LikeFolio's Andy Swan previews UPS (UPS) earnings as LikeFolio data shows consumer demand up 12% year over year. He says UPS is making progress cutting costs and shifting away from lower-margin Amazon (AMZN) volume toward higher-margin health care and small-business deliveries. Swan remains neutral ahead of earnings, with higher fuel costs, competition from FedEx (FDX) and the crucial Q4 holiday season still major tests.