📦 What’s New?
The UK’s Competition and Markets Authority (CMA) has officially opened an investigation into the proposed merger between DHL eCommerce UK and Evri, two of the country’s largest parcel delivery companies.
If approved, the deal would combine:
- 30,000+ couriers
- 12,000 employees
- Handling 1+ billion parcels annually
This would create a logistics powerhouse, rivaling Royal Mail, DPD, and InPost–Yodel in scale and market reach.
🧭 Why It Matters
The merger isn’t just about two carriers combining forces—it represents a strategic shift in how UK e-commerce delivery may function in the years ahead.
“DHL and Evri together would control a massive share of the marketplace delivery ecosystem—raising questions about pricing, competition, and innovation.”
— DMSMatrix Voice Logistics Insight Team
🔍 Key Impacts for the E‑Commerce Ecosystem
| Stakeholder | What to Watch |
|---|---|
| Online Sellers | Potential changes in shipping rates, pickup schedules, and returns processing |
| Marketplaces (e.g. Amazon, Etsy, Vinted) | May see a realignment in preferred delivery partners |
| Consumers | Could benefit from faster delivery or be exposed to reduced options |
| Other Carriers | Face pressure to improve pricing, locker access, and B2C reliability |
📉 CMA’s Concerns
The CMA’s Phase 1 probe will examine whether the deal would:
- Reduce choice in the B2C delivery market
- Lead to higher costs for online sellers or end consumers
- Limit competition in next-day and returns fulfillment
Comments from the public and stakeholders closed on June 25, 2025, and a formal Phase 1 decision is expected this summer.
💼 Strategic Context
This move comes as the UK parcel industry undergoes rapid transformation:
- InPost acquired Yodel in Q1 2025
- Royal Mail is restructuring for profitability
- Amazon Logistics continues expanding its last-mile control
Now, DHL–Evri could become a key player in omnichannel, cross-border, and locker-first logistics—especially in urban areas and for marketplaces focused on speed + convenience.