Watch this webinar where Drew Cohen (Speedwell Research) was joined by Gunjan Bhartia, Former VP of Strategy & Business at Coupang, to explore Coupang’s evolving strategy—from international expansion to business model evolution—and the hidden risks that may be overlooked by the market.
Together, they unpacked:
- Coupang’s most important growth initiatives and business levers
- How Taiwan is trending—and whether it can ever rival the core South Korea business
- The opportunity (and challenges) of further geographic expansion
- The role of 1P vs. 3P economics in long-term margin structure
- The strategic and competitive risks investors may be underestimating
