European Parcels Market Insight Report 2018

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Published: 6 August 2018
Pages: 160
Format: PDF

 

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Description

European Parcels Market Insight Report 2018

European Parcels Market Insight Report 2018 sets out the market structure, size, growth, key trends, competitive landscape and forecasts for the parcels market across Europe.

Markets have continued to grow as economic performance has improved across most of the continent.

The most important factor has been the growth of internet retail. This has acted both as a driver of volumes and also of innovations, such as defined time-slots, the ability to make changes to deliveries, a broader range of communication methods and the establishment of parcel shops and parcel lockers as pick up / drop-off locations.

Internet retail growth looks set to continue, creating further opportunities for those carriers able to provide the quality and range of services at the price that retailers require.

Further industry consolidation has taken place with FedEx now in the process of integrating TNT Express and other major networks continuing to make add-on acquisitions to fill geographical and service gaps: Deutsche Post has increased its presence in the UK with the UK Mail acquisition; GLS has expanded its operations in the Spanish market with the acquisition of ASM and Redyser. Companies, such as GeoPost (DPD) and FedEx, are also consolidating franchisees into owned operations, in order to insource associated margin and have greater control over delivery operations

The report builds upon:
– Apex Insight’s published analysis on the global parcels market and in adjacent logistics markets
– Our consulting work in the industry which has included advising on market and strategic issues and the attractiveness of parcel company acquisitions

What does the report cover?

The report covers eight main European parcels markets in depth: Germany, UK, France, Spain, Italy, Netherlands, Belgium and Poland. These markets represent 82% of European GDP and, according to our market model, 80% of total parcels revenues.

The other countries included in our continent-wide overview and market sizing are Switzerland, Sweden, Norway, Austria, Denmark, Greece, Finland, Portugal, Ireland, Czech Republic, Romania, Hungary, Slovak Republic, Croatia, Bulgaria, Slovenia, Serbia, Lithuania, Latvia, Luxembourg, Estonia, Bosnia and Herzegovina, Iceland, Albania, FYR Macedonia, Malta and Montenegro. The analysis excludes Russia and Turkey.

Our definition of the European parcels market includes domestic, intra-European and international parcels. It also includes business-to-business, business-to- consumer and consumer consigned parcels. Parcel weight definitions vary, between operators and countries, but most describe parcels up to various weights approaching 40kg. All service levels are included (time definite and deferred). Adjacent services, such as mail, pallet distribution, groupage, freight forwarding, same day courier and contract logistics are excluded.

The report provides historical and forecast market sizes covering the period from 2012-2022.

It segments the market by country and, within each country and at the overall European level, between B2B, B2C and C2X.

Market information is quoted in value and volume terms.

Changes since the previous version

This report has been updated and significantly extended since the previous edition in June 2017. Significant additions and changes include the following
– We now include estimates of market size measured by volume as well as value
– All company financials, economic statistics and other figures have been updated to include the latest data. In particular, figures relating to subsidiary company revenues have been updated and refined. Where those figures are not available, our estimates of them have been re-evaluated and updated. More detailed financials for country operations have also been included.
– Market driver information has been updated and our market size and growth estimates reviewed and revised accordingly. In particular, our internet retail forecasts have been revised based on new information which, in most cases, suggests slightly lower growth than was the case for our previous forecast.
– Our on-going work on the parcels sector has also allowed us to improve our market estimates by including more accurate revenues and some revenues from additional carriers and identifying, and therefore excluding, other non-parcels activity.
– There has been a material change in the £/€ exchange rate compared to last year. This has had an impact on the historical value of the UK market size reported in € using constant currency.

