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!

DHL Group and JD.com sign Memorandum of Understanding to support German brands' growth in China and Europe
DHL Group and JD.com sign Memorandum of Understanding to support German brands' growth in China and Europe

Under the MoU, DHL will connect German brands to JD.COM, enabling them to sell directly to over 700 million Chinese consumers through JD’s cross-border e-commerce platform, without a physical presence in China.

Geopost’s 2025 annual results
Geopost’s 2025 annual results

In 2025, Geopost handled 2.2bn parcels (+5%), with sales stable at €15.8bn (+0.3%) and parcel revenue up 2.7%. EBIT reached €466m, pressured by competition and inflation. Growth was driven by strong B2C volumes, +31% Out-of-Home, and +6.5% cross-border sales.

PostNL reports strong Q4 performance
PostNL reports strong Q4 performance

PostNL delivered FY 2025 guidance with normalised EBIT of €53m and solid Q4 results. Parcels revenue rose 3.2% despite flat volumes, supported by pricing and cost savings (€24m in Q4). Mail stabilised in Q4, while strict cost control and efficiency measures supported profitability.

Poste Italiane: FY-25 Preliminary Results & 2026 Strategy update
Poste Italiane: FY-25 Preliminary Results & 2026 Strategy update

In 2025, Poste Italiane delivered record revenues of €13.1bn (+4%) and adjusted EBIT of €3.2bn (+10%), with net profit at €2.2bn (+10%). Parcels reached 349m items. Strong capital position supports 2026 EBIT guidance above €3.3bn and a €1.25 dividend (+16%).

Omniva launches private parcel locker pilot in Rae municipality
Omniva launches private parcel locker pilot in Rae municipality

Omniva launched a pilot in Rae, Estonia, installing private Picapac parcel lockers at homes to test demand, usage, efficiency and economic viability. If successful, the company plans broader rollout in high-volume residential areas.

Subscribe to the Parcel Delivery Digest

Parcel Delivery Digest