📈 Coupang (CPNG:US) Q1 2025 Earnings — Steady Core, Accelerating Diversification Coupang delivered $7.9B in revenue (+11% YoY, +21% constant currency) in Q1 2025, outperforming Korea’s sluggish 2.6% e-commerce growth. While Product Commerce grew steadily (+6% YoY), Developing Offerings surged 67%, with Coupang Eats continuing to gain share from Baemin and Yogiyo. 👥 23.4M active users (+3% QoQ) and rising retention from Wow Membership show solid engagement. With high correlation to Aicel’s transaction data, Coupang remains one of the best real-time tracked names in Korean consumer internet. 🔎 Full breakdown & data-driven analysis via the link below. #Coupang #Ecommerce #ConsumerInternet #EmergingMarkets #Korea #FoodDelivery #EquityResearch #GrowthStocks #AicelData #InvestmentInsights
KED Aicel
Financial Services
Korea's premier alternative data platform empowering businesses and investors
About us
KED Aicel is Korea's leading alternative data platform providing comprehensive solutions that empower businesses and investors to make data-driven decisions. Our unique data points and timely market insights enable institutional investors to generate alpha and identify investment opportunities. For further information, please visit our website https://aiceltech.com
- Website
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https://www.aiceltech.com
External link for KED Aicel
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Seoul
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Alternative Data, NLP, Knowledge Graph, Big Data, Consumer, TMT, Oil&Gas, and Supply Chain Analysis
Locations
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Primary
Get directions
15F, 463, Cheongpa-ro, Jung-gu
Seoul, KR
Employees at KED Aicel
Updates
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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