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Korea E-Commerce Weekly — 2026-09-16
This week: Coupang's PB unit debuts offline in Seongsu, CJ Logistics opens a major cold-chain hub, lawmakers advance faster e-commerce settlement rules, KOEFA 2026 gathers 250 seller-solution firms, and Chuseok gift-set pre-orders hit record highs.
Minju Koo
2일 전0분 분량
Korea E-Commerce Weekly — 2026-09-09
This week: Kakao preps an all-in-one paid membership, CJ Logistics puts humanoid robots to work in a live warehouse, Musinsa files for a Kospi IPO, Naver and Kakao battle for Chuseok shoppers, and Musinsa Beauty proves it can convert fashion buyers into beauty customers.
Minju Koo
9월 9일0분 분량
Korea E-Commerce Weekly — September 2, 2026
This week: Coupang faces a US class-action jurisdiction fight and an unprecedented FTC probe block, Shinsegae splits SSG.com in two, Musinsa nears its IPO filing, and Korea Customs tightens direct-purchase ID checks.
Minju Koo
9월 2일0분 분량
Korea E-Commerce Weekly — 2026-08-12
Kakao and Naver post record Q2 earnings but diverge on AI infrastructure spend, Kakao teams up with Coupang Eats on in-chat AI ordering, Lotte Mart opens a ₩1 trillion automated fulfillment center in Busan, and Musinsa Beauty's festival tickets sell out in 48 seconds.
Minju Koo
8월 12일0분 분량
Korea E-Commerce Weekly — 2026-08-05
This week: Coupang's Q2 revenue rose to $8.86B while active customers rebounded to 24.7M, Korea's consumer panel ordered Coupang to pay breach victims 100,000 won each, Coupang's Taiwan Rocket Delivery hit 70% coverage, and Kakao Pay's profit jumped 251%.
Minju Koo
8월 5일0분 분량
Korea E-Commerce Weekly — 2026-07-29
Coupang debuts on the Fortune Global 500 while battling back-to-back logistics-center fires, Korean consumer confidence hits a four-month high, Naver Pay waives summer merchant fees, and cross-border commerce startups draw fresh funding.
Minju Koo
7월 29일0분 분량
Korea E-Commerce Weekly — 2026-07-22
This week: Seoul finalizes new e-commerce rules targeting Temu, Shein and AliExpress; Uber's $14.8B Delivery Hero buyout hands it control of Baemin; a major fire at a Coupang Incheon logistics center disrupts deliveries and rattles the stock; and Musinsa launches a program to grow fashion and beauty micro-entrepreneurs.
Minju Koo
7월 22일0분 분량
Korea E-Commerce Weekly — 2026-07-15
This week: Coupang expands into digital payments and wins a court injunction against the FTC even as the dispute strains US-Korea relations, Kakao's Kanana AI assistant adds travel and booking features, and Korean cosmetics ride record exports toward the first US-listed K-beauty ETF.
Minju Koo
7월 15일0분 분량
Korea E-Commerce Weekly — 2026-07-08
This week: US-Korea trade tension over Coupang's data breach, Musinsa's pre-IPO Asia push, Naver and Kakao's AI shopping race, Homeplus's bankruptcy countdown, and a 205% surge in Korean startup funding.
Minju Koo
7월 8일0분 분량
Korea E-Commerce Weekly — 2026-07-01
This week: Naver widens its e-commerce lead over Coupang and launches agentic AI search, Coupang stock rallies on strong Prime Day data, CJ Logistics shows off AI-powered fulfillment to the World Bank, and sun-protective fashion surges on LF Mall as Korean summers heat up.
Minju Koo
7월 1일0분 분량
Korea E-Commerce Weekly — 2026-06-24
This week: Coupang stock surged 8% after its record ₩624.7B data-breach fine was settled, Korea's AI equity rout put the ₩290T leveraged ETF market under scrutiny, CLSA initiated Coupang at Outperform with a $24 target, Naver and Kakao faced mass analyst downgrades as AI monetization stalls, and AliExpress pulled ahead of Temu in Korea's C-commerce battle with a lifestyle app pivot.
