UPS to cut additional 30,000 jobs in Amazon unwind, turnaround plan

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Summary

UPS announces plans to cut 30,000 operational jobs, primarily through attrition and voluntary programs, as it winds down its partnership with Amazon. This follows 48,000 job cuts in 2025 and is part of a broader turnaround strategy aiming for $3 billion in savings.

Key Points

  • Job Cuts: UPS plans to eliminate up to 30,000 operational positions in 2026, following 48,000 job cuts (34,000 operational, 14,000 management) in 2025.
  • Reason: The reductions are linked to winding down the Amazon partnership and a multiyear turnaround plan under CEO Carol Tomé.
  • Method: Cuts will be achieved through attrition and a second voluntary separation program for full-time drivers.
  • Facility Closures: UPS has identified 24 buildings for closure in H1 2026, after closing 93 in 2025.
  • Automation & Savings: The company plans further automation and expects $3 billion in savings from the Amazon unwind.
  • Union Response: The Teamsters union stated it supports cost savings from management cuts if contractual commitments to union members are upheld.
  • Market Reaction: UPS shares rose 4% after Q4 earnings beat estimates, showing progress in its turnaround.

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摘要

UPS宣布计划削减30,000个运营岗位,主要将通过自然减员和自愿离职计划进行,这是其逐步结束与亚马逊合作关系的一部分。此举紧随2025年48,000人的裁员,是一项更广泛的业务振兴战略的一部分,旨在实现30亿美元的成本节约。

关键要点

  • 裁员计划:UPS计划在2026年削减多达30,000个运营岗位,此前在2025年已裁员48,000人(34,000名运营人员,14,000名管理人员)。
  • 原因:裁员与逐步结束亚马逊合作伙伴关系以及CEO卡罗尔·托梅领导下的多年业务振兴计划有关。
  • 方式:将通过自然减员和为全职司机推出的第二轮自愿离职计划来实现裁员。
  • 设施关闭:UPS已确定在2026年上半年关闭24个设施,2025年已关闭93个。
  • 自动化与节约:公司计划进一步部署自动化,预计从结束亚马逊业务中节省30亿美元。
  • 工会回应:Teamsters工会表示,只要UPS履行对工会成员的合同承诺,他们支持通过削减管理人员来实现成本节约。
  • 市场反应:UPS第四季度收益超预期,显示其振兴计划取得进展,股价早盘上涨4%。

Original Article Link: https://www.cnbc.com/2026/01/27/ups-job-cuts-amazon-unwind-turnaround-plan.html

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