Coupang Becomes Official APEC PR Partner, Providing Support Messages in South Korea via Rocket Delivery
Coupang's Role in APEC 2025: Coupang has been designated as an official PR partner and sponsor for the 2025 APEC Summit and CEO Summit, utilizing its logistics network to promote the event across Korea.
Public Awareness Campaign: The company is distributing 50 million specially designed Rocket Delivery packages featuring APEC 2025 messages, aiming to engage communities nationwide.
Significance of the Summit: The APEC CEO Summit will take place in Gyeongju from October 27 to November 1, marking Korea's first hosting of the event in 20 years, with leaders from 21 economies discussing key economic issues.
Coupang's Commitment: Coupang's Chief Global Affairs Officer expressed pride in supporting APEC 2025, emphasizing the company's goal to foster goodwill and excitement through its delivery network.
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- Massive Market Potential: Coupang boasts 24 million active customers, nearly half of South Korea's population, generating $35 billion in revenue over the past 12 months primarily from its e-commerce platform, highlighting its competitive edge in rapid delivery and low-priced product selection.
- Broad AI Application: Coupang employs AI not only in e-commerce but also across advertising, fintech, and food delivery sectors, aiming to enhance customer experience and maximize profits, showcasing its technology-driven business model.
- Revenue Growth Outlook: With a projected 12% annual growth rate, Coupang's revenue is expected to approach $61.7 billion in five years, and a 10% profit margin would yield $6.2 billion in earnings, indicating the stock's undervaluation.
- Aggressive Expansion Strategy: Coupang's revenue in Taiwan is growing over 100% year-over-year, albeit from a small base, indicating potential in new markets, while the booming South Korean memory chip industry may provide additional profit boosts.

- Complete Stake Sale: On May 15, 2026, Kontiki Capital Management disclosed the sale of its entire 20,380,969 shares in Full Truck Alliance (NYSE:YMM), valued at approximately $193.84 million, indicating a diminished confidence in the company's future performance.
- Portfolio Shift: Following this transaction, Kontiki's top three holdings are NU ($469.10 million, 32.9% of AUM), CPNG ($223.90 million, 15.7% of AUM), and HTHT ($177.79 million, 12.5% of AUM), reflecting a strategic reallocation of its investment portfolio.
- Underwhelming Performance: Despite a 5.5% year-over-year revenue increase to $412.9 million in Q1, Full Truck Alliance's net income fell 22% to $144.1 million, highlighting challenges in profitability that may affect investor sentiment.
- Uncertain Future Outlook: With Full Truck Alliance's stock price down 24% over the past year, significantly underperforming the S&P 500's 28% gain, investors should monitor whether the company can convert its growing user network into faster earnings growth to navigate current market pressures.
- Market Dominance: Coupang dominates the South Korean e-commerce market with 24 million active customers, nearly half the country's population, attracting consumers through rapid delivery and a wide product selection, thereby solidifying its market share and driving future growth.
- AI Technology Utilization: Coupang actively deploys robotics and automation in its warehouses to enhance operational efficiency, reduce costs, and accelerate delivery speed, which not only improves customer experience but also provides a strategic advantage in a competitive market.
- Revenue Growth Potential: Over the past 12 months, Coupang generated $35 billion in revenue, with expectations of a 12% annual growth rate over the next five years, potentially reaching $61.7 billion, indicating strong growth potential and investment appeal.
- Taiwan Market Expansion: Coupang's revenue in Taiwan is growing over 100% year-over-year, albeit from a small base, demonstrating the company's commitment to new markets and the potential for further enhancing overall profitability through diversified operations.
- Massive Market Potential: Coupang boasts 24 million active customers, nearly half of South Korea's population, generating $35 billion in revenue over the past 12 months primarily from its e-commerce platform, indicating strong market demand and growth potential.
- AI Technology Utilization: Coupang applies AI across its e-commerce, advertising, fintech, and food delivery sectors, aiming to enhance customer experience and profitability through automation, showcasing its forward-thinking in technology integration.
- Revenue Growth Expectations: Coupang's revenue is projected to grow at a 12% annual rate over the next five years, reaching $61.7 billion, with a 10% profit margin translating to $6.2 billion in earnings, highlighting the investment value of its stock.
- Expansion Strategy: Coupang is aggressively expanding into the Taiwanese market, where revenue is growing over 100% year-over-year from a small base, indicating its potential in new markets and commitment to future growth.
- Significant Revenue Growth: Since its IPO, Coupang has seen cumulative revenue growth of nearly 200%, and despite a 67% drop in stock price since its listing, the ongoing business growth offers hope for long-term holders to be rewarded.
- Rapid Customer Recovery: Although there was a slight decline in active customers due to a data leak scandal, management reported that 80% of these customers had been recovered by the end of April, demonstrating the company's resilience and market recovery capability in the short term.
- International Expansion Potential: Coupang's business in Taiwan is experiencing 'hypergrowth', and while it is currently losing money, it is expected to generate billions in revenue over the coming years, highlighting the immense potential of this market.
- Profitability Outlook: With a low EBITDA margin in its core e-commerce business, Coupang's revenue is projected to reach $70 billion in five years, and if it achieves a 10% profit margin, this could translate to $7 billion in annual earnings power.
- Stock Volatility: Coupang's stock has declined 67% since its IPO, currently trading around $16.50, despite a nearly 200% cumulative revenue growth since the IPO, indicating sustained fundamental growth potential.
- Customer Loss Impact: Following a data leak incident by a former employee, Coupang experienced a slight decline in active customers from Q4 2025 to Q1 2026, but management reported recovering 80% of these customers by the end of April, suggesting limited impact.
- Market Expansion Opportunity: Coupang's business in Taiwan is experiencing 'hypergrowth,' and while currently losing money, it is expected to generate billions in revenue over the next few years, further driving overall performance growth.
- Profit Potential: Coupang's core South Korean e-commerce segment has an EBITDA margin of 5%, and with new projects maturing, revenue could reach $70 billion in five years, potentially yielding $7 billion in annual earnings if profit margins hit 10%.










