Research
FORUM TRANSCRIPT

Coupang – Competitive Dynamics & Category Management Strategies – 12 October 2021

  • Public Equity
  • Consumer
  • Asia exc. Greater China
PREMIUM

Specialist

Former C-level executive at Coupang

Agenda

  • Potential election and national audit impacts on Korean e-commerce players, focusing on labour practices and search algorithms
  • Competitive positioning and GMV mix expectations for Coupang (NYSE: CPNG) across verticals such as beauty and personal care, fashion and fresh groceries
  • Market share dynamics and competitive moats in the Korean e-commerce market 4. Rival strategic alliances and their potential implications for Coupang – Shinsegae (KRX: 004170)- Naver (KRX: 035420) share swap and Amazon (NASDAQ: AMZN)-11Street (KRX: 034730) partnership

Questions

Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 25,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited