Latest / Business Strategy Talks with Fexingo: Competitive Advantage, Market Positioning, and Growth Planning
How Coupang Built a Moat on Logistics Speed
Coupang's rocket-fast delivery isn't just a convenience — it's a structural moat. In this episode, Lucas and Luna break down how the South Korean e-commerce giant turned logistics into a competitive weapon, from its early bet on its own fulfillment network to the economics of next-day and same-day delivery. They dig into the numbers: Coupang's fulfillment center count, delivery times, and the unit economics that make speed profitable. They also explore the network effects of rocket delivery, the role of Coupang Play and other services in increasing customer stickiness, and…
The skinny
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