Parcel Delivery Digest: latest insights of the parcel delivery industry

Welcome to Kardinal’s Parcel Delivery Digest, a weekly news digest about last mile delivery industry from various sources.

To read the articles, click on the images. Enjoy your reading!

Iran conflict threatens key shipping routes in the Middle East
Iran conflict threatens key shipping routes in the Middle East

US-Israel strikes on Iran disrupted Middle East logistics: Strait of Hormuz traffic plunged, shipping bookings paused, routes rerouted via Africa (+10–14 days), and oil and gas prices surged—raising global supply chain and automotive logistics costs.

DHL Group exceeds earnings guidance and increases dividend
DHL Group exceeds earnings guidance and increases dividend

DHL Group exceeded its 2025 targets: revenue slightly declined (€82.9B) but EBIT increased to €6.1B. Parcel activity performed strongly, with EBIT up +35.3% for eCommerce and +25.8% for Post & Parcel Germany, driven by higher parcel volumes.

La Poste Groupe 2025 results
La Poste Groupe 2025 results

In 2025, La Poste Groupe reported net income of €1.16 billion. The parcel business continued to grow, with 2.7 billion parcels delivered (+3.7%), driven mainly by Geopost (+5%), and now represents 53.6% of the group’s revenue, despite increasing margin pressure due to stronger competition.

Bnode (bpost group) 2025 results
Bnode (bpost group) 2025 results

In 2025, Bnode reported €4.48B revenue and €179.7M adjusted EBIT, hitting top guidance despite a €39.4M net loss from one-offs. The group advanced its transformation, integrated Staci, and expanded lockers. 2026 adjusted EBIT is projected at €165–195M, scaling proven initiatives.

Delivery failures are now ‘systemic’ in UK retail, says InPost CEO
Delivery failures are now ‘systemic’ in UK retail, says InPost CEO

In the UK, one in three parcels fails first-time delivery, causing consumers to spend 5.5 hours monthly waiting or resolving issues. “Parcel anxiety” highlights structural problems in ecommerce delivery, affecting customer experience, costs, and brand trust.

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Parcel Delivery Digest