The Synopsis Dialogue. Coupang & Perimeter Solutions 4Q24, LA Fires, Online Tire Installation, and Taiwan Ecommerce
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Mar 4, 2025 Delve into Coupang's phenomenal growth as it sees a 21% revenue jump, transforming the e-commerce landscape in South Korea. Discover its strategic moves into Taiwan and innovative customer services. Meanwhile, learn how Perimeter Solutions navigated challenges during the LA wildfires and the stock market's unpredictable reactions. Insights on earnings growth reveal a surprising revenue rise despite stock declines, highlighting operational efficiency and future acquisition potential.
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Coupang's Growth via Selection & Habits
- Coupang excels by combining fast delivery with increasing product selection, especially in apparel and cosmetics.
- Older customer cohorts grow their spending significantly, indicating strong habit formation and increasing wallet share.
Stable Growth from Habit Formation
- Growth driven by habit formation and portfolio expansion is more stable than growth requiring behavior change.
- Coupang’s retention and increasing spend from older cohorts reflects this lower-risk, stable growth vector.
Taiwan Expansion as Growth Option
- Coupang’s Taiwan expansion focuses on replicating Korea’s full Rocket delivery service, which the market is readily adopting.
- Taiwan lacks a dominant integrated e-commerce like Coupang, making it an attractive growth opportunity.