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Published: May 2014
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About this report

This report gives a detailed view of the historical and forecast development of parcel shop and locker networks.
It includes sections looking at strategies of the main network operators, profiling locker manufacturers and on seven of the leading markets (France, Germany, Benelux, Italy, Poland, Spain and the UK).
It quantifies the market size and sets out credible forecast scenarios supported by clearly stated assumptions.
We also carry out an in-depth analysis of the relevant drivers of growth – in particular home shopping – setting out historical changes and available forecasts.

This report is available for immediate download.

The price includes a follow-up conference call with the Apex Insight team to discuss findings and go through any questions you may have on areas such as report methodology, definitions, inputs to our forecast model and alternative scenarios.

Why is it important?

Parcel shops and locker networks are quickly being rolled out across Europe.
They are rapidly becoming an essential component of the logistics operations involved in getting internet purchases into the hands of consumers, while also remaining a key element of spare parts logistics operations.
Those building networks frequently advocate them as the best solutions for long-standing problems such as the last mile and returns.
Across the whole logistics industry they are one of the fastest-growing areas and appear likely to remain so in the future.
This report aims to explore what is happening in the market now, what factors are driving it and provide a view on how it is likely to develop in the future.

What is the methodology?

This report is based on
– Interviews with senior-level contacts in the parcels and home shopping industries
– Extensive research into published industry sources
– In-depth analysis of the macroeconomic environment and relevant market drivers
– Financial analysis of the accounts of companies in the industry.

Information from these sources has been synthesised and presented clearly and concisely with extensive use of charts and tables to illuminate points and support conclusions.

Market forecasts have been constructed using simple assumptions which are clearly stated. Supporting evidence is provided for our assumptions but readers can easily flex them to model alternative scenarios.

Who is it useful for?

The report is intended for:
– Operators of parcel shop and locker network businesses
– Parcels carriers
– Home shopping / internet retailers
– Operators of field service engineer forces
– Convenience store chains
– Investors in these businesses
– Market regulators and policymakers
– Banks, analysts, consultants and other parties with interests in the sector

Summary

Market background
This report focuses on networks of locations to facilitate last mile delivery of parcels to consumers and business consignees.
Networks are now being rolled-out rapidly in most, if not all, European countries. A large proportion of the European population now has several outlets within a short travel time of home or workplace.
Locations may be:
– Parcel shops, which are staffed locations, most commonly found convenience stores with long opening hours
– Secure locker banks, generally found in locations which have both long access hours and a reasonable level of security, such as railway stations, supermarket car parks and petrol station forecourts.
The networks have the potential to offer benefits to a range of different parties including consumers, parcel carriers, internet retailers, field service companies and site hosts by providing a combination of increased convenience and lower costs. In particular they:
– Improve the economics of typical parcels operations by improving consolidation.
– Increase the success rate of consumer deliveries and hence satisfaction levels.
– Eliminate time lost by field engineers travelling to the depot for spare parts.
– Drive additional revenue and footfall to host sites.

Locations and market drivers
By far the largest number of locations is currently in Germany.
– Of the other countries, France and the UK both have extensive networks with Belgium and the Netherlands – given their smaller size, also being well-served.
– Southern and Eastern European countries have far fewer sites
The most important driver of demand for locations is the level of business-to-consumer parcels generated by home shopping. Home shopping has grown in all countries covered by this report in recent years having more than doubled overall in the last five years.
During this period, the number of post offices has fallen. In some countries there are now more parcel shops than post offices.

Competitive landscape
Many of the leading European parcel carriers, in particular those with a focus on consumer deliveries, are now involved in building up their own networks
There are also several independent players, of which the largest are ByBox and InPost.

Outlook
We expect growth in demand for parcel shops and lockers to continue to be driven primarily by the growth in internet retail. In particular, the growth of ‘Click-and-Collect’ type models which allow consumers to select a parcel shop or locker as an alternative to delivery to the home, could well lead to growth being faster than that of overall internet retail sales.
Supply factors are also important with networks currently being rolled out at pace to provide further capacity.
Key challenges in achieving further growth include:
– Acceptance of the concept by the mass of consumers, not just current early-adopters
– Availability of sufficient sites for more lockers and, in particular, parcel shops.

