Coupang Leverages AI to Drive Margin Expansion and Explore New Offerings

As of August 6th, 2025, Coupang's leadership has outlined the company's strategic focus on AI and technology to drive continued margin expansion and explore new business opportunities.

Coupang's CEO, Bom Kim, emphasized that AI has been integral to the company's operations, enhancing customer experience and operational efficiency. The company sees AI as a long-term enabler for growth and margin expansion, with a focus on practical applications like software development.

Coupang's CFO, Gaurav Anand, further elaborated that the company expects its product commerce margins to exceed 10% over time, driven by technology and process improvements. While the margins may not grow linearly, the company anticipates further annual expansion.

Additionally, Bom Kim revealed that Coupang has been developing AI computing infrastructure for internal needs and is now exploring offering it to external customers on a small scale. This represents a potential new growth opportunity for the company.

Regarding the company's expansion in Taiwan, Bom Kim expressed high conviction, stating that the growth dynamics are similar to Korea's early years. The company continues to broaden its selection in Taiwan, with a positive customer response.

Overall, Coupang's focus on leveraging AI and technology appears to be a key driver for the company's margin improvement and future growth prospects.