Minju Koo
6월 24일0분 분량
Korea E-Commerce Weekly — 2026-06-17
This week: Coupang's record ₩624.7B privacy fine, Sam Altman's Seoul visit to Samsung/Kakao/Naver, fresh broker target cuts for Naver and Kakao, AI reshaping e-commerce design teams as online shopping hits ₩25.6T, and why follower counts don't equal loyal communities.
Minju Koo
6월 17일0분 분량
Korea E-Commerce Weekly — 2026-06-10
Coupang dominates this week's Korea e-commerce news — a Fortune 500 climb to No. 132, an AI logistics push, a looming data-breach penalty and a small-merchant academy — alongside Korea's ₩3.46tn startup ecosystem bet.
Minju Koo
6월 10일0분 분량
Korea E-Commerce Weekly — 2026-06-03
Korea's April online shopping hit a record ₩24.1 trillion (+10% YoY) as Coupang rebounded from a Q1 loss ahead of a looming data-breach penalty, Kakao plunged ~35% on strike and AI doubts, Olive Young opened its first U.S. store, and Coupang's Energy-Saving Shopping event lifted SME sales ~10%.
Minju Koo
6월 3일0분 분량
Korea E-Commerce Weekly — 2026-05-27
This week in Korean e-commerce: Baemin and Coupang Eats own 88% of food delivery as Uber-Naver bid for Baemin; legacy platforms (Gmarket, Auction, 11st) surge 7x in May; Coupang Eats free delivery sparks merchant backlash; Naver and Kakao adopt dual-stack AI (ChatGPT + Claude Code); and Korean retailers pivot from price to experience.
Minju Koo
5월 27일0분 분량
Korea E-Commerce Weekly — 2026-05-20
This week in Korean e-commerce (May 13–20, 2026): the FTC orders Coupang, Naver, Gmarket and 11st to fix inflated-discount displays; Uber and Naver table an 8 trillion won bid for Baemin while Delivery Hero opens the auction to Alibaba and DoorDash; Yanolja's Q1 revenue grows on heavy AI investment; and CU and GS25 turn Coupang Eats into Korea's default 24-hour convenience-store delivery rail.
Minju Koo
5월 20일0분 분량
Korea E-Commerce Weekly — May 13, 2026
Coupang books a $266M Q1 loss from data-breach voucher costs, Kurly raises fresh capital at $1.9B with Naver lifting its stake, regulators eye Rocket Delivery curbs, Daiso and Uniqlo outpace AliExpress and Temu, and K-fashion fuels a record department store boom.
Minju Koo
5월 13일0분 분량
Korea E-Commerce Weekly — 2026-05-06
This week in Korean e-commerce: Coupang's Q1 revenue rises 8% to $8.5B but profit swings to a $266M loss; Naver counters with $3.40 unlimited free shipping; Seoul's FTC names Kim Bom Coupang's controlling entity; May Family Month gifting kicks off nationwide; and Musinsa Beauty Festa rallies 540+ brands at its new Seongsu megastore.
Minju Koo
5월 6일0분 분량
Korea E-Commerce Weekly — 2026-04-22
This week in Korean e-commerce: Naver launches Knock It fashion service and prices a $1.1B green bond, Kakao Pay joins Coinbase x402 agentic payment alliance, Lotte Global Logistics partners with NS Shopping, and Coupang shares fall 5.1% ahead of Q1 earnings.
Minju Koo
4월 22일0분 분량
Korea E-Commerce Weekly — 2026-04-15
This week: Naver kills Clova X and bets big on vertical AI; brokerages slash Naver and Kakao targets amid monetization uncertainty; Seoul advances sweeping class action reform with Coupang as the catalyst; Korea's mandatory retail closure law faces 24/7 commerce pressure; and foreign platforms like AliExpress and Temu must now appoint local Korean representatives.
Minju Koo
4월 15일0분 분량
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