| About this report |
2 |
| Summary |
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| About Apex Insight |
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| Contents |
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| European Parcels Market Background |
21 |
| Market definition |
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| Characteristics of the market |
|
| Business vs. consumer delivery |
|
| Other segmentations of the market |
|
| Premium / economy |
|
| International / domestic |
|
| The Impact of COVID-19 |
|
| The Impact of COVID-19 on GDP |
|
| The Impact of COVID-19 on parcel carrier revenue and volume |
|
| Royal Mail |
|
| GLS |
|
| DPDHL |
|
| DPDHL Parcel Germany |
|
| Poste Italiane |
|
| La Poste |
|
| Market Trends |
31 |
| 1. Changes in retail patterns |
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| Increase in direct sales by brands |
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| Emergence and growth of subscription box business model |
|
| 2. Improvement in carrier systems supporting improved customer service |
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| 3. Development of better last mile delivery solutions |
|
| Self-employed couriers |
|
| Parcel shops and locker networks |
|
| Delivery to the workplace |
|
| Home lockers and in-boot deliveries |
|
| Urban depots – local and mobile |
|
| 4. Increasing use of new delivery vehicle types |
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| Cargo bikes |
|
| Electric vans |
|
| Delivery drones and robots |
|
| 5. Leading retailers playing a more active role in delivery |
|
| Amazon |
|
| Alibaba |
|
| Other retailers |
|
| Click & Collect |
|
| 6. Increased use of technology in carrier operations |
|
| Hub and depot automation |
|
| Robotics |
|
| PoD improvements |
|
| Blockchain |
|
| 7. Variations in, or alternatives to, hub and spoke models |
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| 8. Cross-border B2C deliveries |
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| 9. Same day delivery |
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| 10. Evolving role of postal operators |
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| 11. Increased role of brokers to serve the C2X segment |
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| 12. Supply chain trends leading to slower growth of B2B parcels |
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| Market Size and Growth |
54 |
| Parcels market value |
|
| Volume |
|
| GDP Growth |
|
| Impact of internet retail market growth on parcels markets |
|
| Pricing |
|
| Competitive Landscape |
61 |
| Types of parcels carriers |
|
| Postal operators |
|
| Integrators |
|
| European networks |
|
| Independents |
|
| Market shares |
|
| Acquisitions |
|
| FedEx |
|
| UPS |
|
| Royal Mail |
|
| Deutsche Post DHL |
|
| Le Groupe La Poste / GeoPost |
|
| Profiles of Leading Groups |
73 |
| DPDHL |
|
| Recent developments |
|
| UPS (Europe) |
|
| Recent developments |
|
| FedEx |
|
| Recent developments |
|
| Royal Mail Group |
|
| Le Groupe La Poste / DPD |
|
| Parcels (within Services-Mail-Parcels) |
|
| GeoPost |
|
| Recent developments |
|
| Hermes |
|
| Recent developments |
|
| Poste Italiane |
|
| Amazon Logistics |
|
| Network of facilities |
|
| Development of core delivery operations |
|
| Amazon’s delivery model |
|
| Additional services |
|
| Shipping with Amazon |
|
| Implications for other carriers |
|
| Other European networks |
|
| Eurodis |
|
| Net Express Europe |
|
| GO! (General Overnight) |
|
| Forecasts |
104 |
| Economic growth forecasts |
|
| Internet retail forecasts |
|
| Parcels market forecasts |
|
| Growth by country |
|
| Growth by segment |
|
| Key messages for parcels networks |
|
| Risks to the forecasts |
|
| Germany |
115 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Internet retail as a percentage of overall retail |
|
