Coupang vs Naver, the starting point of logistics is different
We compared the logistics structures built by the two companies over the past 20 years: direct purchase-based self-delivery networks versus platform-type outsourced networks.
Coupang
Direct purchase · Self-delivery
Core Infrastructure
Self-fulfillment + direct delivery network, cumulative investment of approximately 10 trillion KRW
Logistics Hubs
9 large logistics centers, 227 delivery camps
Delivery Control
Fixed arrival time from closing to the next day through advance inventory procurement
Recent Risks
624.6 billion KRW fine for personal information leakage, 835 billion KRW operating loss in Q2
Naver
Platform · Outsourced alliance
Core Infrastructure
Sellers + outsourced fulfillment + courier network (NFA)
Logistics Hubs
No self-owned logistics centers → currently reviewing new hubs in the metropolitan area
Delivery Control
Varying arrival times per seller, difficulty in standardizing time
Recent Changes
Courier unit price reduced from 4,000~5,000 KRW to the 3,000 KRW range
Naver stated that it is considering both building new logistics centers and acquiring or long-term leasing existing ones, and that no method has been finalized yet.