Now that the dust has settled on a disappointing set of earnings from United Parcel Service, Inc. (NYSE: UPS), it’s time to look at whether the investment case for the stock has changed. In common with key rival FedEx Corporation (NYSE: FDX), UPS is seeing strong e-commerce growth pressuring its margin, while it’s increasing its capital spending plans to expand network capacity. Do all of these developments change how to think about investing in the stocks?