win some... schreef op 16 november 2021 09:57:
Uit de CC van Q3 2021:• David Kerstens – Jefferies
[...] First of all, you highlighted the parcels’ volume growth of 19% versus 3Q2019. I think your largest competitor in the Netherlands recently called 78% growth over the same period. What was driving that big difference in volume momentum? Is it due to the launch of Amazon in March 2020? Or were you impacted by capacity constraints? And now with the small parcel sorting centre open, do you expect to regain some of that share?
[...]Herna Verhagen – CEO PostNL:
The are a few ways to explain the parcel volume growth in comparison to DHL. When we presented our Capital Markets Day in 2019 with the increases in tariffs which we announced at that moment in time, we saw an effect from that that we expected. That effect was a small shift in market share between us and our competitors. That is also what we presented in the first quarter 2020. As of that moment in time, we do not see shifts in market share between us and the others
. Of course, when you have small volumes, growth percentages are different when you compare it to ours. As said, the big difference was because of the Capital Markets Day and the dual vendor ship result of that, which we already discussed in the first quarter of 2021.
[...]David Kerstens – Jefferies
So I understand you indicated that recently the market shares have been more stable, so that shift mainly took place during the second half of 2019 and the first quarter of 2020?Herna Verhagen – CEO PostNL
HV heeft hier dus klip en klaar uitgesproken dat er sinds Q1 2020 geen verandering in marktaandeel is tussen Postnl en concurrenten. Dit staat dus haaks op waarnemingen/vermoedens hier op het forum dat DHL het afgelopen jaar marktaandeel op Postnl heeft gewonnen. Deze uitspraak van HV tijdens de CC is er dus ëën om heel goed te onthouden.