| Germany – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| Deutsche Post DHL |
|
| UPS Germany |
|
| DPD |
|
| GLS Germany |
|
| FedEx / TNT |
|
| United Kingdom |
123 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Internet retail as a percentage of overall retail |
|
| UK – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| Royal Mail |
|
| DHL Express |
|
| DHL Parcel UK (UK Mail) |
|
| DPD |
|
| DPD Local |
|
| UPS |
|
| FedEx |
|
| TNT Express (FedEx) |
|
| Yodel |
|
| Hermes |
|
| DX Group |
|
| Tuffnells |
|
| APC Overnight |
|
| Amazon Logistics |
|
| France |
140 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Internet retail as a percentage of overall retail |
|
| France – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| La Poste |
|
| Geodis (SNCF Logistics) |
|
| FedEx France |
|
| UPS France |
|
| DHL France |
|
| GLS France |
|
| Ciblex |
|
| Colis Privé |
|
| Mondial Relay |
|
| Italy |
148 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Internet retail as a percentage of overall retail |
|
| Italy – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| BRT SpA |
|
| DHL Italy |
|
| UPS Italy |
|
| Poste Italiane |
|
| GLS Italy |
|
| FedEx Italy |
|
| Spain |
155 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Internet retail as a percentage of overall retail |
|
| Spain – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| Correos / Correos Express |
|
| DHL Spain |
|
| SEUR Geopost |
|
| Amazon Spain Fulfilment |
|
| MRW |
|
| UPS España |
|
| Nacex |
|
| FedEx |
|
| GLS Spain |
|
| Tourline |
|
| Envialia |
|
| Netherlands |
165 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Internet retail as a percentage of overall retail |
|
| Netherlands – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| PostNL |
|
| DHL Parcel Netherlands |
|
| UPS Netherlands |
|
| FedEx Netherlands |
|
| DPD Netherlands |
|
| GLS Netherlands |
|
| Belgium |
171 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Internet retail as a percentage of GDP |
|
| Belgium – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| bpost |
|
| UPS Belgium |
|
| FedEx Belgium |
|
| DPD Belgium |
|
| DHL Belgium |
|
| GLS Belgium |
|
| Poland |
177 |
| Market size and growth |
|
| Parcels market size |
|
| GDP growth |
|
| Internet retail sales and growth |
|
| Poland – Competitor Analysis |
|
| Leading parcel delivery companies by revenue |
|
| DPD Polska Sp. z.o.o. |
|
| InPost |
|
| DHL Express (Poland) Sp z.o.o |
|
| UPS Polska Sp z.o.o |
|
| Poczta Polska S.A. |
|
| FedEx |
|
| General Logistics Systems Poland Sp z.o.o |
|
| Appendix |
183 |
| Notes to be read in conjunction with this report |
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| List of charts and tables |
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| European parcels market value by segment (B2B, B2C, C2X), 2018-20 |
|
| DPDHL Parcel Germany quarterly parcel volume, revenue & revenue per parcel |
|
| Amazon locker in a station in France |
|
| Leading carrier shares by country (illustrative) |
|
| European GDP growth 2016-2026 |
|
| Royal Mail quarterly parcel volume, revenue & revenue per parcel |
|
| GLS quarterly parcel volume, revenue & revenue per parcel |
|
| DHL Express quarterly revenue, €m, Q1 2019-Q2 2021 |
|
| DPDHL Parcel Germany quarterly parcel volume, revenue & revenue per parcel |
|
| Poste Italiane quarterly parcel volume, revenue & revenue per parcel |
|
| Le Groupe La Poste Service-Mail-Parcels (Parcels Only) Revenue, 6 monthly periods, €m, Q2 2019-Q1 2021 |
|
| GeoPost revenue, 6 monthly periods, €m, Q2 2019-Q1 2021 |
|
| Hermes parcel shop in the UK |
|
| Parcel shop and locker locations in main European countries, 2020 |
|
| Hermes testing in-boot deliveries with VW |
|
| DPD ‘Green Last Mile’ initiative: using double decker bus as depot |
|
| Zedify cargo bike |
|
| DPD EAV P1 cargo bike |
|
| Yodel cargo bike in Oxford |
|
| Geek+ robots used in a distribution centre |
|
