The CNBC "Fast Money" traders debated whether the shipping companies' struggles could be the retail sector's gains.
A FedEx spokesman said in an email to the newspaper that it is working closely "with its largest peak customers and is increasing hours for some employees to meet demand." A UPS spokeswoman told the Journal that deliveries have been delayed because of weather or operational challenges this year. She added that the company is relocating resources to busier areas.
Trader Karen Finerman said that signs of struggle because of high demand may not be a terrible thing for retail.
Trader Pete Najarian said he likes FedEx at current levels but does feel that valuations are a little stretched. He said he's not as sure on UPS because it seems like some years they hire too many workers, but then other years they don't hire enough.
Trader Tim Seymour said he likes FedEx because its "core business, first of all, is becoming more profitable."
Trader Dan Nathan said investors should be cautious of Amazon, especially if it doesn't start participating in the broader market rally. He said if it can't follow, then he wouldn't want to own the stock going into the company's next earnings report.