Previously, Rocket 2 had to be ordered (free shipping) to compensate for the sub

Coupang's 60% increase in subscription fees is a clever strategy. There is a lot to say, but it will increase profits as a result.

쿠팡이 멤버십가격을 올린다고하니까

주가가 급등했는데 과연 알리익스프레스나 다른 기업들을.이길.수 있을지 모르겠네요?

이게.이익잉가?

1. The impact on the number of subscribers is limited.

It is almost saturated anyway, so you can give up new inflows, and the sunset is expected to be 1-2% at the most. People are not very diligent, and on behalf of Coupang, they find themselves reasons to rationalize additional costs. Looking at the number of times you use free delivery or free return, it is still a profit, etc.

2. The number of purchases by existing members is also expected to increase.

Previously, Rocket 2 had to be ordered (free shipping) to compensate for the subscription fee, but after the increase, it had to be done three times. The cost compensation sentiment will work strongly. In fact, Coupang is not the lowest price, and the shipping cost for each case is burned, but this fact is ignored. Some orders are made from Coupang due to inertia or deliberately omit Naver search. It is a kind of confirmatory bias.

3. In conclusion, Coupang's profits are expected to increase.

Conversely, consumers' profits decrease by that much. It depends on the marginal profit of using Coupang, but compared to before and after the increase, it is right to cancel the subscription if you are a smart consumer. (Consumers are already paying enough because Coupang has been out of the red and in the profit range.)

My house decided to cancel my membership from this month. Due to the cost structure, subscribers who don't use Coupang Eats or Coupang Play like my house are much more damaged. I think I will use Oasis for fresh food and Naver or Ali for industrial products.