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

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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 iTunes, Google 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

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