How Coupang Is Building a Competitive Fortress in South Korea (Asia Tech Strategy – Podcast 70)

Facebooktwitterredditlinkedin
 
This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side. 
 
You can listen to this podcast here or at iTunesGoogle Podcasts and Himalaya.
 
The advantages for Coupang I mentioned are:
  • Production Cost Advantage: Location or Transportation Cost Advantage
  • Economies of Scale: Purchase Economies
  • Economies of Scale: Distribution Network Density
  • Economies of Scale: IT and R&D Spending
  • Production Cost Advantage: Proprietary Technology (possible)
  • Network Effects (possible)
  • Share of Consumer Mind / Branding / Habit Formation (possible)

Here are the quotes I mentioned from the IPO filing:

Related podcasts and articles are:

From the Concept Library, concepts for this article are:

  • Production Cost Advantage: Proprietary Technology
  • Production Cost Advantage: Location or Transportation Cost Advantage
  • Economies of Scale: Purchase Economies
  • Economies of Scale: Distribution Network Density
  • Economies of Scale: IT and R&D Spending
  • Revenue Scale and Operating Leverage

From the Company Library, companies for this article are:

  • Coupang
  • Walmart

———-

I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

With my subscription newsletter, you will:

Get a deeper understanding of the strategies and business models of the best digital companies.

Get specific frameworks for measuring competitive advantage in digital businesses and for traditional businesses doing digital transformation.

Get an edge in predicting what is going to happen next and who is going to win.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

twitterlinkedin
Facebooktwitterredditlinkedin

Leave a Reply