FedEx CEO Raj Subramaniam Navigates Supply Chain Shifts Amid 'Reglobalization'
Raj Subramaniam, CEO of FedEx, is steering the company through significant shifts in global supply chains driven by geopolitical events such as U.S. tariffs and conflict in Iran. These changes have led to a reallocation of trade flows—U.S. imports are declining while exports rise—and rapid growth in regions like Latin America, Southeast Asia, and India. Subramaniam has coined the term 'reglobalization' to describe this transformation, noting that supply-chain patterns are shifting from one equilibrium state to another. Internally, he is also managing a multiyear strategic overhaul of FedEx's operations under an initiative called DRIVE, which includes network integration, digital innovation through AI and data analytics (e.g., the new product line Dataworks), and organizational restructuring. FedEx has undergone three simultaneous transformations since 2025. The company recently spun off its trucking division, FedEx Freight, which began trading on the NYSE in June.
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Topics: ceo_interview globalization reglobalization supply_chain