Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-owned and operated business, a business that went through a massive pivot years into existence, a business that&#8217;s replicating the Amazon model to success, and a business with healthy debates on the TAM & financial trajectory going forward.
Our guest today is <a href="https://speedwellresearch.com/about/">Drew Cohen</a> from Speedwell Research. We want Business Breakdowns to be the most efficient way for you to learn about a company, so we pack that information as densely as possible into about an hour of each episode, but if you are itching for more on Coupang, check out Drew&#8217;s full report at <a href="https://speedwellresearch.com/">speedwellresearch.com</a>. Please enjoy this Breakdown of Coupang.

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For the full show notes, transcript, and links to the best content to learn more, check out the episode page<a href="https://joincolossus.com/episodes/8745983/cohen-coupang-korean-e-commerce-craze"> here.</a>
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Show Notes
(00:00:00) Welcome to Business Breakdowns
(00:04:52) An Overview of Coupang
(00:07:49) Coupang&#8217;s Founder Story
(00:10:46) The Pivot to Amazon Model
(00:13:49) Coupang&#8217;s Logistics and Delivery Innovations
(00:17:32) Coupang&#8217;s Market Position and Competition
(00:25:24) Consumer Behavior and Market Dynamics
(00:34:15) Understanding Gross Margins and GMV
(00:36:48) Operating Leverage and Logistics Infrastructure
(00:38:06) Future Growth and Market Expansion
(00:41:30) Advertising and Brand Dynamics
(00:48:59) Competitive Landscape and Risks
(00:56:12) Valuation and Market Perception
(00:59:15) Key Lessons from Coupang&#8217;s Success

Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]

Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-owned and operated business, a business that went through a massive pivot years into existence, a business that&#8217;s replicating the Amazon model to [&hellip;]

Business Breakdowns Episode #169

Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]