“Succeed together – Ambitions 2031”La Poste Groupe's strategic plan

Building on its strong reputation, the group will strengthen its business momentum, build loyalty among its existing customers by adapting to their evolving needs, and focus its efforts on attracting new customers (businesses, local authorities, and individuals).

The group has a client and partner base that is unique in terms of both its diversity and size. It will leverage the strength of its multi-business model to continue growing. Service quality across all its business lines will be a priority, achieved by raising standards while developing differentiated services to offer reliable, seamless, and personalized customer experience. Data and AI will be key drivers for improving customer experience.

✓ 2031 Objective: Generate €40 billion in revenue (+€6 billion vs. 2025 on a like-for-like basis)

 In the highly competitive parcel market, which has been disrupted by the arrival of new players, La Poste Groupe aims to consolidate its leadership in France and assert its role as a sovereign, low-carbon player through its Colissimo, Chronopost, and DPD France brands. It will need to accelerate growth in the most profitable segments, such as cross-border shipments, enhance the home delivery experience with new services (e.g., same-day delivery), and expand its network of partner retailers and package lockers to 190,000 locations, in order to become the number two player in the out-of-home delivery sector in Europe. The Group will also expand its logistics business - particularly store replenishment - through its Log’issimo service.

✓ 2031 Objective: consolidate the group’s leadership in parcel delivery in France, with 1 out of every 2 parcels delivered by its three operators and increase the number of parcels delivered worldwide from 2.7 billion to 3.6 billion.

 The financial division, comprising La Banque Postale and CNP Assurances, aims to turn its uniqueness into a decisive competitive advantage: to assert its distinct identity as a socially responsible bancassurance provider and significantly enhance the customer experience, particularly the digital experience, to boost its appeal and performance.

2031 Objectives:

✓ Accelerate the value-added retail bancassurance model based on human connection by offering everyone the best of digital technology combined with personalized, human advice

✓ Offer a mobile app and customer journey that meet the highest market standards

✓ Remain the leader in bank financing for local authorities in France and accelerate the expansion of our offerings to businesses in France and Europe

✓ Expand CNP Assurances’ commercial development by increasing and diversifying distribution channels in France and internationally

In digital services, Docaposte, a subsidiary of La Poste Groupe, will continue to accelerate its development in software publishing and integration, with a focus on the public, financial, and healthcare sectors. Docaposte will contribute to “Horizon Numérique”, the digital roadmap of Caisse des Dépôts, France’s public financial institution and one of La Poste Groupe’s shareholders, as well as its “Health and Senior Care” plan.

✓ 2031 Objective: Exceed €1 billion in revenue from trusted digital services

In 2026–2027, the group will focus on executing its roadmap, organic growth, and service quality. Its external growth will remain highly selective.

For La Poste Groupe, delivering meaningful performance means improving service quality, optimizing processes to meet customer expectations and adapt to changing consumer habits, strengthening the company’s competitiveness, and controlling costs.

This requirement will apply equally to both competitive business activities and public service missions. These four missions (universal postal service, territorial development, accessible banking to banking services, and press distribution) which are fundamental to the group’s identity and set it apart, form a unique whole thanks to their ambition, diversity, and complementarity. However, the scarcity of public funding and customers’ growing adoption of digital services will lead La Poste to shift from a model of systematic but often underutilized presence to a model of postal service that is useful to the public, while ensuring the financial viability of these missions.

 2031 Objectives:

✓ Continue to optimize the management of mail and parcel delivery routes

✓ Continue to transform the network of post offices with a focus on resource sharing, prioritizing partnerships with public services and local businesses to improve accessibility for customers and support local commerce, in collaboration with regional authorities

✓ Optimize overhead costs and strengthen the group’s procurement policy

 The group will make a significant effort to modernise its industrial assets and digital infrastructure.

La Poste Groupe’s industrial infrastructure is reliable and robust. It is a major asset that drives performance, and the group has already made substantial investments to bring it up to the leading market standards. This initiative will continue through process of continuous improvement, with the aim of offering the highest quality of service to customers while increasing efficiency and competitiveness. Digital infrastructure will also continue to be upgraded, with quality, capacity and security playing an increasingly central role in the group’s performance.

2031 Objectives:

✓ Maintain a steady pace of investment, with €10 billion invested over the plan’s duration, dedicated in particular to modernizing distribution centers, hubs, IT and industrial infrastructure, and bancassurance operations. In France, Colissimo will invest €80 million in its future Gondreville platform in the Grand Est region, which will begin operations in 2027. Chronopost will open a depot in Bobigny in 2027 and a hub in Arras in 2028. Outside France, a new hub will be inaugurated in Madrid in 2027, and new depots will open in Poland and the United Kingdom.

