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Posted by
Two Blokes Jul 29 -
Filed in
Stock
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Coupang remains a Buy, with strong core business growth, robust logistics, and a competitive moat, supporting sustainable margin expansion and market dominance. Emerging businesses—third-party merchant services, Rocket WOW membership, and Taiwan expansion—are scaling rapidly, diversifying revenue, and reducing reliance on South Korea. Profitability is consistently improving, with gross margin and adjusted EBITDA rising and losses in Developing Offerings narrowing significantly as these segments mature.
