Is Naver’s ‘Jigeum Delivery’ a Bigger Threat to Baemin Than Coupang?

Supply Chain Strategy Briefing

STREAMLINE: Is Naver’s ‘Jigeum Delivery’ a Bigger Threat to Baemin Than Coupang?

(May 24, 2025)

“Order now, get it now.” Naver’s latest move—Jigeum Delivery—signals more than just fast shipping.

Media headlines named Coupang. But insiders? They point to Baemin.

Here’s why this battle isn’t about speed—it’s about who owns the last mile, the product, and the membership.

❶ Point of View | Naver Goes All-In on Quick Commerce

On May 15, Naver officially launched Jigeum Delivery, a new quick commerce feature inside Naver Plus Store.
It delivers CU convenience store and Homeplus Express goods in under one hour by motorbike.