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- 📈 InPost’s £106m Takeover Sparks UK Delivery Revolution!
📈 InPost’s £106m Takeover Sparks UK Delivery Revolution!
GDK Serves Up Sizzling Investment Frenzy
This is Cliff Equity, the UK’s business newsletter that keeps you informed on what’s important in tech, business and finance in less than 5 minutes
In today’s stories:
InPost’s £106m Takeover Sparks UK Delivery Revolution!
GDK Serves Up Sizzling Investment Frenzy
Sainsbury’s Bags £1bn But Braces for Battle
The summary: InPost’s £106m takeover of Yodel is set to turbocharge UK deliveries, merging lockers with doorstep service and making Britain a prime parcel playground for the Polish logistics giant!InPost’s £106m takeover of Yodel is set to turbocharge UK deliveries, merging lockers with doorstep service and making Britain a prime parcel playground for the Polish logistics giant!
The details:
Polish postie with a plan: InPost, the locker-loving logistics firm from Poland, has scooped up UK delivery darling Yodel for a tidy £106m, rocketing its UK market share from a modest 2% to a rather respectable 8%.
Parcel power couple: By marrying Yodel’s door-to-door charm with InPost’s locker empire, the duo plans to deliver over 300 million parcels a year – basically turning Britain into a nation of click-and-collect connoisseurs.
Britain: InPost’s new cash cow: With this deal, Blighty will now account for a chunky 30% of InPost’s revenue. That's not a foothold – that’s a full-on foot in the door with muddy boots.
Fast-tracking the future: InPost’s boss says this move has leapfrogged five years of UK expansion. Translation: Why wait when you can buy your way to the top and still have change left over for a cuppa?
Why it matters: InPost’s cheeky shopping spree means Britain’s parcel game just got a serious shake-up, with a Polish powerhouse now firmly in the driver’s seat. With Yodel’s vans and InPost’s lockers joining forces, expect your online shopping to arrive faster than a gossip at a village fête. And with the UK now lining InPost’s pockets more than ever, it looks like we’re all paying for delivery... one way or another.
The summary: Kebabs are going posh, investors are circling, and GDK’s proving there’s serious cash to be made before the pubs even shut.
The details:
True, the busybody backer of Sneak energy drinks and tattoo erasers, is eyeing a hefty stake in German Doner Kebab (GDK) — apparently at a "stellar" valuation that even City boys would raise a brow at.
GDK, nurtured by Glasgow’s Hero Brands, is about to slice open its 150th UK outlet, pushing a bold message: kebabs aren't just for the tipsy at 2am, they're now fit for daylight hours too.
CEO Simon Wallis is on a mission to scrub kebabs’ boozy image clean — and with only 4% of sales after 11pm, it seems Britain might just be biting earlier.
While True chats about deals behind the scenes, a whole queue of other suitors have already flirted with GDK, with Cavendish bankers playing matchmaker.
Why it matters: True’s interest shows that kebabs are no longer just drunk food but a serious business, with valuations high enough to make even a sober banker giddy. GDK’s mission to drag doner kebabs into daylight hours could turn a guilty pleasure into an everyday meal — and that smells like big money. Meanwhile, with investors lining up like it’s last orders at the bar, Hero Brands might soon be laughing all the way to the bank.
The summary: Sainsbury’s is charging ahead with bold expansion, clever cost-cutting, and a fierce price game to stay top of the shopping trolley – all while keeping a stiff upper lip through choppy retail waters.
The details:
Sainsbury’s joined the £1bn profits club, rubbing shoulders with Tesco, Next and M&S – but don't pop the Champagne just yet, they’re bracing for a tighter year thanks to cost hikes and supermarket price wars.
Asda’s price-slashing antics won’t ruffle Sainsbury’s feathers, with boss Simon Roberts vowing to fiercely defend their “great value” crown – think less friendly village fair, more supermarket gladiators.
Self-service tills are now king, with 70% of sales handled DIY-style, and two non-food warehouses set for the chop to save £70m – though Sainsbury’s was suspiciously vague about potential job losses.
Despite Argos losing a bit of sparkle, Sainsbury’s is doubling down on bricks and mortar, launching its biggest store expansion in a decade – powered by Homebase’s old haunts and a hefty dose of optimism.
Why it matters: Sainsbury’s is gearing up for a no-holds-barred price brawl while trying to juggle rising costs, grumpy shareholders, and self-service tills that make customers do half the work. Despite pocketing a tidy £1bn, they're bracing for leaner times ahead and banking on bigger, shinier stores to keep the tills ringing. In short: it’s a high-stakes supermarket soap opera where staying cheap, cheerful, and everywhere is the only way to survive.
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