✓ Leveraging data and AI, notably through La Banque Postale’s partnership with Mistral AI, which aims to deploy Mistral AI’s language models on La Banque Postale’s servers and data centers within a sovereign and secure environment, as well as in industrial operations by continuously improving the sorting, planning, and tracking of its logistics flows.

La Poste is the largest company to have adopted the status of mission-led company in 2021, and the group is ranked among the world’s leading companies by non-financial rating agencies. The group’s sustainable development policy is fully aligned with that of Caisse des Dépôts, particularly in financing the ecological transition of local communities alongside local authorities.

The actions taken by the group in line with its commitments are already benefiting its customers: carbon-free delivery; financing by La Banque Postale of electric public transportation and numerous local governments’ environmental projects; impact-based mortgage loans for individuals; and the collection and recycling of workwear.

On environmental issues, La Poste Groupe has played a pioneering role in mitigating greenhouse gas emissions, particularly through the electrification of its fleet.

The group is now entering a new phase by working on climate change adaptation at the European level, continuing to finance the ecological transition and climate action in line with its SBTi commitments, and committing to reducing its material resource footprint.

✓ 2031 Objective: Continue decarbonizing the group’s operations and asset portfolios in its financial services businesses: a 24% reduction in CO2 emissions across industrial and commercial operations.²

In line with its purpose, “Serving all, useful to everyone” La Poste Groupe aims to maximize its positive impact on society and, together with its Mission Committee, will establish an impact governance framework. Already recognized as a long-standing contributor to social cohesion and a driver of inclusion in the most isolated regions, the Group will continue to implement a range of initiatives to combat social vulnerability, particularly digital exclusion. As a partner to local authorities on ageing related issues, the group will continue its efforts to identify vulnerable people, support prevention and promote well-being at home.

Mindful of solidarity issues, the group will continue to support major national programs such as the Telethon and the Red Cross’s action plans during natural disasters, as well as the CNP Assurances Foundation’s work to support youth health.

To support its commercial expansion the group will build trust-based relationships with its stakeholders by developing responsible offerings and guiding its customers toward more responsible practices, as well as implementing responsible procurement to support and encourage its suppliers and partners toward sustainability.

² Budgeted carbon footprint (Scopes 1 and 2, and Categories 3 and 4 of Scope 3, excluding bancassurance assets)

The implementation of the “Succeed Together – Ambitions 2031” strategic plan will be driven in collaboration with all employees and social partners. The plan will be shared with them through a transparent and constructive social dialogue.

The “Succeed Together – Ambitions 2031” roadmap will be based on a continuous and gradual transformation of the group’s traditional business lines. It will rely on a dense network of postal workers, who will continue to deliver 3 billion letters in France over the next five years, as well as a growing number of parcels and services. The post office network and its employees will strengthen their capacity to distribute the group’s products.

Since employees are at the heart of these transformations, La Poste Groupe intends to consolidate its position as an caring, skills-enhancing and agile company.

Caring company: La Poste plans to strengthen initiatives related to quality of life at work, health, and safety, with a constant focus on accident prevention. These initiatives will be carried out as part of the rollout of an occupational health and safety management system, with daily dedicated meetings at operational sites and among management teams. Occupational health and safety indicators are being more closely integrated into managers’ objectives and compensation.

The company will continue to innovate to improve working conditions and reduce physical strain, relying in particular on automation and artificial intelligence to handle the most repetitive tasks and allow employees to focus on their core responsibilities.

The group will remain unwavering in its efforts to tackle abusive behaviour and aggression towards employees, ensuring their protection and wellbeing.

Furthermore, the group will continue to uphold its commitments to gender parity, inclusion, and professional equality by further strengthening its metrics, which already meet the highest industry standards.

Skills-enhancing company: the group has a strong commitment to skills development and career transition pathways toward growing fields, relying in particular on an internal career ladder that promotes employee mobility and professional advancement, while valuing talent. To encourage mobility and career transitions, and to boost the internal job board, La Poste Groupe is rolling out a personalized assessment and support program in France called “Ma carrière.”

47,000 employees are already participating in this program.

The group will launch a major training initiative over the course of the plan, with a training participation rate of over 95% within La Poste’s parent company and over 85% across the entire group. The company will continue to train its employees in the proper use of AI in their roles.

Agile company: La Poste is supporting the transformation of organizations by relying on operational teams with greater autonomy, equipped with enhanced capacity for initiative and decision-making at the front lines.