Coupang reported $8B in Q4 revenue (+21% YoY), maintaining strength in Product Commerce ($6.9B, +9% YoY) while Developing Offerings ($1.1B, +296% YoY) skyrocketed. Coupang Eats (+137% FX-neutral) is gaining share from Baemin & Yogiyo, reinforcing its long-term upside. With Wow Membership driving retention and spending, Coupang is shaping up as a dominant force in Korean e-commerce and food delivery. Can it sustain this momentum? 🔍 Full analysis below. #Coupang #Ecommerce #Investment #GrowthStocks #MarketTrends #EmergingMarkets #FoodDelivery
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