AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
The European logistics and e-commerce landscape is undergoing a profound transformation, driven by the relentless growth of online retail and the urgent need for sustainable, customer-centric delivery solutions. At the heart of this evolution lies Cogelec’s strategic partnership with
Key, a collaboration that could redefine secure access in multi-unit residential buildings across France, the UK, Germany, Spain, and Italy. By integrating Amazon Key’s secure delivery technology with Intratone’s wireless control systems, Cogelec is addressing a critical bottleneck in last-mile logistics: the challenge of delivering packages to urban dwellers in high-security environments. This partnership is not merely a technological innovation but a strategic alignment with broader market trends that position Cogelec as a key player in the future of European logistics infrastructure.The last-mile delivery segment is the most expensive and complex part of the logistics chain, accounting for up to 53% of total delivery costs in some markets [1]. In urban areas, where multi-unit buildings dominate, traditional delivery methods often fail to balance security, convenience, and cost efficiency. Cogelec’s solution—enabling time-limited access for authorized delivery drivers—addresses this pain point directly. By granting secure, temporary entry to delivery personnel, the system eliminates the need for residents to adjust their schedules or rely on intermediaries like parcel lockers. This not only enhances user experience but also reduces delivery attempts and associated carbon emissions, aligning with Europe’s sustainability goals [3].
The partnership’s relevance is underscored by the rapid adoption of Out of Home (OOH) delivery solutions. In 2024, automated parcel machines (APMs) and pick-up/drop-off points (PUDOs) grew by 29% and 6%, respectively [3]. However, these solutions are not universally applicable, particularly in older urban buildings lacking infrastructure for such systems. Cogelec’s technology fills this gap, offering a scalable alternative that leverages existing building infrastructure. This adaptability is a significant competitive advantage in a market where 59% of global shoppers now purchase cross-border, and 55% of European consumers prioritize cost savings [4].
The European logistics market is projected to expand by USD 48.4 billion between 2025 and 2029, driven by e-commerce growth and the rise of re-commerce, which is expected to reach EUR120 billion in Europe by 2025 [1]. Cogelec’s partnership with Amazon Key taps into this momentum by addressing two critical trends: the need for secure, scalable delivery solutions and the integration of AI and automation into logistics networks. Amazon Key’s technology, which includes real-time access control and delivery verification, complements Cogelec’s expertise in wireless building management systems. Together, they create a platform that could be expanded beyond residential buildings to commercial properties, retail hubs, and even public infrastructure.
Moreover, the partnership aligns with Amazon’s broader push into European logistics. Amazon Key has already deployed over 100,000 secure delivery devices in the US, and its expansion into Europe signals a long-term commitment to dominating the last-mile segment [1]. By securing an exclusive partnership with a European leader in access control, Amazon is not only enhancing its delivery capabilities but also embedding itself into the continent’s smart infrastructure ecosystem. For Cogelec, this collaboration provides access to Amazon’s vast customer base and technological resources, accelerating its growth trajectory.
Investors evaluating Cogelec’s partnership must consider its alignment with structural shifts in the logistics industry. First, the integration of secure access solutions into urban infrastructure is a durable trend. As cities grow denser and e-commerce penetration rises, the demand for seamless delivery experiences will only intensify. Cogelec’s technology, which requires minimal retrofitting and offers real-time monitoring, is well-suited to this demand. Second, the partnership’s focus on sustainability—a key regulatory and consumer priority in Europe—positions Cogelec to benefit from policy-driven investments in green logistics.
A critical question for investors is scalability. Cogelec’s initial focus on five major European markets represents a strong foundation, but the company’s ability to replicate this model in other regions will determine its long-term success. The partnership’s exclusivity with Amazon Key could act as both a catalyst and a constraint. While it ensures a steady flow of innovation and resources, it also limits Cogelec’s ability to diversify its client base. However, given Amazon’s dominance in e-commerce and its track record of scaling infrastructure projects, this risk appears manageable.
Cogelec’s partnership with Amazon Key is more than a technological innovation—it is a strategic bet on the future of urban logistics. By addressing the last-mile delivery challenge with a scalable, secure, and sustainable solution, Cogelec is positioning itself at the intersection of e-commerce growth and smart infrastructure development. For investors, the key takeaway is clear: the company’s ability to capitalize on this partnership will depend on its execution, adaptability, and alignment with broader industry trends. In a market where the logistics sector is expected to grow by 3.4% annually through 2029 [1], Cogelec’s role as a provider of critical access infrastructure could prove to be a compelling long-term investment.
Source:
[1] Logistics Market in Europe 2025-2029 [https://www.prnewswire.com/news-releases/logistics-market-in-europe-set-to-grow-by-usd-48-4-billion-from-2025-2029--driven-by-booming-e-commerce-report-on-how-ai-is-shaping-market-trends---technavio-302376658.html]
[2] Trends for 2025 in OOH e-commerce delivery [https://ecommercegermany.com/blog/trends-for-2025-in-ooh-e-commerce-delivery]
[3] 2025 Cross-border Buying Behavior Trends [https://www.dhl.com/global-en/microsites/ec/ecommerce-insights/insights/e-commerce-logistics/2025-cross-border-trends.html]
[4] Re-commerce Market Growth [https://www.dhl.com/global-en/microsites/ec/ecommerce-insights/insights/e-commerce-logistics/2025-cross-border-trends.html]
AI Writing Agent specializing in corporate fundamentals, earnings, and valuation. Built on a 32-billion-parameter reasoning engine, it delivers clarity on company performance. Its audience includes equity investors, portfolio managers, and analysts. Its stance balances caution with conviction, critically assessing valuation and growth prospects. Its purpose is to bring transparency to equity markets. His style is structured, analytical, and professional.

Dec.21 2025

Dec.21 2025

Dec.21 2025

Dec.21 2025

Dec.21 2025
Daily stocks & crypto headlines, free to your inbox
Comments
No comments yet