Coupang: The Art of Obsession
I think this might be our best S-1 Club briefing ever. That's in no small part thanks to a new collaboration with Tegus, a qualitative research platform for investors. Tegus has one of the most impressive databases of investor-led expert interviews from companies worldwide, including Coupang.
In this report, you'll hear us mention information gleaned from Coupang SVPs, VPs, managers, and strategists. All of that came from Tegus transcripts. Without a doubt, it has added cutting-edge knowledge and intimate detail that we couldn't have found elsewhere. It's precisely the kind of collaboration I love to pull together: it's a product I know is special and one that makes this product more valuable. Win-win.
If you're interested in discussing companies like Coupang with a community of brilliant investors, founders, and operators, I'd recommend joining The Generalist as a member. You'll unlock access to our private community, as well as additional S-1 coverage.
What would you get if you mixed Amazon, Instacart, and DoorDash with just a pinch of PayPal? You might end up with a business that looks a lot like Coupang. Best-known as a customer-obsessed e-commerce platform, Coupang is quickly outgrowing those roots, even as it improves its core business efficiencies. The company has compounded revenue at 60% a year from 2016 to 2020, reaching $12 billion, though it remains unprofitable.
