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Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce

The Synopsis

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Coupang's E-Commerce Evolution

This chapter explores Coupang's remarkable growth in the e-commerce sector, particularly through the increase in spending by older customer cohorts and the emergence of new customers. It highlights the platform's enhanced services, such as superior delivery and installation options, and contrasts its metrics-driven approach with competitors like Etsy. Additionally, the chapter examines Coupang's international expansion, notably in Taiwan, and its recent acquisition of Farfetch, emphasizing the strategic shifts and growth opportunities presented in the competitive landscape.

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