Introduction 2
Summary 5
About Apex Insight 7

European Parcels Market Background 18
Market definition 18
Characteristics of the market 18
Business vs. consumer delivery 18
Other segmentations of the market 19
Premium / economy 19
International / domestic 19

Market Trends 21
Growth of internet shopping and home delivery 21
Customer service enhancements 21
Local collection points, parcel shops and locker networks 22
Same day delivery 23
Growth of brokers 24
B2B trends 25

Market Size and Growth 26
Parcels market value 26
Volume 27
Economic performance and impact on parcels markets 29
Impact of internet retail market growth on parcels markets 31

Competitive Landscape 32
Types of parcels carriers 32
Postal operators 32
Integrators 32
European networks 32
Independents 33
Market shares 33
Acquisitions 36
FedEx 36
UPS 37
Royal Mail 37
Deutsche Post DHL 38
Le Groupe La Poste / GeoPost 38

Profiles of leading groups 40
Deutsche Post DHL 40
UPS (Europe) 41
FedEx 45
TNT Express 48
Royal Mail Group 51
Le Groupe La Poste / DPD 55
GeoPost 56
Hermes 60
Poste Italiane 62
Amazon Logistics 63
Other European networks 65
Eurodis 65
Net Express Europe 65
GO! (General Overnight) 66
Logistics World Alliance 66
System Alliance Europe
Forecasts 66
Economic growth forecasts 66
Internet retail forecasts 66
Parcels market forecasts 69
Key messages for parcels networks 73
Risks to the forecasts 74
Germany 75
Market size and growth 67
Parcels market size 67
GDP growth 67
Internet retail sales and growth 67
Internet retail as a percentage of GDP 68
Germany 75
Market size and growth 75
Parcels market size 75
GDP growth 75
Internet retail sales and growth 76
Internet retail as a percentage of overall retail 76
Germany – Competitor Analysis 77
Leading parcel delivery companies by revenue 77
Deutsche Post DHL 77
UPS Germany 77
DPD 78
GLS Germany 80
FedEx Germany / TNT Express Germany 80
Germany - Parcels market forecast 81
GDP forecast 81
Internet retail forecasts 81
Parcels market forecast 82
United Kingdom 83
Market size and growth 83
Parcels market size 83
GDP growth 83
Internet retail sales and growth 84
Internet retail as a percentage of overall retail 84
UK – Competitor Analysis 85
Leading parcel delivery companies by revenue 85
Royal Mail 86
DHL Express 87
UK Mail 88
DPD 90
DPD Local 92
UPS 93
FedEx UK 95
TNT Express 96
Yodel 98
Hermes 100
DX Group 102
Tuffnells 103
APC Overnight 105
Amazon Logistics 106
UK - Parcels market forecast 108
GDP forecast 108
Internet retail forecast 108
Parcels market forecast 109
France 110
Market size and growth 110
Parcels market size 110
GDP growth 110
Internet retail sales and growth 111
Internet retail as a percentage of overall retail 111
France – Competitor Analysis 112
Leading parcel delivery companies by revenue 112
La Poste 112
Geodis (SNCF Logistics) 113
FedEx France 113
UPS France 114
DHL France 115
GLS France 115
Ciblex 116
Colis Privé 116
France - Parcels market forecast 117
GDP forecast 117
Internet retail forecast 117
Parcels market forecast 118
Italy 119
Market size and growth 119
Parcels market size 119
GDP growth 119
Internet retail sales and growth 120
Internet retail as a percentage of overall retail 120
Italy – Competitor Analysis 121
Leading parcel delivery companies by revenue 121
BRT SpA 121
DHL Italy 122
UPS Italy 122
Poste Italiane 123
GLS Italy 124
FedEx Italy 125
Italy - Parcels market forecast 125
GDP forecast 125
Internet retail forecast 126
Parcels market forecast 127
Spain 128
Market size and growth 128
Parcels market size 128
GDP growth 128
Internet retail sales and growth 129
Internet retail as a percentage of overall retail 129
Spain – Competitor Analysis 130
Leading parcel delivery companies by revenue 130
Correos / Correos Express 130
DHL Spain 132
SEUR Geopost 132
MRW 133
UPS Espana 133
Nacex 133
FedEx 134
TIPSA 134
GLS Spain 134
Halcourier 135
Tourline 135
Envialia 135
Spain - Parcels market forecast 136
GDP forecast 136
Internet retail forecast 136
Parcels market forecast 137
Netherlands 138
Market size and growth 138
Parcels market size 138
GDP growth 138
Internet retail sales and growth 139
Internet retail as a percentage of overall retail 139
Netherlands – Competitor Analysis 140
Leading parcel delivery companies by revenue 140
PostNL 140
DHL Parcel Netherlands 141
UPS Netherlands 141
FedEx Netherlands 142
DPD Netherlands 142
GLS Netherlands 143
Netherlands - Parcels market forecast 143
GDP forecast 143
Internet retail forecast 144
Parcels market forecast 145
Belgium 146
Market size and growth 146
Parcels market size 146
GDP growth 146
Internet retail sales and growth 147
Internet retail as a percentage of GDP 147
Belgium – Competitor Analysis 148
Leading parcel delivery companies by revenue 148
bPost 148
UPS Belgium 149
FedEx Belgium 149
DPD Belgium 149
DHL Belgium 149
GLS Belgium 150
Belgium - Parcels market forecast 150
GDP forecast 150
Internet retail forecast 151
Parcels market forecast 151
Poland 152
Market size and growth 152
Parcels market size 152
GDP growth 152
Internet retail sales and growth 153
Poland – Competitor Analysis 153
Leading parcel delivery companies by revenue 153
DHL Express (Poland) Sp z.o.o 154
UPS Polska Sp z.o.o 154
Poczta Polska S.A. 155
DPD Polska Sp. z.o.o. 155
FedEx 155
General Logistics Systems Poland Sp z.o.o 156
Poland - Parcels market forecast 157
GDP forecast 157
Internet retail forecast 157
Parcels market forecast 158

