InPost's $9 Billion FedEx-Led Buyout Offer Launches May 26

Polish parcel locker firm InPost announced that the $9 billion offer from a consortium headed by FedEx, alongside Advent International and other investors, is set to officially open May 26 and will remain open until July 27. This marks a significant step toward reshaping the European delivery market.

Regulatory hurdles appear to be clearing: approvals have already been secured across several key markets including China, Israel, Italy, Turkey, and Ukraine. Meanwhile, the European Commission and Vietnam regulators are expected to give their verdict by the latter half of 2026, according to InPost's release.

The takeover offer comes at €15.60 per share and was first announced in February. InPost's board gave it their unanimous thumbs up, although acceptance from 80% of shareholders is required to finalize the transaction. Currently, support sits at 48%, revealing a decent chunk of shareholders remain on the fence.

While the bid would see InPost delisted from the Euronext Amsterdam exchange post-deal, the companies involved plan to continue operating independently. FedEx sees this move as a foothold to expand its European presence and simultaneously help establish a stronger European parcel locker force, riding the wave of e-commerce growth on the continent.

InPost's parcel locker network has been a game-changer in the last-mile delivery sector, creating convenience hubs that connect consumers with parcels without needing traditional courier drop-offs. FedEx's interest highlights the mounting strategic value of such assets in competitive logistics and delivery ecosystems.

The company has scheduled two extraordinary general meetings ahead of the offer period to keep shareholders informed, ensuring transparency and dialogue as the process unfolds.

FedEx's backing adds a heavyweight dynamic to this consortium, implying the logistics giant sees potential in blending InPost's digital locker infrastructure with its own vast delivery services. This combination could pose a challenge to existing European parcel service incumbents.

The clock is ticking from May 26, through two months of tendering. All eyes will be on whether InPost's shareholders rally enough behind the offer to hit that crucial 80% threshold. The European delivery puzzle just got even more interesting.