Press Release - March 2026

• Revenue generated by storage, transport and distribution services for products sold via the internet reached €4.435 billion in 2025, up 6% year-over-year. Activity maintained a positive pace, albeit more moderate than in previous periods of strong expansion. 

• Despite the entry of new competitors from related fields, sector concentration continued to rise, with the top ten operators already accounting for 51% of the market.

• INFORMA's DBK Sectoral Observatory recently published these insights in the 'E-commerce Logistics' Special Report.

Madrid, 24 March 2026.- According to INFORMA's (Cesce's subsidiary) DBK Sectoral Observatory—a leading provider of business, financial, sectoral, and marketing information in Spain and Portugal—e-commerce logistics activity generated turnover of €4.435 billion in 2025, an increase of 6.0%. This advance confirmed continued growth, albeit at a more moderate pace than in previous fiscal years.

Market performance was underpinned by several factors, including the consolidation of confidence in online shopping, higher household spending and some easing of inflationary pressures, which supported demand for logistics services linked to e-commerce.

The number of online shoppers exceeded 26 million in 2025, up 4% from 2024, meaning that nearly 60% of the population made purchases via the internet. This expansion reinforced the need to offer logistics solutions tailored to rising volumes and new delivery requirements.

In terms of demand segmentation, the clothing, footwear and accessories category is the most significant in the digital sphere, ahead of food orders from restaurants and catering companies, and cosmetics, beauty and wellbeing products. From a territorial standpoint, Catalonia, Andalusia and Madrid, the regions with the greatest weight, accounted for just over half of all online goods buyers.

The development of last-mile management activities remained essential, with growth in out-of-home services standing out. The expansion of pick-up point networks and smart lockers helped improve operational efficiency, reduce failed deliveries and cut costs associated with urban congestion.

Sector supply maintained a highly dynamic structure, with the entry of new specialised operators and the diversification of companies previously focused on other logistics areas. Companies centred on alternative delivery models gained relevance, linked to the growing preference for flexible and efficient services. However, the concentration process continued to intensify in 2025, with progressive consolidation among larger groups, supported by both organic growth and corporate transactions. The top ten operators held 50.9% of the market.

Data Synthesis

(a)  includes collection, storage, order handling, transport and distribution of goods.