UK's parcel delivery service Yodel has been acquired by Poland's InPost, making InPost the third largest player in the UK market.
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Polish logistics company InPost has taken a major stride forward in the UK market after acquiring a substantial 95.5% stake in British parcel delivery service provider Yodel. This move places InPost among the top three independent parcel operators in the UK, just behind Royal Mail and Evri.
Strategic Acquisition Details
The deal between InPost and Yodel was finalized through a debt-to-equity conversion, where InPost converted a £106 million loan to Yodel's parent company, Judge Logistics Ltd, into equity shares. A UK-based payments services provider, PayPoint, retains a 4.5% stake in the company.
This partnership between InPost and Yodel builds upon a partnership established in October 2024, when Yodel commenced providing last-mile delivery services for InPost's "locker-to-door" service. The goal is to merge InPost's extensive network of automated parcel machines (APMs) with Yodel's strengths in home delivery, offering online retailers a robust and comprehensive delivery solution.
With this acquisition, InPost's UK market share jumps from 2% up to around 8%. Combined, these operations handle over 300 million parcels annually and cater to more than 700 online retailers. InPost now operates 10,000 APMs and over 18,000 out-of-home pick-up points across the UK.
Rafał Brzoska, the founder and CEO of InPost, stated, "This acquisition is a significant milestone in InPost's mission to revolutionize the UK delivery market, as well as our group's presence in Europe."
Financial and Strategic Outlook
The transaction, which includes debt refinancing, is valued at £136 million. InPost anticipates that its earnings before interest, taxes, depreciation, and amortization (EBITDA) will be positively affected within a year. They also plan to invest an extra £600 million in the UK by 2029 to fuel further expansion. This acquisition follows InPost's earlier purchase of Menzies Distribution in October 2024, giving them full control over their UK logistics operations.
Industry Implications
The union of InPost and Yodel's services is projected to boost delivery efficiency and the customer experience in the UK e-commerce sector. By integrating out-of-home delivery options with traditional home delivery, InPost intends to deliver flexible and sustainable solutions tailored to the evolving demands of online shoppers.
As the UK parcel delivery market continues to grow, InPost's strategic investments and acquisitions position the company to play a crucial role in shaping the future of logistics and e-commerce in the region.
Sources:[1] BDO. (2025). InPost buys UK parcel carrier Yodel in major UK expansion. Retrieved from https://www.bdo.com/outlook/insights/inpost-buys-uk-parcel-carrier-yodel-major-uk-expansion[2] CNBC. (2025). InPost acquires Yodel UK in bid to revolutionize parcel delivery market. Retrieved from https://www.cnbc.com/2025/04/01/inpost-acquires-yodel-uk-in-bid-to-revolutionize-parcel-delivery-market.html[3] Financial Times. (2025). InPost to invest £600m to expand in UK. Retrieved from https://www.ft.com/content/0b63bb7e-ea89-4c78-a42d-eee0dbc93b55[4] Reuters. (2025). InPost aims to become UK's third-largest delivery company. Retrieved from https://www.reuters.com/business/retail-consumer/inpost-aims-become-uks-third-largest-delivery-company-2025-04-01/[5] The Guardian. (2025). InPost acquires majority stake in Yodel parcel delivery firm. Retrieved from https://www.theguardian.com/business/2025/apr/01/inpost-acquires-majority-stake-in-yodel-parcel-delivery-firm
- The strategic acquisition of Yodel by Polish logistics company InPost plans to revolutionize the UK delivery market, placing InPost among the top three independent parcel operators, surpassing industrial giants like Royal Mail and Evri.
- InPost's UK market share jumps significantly with this acquisition, rising from 2% to around 8%, allowing them to handle over 300 million parcels annually and cater to more than 700 online retailers.
- With this acquisition, InPost anticipates that their earnings before interest, taxes, depreciation, and amortization (EBITDA) will improve within a year, and they plan to invest an additional £600 million in the UK by 2029 to bolster further expansion.
- The merger of InPost's extensive network of automated parcel machines (APMs) with Yodel's strengths in home delivery aims to offer online retailers a comprehensive delivery solution, improving delivery efficiency and the customer experience in the UK e-commerce sector.
- For investors, this acquisition signals a potential opportunity in the rapidly growing UK parcel delivery market, as InPost positions itself to play a crucial role in shaping the future of logistics and e-commerce in the region.
- By integrating out-of-home delivery options with traditional home delivery, InPost intends to deliver flexible and sustainable solutions tailored to the evolving demands of online shoppers in the space of economy and finance, contributing to the growth and development of the UK business and industry.
