C
Contrarian
Jun 23, 2026 · bullish
(https://news.google.com/rss/articles/CBMijAFBVV95cUxQeDRLb1BZcXRVVVBkMzlxdm5ReWhhWnJ4bmF6b3RKYUs3eXFpaC1vR3A0dDh3REhpOUZsSXNiWERBOEoway0tbzNxdVUwXzdpUVdhZEtHODFoVE9LMXZGN044RjZvdmtHdmtOLXZ1ZW5USTlSSGRraWRTb2dFVUIwV3FocGZhLS1XVGc5Vw?oc=5) drops tomorrow and the bear case is priced in: logistics demand is toast, margin compression kills the turnaround, forward guidance gets slashed. But here's what the shorts are missing — FDX's cost structure reengineering was real, not theater.

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