Executive Bio
Christian Secci
Co-Founder and Group CEO at alfred24
Interview Transcript
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Partner Interview
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InPost owns and operates the largest network of APMs in Poland. APMs are autonomous parcel lockers that allow for the delivery and receipt of packages.
To build an APM network, securing both a dense network of attractive locations and a network of merchants is critical. There are strategic places that only allow for one APM and also places that are less dense and one APM is enough. Operating at high capacity utilization is also critical to achieve cost-efficiency.
InPost has 98% of total APMs in Poland, more than 40% of total Polish B2C parcel volumes, 7mn+ mobile app users and 40k+ merchants, which creates strong scale advantages and network effects. However, half of their revenues come from one single merchant, Allegro, which is the leading ecommerce site in the country. Allegro has started building their own APM network, which is perceived by the market as a major risk. A key question is whether Allegro gain enough share to impact InPost’s competitive position.
Aside from Poland, InPost is also building APM networks in UK, France and Italy.
APMs are gaining share vs To-door delivery, a trend that is likely structural as a result of the following:
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Interviews hosted by one of our investor partners are only available in text format.