Polish parcel locker operator InPost has confirmed it has received an indicative takeover proposal regarding a potential acquisition of all shares in the company, as it continues to expand its footprint across the UK logistics market.
In a brief regulatory statement, InPost said a special committee comprising supervisory and management board members has been established to assess the proposal and consider its implications for the company and its stakeholders. The company stressed that there is no certainty the proposal will result in a transaction and that further announcements will be made if appropriate.
The disclosure comes against the backdrop of an aggressive expansion strategy, including in the UK, where InPost has rapidly scaled its operations through acquisitions aimed at integrating out-of-home parcel lockers with last-mile delivery services.
In April last year, InPost acquired UK delivery firm Yodel in a £106m (US$143m) debt-to-equity deal, creating the third-largest independent parcel delivery business serving online retailers in the UK, behind Royal Mail and Evri. The transaction significantly expanded InPost’s UK market share from around 2% to 8% and combined Yodel’s home delivery capabilities with its locker network.
At the time, InPost said the deal would enable the seamless integration of out-of-home and to-door solutions and accelerate growth in a market where consumer demand for flexible delivery options continues to rise. The acquisition followed a turbulent period for Yodel, which had narrowly avoided collapse months earlier.
According to the company, the UK now accounts for around 30% of InPost’s group revenue, with the combined business delivering more than 300 million parcels annually and serving over 700 online retailers.
InPost has also strengthened its UK logistics backbone through the full acquisition of Menzies Distribution. In October 2024, the company purchased the remaining 70% stake in Menzies Distribution Limited for £60.4m (US$81.5m), bringing its Express and Newstrade operations fully in-house. InPost had first acquired a 30% stake in Menzies in 2023.
The Menzies acquisition gave InPost full control over its UK logistics operations, enabling it to accelerate the rollout of next-day B2C parcel locker services and improve service quality. The partnership contributed to a 156% year-on-year increase in UK parcel volumes in the first half of 2024 and supported the launch of new services such as Collect, offering delivery to more than 8,000 lockers.
Together, the Yodel and Menzies deals have positioned InPost as a fast-growing challenger in the UK e-commerce delivery sector, as consolidation reshapes the market. The indicative proposal now places further strategic focus on the company as investors assess the value of its integrated locker-and-delivery model.
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