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Naver Gains E-commerce Users After Coupang Breach
8.1
South Korea's Naver is attracting e-commerce users and transactions after a data breach at rival Coupang, Asia Today reports on March 9. Naver Plus Store reported 7.5 million monthly active users in February (up 5.9%), while Coupang's base slipped to 33.1 million (down 0.2%); Naver's shopping transactions rose 28% year-over-year and Q4 2025 commerce revenue reached 1.054 trillion won.
Key Points
- 1Records Naver Plus Store reached 7.5 million MAU in February, up 5.9% month-over-month
- 2Shows Naver Shopping transaction volume rose 28% year-over-year, outpacing Coupang's roughly 10% growth
- 3Implies logistics expansion and AI recommendations will drive retention, pushing merchants toward Naver platform
Scoring Rationale
Strong industry metrics and official data support high impact; limited novelty beyond South Korea market restricts broader significance.
Sources
Public references used for this report.
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