of interest in 10K filings such as trends, strategy, competitors, industry, etc.

    This database includes over forty SEC 10-K filings (or parts of filings) for UPS and over 200 SEC 10-K filings (or parts of filings) for FDX. See in particular, FedEx's Strategy, in its latest report, and contrast it with the Growth Strategy in UPS's latest filing.

  • Mergent Online:   On the Foster Business Library homepage, listed under Business Databases. Online access to the print edition of the Mergent Manuals, with extensive information on 11,000 U.S. and 17,000 international companies, including financials, stock, properties, joint ventures, annual reports, subsidiaries, S.E.C. filings, etc. For search tips, see About Mergent Online.

    Both United Parcel Service and FedEx are included in this database, with extensive information, especially in financials, with fifteen years of financials for most companies.

  • Value Line:   On the Foster Business Library homepage, listed under Business Databases. Stock information and advice on 1,700 companies, 90 industries, the stock markets and the economy; an online version of the print Value Line Investment Survey. To search for companies or industries, go to the left menu for Look Up Company or Look Up Industry.

    UPS and FedEx are included in this database, in the Air Transport Industry, with 25 companies profiled.

Web Resources:

Foster Business Library Reference Collection:

    The Foster Reference Collection is located behind the Reference Desk in Foster.

  • Standard & Poor's industry surveys.
    This three-volume set provides 30-page profiles on 52 industries with a focus on the current economic environment, trends, regulation and outlook for each industry. Major companies in each industry are profiled, with references to sources of additional industry information.
    Foster Business Library Reference, CALL NUMBER: HC106.6 .S74.

    See Transportation: Commercial in volume three. Both UPS and FedEx are included in the extensive Comparative Company Analysis at the end of this survey, under Air Freight & Logistics.

  • Encyclopedia of global industries.
    Twelve-page descriptions of 125 global industries, with background and Development information, current conditions, industry leaders and further reading.
    Foster Business Library Reference, CALL NUMBER: HD2324 .E53 2003.

    See Trucking and Courier Services on pages 1090 to 1099, with references to UPS and FedEx under Industry Leaders, on pages 1096 to 1097.

  • Encyclopedia of emerging industries.
    Five page descriptions of over 100 new industries, with an industry snapshot, organization and structure, background and development, pioneers in the field, current conditions, industry leaders and references to further reading.
    Foster Business Library Reference, CALL NUMBER: HD2324 .E528 2001.

    See Logistics Outsourcing Services on pages 403 to 406.

  • International directory of company histories.
    Studying the history of leading companies in an industry is a good way to learn more about the history of an industry. This set of more than thirty volumes covers over 4,700 company histories worldwide, with each history running just two to four pages; check the company index in the latest volume to locate a specific company history or update as well as any other references to that company in other company histories. There is also an index by industry.
    Foster Business Library Reference, CALL NUMBER: HD2721 .I57

    See the United Parcel Service history in volume five, pages 533 to 535, and an update in volume 17, pages 503 to 506. See Federal Express in volume five, pages 451 to 453, with updates for FedEx in volume 18, pages 176 to 179, and in volume 42, pages 139 to 144.

  • Market share reporter.
    Annual compilation of U.S., Canadian and Mexican market share data for companies, products and services, arranged by SIC code, and with indexes by product, company and topic.
    Foster Business Library Reference, CALL NUMBER: HF5410 .M35 2004.

    See UPS and/or FedEx in tables 1264, 1265, and 1266 on page 296, and in tables 1295, 1296, and 1297, on page 304.

  • World market share reporter.
    Annual compilation of market share data for companies, products and services in the United States, Canada, and Mexico, arranged by SIC code and with indexes by product, company and topic.
    Foster Business Library Reference, CALL NUMBER: HF5410 .W67 2001-2002.

    See UPS and/or FedEx in tables 1179, 1180, 1181, and 1184 on pages 315 to 317, and in tables 1205, 1210, and 1211, on pages 323 to 325.

  • U.S. market trends & forecasts.
    This large volume provides an overview and projections for 400 significant industries and their component products or services, arranged alphabetically by industry name. For each product or service, there is a brief indication of the value of the U.S. market in 1998 and the compound U.S. market growth rate from 1993 to 1998 as well as a graph depicting market value in dollars and the growth rate. There is also a brief analysis of the market sectors for the product or service and a description of the market segmentation by volume for 1997, plus U.S. market share and market forecast information.
    Foster Business Library Reference, CALL NUMBER: HF5415.1 .U8 2001.

    See Courier Services on pages 143 to 144.

  • RMA annual statement studies.
    Norms and ratios for many industries and sizes of business, itemized by asset size, and categorized by four digit SIC code.
    Foster Business Library Reference, CALL NUMBER: HF5681 .B2 .R6 2003-2004.

