Coupang (CPNG) is intensifying its focus on the product segment it has identified as a core growth lever, signaling a deliberate capital and operational allocation shift. The South Korean e-commerce giant, which operates one of Asia's most vertically integrated retail and logistics networks, is concentrating resources on the categories and unit economics where its fulfillment infrastructure delivers the clearest competitive advantage. This approach mirrors the playbook of narrowing SKU focus to improve inventory turns, margin per order, and delivery speed, the three metrics that most directly drive customer retention on its platform. Investors should watch whether this concentration improves Coupang's product gross margin, which has faced pressure as the company scaled its Rocket Delivery and Eats services. Any meaningful margin expansion in the product segment would strengthen the case for operating leverage at scale, a key variable in how the market prices CPNG against regional and global e-commerce peers.
Flipkart will launch a food delivery pilot in Bengaluru by mid-August, charging restaurants a 10-11% commission compared to the 25-35% levied by Swiggy and Zomato. The move targets growing restaurant discontent with incumbent platforms and aims to drive daily engagement across Flipkart's 500 million registered users.
Maruti Suzuki crossed two lakh domestic units in July 2026 for the first time, recording 42.4% year-on-year growth. Total sales including exports and OEM supplies reached 2,41,421 units, with all passenger vehicle segments posting gains.
Air India's net loss more than doubled to ₹22,238 crore in FY26, prompting Tata Sons chairman N Chandrasekaran to extend the Vihaan.AI turnaround timeline from five years to as long as a decade.
UpGrad's all-stock acquisition of Unacademy, valued at Rs 1,955 crore, is set to close within three weeks after CCI clearance and near-complete investor sign-offs. The deal combines upGrad's upskilling business with Unacademy's test prep and medical education platforms, with Gaurav Munjal staying on as CEO.