See this post for more on parcel shops and locker networks
See here for our interview research with operators of parcel shops

Contents

About this report 2

Summary 3

About Apex Insight 4

Contents 5

Industry description 10
Definition 10
Benefits of parcel shops and locker networks 10
Consumers 10
Field service companies 11
Parcel carriers 11
E-retailers 11
Site hosts 12
Environment 12
History 12
Business models 14
Investment requirements and entry barriers 14
Locker manufacturers 14
KEBA 14
LogiBag 15
InPost 15
TZ 15
Smarte Carte 15
Other suppliers 15

Market size and growth 16
Number of service points 16
Internet retailing 16
Number of post offices 18
Forecasts 19
Drivers of growth in locations 19
Internet retail 19
Growth in parcel shops and locker locations 19
Risks to forecast growth 20

Competitive landscape 21
Carrier-owned networks 21
Deutsche Post / DHL 21
Packstations 21
Paketshops 22
Otto Group (Hermes / Mondial Relay) 23
Hermes 23
MondialRelay 23
LA Poste / DPD 24
Royal Mail / GLS 25
UPS 25
FedEx 26
TNT 26
Independent (non-carrier) networks 26
InPost 26
ByBox 28
MBE 29
Collect+ 29
PickPoint 30
Retailers 30
Amazon 30

UK 31
Internet retail market 31
Number of post offices 32
Collection Points 33
Market size 33
Main operators 33

Germany 35
Internet retail 35
Number of post offices 36
Collection Points 37
Market size 37
Main operators 37

France 39
Internet retail 39
Number of post offices 40
Collection Points 41
Market size 41
Main operators 42

Italy 43
Internet retail 43
Number of post offices 44
Collection Points 45
Market size 45
Main operators 46

Spain 47
Internet retail 47
Number of post offices 48
Collection Points 49
Market size 49
Main operators 50

Benelux 51
Internet retail 51
Number of post offices 53
Collection Points 54
Market size 54
Main operators 54

Poland 56
Internet retail 56
Number of post offices 57
Collection Points 58
Market size 58
Main operators 59

Other European markets 60

Appendix: List of abbreviations 61

List of figures (European Parcel Shops and Locker Networks Market Insight Report 2014)

1. Secure locker bank
2. Parcel shop
3. Number of service points by country
4. Internet retail sales by country / €bn
5. Internet shopping penetration for selected EU countries / % of households
6. E-retail vs number of service points
7. Number of post offices
8. Average number of inhabitants served by each post office in 2010 / '000
9. European internet retail by country 2008, 2013 and 2018 / €bn
10. Service point networks by country
11. Number of DHL Packstations
12. La Poste / DPD: number of pickup points
13. Schedule of introducing self-service parcel machines
14. Number of locker locations in the UK
15. Number of sites
16. UK E-commerce turnover
17. Internet retail as percentage of GDP: UK vs European average / €’000
18. Consumer deliveries as a percentage of total parcels volume: UK vs European average
19. Number of post offices in the UK
20. Average number of inhabitants served by each post office – UK vs Europe/ '000
21. Internet retail spend as a multiple of parcel shop & locker locations / €’000
22. Number of locations by operator in the UK
23. E-commerce turnover in Germany
24. Internet retail as percentage of GDP: Germany vs European average
25. Consumer deliveries as a percentage of total parcels volume: Germany vs European average
26. Number of post offices in Germany
27. Average number of inhabitants served by each post office – Germany vs Europe / '000
28. Internet retail spend as a multiple of parcel shop & locker locations / €’000
29. Number of locations by operator in Germany
30. E-commerce in France
31. Internet retail as percentage of GDP: France vs European average
32. Consumer deliveries as a percentage of total parcels volume: France vs European average
33. Number of post offices in France
34. Average number of inhabitants served by each post office – France vs Europe / '000
35. Internet retail spend as a multiple of parcel shop & locker locations / €’000
36. Number of locations by operator in France
37. E-commerce in Italy
38. Internet retail as percentage of GDP: Italy vs European average
39. Consumer deliveries as a percentage of total parcels volume: Italy vs European average
40. Number of post offices in Italy
41. Average number of inhabitants served by each post office – Italy vs Europe/ '000
42. Internet retail spend as a multiple of parcel shop & locker locations / €’000
43. Number of locations by operator in Italy
44. E-commerce in Spain
45. Internet retail as percentage of GDP: Spain vs European average
46. Consumer deliveries as a percentage of total parcels volume: Spain vs European average
47. Number of post offices in Spain
48. Average number of inhabitants served by each post office – Spain vs Europe/ '000
49. Internet retail spend as a multiple of parcel shop & locker locations / €’000
50. Number of locations by operator in Spain
51. E-commerce in Benelux
52. Internet retail as percentage of GDP: Benelux vs European average
53. Consumer deliveries as a percentage of total parcels volume: Benelux vs European average
54. Number of post offices in Benelux
55. Average number of inhabitants served by each post office – Benelux vs Europe/ '000
56. Internet retail spend as a multiple of parcel shop & locker locations / €’000
57. Number of locations by operator Benelux
58. Poland internet retail sales
59. Internet retail as percentage of GDP: Poland vs European average
60. Consumer deliveries as a percentage of total parcels volume: Poland vs European average
61. Number of post offices in Poland
62. Average number of inhabitants served by each post office – Poland vs Europe / '000
63. Internet retail spend as a multiple of parcel shop & locker locations / €’000
64. Number of locations by operator in Poland

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