The New Opportunities That Could Boost Coupang Stock in 2026

Core Insights - Coupang's core e-commerce business is experiencing growth, with potential for stock performance improvement driven by new offerings by 2026 [1][2] E-commerce Growth - Coupang has established dominance in the South Korean market and is expanding into Taiwan, with shares up 24% year-to-date [1] - The company is diversifying its business model by following Amazon's strategy, expanding into food delivery and streaming content [2] Financial Performance - As of Q3 2025, revenue from the developing offerings segment grew by 32%, surpassing the consolidated revenue growth of 18% [3] - Developing offerings currently account for 14% of overall revenue, indicating potential for increased significance in the future [3] Market Expansion - Taiwan is identified as a key new market for Coupang, with revenue growth reported at a triple-digit rate, mirroring the early growth phase in South Korea [5][6] - Customer growth and retention rates in Taiwan are exceeding those seen during Coupang's initial expansion in South Korea [6] Profitability Concerns - The expansion into Taiwan incurs costs, leading to negative profitability in the developing offerings segment [7] - Monitoring management's guidance on achieving positive cash generation and profitability in Taiwan is essential [7] Future Outlook - Investors should focus on cash generation and profitability metrics as the developing offerings segment continues to expand [8] - Tracking the performance of the developing offerings segment will be crucial for sustaining the stock's positive trajectory in 2026 [9]