Quadient Initiates Strategic Review of Lockers Solution

On 20 July 2026, Quadient S.A. announced a strategic review of its Lockers Solution. This decision aims to enhance shareholder value and bolster long-term growth. Currently, Quadient's Lockers Solution holds a strong position in e-commerce markets, specifically in the US, Japan, and the UK. The installed base expanded from approximately 2,000 lockers in 2018 to over 28,000 globally.

The Lockers Solution reported a revenue of €114 million in 2025, making up 11% of Quadient's total revenue. Subscription-related revenue, showing double-digit growth over four years, contributed significantly. Profitability increased, with EBITDA margins rising from positive in 2024 to over 5% in 2025 and expected to exceed 10% in 2026.

Quadient's strategic review aligns with its "Elevate to 2030" strategy. This move will explore several options, including investments, partnerships, or sales. The outcome remains uncertain, and updates are expected with the first-half 2026 results on 23 September 2026.