Appendix 159
Notes to be read in conjunction with this report 159

List of charts and tables

Internet retail spend by main European country, 2012-2017 €bn 5
Parcel shop and locker locations in main European countries, 2017 22
European parcels market value and growth by country €bn, 2012-17 26
European parcels market value and growth by country €bn, 2012-17 (table) 26
European parcels market value and growth by segment (B2B, B2C, C2X) €bn, 2012-17 27
European parcels market value and growth by segment (B2B, B2C, C2X) €bn, 2012-17 (table) 27
European parcels market volume by country, 2017 vs 2015 / bn parcels, 2017 vs 2015 27
European GDP growth: 2010-16 / annual % change 29
Internet retail spend by main European country, 2012-2017 €bn 30
Internet retail spend by main European country, 2012-2017 €bn (table) 30
Internet retail as a share of overall retail sales / % 30
2016 market shares of leading carriers by country 34
Revenues of Leading Carriers by European Country, 2016 35
FedEx Inc. European acquisitions 2006-2017 36
UPS Inc. European acquisitions 2008-2017 37
Royal Mail European acquisitions 2015-17 38
Deutsche Post DHL acquisitions 2004-2016 38
Le Groupe La Poste acquisitions 2004-2017 39
Deutsche Post DHL European Parcels & DHL Express Europe Revenue, 2009-2017 41
Deutsche Post DHL European Parcels & DHL Express Europe Revenue, 2009-2016 41
UPS European operations by country, 2018 42
History of UPS’ European expansion 43
FedEx Express European operations, 2017 46
Royal Mail revenues by operating segment, 2013-2018 49
Royal Mail revenues by operating segment, 2013-2018 50
GLS financial performance, 2011-2018 50
Royal Mail parcel volumes, UKPIL, GLS and Parcelforce, 2012-2018 50
Royal Mail parcel volumes, UKPIL, GLS and Parcelforce, 2012-2018 51
Royal Mail / GLS parcel revenues by selected major European countries, 2012-18 (€m) 51
GLS European operational statistics, 2017 51
Le Groupe La Poste Group financials, 2012-2017 54
Le Groupe La Poste financial performance (Services-Mail-Parcels & GeoPost), 2013-2017 54
La Poste parcel volumes (m), GeoPost / Services-Mail-Parcels , 2013-2017 55
Le Groupe La Poste operating statistics, 2013-2017 55
Hermes Europe revenues, employees and consignments, 2011-17 59
Poste Italiane parcel volumes, B2B / B2C / Other, 2016-17 61
Poste Italiane parcel revenues by segment (B2B, B2C, Other), 2016-17 62
Amazon facilities in Europe, 2018 62
Eurodis network member operational statistics, 2015 64
European GDP growth: 2012-23 / annual % Change 66
Internet retail spend forecast by country €bn, 2012-21 67
Internet retail as % of GDP by country, 2017 vs. 2021 68
Internet retail as a share of overall retail sales / % 69
Forecast European parcels market by country €bn, 2012-2022 70
Forecast European parcels market by segment €bn, 2012-2022 71
Forecast European parcels market by country by segment / €m, 2012-2022 72
Germany parcels market size and growth by segment, €m, 2012-2017 75
Germany GDP growth: 2012-17 / annual % change 75
Germany internet retail sales and growth, 2011-17 €bn 76
Internet retail as % of overall retail: Germany vs. European average 76
Germany parcels revenue by carrier, 2016 €m 77
