"As opposed to you having to go to multiple vendors, multiple contracts, multiple points of failure, you can do it in one house," Coiro said.From a shipping feature standpoint, Maersk E-Commerce is "almost there," but the delivery solution is already building momentum in part due to its connection to Maersk's network and end-to-end supply chain capabilities, Coiro said.Maersk E-Commerce — a parcel delivery service from the ocean shipping giant — recently launched a customer portal enabling clients to monito ...

Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitising and automating workflows to deliver intelligent operations, announced that UK parcel delivery leader, Evri is offering an enhanced self-service experience for customers and has won new deals with a future-ready Zebra solution across 7,000 ParcelShops.The Evri self-service solution is integrated into a customised, one-stop shop for parcel drop-off, scanning, and labelling. Collection experiences are now more intuitive and the servic ...

Core Viewpoint - Aberdeen, a British money manager, will vote against the proposed €7.8 billion ($9.25 billion) takeover of InPost by a FedEx-led consortium, claiming the offer significantly undervalues the parcel locker company [1]. Group 1: Aberdeen's Position - Aberdeen holds a 0.2% stake in InPost and has urged the company's board to reconsider the "unjustifiably low" cash offer of €15.60 per share [1]. - Matthew Peacock, a research analyst at Aberdeen Investments, described the offer as opportunistic, aiming to take advantage of a temporary dislocation in InPost's share price at the expense of long-term shareholders [1]. Group 2: Consortium's Plans - The consortium, which includes Advent International, PPF Group, and InPost CEO Rafal Brzoska's investment vehicle A&R, agreed to the takeover in early February [1]. - The consortium plans to expand InPost's operations across France, Spain, Portugal, Italy, Benelux, and Britain [1]. Group 3: InPost's Operations - InPost operates in nine countries, including its home market Poland, and boasts one of the largest networks of automated parcel machines in Europe [1].

FedEx’s decision to invest in InPost, a European e-commerce focused parcel carrier specializing in out-of-home last-mile delivery, will enable the U.S. integrated logistics giant to improve network utilization by outsourcing lower density B2C volumes to InPost, freeing capacity within FedEx’s system to prioritize higher margin B2B volumes that are core to the company’s growth strategy, executives said Thursday. FedEx on Monday said it would acquire a 37% stake in InPost for about $2.6 billion and establis ...

Parcel delivery startup Gofo has acquired Cirro E-commerce, an end-to-end provider of international small-parcel logistics services in the United States, Europe and Oceania, the latest stage in an infrastructure race between low-cost carriers to achieve scale in the last-mile delivery market. Gofo also made two appointments to lead its commercial strategy and sales execution, including Ron Jansen from YunExpress, where he served as U.S. CEO, to be chief commercial officer, U.S. YunExpress is a subsidiary ...

Group 1 - InPost, a Poland-based parcel locker company, has been sold for $9.2 billion (7.8 billion euros) [1] - The acquisition was led by an investor group including FedEx and private equity firm Advent International [2] - FedEx CEO Raj Subramaniam highlighted InPost's strong presence in Europe's out-of-home delivery segment and the synergy with FedEx's global network [2][3] Group 2 - Under the terms of the deal, FedEx and Advent will each hold a 37% stake in InPost, while InPost's founder and CEO Rafał Brzoska will own 16% and Czech investment firm PPF will hold 10% [3] - Advent previously acquired a majority stake in InPost in 2017 and took the company public in 2021, valuing it at 8 billion euros [4] - The deal's valuation is lower than InPost's IPO, which raised questions from shareholders about the circumstances surrounding the transaction [5] Group 3 - FedEx's recent quarterly results showed a 7% year-over-year revenue increase to $23.5 billion, indicating a successful strategy focused on resilience and adaptability [5] - The logistics market is evolving, and FedEx is undergoing a significant transformation to create a unified, data-driven network to thrive amid ongoing volatility [6]

