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    Eric Cha • The Goldman Sachs Group, Inc.

    Eric Cha's questions to Coupang Inc (CPNG) leadership

    Eric Cha's questions to Coupang Inc (CPNG) leadership • Q2 2025

    Question

    Eric Cha from The Goldman Sachs Group, Inc. asked if the increased investment in Developing Offerings is expected to peak in 2025 and requested color on the current gross profit margin and unit economics in Taiwan.

    Answer

    CEO Bom Kim expressed rising conviction in Taiwan, noting its growth trajectory and customer response are similar to Korea's early years, driven primarily by repeat customers. CFO Gaurav Anand stated that the revised investment guidance for Developing Offerings is for the current year only, and it is too early to comment on future levels. However, he reiterated that the company's overall guidance for consolidated year-over-year margin increases still holds.

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    Eric Cha's questions to Coupang Inc (CPNG) leadership • Q2 2025

    Question

    Eric Cha from The Goldman Sachs Group, Inc. questioned if the investment in Developing Offerings would peak in 2025 or continue to increase, driven by Taiwan, and asked for color on Taiwan's current gross profit margin and unit economics.

    Answer

    CEO Bom Kim expressed high and rising conviction in Taiwan, noting its growth trajectory is similar to early-stage Korea and is primarily fueled by repeat customers. CFO Gaurav Anand stated that it is too early to provide guidance on investment levels beyond the current year but reiterated that consolidated margins are still expected to increase year-over-year. The company does not break out profitability for individual Developing Offerings.

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