fedex b 2up
TRANSCRIPT
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FY11Investors and Lenders Meeting
David F. Rebholz President & CEO
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FY11Investors and Lenders Meeting
$0
$1
$2
$3
$4
$5
$6
$7
$8
FY05 FY06 FY07 FY08 FY09 FY10
$ Billions
$0
$600
$1,200
FY05 FY06 FY07 FY08 FY09 FY10
$ Millions
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FY11Investors and Lenders Meeting
0
1
2
3
4
FY05 FY06 FY07 FY08 FY09 FY10
Packages in Millions
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FY11Investors and Lenders Meeting
Total lanes accelerated (excluding AK, PR, and HI):
Percentages of lanes with improved transit days:
Since FY03
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FY11Investors and Lenders Meeting
vs.
As of July 2010
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
100
300
500
700
900
1,100
1,300
FY05 FY06 FY07 FY08 FY09 FY10
ADV (Thousands)
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FY11Investors and Lenders Meeting
Shipper FedEx SmartPost USPS
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FY11Investors and Lenders Meeting
Christine P. Richards Executive Vice President General Counsel & Secretary
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
William J. Logue President & CEO
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
Source: SJ Consulting Group, Inc.
LTL Market Trends
$29.5 $32.4 $33.7 $33.6 $33.3
$25.2 $27.3
$0
$5
$10
$15
$20
$25
$30
$35
$40
2004 2005 2006 2007 2008 2009 2010 (Est.)
Industry Revenue
$ Billions
$29.5 $32.4 $33.7 $33.6 $33.3
$25.2 $27.3
$0
$5
$10
$15
$20
$25
$30
$35
$40
2004 2005 2006 2007 2008 2009 2010 (Est.)
Source: SJ Consulting Group, Inc.
LTL Market Trends
9% 9%
11%
13%
16%
20%
18%
16%
14%
0%
22%
Industry Revenue FedEx LTL Market Share
12%
10%
14% 14%
$ Billions
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
FedEx Freight Priority • Industry-leading Transit • Money Back Guarantee
FedEx Freight Economy • Priority Transit + 1 Day • Economical, Reliable Option
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FY11Investors and Lenders Meeting
Source: Q3 2009 NTD and SJ Consulting Group, Inc.
Short Haul
Long Haul
Long Haul
Short Haul
Source: Q3 2009 NTD and SJ Consulting Group, Inc.
Growth Opportunity
Short Haul
Long Haul
Long Haul
Short Haul
Priority
Economy
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
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FY11Investors and Lenders Meeting
Day 3 Kansas City, KS
Day 2
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FY11Investors and Lenders Meeting
Priority
SBN 1247957071 R0
BKF CGT
08-18-2010 08-23-2010
0
08-19-2010 05:15 Priority
DOOR 114 SBO G 08/19/10 04:45
Priority
SBN 1247957173 R0
BKF CGT
08-18-2010 08-24-2010
0
08-19-2010 20:00 Economy
DOOR 168 SBC G 08/19/10 19:30
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FY11Investors and Lenders Meeting