Poland’s Allegro Raises 2026 Growth Forecast Amid E-Commerce Expansion
Allegro’s Accelerating Growth and Strategic Initiatives
Third Quarter Performance and Upgraded Forecasts
GDANSK, Sept 17 (Reuters) - Poland's biggest e-commerce platform Allegro raised its 2026 forecasts on Thursday, saying growth continued to accelerate in the third quarter after it confirmed second-quarter results had exceeded its guidance.
Expansion Through Partnerships and New Services
The group has been expanding its offering through partnerships while moving beyond traditional e-commerce with new services, such as a cashback offer launched with Poland’s biggest bank PKO BP.
CEO Statement on Innovation and Value Proposition
"Allegro continues to push the boundaries of e-commerce ... testing new ideas and revenue streams to constantly expand its value proposition across the group," CEO Marcin Kusmierz said in a statement.
The number of active buyers is growing across the group and more local merchants are selling on Allegro's platforms, Kusmierz added.
Financial Outlook and Market Growth
Upgraded Earnings and Sales Guidance
Allegro expects its 2026 adjusted earnings before interest, taxes, depreciation and amortization to grow between 11% and 14% in its domestic market, up from the previous guidance of 7% to 10%.
Gross merchandise value, a key sales measure for e-commerce firms, is expected to grow by 11% to 13% in Poland, versus 9% to 11% targeted earlier.
Allegro said the first weeks of the third quarter had boosted the group’s year-to-date GMV growth rate to 15%, prompting it to lift the group-level guidance to between 13% and 15%.
International Expansion and Market Penetration
The number of offers from local partners in the Czech Republic, the largest of Allegro’s foreign markets, rose by almost a third year-on-year in the second quarter, while the first 10 weeks of the third quarter saw the international segment’s GMV growth accelerate to around 100%.
The group also recently opened an office in Shenzhen to connect directly with regional sellers and secure platform compliance at the source in China.
Logistics and Delivery Network Enhancements
Expansion of Delivery Infrastructure
Allegro Delivery extends to more than 40,000 parcel lockers and almost 35,000 pick-up points, including over 11,000 Allegro One Boxes.
Negotiations with InPost for Future Growth
Negotiations to extend its agreement with parcel locker firm InPost until 2031 are progressing, Allegro said, adding the scope of the new agreement would include lower delivery prices, a revised price indexation formula and multi-year volumes.
(Reporting by Adrianna Ebert; Editing by Milla Nissi-Prussak)
