The post Forget Expedia: This Unstoppable Monopoly Is a Far Smarter Bet appeared first on 24/7 Wall St..
Quick Read
FedEx (FDX) blasted past Q1 EPS estimates by 27%, while the DRIVE cost-reduction program has delivered $4B in cumulative savings since FY2023. Expedia posted -$6M GAAP net income, and faces structural headwinds from commoditized competition with zero Strong Buy analyst ratings.
FedEx’s irreplaceable physical logistics network, s…