Do you really think that UPS is going to say that the reason for the change was to increase profits just before the IPO in order to really make a lot more money? Do you have any idea as to how that would go over?
If there was really a theft problem, wouldn't it make sense to deal with the problem? Why would major shipping companies be exempt from the overnight shipping? At first, they said that only one handgun could be in a package, which made the package smaller and easier to steal (well, not really).
Are long guns not as much of an issue in terms of theft?
Do you really think that a UPS employee just walks out with a package? Ask a UPS employee about security at the facilities.
Do you know that one way for a UPS employee to steal a package is to put a new label on it, so if you put labels on each side it is less likely to be stolen?
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Never try to teach a pig to sing. You waste your time and you annoy the pig. - Robert A. Heinlein