UPS Re-enters LTL?

This reads as a material new entrant into the profitable >150lb LTL shipment market - any thoughts?

UPS® Ground with Freight Pricing

UPS Ground with Freight Pricing provides exceptional value for less-than-pallet load shipments that weigh more than 150 lbs. and is ideal for commercial shippers looking for small package reliability.

Advantages include:

  • Predictable cost savings versus LTL carriers
  • No additional costs for lift-gate, inside delivery or pallet weight
  • Nationwide coverage with the reliability of the UPS network

IBIS World projects that the LTL market size will reach nearly $94.5 billion by 2025, illustrating a significant growth opportunity for UPS due to the considerable portion of the market that is compatible with small package shipping.

Guffey added, “UPS is the only major U.S. small package carrier that offers parcel service at LTL pricing, which is a true differentiator.”

A game-changer for shipments over 150 pounds: UPS Ground with Freight Pricing is ideal for commercial shippers looking for small package reliability while saving money compared to traditional Less-than-Truckload (LTL) carriers. The best part? No additional costs for lift-gate, inside delivery or pallet weight – just predictable cost savings.

https://www.businesswire.com/news/home/20250408147841/en/UPS-Makes-Bold-Moves-with-Ground-Portfolio-Expansion

After selling off their LTL I’m surprised to hear that they are getting back into it and especially with the weight. Decades ago when UPS went with 100 lbs. The drivers and union had a hissy fit.