Why Is InPost Suing Allegro Over Lost Revenue Share?

InPost shares plunged after tensions escalated with key partner Allegro. The Polish delivery company faces arbitration claims for alleged contract breaches, while Allegro’s CEO denies any business disputes according to Reuters.

Sharp share decline

InPost lost 13 percent of value on Tuesday after reporting weaker growth in Poland. The stock has dropped more than a third this year, though it recovered 9 percent in afternoon trading. Allegro shares gained 2 percent.

Financial stakes are significant – JPMorgan estimates Allegro represents 30 percent of InPost’s Polish revenue, accounting for roughly 48 percent of total revenues in 2025.

Legal battle escalates

InPost filed arbitration claims in July against Allegro for allegedly breaching their long-term delivery agreement. The company claims Allegro redirects customers to its own automated parcel lockers instead of using InPost’s network.

“We do not believe we are involved in any business dispute,” stated Marcin Kusmierz, Allegro’s new CEO since June.

He emphasized the company respects all agreements while adding new logistics partners.

Strategic diversification

Allegro actively builds its own locker network to reduce InPost dependency and delivery costs. InPost admits Allegro’s policy caused a 2 percent drop in shipments, with 80 percent ending up in Allegro’s lockers.

InPost CEO Rafal Brzoska said customers shopping exclusively through Allegro represent less than 5 percent of the company’s clients. InPost diversified its portfolio, growing 17 percent in independent retail – three times faster than the overall market.

International expansion as solution

InPost bets on foreign markets, already generating 52 percent of revenue abroad, while Allegro earns 99 percent from Poland. JPMorgan projects InPost’s Polish business will decline to 35 percent by 2030.

Analysts expect a mutually beneficial solution given the companies’ interdependence, though InPost may face margin pressure. They maintain an “overweight” rating on InPost stock.