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

  • Public Equity
  • Consumer
  • Asia exc. Greater China


Former C-level executive at Coupang


  • 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


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