FedEx Joins Forces in $9.2 Billion Acquisition of InPost: A Game-Changer for European Parcel Delivery

In a landmark deal announced on February 9, 2026, a consortium led by FedEx and private equity powerhouse Advent International has agreed to acquire InPost, Europe's leading provider of automated parcel lockers and out-of-home delivery solutions, in an all-cash transaction valued at approximately €7.8 billion (about $9.2 billion). The offer price of €15.60 per share (cum dividend) represents a 50% premium to InPost's undisturbed share price from early January 2026.

The deal will take InPost private, with expected completion in the second half of 2026 pending regulatory approvals. Ownership post-closing:

• FedEx: 37%

• Advent International: 37%

• A&R Investments (vehicle of InPost CEO Rafał Brzoska): 16%

• PPF Group: 10%

This strategic move underscores the explosive growth of e-commerce-driven last-mile solutions and positions FedEx for stronger penetration in Europe's booming parcel market.

InPost's Impressive Scale and Growth Trajectory

Headquartered in Poland and listed in Amsterdam, InPost has rapidly expanded into a dominant player in out-of-home delivery. The company now operates more than 61,000 automated parcel lockers (Paczkomaty) across nine European countries—including Poland, the UK, France, Italy, Spain, Portugal, Belgium, the Netherlands, and Luxembourg—plus thousands of pickup and drop-off (PUDO) points.

InPost's network has quadrupled parcel volumes between 2020 and 2025, capitalizing on consumer demand for convenient, 24/7, contactless options that reduce failed deliveries and urban congestion. The company also offers doorstep courier and fulfillment services for e-commerce merchants, making it a versatile partner in the fast-growing delivery sector.

Why This Deal Matters for FedEx and Global Logistics

For FedEx, the acquisition provides immediate access to InPost's extensive locker infrastructure, enhancing its European B2C capabilities and complementing existing operations. Lockers offer cost efficiencies, higher delivery success rates, and sustainability benefits—key advantages in a competitive landscape against UPS, DHL, and regional players.

The partnership is designed to accelerate InPost's expansion while unlocking value creation through combined expertise. FedEx gains a foothold in the out-of-home segment, where demand continues to surge amid e-commerce growth.

As the companies noted: The transaction unites stakeholders "to unlock growth, consumer choice, and value creation in Europe’s fast-growing delivery sector."

Implications for Shippers, E-Commerce, and Supply Chains

This consolidation highlights the rising importance of automated, flexible last-mile networks:

• Faster, more reliable delivery — Lockers enable same-day/next-day options and convenient pickup.

• Cost and efficiency gains — Reduced reliance on traditional door delivery lowers last-mile expenses.

• Sustainability edge — Fewer vehicles on roads and optimized routes cut emissions.

• E-commerce boost — Aligns with preferences for flexible, contactless solutions.

For U.S.-based shippers with European exposure—or those expanding internationally—this could open new opportunities for cost-effective, high-reliability parcel handling. High-volume e-commerce players may find InPost's network a compelling alternative or complement to traditional carriers.

At Gain Consulting LLC, we're tracking how this evolves and discussing integration potential with clients. If your operations involve European fulfillment, cross-border e-commerce, or last-mile optimization, this deal could influence pricing, capacity, and partnership strategies.

We'll continue monitoring regulatory progress and post-closing developments. If you're evaluating how automated lockers or expanded FedEx/InPost capabilities fit your 2026 supply chain plans, contact Gain Consulting LLC today. We're here to help navigate global parcel trends and build resilient logistics networks.

Follow us on X @gainconsulting_ for more updates on freight, e-commerce, and supply chain strategies.

For the official announcement, visit the FedEx Newsroom.