(Speedwell Members can download a PDF of this post here) 1Q25 Financials. Net revenues were +11% or +21% y/y on a FX-neutral basis. Gross profit margins improved y/y +217bps to 29.3%. In total gros…| Speedwell Research
(Speedwell Members can download a PDF of this post here). 4Q24 Business Commentary. Coupang reported 4Q24, closing another year of strong growth and further entrenching their dominance as an ecomme…| Speedwell Research
(Speedwell Members click here for a members version of this post here or download a PDF of it here) 1Q25 Financials. Net revenues were +11% or +21% y/y on a FX-neutral basis. Gross profit margins i…| Speedwell Research
Strong Core Growth and Gaining Traction in Taiwan| www.speedwellmemos.com
(Speedwell Members can find a subscriber version of this post here.) 4Q24 Business Commentary. Coupang reported 4Q24, closing another year of strong growth and further entrenching their dominance a…| Speedwell Research
How to use a Reverse DCF| www.speedwellmemos.com