Coupang | Results Presentation Deck | 28 slides — playbook

Coupang | Results Presentation Deck | 28 slides

Coupang · 2025-02

arc beats above · slides in the middle · loops below · scroll → 0 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Narrative range 18 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits

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33.3% 1/3 slides 33.3% 1/3 slides 100% 3/3 slides

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Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 26 hits

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60% 3/5 slides

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100% 5/5 slides

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Financials 8 slides 100% 8/8 slides 100% 8/8 slides · 43 hits

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87.5% 7/8 slides · 10 hits

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100% 8/8 slides

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Why Now 2 slides 100% 2/2 slides 100% 2/2 slides · 5 hits

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100% 2/2 slides 50% 1/2 slides 100% 2/2 slides

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Slide inventory

28

every slide · same image gating as the playbook

01

front_matter

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other

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03

The chart highlights the components of total outstanding shares (Common Stock vs Equity-based Awards) and the resulting 1.4% dilution.analyze_data

Open slide detailBeat · Problem

04

The chart uses a cohort analysis framework to visualize customer lifetime value progression over time.analyze_data

Open slide detailBeat · Problem

05

The slide includes specific disclaimers regarding the Farfetch acquisition and FX-neutral calculations.analyze_data

Open slide detailBeat · Problem

06

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Open slide detailBeat · Solution

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The chart uses a bar chart to show absolute profit and a dot/line indicator for margin percentages.analyze_data

Open slide detailBeat · Solution

08

The chart includes a break in the Q4 23 bar to accommodate the large $1.0B value. Footnotes explain non-recurring tax adjustments and specific exclusions for Q4analyze_data

Open slide detailBeat · Solution

09

The slide uses two bar charts to contrast Gross Profit growth against a decline in Net Income, with detailed footnotes explaining the impact of Farfetch and firanalyze_data

Open slide detailBeat · Solution

10

Includes specific callouts for Q4 24 excluding Farfetch impact.analyze_data

Open slide detailBeat · Solution

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analyze_data

Open slide detailBeat · Financials

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The slide explains the decline as being due to non-recurring working capital benefits in the prior year.analyze_data

Open slide detailBeat · Financials

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Open slide detailBeat · Financials

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Open slide detailBeat · Financials

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The chart displays quarterly active customer counts, highlighting a 10% year-over-year increase.analyze_data

Open slide detailBeat · Financials

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Includes Farfetch revenue contribution as noted in the footer.analyze_data

Open slide detailBeat · Financials

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The slide uses a combination of bar charts for absolute dollar values and dot markers for margin percentages.analyze_data

Open slide detailBeat · Financials

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Open slide detailBeat · Financials

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summarize

Open slide detailBeat · Why Now

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appendix

Open slide detailBeat · Why Now

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Note: Certain amounts may not foot due to rounding.analyze_data

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Note: Certain amounts may not foot due to rounding.analyze_data

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23

Certain amounts may not foot due to rounding.analyze_data

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24

Certain amounts may not foot due to rounding.analyze_data

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25

Standard financial reconciliation table for non-GAAP metrics.analyze_data

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26

Certain amounts may not foot due to rounding.analyze_data

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27

Certain amounts may not foot due to rounding.analyze_data

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28

The table shows the impact of Farfetch on the company's Adjusted EBITDA and margin.analyze_data

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