Aftermarket 2030 - The Fleet Imperative

Albert Waas Alex Brenner Robert Herzberg Caroline Jantsch Frank Schlehuber

Fleet vehicles are capturing a significant and rising share of a growing European aftermarket. By 2030, five countries (Germany, France, United Kingdom, Netherlands, and Poland) alone will account for a fleet aftermarket size of €45 billion (~37% of the total aftermarket). This rising fleet share will bring about a shift in the aftermarket, as more customers will be B2B, fleets will have a significantly higher electrification rate (48% in 2030), while fleet PCs will have an average age of ~2.9 years (in 2030). This will require players to position themselves strategically in this ever- changing aftermarket.