DPD Germany revenue, 2010-16 78
Hermes Germany Gmbh revenue, 2011-17 79
GLS Germany revenue, 2012-18 80
FedEx Germany revenue, 2011-16 80
Forecast Germany GDP growth: 2012-23 / annual % change 81
Forecast Germany internet retail sales and growth: 2011-21 / €bn 81
Forecast: Internet retail as % of overall retail: Germany vs. European average 82
Forecast Germany parcels market size and growth by segment, €m, 2012-2022 82
UK parcels market size and growth by segment, €m, 2012-2017 83
United Kingdom GDP growth: 2012-17 / annual % change 83
UK internet retail sales and growth, 2011-17 €bn 84
Internet retail as % of overall retail: UK vs. European average 84
UK parcels revenue by carrier (grouped), 2016 €m 85
UK parcels revenue by carrier (individual), 2012-2017 €m 86
Royal Mail parcels revenue, 2013-2017 £m 87
DHL Express UK financials, 2010-2016 £m 87
UK Mail financials, 2010-2016 £m 89
DPD financials, 2012-2016 £m 90
DPD Local financials, 2012-2016 £m 92
UPS financials, 2010-2016 £m 93
FedEx financials, 2010-2017 £m 95
TNT Express financials, 2010-17 £m 97
Yodel financials, 2010-2017 £m 99
Hermes financials, 2010-2017 £m 101
Tuffnells financials, 2010-2017 £m 104
APC Overnight financials, 2010-2016 £m 105
Amazon Logistics notional revenue, 2013-17 £m 107
Forecast UK GDP growth: 2012-23 / annual % change 108
Forecast UK internet retail sales and growth: 2011-21 / €bn 108
Forecast: Internet retail as % of overall retail: UK vs. European average 109
Forecast UK parcels market size and growth by segment, €m, 2012-2022 109
France parcels market size and growth by segment, €m, 2012-2017 110
France GDP growth: 2012-17 / annual % change 110
France internet retail sales and growth, 2011-17 €bn 111
Internet retail as % of overall retail: France vs. European average 111
France parcels market competitor analysis €m, 2016 112
France parcels market competitor analysis €m, 2013-2017 112
La Poste parcel revenues (France), 2011-2017 €m 113
FedEx Express France financials, 2010-2017 €m 113
TNT Express France financials, 2010-2016 €m 114
UPS France financials, 2010-2016 €m 114
DHL France financials, 2010-2016 €m 115
GLS France financials, 2010-2017 €m 115
Ciblex financials, 2010-2016 €m 116
Colis Privé financials, 2010-2016 €m 116
Forecast France GDP growth: 2012-23 / annual % change 117
Forecast France internet retail sales and growth: 2011-21 / €bn 117
Forecast: Internet retail as % of overall retail: France vs. European average 118
Forecast France parcels market size and growth by segment, €m, 2012-2022 118
Italy parcels market size and growth by segment, €m, 2012-2017 119
Italy GDP growth: 2012-17 / annual % change 119
Italy internet retail sales and growth, 2011-17 €bn 120
Internet retail as % of overall retail: Italy vs. European average 120
Italy parcels market competitor analysis €m, 2016 121
BRT spa revenues, 2011-17 €m 121
DHL Express Italy financials, 2010-16 122
UPS Italia turnover, 2011-16 122
Poste Italiane turnover by segment, 2014-16 123
Poste Italiane parcel revenues (B2B, B2C, Other), 2016-17 123
Poste Italiane parcel volumes (B2B, B2C, Other), 2016-17 124
GLS Italy financials, 2010-17 124
TNT Express Italy financials, 2010-17 125
Forecast Italy GDP growth: 2012-23 / annual % change 125
