FedEx Consortium to Acquire InPost for $9.2 Billion

Reuters | February 09, 2026 at 10:10 AM UTC
Bullish 80% Confidence Unanimous Agreement
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Key Points

  • InPost will maintain its name, management structure, and headquarters in Poland following the acquisition
  • The ownership structure splits the company between Advent (37%), FedEx (37%), CEO Brzoska's A&R holding (16%), and PPF (10%)
  • The deal aims to strengthen delivery networks and enhance fast, flexible delivery options for European e-commerce consumers

AI Summary

FedEx Consortium to Acquire InPost for $9.2 Billion

A consortium led by investment firm Advent and logistics giant FedEx has agreed to acquire European parcel locker operator InPost for €15.60 per share, valuing the transaction at $9.2 billion. The deal represents a significant consolidation move in the European e-commerce delivery sector.

Ownership Structure:

  • Advent International and FedEx will each hold 37% stakes
  • InPost CEO Rafal Brzoska's investment vehicle A&R holding will retain 16%
  • Czech investment firm PPF (Kellner family) will own the remaining 10%

Key Deal Terms:

InPost will maintain its brand name, existing management structure, and headquarters in Poland following the acquisition. The transaction is expected to close in the second half of 2025.

Strategic Rationale:

CEO Brzoska emphasized that the partnership will strengthen InPost's network and expand consumer reach through enhanced delivery options, supporting the company's mission to transform the European e-commerce landscape. The acquisition provides FedEx with significant exposure to InPost's automated parcel locker network, which has gained popularity across Europe as a convenient alternative to traditional home delivery.

Market Context:

This deal marks a major investment by FedEx in European last-mile delivery infrastructure, positioning the company to better compete in the rapidly growing e-commerce market. InPost's locker-based delivery model has proven particularly successful in urban markets, offering cost-effective and flexible pickup options for consumers.

The acquisition is subject to standard regulatory approvals and closing conditions.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 78%
Claude 4.5 Haiku Bullish 78%
Gemini 2.5 Flash Bullish 85%
Consensus Bullish 80%