The European Last-Mile Delivery Leader

A deep dive into an e-commerce infrastructure provider improving parcel delivery efficiency with 24/7 automated locker solutions.

Welcome to my Substack, where I delve into the world of truly undiscovered companies from across the globe. Everyone is talking about the same 200-300 stocks, but there are more than 55,000 publicly traded companies in the world. Here, we explore hidden gems in the financial markets that often fly under the radar of mainstream analysts and investors.

Teaser

This time we analyze a significant player in European e-commerce logistics with its network of automated parcel machines. Operating over 16,000 APMs that handle more than 500 million parcel deliveries annually, this company has established a strong position in the last-mile delivery market. Its asset-light expansion model, notable gross margins of 84.9%, and consistent operational performance make it an interesting player in the growing e-commerce infrastructure sector.