Postal Vision 2020, Post Expo 2011, Harry Koorstra, CEO PostNL
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Transcript of Postal Vision 2020, Post Expo 2011, Harry Koorstra, CEO PostNL
![Page 1: Postal Vision 2020, Post Expo 2011, Harry Koorstra, CEO PostNL](https://reader034.fdocuments.in/reader034/viewer/2022051609/547ec2c1b4795989508b4c37/html5/thumbnails/1.jpg)
Postal Vision 2020The continuation of trends versus the likelihood of disruptive
elements
Harry Koorstra, CEO PostNL
September 2011
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Looking into the future:a balance between trends and disruptions
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Growth of population over 5 years
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Looking into the future:a balance between trends and disruptions
Growth population over 150 years
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Agenda
Relevant trends for postal companies
Can portfolio choices shield postal companies from disruption?
How do postal companies react?
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The trends as we see them … what’s new
Economic & social
� Low economic growth
� High public financial burdens
� Ageing population
� Increasing pension costs
Technology
� High penetration fast internet (infrastructure and use)
� Further development social media
� Technology companies replacing dominance banks and oil
� Continued focus on environmental issues
� Increasing regulation
Environment Digitisation
� Marginalization letter mail
� Intense restructuring
� Increase parcels volumes
� Postal USO: out of date
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The trends and their consequences … what’s new
Financial
� Shortage of public money to finance postal operators
� Aim to reduce pension obligations
� Just historical arguments for public ownership
USO
� USO letter mail will become outdated
� Disappearance of regulatory burden
� Shift to Interest Group Policies
� USO � IGP
� High restructuring costs depending on
� Mail density
� Level of competition
� Towards a three days a week delivery system
Restructuring (New) Portfolio : choices
� Parcels
� Express
� Logistics
� Banking
� E-commerce
� Neighbourhood services
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Agenda
Relevant trends for postal companies
Can portfolio choices shield postal companies from disruption?
How do postal companies react?
![Page 8: Postal Vision 2020, Post Expo 2011, Harry Koorstra, CEO PostNL](https://reader034.fdocuments.in/reader034/viewer/2022051609/547ec2c1b4795989508b4c37/html5/thumbnails/8.jpg)
Common view: diversification works
Cathy Rogerson, IBM conference 2007
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Common view: diversification works
Cathy Rogerson, IBM conference 2007
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Portfolio development postal companies
� Source: IPC global postal industry report 2010
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A balanced portfolio deals with a wide range of trends
MailParcels / Express
LogisticsFinancial services / Retail services
ShoreE-com-merce services
Neighbour-hood servi-ces
Increasing financial pressure
Increased digitisation
Postal regulation
Ageing population
Increased focus on cost efficiency
Negative Positive Neutral
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Agenda
Relevant trends for postal companies
Can portfolio choices shield postal companies from disruption?
How do postal companies react?
![Page 13: Postal Vision 2020, Post Expo 2011, Harry Koorstra, CEO PostNL](https://reader034.fdocuments.in/reader034/viewer/2022051609/547ec2c1b4795989508b4c37/html5/thumbnails/13.jpg)
Possible disruption scenario’s
� Economic decline and further credit squeeze
� Shareholders activism
� Regulation
� Political decision making
� Could lead to break up of portfolio's
� Forced sale of portfolio elements
� Break up of companies
� High costs to operators