Coupang, Inc.

CPNGleader

Coupang is South Korea's largest e-commerce company, often called the 'Amazon of Korea.' Its vertically integrated Rocket Delivery network provides next-day delivery on almost all orders, giving it an unassailable logistics advantage in the Korean market.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($30.7B)

Статические данные (загрузка финансов…)

Product Commerce (Rocket) (85%)

Developing Offerings (15%)

Структура сегментов и ключевые клиенты

Подробности продукта

Rocket Delivery (E-Commerce)85%

Korea's dominant e-commerce platform with next-day ('Rocket') and same-day delivery on tens of millions of items. ~40M active customers.

Coupang Eats (Food Delivery)8%

Food delivery platform competing with Baemin in South Korea.

Coupang Play (Streaming)4%

Video streaming service bundled with Rocket WOW membership.

Farfetch (Luxury)3%

Luxury fashion e-commerce platform acquired 2024 out of bankruptcy.

Связи цепочки поставок

Конкуренты

Amazon.com (AWS)

E-commerce model

Влияние: modeled after Amazon but dominant in Korea

Макро- и рыночный контекст

소비재 (경기민감)Новости сектора

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Предстоящие катализаторы

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Информация о компании

Штаб-квартира

Seoul, South Korea

Основана

2010

Сотрудники

56,000

Веб-сайт

coupang.com

Обзор сектора — 소비재 (경기민감)

Новости сектора