성장 둔화된 배달앱 시장…배민 8조 매각가 두고 시장 '온도차'

Baemin's 8 trillion won asking price signals skepticism about Korea's delivery market maturity. Rising competition from Coupang Eats and mounting rider/marketing costs are eroding profitability despite market dominance, making a 13x valuation multiple unjustifiable to potential acquirers. This deal reflects a critical shift from hypergrowth to a cost-rationalization phase where unit economics sustainability matters more than market share.