Forecast Italy internet retail sales and growth: 2011-21 / €bn 126
Forecast: Internet retail as % of overall retail: Italy vs. European average 126
Forecast Italy parcels market size and growth by segment, €m, 2012-2022 127
Spain parcels market size and growth by segment, €m, 2012-2017 128
Spain GDP growth: 2012-17 / annual % change 128
Spain internet retail sales and growth, 2011-17 €bn 129
Internet retail as % of overall retail: Spain vs. European average 129
Spain parcels market competitor analysis €m, 2016 130
Correos + Correos Express parcels revenue, 2013-16 €m 131
Correos Express financials, 2010-16 €m 131
DHL Spain revenue, 2014-16 €m 132
SEUR Spain revenues, 2010-16 €m 132
UPS España financials, 2010-16 €m 133
TNT Express Spain financials, 2010-16 €m 134
GLS Spain financials, 2010-16 €m 135
Forecast Spain GDP growth: 2012-23 / annual % change 136
Forecast Spain internet retail sales and growth: 2011-21 / €bn 136
Forecast: Internet retail as % of overall retail: Spain vs. European average 137
Forecast Spain parcels market size and growth by segment, €m, 2012-2022 137
Netherlands parcels market size and growth by segment, €m, 2012-2017 138
Netherlands GDP growth: 2012-17 / annual % change 138
Netherlands internet retail sales and growth, 2011-17 €bn 139
Internet retail as % of overall retail: Netherlands vs. European average 139
Netherlands parcels market competitor analysis €m, 2016 140
PostNL parcel revenues & volumes, 2012-2017 €m 141
UPS Netherlands financials, 2010-16 €m 141
TNT Express financials, 2010-15 €m 142
DPD Netherlands financials, 2010-16 €m 142
Forecast Netherlands GDP growth: 2012-23 / annual % change 143
Forecast Netherlands internet retail sales and growth: 2011-21 / €bn 144
Forecast: Internet retail as % of overall retail: Netherlands vs. European average 144
Forecast Netherlands parcels market size and growth by segment, €m, 2012-2022 145
Belgium parcels market size and growth by segment, €m, 2012-2017 146
Belgium GDP growth: 2012-17 / annual % change 146
Belgium internet retail sales and growth, 2012-17 €bn 147
Belgium parcels market competitor analysis €m, 2016 148
Bpost Parcel Revenues, Domestic & International, 2012-2017 148
Bpost Parcel Revenues, Domestic & International, 2012-2017 149
Forecast Belgium GDP growth: 2012-23 / annual % change 150
Forecast Belgium internet retail sales and growth: 2012-21 / €bn 151
Forecast Belgium parcels market size and growth by segment, €m, 2012-2022 151
Poland parcels market size and growth by segment, €m, 2012-2017 152
Poland GDP growth: 2012-17 / annual % change 152
Poland internet retail sales and growth, 2012-17 €bn 153
Poland parcels market competitor analysis €m, 2016 153
DHL Express (Poland) financials, 2010-16 €m 154
UPS Polska financials, 2010-16 €m 154
DPD Polska financials, 2010-16 €m 155
TNT Poland financials, 2010-2016 156
General Logistics Systems Poland financials, 2010-2017 156
Forecast Poland GDP growth: 2012-23 / annual % change 157
Forecast Poland internet retail sales and growth: 2012-21 / €bn 157
Forecast Poland parcels market size and growth by segment, €m, 2012-2022 158

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