Corporate Developments - InPost, a Polish parcel-delivery giant, is set to be acquired by a consortium including Advent International, FedEx, A&R, and PPF Group for €7.8 billion ($9.22 billion), representing a 50% premium over its share price prior to the announcement [3][10] - Following the acquisition news, InPost shares increased by 13.5% in early European trading [3] - Upon completion of the acquisition, Advent and FedEx will each hold a 37% stake in InPost, while A&R will hold 16% and PPF 10% [4][10] Pharma Sector - Novo Nordisk's stock surged by 8.6% after Hims & Hers Health Inc. announced it would halt the sale of its copycat version of Wegovy, following legal threats from Novo Nordisk [5][10] - Hims & Hers had initially launched a cheaper compounded oral semaglutide, which faced backlash and regulatory scrutiny [6] Banking Sector - UniCredit announced plans to return €50 billion to investors over the next five years, leading to a 3.9% increase in its share price [7][10] - This announcement follows UniCredit's strategic acquisition of a 9% stake in Commerzbank AG, with potential plans to increase its shareholding to 29.9% by March 2025 [8][10] Market Sentiment - Major European stock indices showed positive momentum, with Britain's FTSE 100 rising 0.3%, France's CAC 40 up 0.25%, and Spain's IBEX gaining 0.66% [12][10] - In Switzerland, the SECO Consumer Confidence index for January registered at -30.1, indicating ongoing caution among households despite a slight improvement from previous figures [13]

Core Viewpoint - A consortium is acquiring a Polish parcel-delivery provider at a price of €15.60 per share, which reflects a 50% premium over the share price on January 2 [1] Group 1 - The acquisition price of €15.60 per share indicates a significant premium, suggesting strong confidence in the target company's value [1]

Core Insights - The last mile delivery challenge is increasingly focused on meeting consumer expectations for speed, with nearly 65% of U.S. consumers expecting two-to-three-day delivery as the standard for online orders [1] Delivery Performance - Following the holiday season, 51% of consumers anticipated that holiday shipping would be as fast or faster than usual, indicating a low tolerance for delays [2] - The U.S. Postal Service (USPS) delivered 16 billion mail items and packages within an average of 2.5 days between November 15 and January 9, an improvement from 2.8 days in the previous year [3] - On-time delivery scores improved across the board, particularly in last-mile delivery units, with USPS operating over 18,000 locations nationwide [4] Carrier Performance - USPS, FedEx, and UPS all reported improvements in on-time delivery during December, despite a shorter peak period compared to the previous year, with a 5% increase in total volumes delivered [5] - USPS achieved an on-time delivery rate of 94.1% in December, up from 90.4% in the previous holiday season, while FedEx's rate increased to 95.3% and UPS maintained the highest rate at 97.2% [6] - The overall performance improvement is attributed to excess capacity in the market due to the entry of new independent carriers, which has alleviated some pressure on USPS, FedEx, and UPS [7]

Core Insights - Veho is launching FlexSave, an innovative delivery option aimed at providing e-commerce brands with cost-effective shipping solutions by allowing them to trade guaranteed delivery dates for lower rates [1][4][6] - The company has developed a proprietary technology platform, MaestroAI, which optimizes parcel movements in real-time, enhancing delivery efficiency and reducing costs for retailers [2][5][6] Group 1: FlexSave and MaestroAI - FlexSave will enable shippers to maintain free shipping for consumers while managing rising last-mile delivery costs by offering a flexible delivery window instead of a specific delivery date [4][6] - MaestroAI dynamically builds delivery routes based on seller preferences and parcel requirements, allowing for better asset utilization and cost savings [2][7][6] - The service will be available for Ground Plus (one-to-five day delivery) and Premium Economy (two-to-eight day delivery) products, with potential delivery windows extending beyond traditional timelines [6][10] Group 2: Competitive Landscape - Veho's model allows it to compete with ultra-low-cost carriers by providing a better delivery experience while maintaining cost efficiency [8][9] - The delivery industry is facing pressure from rising shipping rates and customer expectations for fast, reliable service, creating challenges for e-tailers [9][10] - Existing carriers like FedEx and UPS offer flexible shipping options, but Veho's approach with MaestroAI aims to provide a more tailored solution for modern e-commerce needs [11][12][14] Group 3: Future Outlook - Veho's CEO emphasizes that FlexSave is just the beginning, with plans to further enhance delivery options through MaestroAI, allowing brands to customize transit times and delivery windows [10][6] - The ongoing rise in shipping costs presents a significant challenge for brands, necessitating innovative solutions like FlexSave to maintain customer trust and brand reputation [10][9] - The logistics landscape is evolving, with independent carriers needing to balance cost and quality as they scale their operations [16][15]