| Mobile Web

Naver narrows commerce gap with Coupang by expanding from search to delivery

Naver is narrowing its gap with Coupang by expanding beyond search and price comparison into delivery and returns management. An analysis by Wiseapp.Retail put Naver and Naver Pay at 96.5 when Coupang is set at 100, though the figure may include external merchant payments. Broker estimates point to strong commerce revenue growth and rising user metrics for Naver Plus Store. The push into fulfillment is lifting transactions and orders, but costs are rising and user gaps remain.