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Vision / Traction Organizer · Annual refresh

FedEx Corporation

FDX · Industrials · Generated Sep 11, 2026

Voice: Precise, urgent, reliable · FedEx’s purple-and-orange system, bold sans type, and compact layout match its high-speed logistics identity.

Vision

Page 1

Core Values

  • People first

    PSP discipline

  • Safety

    Every shipment

  • Service

    Absolutely reliable

  • Integrity

    Do right

  • Innovation

    Move smarter

Core Focus

Purpose / Cause / Passion

Connect people and possibilities worldwide.

Our Niche

Time-definite global logistics and delivery.

10-Year Target

$125B revenue by May 31, 2036.

Marketing Strategy

Target Market

Shippers needing reliable time-definite commerce across global networks.

Three Uniques

  1. 1.Global air-ground network
  2. 2.Time-definite reliability
  3. 3.FedEx brand trust

Proven Process

  1. 1.Price
  2. 2.Pick up
  3. 3.Sort
  4. 4.Linehaul
  5. 5.Clear customs
  6. 6.Deliver
  7. 7.Resolve

Guarantee

On-time delivery or shipping charges refunded.

Traction

Page 2

3-Year Picture

Future date: May 31, 2029

Revenue

$100B

Profit

$8B operating income

What it looks like

  • One FedEx network fully scaled
  • Freight portfolio decision complete
  • Digital pricing drives yield
  • Aircraft utilization improved
  • Service levels lead industry

1-Year Plan

Future date: May 31, 2027

Revenue

$90B

Profit

$6B operating income

Goals

  1. 1.Reach $90B revenue
  2. 2.Deliver $6B operating income
  3. 3.Cut structural costs $1B
  4. 4.Consolidate routes in top 40 markets
  5. 5.Improve on-time service 200 bps

Rocks

This quarter
  • Raj Subramaniam

    Complete One FedEx integration

    Operate one pickup-and-delivery plan in 40 markets by May 31.

  • John Dietrich

    Lock cost-out run rate

    Remove $1B structural cost run rate by fiscal year-end.

  • Brie Carere

    Grow premium e-commerce yield

    Expand revenue-quality contracts to add 100 bps yield.

  • Richard W. Smith

    Improve air network utilization

    Raise aircraft utilization 5% while protecting service.

  • Lance Moll

    Sharpen Freight margin

    Lift Freight operating margin 100 bps by May 31.

Issues List

  1. 1.Express volume pressured by trade softness
  2. 2.Ground contractor economics under scrutiny
  3. 3.UPS margin gap remains visible
  4. 4.Amazon logistics keeps internalizing volume
  5. 5.Aircraft fleet flexibility limits cost-out
  6. 6.Freight portfolio role still debated
  7. 7.Labor inflation pressures service costs

Illustrative V/TO in the EOS format for FedEx Corporation. Not affiliated with or endorsed by the company. Generated from public information; treat as a strategy exercise.

For entertainment purposes only — not investment, strategic, or business advice.