| Amazon robots deployed in a fulfilment centre |
|
| Soly robot at DPD Paris |
|
| European parcels market value and growth by country €m, 2015-20 |
|
| European parcels market value and growth by country €m, 2015-20 |
|
| European parcels market value and growth by segment (B2B, B2C, C2X) €bn, 2015-20 |
|
| European parcels market value and growth by segment (B2B, B2C, C2X) €bn, 2015-20 (table) |
|
| European parcels market volume by country, 2020 / m parcels |
|
| European GDP Growth, 2016-21 % |
|
| GDP growth by country, CAGR 16-21 % |
|
| GDP Growth 2020 & 21(f) |
|
| Internet retail spend by main European country, 2015-2020 / €bn |
|
| Internet retail spend by main European country, 2015-2020 / €bn |
|
| Internet retail as a share of overall retail sales 2015-20 / % |
|
| Historical market shares of leading carrier groups |
|
| 2020 market shares of leading carriers by country |
|
| Revenues of Leading Carriers by European Country, 2020 |
|
| Revenue from outside largest market / €m, % |
|
| FedEx Inc. European acquisitions 2006-2020 |
|
| UPS Inc. European acquisitions 2008-2019 |
|
| Royal Mail European acquisitions 2015-18 |
|
| Deutsche Post DHL acquisitions 2004-2016 |
|
| Le Groupe La Poste acquisitions 2004-2020 |
|
| Deutsche Post DHL European parcels revenue, 2019-2020 |
|
| Deutsche Post DHL European Parcels & DHL Express Europe Revenue, 2010-2019 |
|
| Deutsche Post DHL European parcels revenue by division (new reporting structure), 2019-2020 |
|
| UPS European operations by country, 2021 |
|
| History of UPS’ European expansion |
|
| FedEx Express European operations, 2021 |
|
| Royal Mail revenues by operating segment, 2012-2021 / £m |
|
| GLS financial performance, 2011-2021 |
|
| Royal Mail parcel volumes, UKPIL, GLS and Parcelforce, 2012-2021 |
|
| Royal Mail / GLS parcel revenues by selected major European countries, 2012-20 (€m) |
|
| GLS European operational statistics, 2021 |
|
| Recent developments |
|
| Le Groupe La Poste Group financials, 2013-2020 / €m |
|
| Le Groupe La Poste financial performance (Services-Mail-Parcels & GeoPost), 2014-2020 / €m |
|
| Parcel volumes of GeoPost & Colissimo, 2013-2020 / Vol m |
|
| La Poste parcel volumes (m), GeoPost / Services-Mail-Parcels , 2014-2020 |
|
| Le Groupe La Poste operating statistics, 2016-2020 |
|
| GeoPost revenue by country, 2018-2020 |
|
| Hermes Europe revenues, employees and consignments, 2011-20 |
|
| Poste Italiane parcel revenue and volume by segment (B2B, B2C, Other), 2016-20 |
|
| Amazon fulfilment centre in Peterborough, UK |
|
| Amazon’s logistics facilities worldwide, 2020 |
|
| Eurodis network member operational statistics, 2019 |
|
| European GDP growth: 2015-25 / annual % change |
|
| GDP Growth by country, 19-21 & 20-21 |
|
| Internet retail spend forecast by country €bn, 2015-25 |
|
| Internet retail as a share of overall retail sales 2015-2025 / % |
|
| Forecast European parcels market by country €bn, 2015-2025 |
|
| Forecast European parcels market by segment €bn, 2014-2024 |
|
| Forecast European parcels market by country by segment / €m, 2015-2025 |
|
| Germany parcels market size and growth by segment, €m, 2015-2025 |
|
| Germany GDP growth: 2016-26 / annual % change |
|
| Germany internet retail sales and growth, 2015-25 €bn |
|
| Internet retail as % of overall retail: Germany vs. European average 2015-2025 |
|
| Germany parcels revenue by carrier, 2020 €m |
|
| DPD Germany revenue, 2016-20 |
|
| GLS Germany revenue, 2012-20 |
|
| FedEx Germany revenue, 2012-2020 |
|
| UK parcels market size and growth by segment, €m, 2015-2025 |
|
| United Kingdom GDP growth: 2016-26 / annual % change |
|
| UK internet retail sales and growth, 2015-25 €bn |
|
| Internet retail as % of overall retail: UK vs. European average 2015-25 |
|
| UK parcels revenue by carrier (grouped), 2020 / €m |
|
| UK parcels revenue by carrier (individual), 2016-2020 / €m |
|
| Royal Mail UK parcel volume (inc. Parcelforce), 2011-2021 / m |
