European parcel locker leader InPost is set to go private after a consortium led by FedEx Corporation (NYSE:FDX) and Advent International agreed to an all-cash takeover valued at about 7.8 billion euros, offering shareholders a 50% premium and signaling a major consolidation move in Europe’s fast-growing e-commerce delivery market.
On Monday, it was announced that FedEx, along with Advent, A&R, and PPF, reached a conditional agreement for an all-cash public offer for all issued and outstanding shares of InPost at 15.60 euros per share.
- FDX stock is testing its 52-week high. See the chart here.
How FedEx Is Transforming European Delivery
The transaction, valued at approximately 7.8 billion euros (around $9.3 billion), is expected to be completed in the second half of 2026.
Post-settlement, FedEx will hold a 37% stake in the consortium, matching Advent’s share, while A&R and PPF will hold 16% and 10%, respectively.
The acquisition aims to leverage InPost’s innovative out-of-home delivery solutions, which have seen significant growth in Western Europe.
What This Acquisition Means For E-Commerce
The strategic acquisition is poised to enhance FedEx’s position in the growing European delivery market.
InPost’s network of 61,000 automated parcel lockers and flexible delivery options is expected to provide a robust platform for scaling operations across Europe.
This move aligns with FedEx’s broader strategy to innovate and expand its service offerings in the e-commerce sector.
The partnership is expected to unlock growth opportunities and increase consumer choice in Europe’s fast-growing delivery sector.
The Strategic Stakes Behind InPost Deal
The consortium’s structure reflects a strategic alignment of interests among the involved parties.
The deal underscores FedEx’s commitment to enhancing its European footprint and capitalizing on rising consumer demand for efficient delivery solutions.
nPost will continue to operate independently, maintaining its business operations and headquarters in Poland.
This structure ensures that InPost can leverage the combined strengths of its new shareholders while continuing to innovate in the delivery space.
Raj Subramaniam, CEO of FedEx, said, “We will be entering into agreements with InPost following completion of the Transaction that will provide our customers access to InPost’s last-mile B2C capabilities while bringing FedEx’s global network and logistics expertise to support InPost’s next phase of growth.”
“Our investment in InPost reflects our disciplined approach to capital allocation and long-term value creation. Together with InPost’s leadership and our fellow consortium members, we see a clear path to unlocking growth, improving the efficiency of our B2C last mile operations, enhancing returns, and better serving customers across Europe.”
FDX Price Action: FedEx shares were up 0.02% at $369.30 during premarket trading on Monday. The stock is trading near its 52-week high of $370.86, according to Benzinga Pro data.
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