Postal & Delivery

Global postal and delivery markets are undergoing rapid transformations driven by market liberalisation, the surge in e-commerce, and the increasing shift to electronic substitution. These changes present a number of challenges for both state-owned and private operators, pitting innovative models against traditional ones in a competitive environment.  

It is crucial for operators, regulators, and policymakers to stay in sync with these changes as new dynamics unfold and new opportunities emerge. This is where Copenhagen Economics comes in.  

Our team has extensive experience in various facets of postal regulation and reform in Europe, North America, and beyond. This includes economic expertise in regulatory design and impact assessment, universal service obligations, access and tariff regulation, and costing. 

In the context of escalating scrutiny on competition and state aid issues, we offer economic insights and advice to ensure that our clients navigate these challenges without falling into legal pitfalls. Additionally, we offer counsel on strategic aspects of e-commerce and postal delivery, including business strategy, business models, pricing strategies, and environmental sustainability. 


  • Regulatory reform, design, compensation, and impact assessment. 
  • Pricing strategies, tariff regulation and compliance.
  • Strategy, business models, and environmental sustainability.
  • Competition/antitrust cases and state aid.

Learn more about our latest annual postal & delivery conference

We help our clients with

We help regulators to understand the specifics of the postal and delivery sector and what those imply for the design, application, and impact of regulation.

We help delivery operators to predict how regulation will influence their business.

Our areas of expertise include, amongst other things, analysis of USO scope, calculation of USO net costs, and design of cost allocation, access and tariff regulation.

We help operators to avoid costly competition cases by ensuring that tariffs and discounts comply with competition law.

In the event of a conflict we provide economics-based arguments and evidence that can be used by operators (small and large) in discussions with regulators and competition authorities.

We assist operators who (I) are accused of having received illegal state aid or (II) suspect that a competitor has received state aid that should be considered unlawful.

By using economic analysis and tools, we identify whether the aid provided should be considered illegal or not.

We provide strategic advice to small and large operators within the postal and delivery sector. Areas we cover are, amongst others, pricing, regulation, and business models.

We help operators: estimate the carbon footprint of their value chain; benchmark their performance to other companies and sectors; design initiatives to reduce their carbon footprint and estimate their impact; supporting them in commercial negotiations and pricing both when acquiring green energy (e.g. green certificates, through PPA, FPA) and when selling green delivery (e.g. to e-retailers); navigate the regulatory developments in the area; communicate results to policy makers and regulators.

PostNL sees Copenhagen Economics as one of the European Thought Leaders on postal regulatory economics. We have used the services of Copenhagen Economics several times and this has contributed to regulatory discussions in several postal markets in which PostNL is active. Amongst others, Copenhagen Economics has supported PostNL with work related to the net costs analysis of the Dutch universal service obligation in a satisfactory manner.
Jos Geeraerts, Director Strategic Projects - PostNL
See this case