Victor Peters (PostNL)

1. Heisessie B2B
6 april 2017 9.00– 17:00
1
PostNL
in the changing
world of e-
logistics
Victor Peters
Commercial Strategy
PostNL

2. My scope for today
2
• Brief introduction in our changing world
• Main developments in e-commerce and implications for e-
logistics
• How PostNL makes sure it is ready for acceleration of e-
logistics
• Lead for Commercial Strategy team PostNL Parcels
reporting to Board PostNL Parcels
• Degree in Business Administration & Industrial Design
• Live in Amsterdam with my girlfriend and daughter
today

3. Our world is changing ever faster..

4. 4
Although, aren’t logistics as old as mankind?
Fulfilment in the Roman empireExpress delivery in 490 vChr
Phidippides ran 42km to report battle of
Marathon

5. 5
60SWhat happens every 60 seconds today*
On the other hand we couldn’t foresee a few years ago
whatwould happen in our world today…
*or actually in december 2016

6. 6
~17.200Parcels delivered in Europe every minute

7. 7
~674Parcels delivered by PostNL every
minute

8. 8
69.444hHours of Netflix movies watched every minute

9. 9
180.800App downloads every minute

10. 10
~€1.900Spend at Bol.com every minute

11. 11
$209.596Spend at Amazon every minute

12. 12
972.222Tinder swipes every minute

13. 13
20.800.000Whatsapp chats every minute

14. 14
~150.000.000E-mails sent every minute

15. 15
<2%of US teenagers use e-mail on a
regular basis

16. 16
>15 jaarWrite off period sorting centre PostNL

17. Some insights on how e-commerce may
change in coming years

18. E-commerce penetration will explode in coming years
18
BCG expects online
penetration to hit 50-75% for
different markets by 2035
This can be translated to
double parcel volumes in
coming 5 – 10 years

19. Competitive advantages like cost benefits of market leaders come under
pressure by market challengers
19
1 2 3 4 5 6 7 8 9 10
4.5
7.5
10.5
9.0
3.0
6.0
-19%
-8%
unit cost
Volumes
Market
leader now
Market leader
7 years later
Parcel companies heavily rely on scale
advantages leading to better cost
structure
Under ever increasing growth these
benefits may erode
Market leader
Challenger

20. What we buy and whom our customers are will change in coming years…
20
Online population will grow and
change in demographics
25%
Fashio
n
6%
15%
10%
1% 2%
Consume
r
electronic
s
2%
Home
&
garden
8%
Food
&
Personal
care
2009
2015
Source: McKinsey
While the range of goods we buy
onlinerapidlyexpands

21. What we buy and which delivery experience we expect willdiffer
demanding e-logistic players to offer a broad range or services
21
now!
same say
specific time
next day
once a week

22. VoicetechnologyandAI will
changethewaywe interact with
our onlineworld

23. Payment and shopping will become seamless, both onlineand offline
23

24. 24
Trading
platforms
Communication
(& data)
platforms
Multipurpose
platforms
Multipurpose
platforms
Trading
platforms
Communication
platforms
Platformsare ona rise andchanging thewaywe experience online

25. 25
Theseplatformscanbe dividedbetweenasset-heavyandasset-light
models
asset light
e.g. Google shopping
• Don’t hold inventory
• Retailer retains own channels
• Freedom in presentation in own
channel
asset heavy
e.g. Amazon
• Hold own inventory
• Consumer shop through
channel of platform
• Distinctive abilities of retailers
diminish

26. Asia its influence on e-commerce is rapidly growing and will dominate
other regions like US and UK
26
WeChat grows to 1B users of which 31%
has shoppedonline through the app
Middleclass Asia to surpass all
other continents

27. How we receiver parcels in the future is alsosubdue to multiple changes
27
Betterinformation and
control will help to improve
delivery success and
experience
Smartlockswill change
how and where we can
receive parcels
Codifyingreceiver
preferences and
anticipating to them will
help to become pro-active

28. PostNord is already piloting smartlocktechnologies … and so will we
28

29. Heisessie B2B
6 april 2017 9.00– 17:00
29
Thank
you!
victor.peters@postnl.nl
Victor Peters
Commercial Strategy
PostNL