I understood it.
Having seen drivers literally run in with packages at Christmas time -- as I have seen UPS drivers do many times -- I believe employee pay and satisfaction do make a difference in the quality of the service that is ultimately provided to the customer.
If UPS is paying $15 and XYZ is paying $12, who's drivers do you think are going to run?
(Do I keep a FedEx account in case UPS stikes? You bet. Will I care who is union and who is not? Not unless it actually affects the service provided to me. I have no problem with the UPS union. I know my driver works his ass off, 12-14 hour days - but my product gets out every day, he waits a couple minutes if needed.)
**I realize I am generalizing about two companies based on the interactions with just 2 employees.