About this episode

The episode features an interview with Gunjan Bhartia discussing Coupang's strategy and the ecommerce landscape.

On this podcast we talk to 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. This was orginally recorded as an AlphaSense webinar in January, and we thank AlphaSense for letting us release it on our podcast too. Sign-Up for the Adobe AI Expert Call Here. We will have this conversation on May 5th, but you will be able to download a recording if you sign-up now and miss that time. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (5:10) — South Korean E-Commerce Competitive Landscape (9:25) — What Coupang's Market Share Could Be (10:47) — Biggest Gaps in Selection on Coupang (16:16) — Differences Between 1P vs 3P (18:30) — Taiwan (23:00) — Coupang vs Sea Limited in Taiwan (28:32) — Can Coupang Expand Beyond Korea? (35:40) — Coupang Eats Strategy (40:04) — Coupang Pay Strategy (42:27) — Advertising…

People in this episode

Host: Drew Cohen

Guest: Gunjan Bhartia

Topics covered

• Ecommerce
• Coupang Strategy
• Market Expansion
• 1P vs 3P
• Competitive Landscape
• Risks in Ecommerce

Keywords

• Coupang
• Ecommerce
• 1P
• 3P
• Market Share
• Expansion Plans
• Risks
• South Korea
• Taiwan

Mentioned in this episode

Organizations: Coupang, AlphaSense, Speedwell Research, Sea Limited

Places: South Korea, Taiwan

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