|
| Royal Mail UK parcel revenue & revenue per parcel, 2012-21 / £m |
|
| DHL Parcel UK (UK Mail) revenues, 2010-2020 / £m |
|
| DPDgroup revenue, 2010-2020 / £m |
|
| DPD Local turnover, 2010-2020 / £m |
|
| UPS turnover, 2010-2020 / £m |
|
| FedEx turnover (combined), 2010-2020 / £m |
|
| TNT Express turnover, 2010-2020 £m |
|
| Yodel turnover, 2010-2020 / £m |
|
| Hermes financials, 2010-2020 £m |
|
| Tuffnells financials, 2010-2020 £m |
|
| APC Overnight financials, 2010-2020 £m |
|
| Amazon Logistics notional revenue, 2013-20 £m |
|
| France parcels market size and growth by segment, €m, 2015-2025 |
|
| France GDP growth: 2016-26 / annual % change |
|
| France internet retail sales and growth, 2015-25 €bn |
|
| Internet retail as % of overall retail: France vs. European average 2015-25 |
|
| France parcels market competitor analysis €m, 2020 |
|
| France parcels market competitor analysis €m, 2015-2020 |
|
| La Poste parcel revenues (France), 2013-2020 / €m |
|
| UPS France revenue, 2010-2020 €m |
|
| DHL France revenue, 2010-2020 €m |
|
| GLS France revenue, 2011-2020 / €m |
|
| Ciblex revenue, 2011-2020 / €m |
|
| Colis Privé revenue, 2010-2020 / €m |
|
| Italy parcels market size and growth by segment, €m, 2015-2025 |
|
| Italy GDP growth: 2016-26 / annual % change |
|
| Italy internet retail sales and growth, 2015-25 €bn |
|
| Internet retail as % of overall retail: Italy vs. European average 2015-25 |
|
| Italy parcels market competitor analysis 2019 / €m |
|
| BRT s.p.a. revenue, 2011-20 / €m |
|
| DHL Express Italy revenue, 2010-20 / €m |
|
| UPS Italy revenue, 2011-19 / €m |
|
| Poste Italiane parcel revenues (B2B, B2C, Other), 2016-20 |
|
| Poste Italiane parcel volumes (B2B, B2C, Other), 2016-20 |
|
| GLS Italy revenue, 2011-20 / €m |
|
| TNT Express Italy revenue, 2010-20 / €m |
|
| Spain parcels market size and growth by segment, €m, 2015-2025 |
|
| Spain GDP growth: 2016-26 / annual % change |
|
| Spain internet retail sales and growth, 2015-25 €bn |
|
| Internet retail as % of overall retail: Spain vs. European average 2015-25 |
|
| Spain parcels market competitor analysis €m, 2019 |
|
| Spain parcels market competitor analysis – parcel revenues €m, 2015-19 |
|
| Correos + Correos Express parcels revenue, 2016-19 / €m |
|
| DHL Spain revenue, 2012-19 €m |
|
| SEUR Spain revenues, 2014-20 €m |
|
| TIPSA (acquired by SEUR) |
|
| UPS España financials, 2010-20 / €m |
|
| FedEx Spain financials, 2011-19 / €m |
|
| GLS Spain financials, 2010-18 €m |
|
| Netherlands parcels market size and growth by segment, €m, 2015-2025 |
|
| Netherlands GDP growth: 2016-26 / annual % change |
|
| Netherlands internet retail sales and growth, 2015-25 €bn |
|
| Internet retail as % of overall retail: Netherlands vs. European average 2015-25 |
|
| Netherlands parcels market competitor analysis €m, 2020 |
|
| PostNL parcel volume, 2010-2020 / m |
|
| UPS Netherlands financials, 2010-20 €m |
|
| DPD Netherlands financials, 2010-20, €m |
|
| Belgium parcels market size and growth by segment, €m, 2015-2025 |
|
| Belgium GDP growth: 2016-26 / annual % change |
|
| Belgium internet retail sales and growth, 2015-25 €bn |
|
| Belgium parcels market competitor analysis €m, 2018 |
|
| Belgium parcels market competitor analysis €m, 2018 |
|
| bpost Parcel Revenues, Domestic & International, 2012-2018 |
|
| bpost Parcel Revenues, Domestic & International, 2012-2018 |
|
| Poland parcels market size and growth by segment, €m, 2015-2025 |
|
| Poland GDP growth: 2016-26 / annual % change |
|
| Poland internet retail sales and growth, 2015-25 €bn |
|
| Poland parcels market competitor analysis €m, 2019 |
|
| DPD Polska financials, 2013-20 €m |
|
| InPost financial and operational performance, 2017-20 |
|
| DHL Express (Poland) financials, 2010-19 €m |
|
| UPS Polska financials, 2010-19 €m |
|
| General Logistics Systems Poland financials, 2010-2019 / €m |
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