Poland has concluded one of its largest logistics agreements: marketplace and operator resolve dispute

Polish marketplace Allegro and logistics operator InPost have signed a new strategic cooperation agreement until the end of 2031. The minimum value of logistics services under the contract will be 8 billion zloty. The companies also agreed to finally settle a long-running arbitration dispute.

Allegro announced the agreement on 11 November. According to the company, this is the largest contract in the history of the Polish logistics market.

The new agreement replaces the previous 2020 contract and provides for changes to delivery terms for marketplace orders, primarily through the InPost parcel locker network.

For Allegro, the new contract means a reduction in logistics service costs. The companies have agreed on new rates, a discount system based on parcel volume, and a revised price indexation mechanism. InPost, for its part, will guarantee the necessary capacity of the parcel locker network and compliance with agreed service standards.

The changes will also have a financial effect. Allegro expects that applying the new rates for the whole of 2026, subject to meeting the conditions set out in the agreement, will have a positive impact on the company's adjusted EBITDA of 270-280 million zloty.

Another result of the negotiations was the settlement of the arbitration dispute between the companies. InPost agreed to withdraw the claim related to the previous contract. The dispute concerned the terms of cooperation and the presentation of delivery options on the Allegro platform.

The new contract will provide InPost with guaranteed order volumes for several years, and Allegro with predictable logistics costs. The agreement also provides for the possibility of extending cooperation for another two or three years.

According to the companies, the partnership covers logistics services for the trading platform, which is used by more than 15 million buyers and about 150,000 sellers. At the same time, the reduction in rates between Allegro and InPost does not automatically mean cheaper delivery for end consumers.

Based on materials from: Allegro, official stock exchange announcement by Allegro