Coupang’s Global Playbook: Scaling Beyond Korea in Mature Markets

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