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From Delivery Apps Challenge Olive Young's Dominance in Korean Beauty Market

How could the rise of quick-commerce delivery apps affect TikTok's role in the beauty market?

Possible What happens if… A possibility worth considering, not a forecast.

TikTok may need to adapt its strategy as delivery apps challenge beauty retailers The emergence of delivery apps like Baemin and Coupang Eats, which offer rapid delivery and low prices, is intensifying competition in the Korean beauty sector. This competitive pressure forces established retailers like Olive Young to reassess how they channel customer demand. Since platforms like TikTok are known to leverage viral trends to drive market growth for beauty retailers, the shift toward speed and price sensitivity may require TikTok to adjust its content strategy or partnership models to remain relevant in this new quick-commerce landscape.

Reported by 1 independent outlet Written 1 hour ago
Effect
Mild negative
How direct
Brind's reasoning
When
Within weeks
The story
Still developing

How it reaches TikTok

Reported by news outletsBrind's reasoning

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The facts so far

As reported. Each one links to where it comes from.

  • Baemin and Coupang Eats deliver to customers’ doorsteps in about 30 minutes and outpace CJ Olive Young on speed.koreaherald.com
  • Off Beauty keeps prices low by buying surplus stock, pre-redesign packaging and near-expiry products directly from manufacturers.koreaherald.com
  • Cosmetics have become a core category that pulls in customers across all kinds of platforms, and competitiveness will hinge on how well each platform channels its customers and strengths into beauty spending.koreaherald.com

Why it matters

The beauty retail market in Korea is highly competitive, with Olive Young claiming a record 21.5 percent share of the online and offline market in the first half of the year. The entry of quick-commerce players like Baemin and Coupang Eats, who are fusing beauty with their core delivery strengths, forces all platforms—including social media channels—to fundamentally change how they engage consumers to maintain market share.

This shift is not limited to beauty; the reports note that cosmetics have become a core category pulling customers across all platforms. The competition is expanding to include other challengers like Market Kurly and Daiso, meaning that platforms like TikTok must prove their value not just through viral trends, but by integrating speed and price into their consumer funnel.

What we don't know yet

  • Will TikTok integrate direct quick-commerce delivery options to compete with Baemin and Coupang Eats?
  • How will Olive Young adjust its reliance on viral trends if consumers prioritize speed and price over curated guidance?

What would change this answer

A major delivery app partners with a large beauty retailer to offer exclusive, low-priced products.This would accelerate the shift toward price and speed, forcing TikTok to focus more on transactional content rather than purely trend-based discovery.
Olive Young announces a significant expansion of its own rapid delivery infrastructure or discount offerings.This would mitigate the competitive threat from delivery apps, allowing TikTok to maintain its current focus on leveraging viral trends for market growth.

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Brind's analysis is written by AI from the reporting linked above and can be wrong. This explainer is a possibility worth considering, not a forecast: steps marked as Brind's reasoning are not stated in the reporting. It is not investment advice; do your own research.