    See pages 1014 to 1015 for NAICS code 492110, for Transportation, Couriers.

  • Industry norms and key business ratios.
    Key business ratios for 800 S.I.C industry categories, a publication of Dun & Bradstreet.
    Foster Business Library Reference, CALL NUMBER: HF5681 .R25 .I525 2002-2003.

    See page 103 for SIC code 4215, for Courier Service, Except Air, and page 106 for SIC code 4513, for Air Courier Services.

  • Mergent industry review.
    Statistical data on 3,000 companies in 137 industries, with ranking, key financial information, operating data and ratios.
    Foster Business Library Reference, CALL NUMBER: HG4961 .M68

    See the industry review for Freight Transportation, for both UPS and FedEx, on pages 228 to 230, in the August 2004—January 2005 edition.

Foster Business Library Books:

    The Foster Business Library maintains a collection of over 70,000 books on all business topics. To identify relevant books, go to the UW Libraries Catalog on the Foster Business Library homepage (under Business Databases). Try searching by keyword; use the Modify Search feature to restrict your list of books to the Foster Business Library and in order from newest book to oldest. To do so, use the pulldown menu under Location to specify Foster Business Library. Clicking on the titles in the resulting list will bring up the full catalog record, indicating which Foster area has the book (general stacks, reference, reserve, etc.), the call number and the circulation status.

    Circulation status is indicated on the right of each online catalog record, on the right. Available indicates that the book should be on the shelves under that call number and available for you to check out. Due and a date indicates that the book is already checked out to someone and is due back on the date indicated. You can have the Request/Place Hold feature to recall the book for your use.

    The Foster general stacks collection is located south of the main part of the Foster Business Library, through the two pass-throughs into the basement of Balmer. The arrangement is by call number, from A (at the east end, near the Copy Center) to Z (at the far west end).

    A keyword search for United Parcel Service retrieved just five records in the UW Libraries, with just three records in the Foster Business Library (none of which looked useful). A similar search for FedEx also produced just five records, with just two records in the Foster Business Library.

    A search for the subject Express Service retrieved over sixty records in the UW Libraries, with just four records in the Foster Business Libraries' collections.

Foster Business Library Corporate Annual Reports:

Foster Business Library Articles:

    In addition to the 800 journals in the Foster Business Library Periodicals Collection, the Foster Business Library offers access to 11,000 full text periodical articles through its full text article databases such as: ABI/Inform Global, Factiva, and Lexis-Nexis Academic Universe. These article databases may be found on the Foster Business Library homepage, listed alphabetically under Business Databases.

    Of these three main sources, all but Factiva are available from any computer on the campus network (as well as from home) via the UW Connectivity Kit or via the Libraries' proxy server. The easiest of these databases to use is ABI/Inform Global. For more information about accessing Foster Business Library databases from off campus, click here. For more information about business databases, click here.

  • ABI/Inform Global:

    This database offers full text articles from thousands of scholarly journals, magazines, industry and trade periodicals, and newspapers. To find articles on specific topics, search by word or phrase by keying your search phrase into the search box. ABI/Inform Global includes journals but not national or Washington state newspapers (though the Wall Street Journal is included). It also does not include valuable trade and industry and other periodicals. Your searches will span the widest possible array of publications by expanding your search to all databases in ABI/Inform. To expand your search to include all collections in this database, click on Select multiple databases, to the right of the search box. Click on all of the databases.

    Your search terms will be highlighted in red in each article. For tips on searching this database, click here.

    For example, a search in all databases, for CO(United Parcel Service of America), produced a list of over 5,100 articles, including over 45 articles in scholarly journals, over 240 articles in magazines, over 1,700 articles in trade and industry publications, and over 2,800 articles in newspapers.

    A similar search in all databases, for CO(Federal Express Corp), produced a list of over 3,700 articles, including over eighty articles in scholarly journals, over 160 articles in magazines, over 1,500 articles in trade and industry publications, and over 1,300 articles in newspapers. United Parcel Service ranks first in number of articles about each company.

    A similar search for CO(United Parcel Service of America) and CO(Federal Express Corp) produced a list of just 415 articles, including over five articles in scholarly journals, thirty articles in magazines, over 170 articles in trade and industry publications, and over 170 articles in newspapers. As examples, see:

    Access to these articles, of course, for UW affiliated students, faculty, and staff requires a UW Net ID; go through the Off-Campus Access box on the upper right of the Foster Business Library homepage.

    A more targeted search for CO(United Parcel Service of America) and Weakness, produced just seven articles; for CO(United Parcel Service of America) and Opportunity, over 95 articles. Try similar searches for FedEx.

Help:
18 November 2004; updated 19 November 2004.   Peter Stevens, Business Librarian, Foster Business Library, at stevens@u.washington.edu.