US · Consumer Cyclical · Internet Retail
EPS came in at -0.18 against a street estimate of -0.23 — a beat of 21.7%.
Analysts rate Coupang LLC a buy (14 buy, 3 hold, 1 sell out of 18) with an average price target of $23.34.
MIXED Q2 revenue grew 10% constant-currency, in line with guidance. Product Commerce margins compressed 390bps due to data incident recovery costs and capacity underutilization. Management confident in mid-2027 margin recovery. Q2 2026 Korea recovering from data incident with underlying 16% spend growth; Taiwan replicating Korea's playbook faster due to inherited technology and processes. Analysts pressed on margin recovery cadence and the gap between underlying 16% spend growth and 8% reported revenue. Management clarified it's mechanics of a missing customer cohort distorting comps, not demand softness. Fire impact addressed as non-disruptive to near-term operations but ~$246M asset exposure. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | 16.11% |
| Baillie Gifford & Co Limited. | 4.38% |
| Dodge & Cox | 4.02% |
| BlackRock Inc | 3.47% |
| Artisan Partners Limited Partnership | 2.81% |
| Morgan Stanley - Brokerage Accounts | 2.78% |
| Aspex Management (HK) Ltd | 2.12% |
| Tiger Technology Management LLC | 2.03% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 total net revenue was $9,962 million, up from $9,267 million in Q3 2025. • Q3 2026 net loss was $501 million, compared wi | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net revenues were $9,962 million, up 7% year over year (YoY), or 11% on a constant-currency basis. • Gross profit was $2, | 2026-11-03 |
| Quarterly report · Q2 2026 COUPANG, INC. – Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total net revenues Q2 2026: $8,856 million (vs. $8,524 million Q2 2025) — 3.9% year-ove | 2026-08-04 |
| Results announced · Q3 2026 COUPANG Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total net revenues: $8.9 billion, up 4% YoY on reported basis, up 10% on constant currency basis | 2026-08-04 |
| Shareholder vote results · Q2 2026 COUPANG, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 11, 2026 with 5,677,920,671 shares represented in person or by proxy • | 2026-06-12 |
| Company announcement · Q2 2026 COUPANG, INC. – FORM 8-K SUMMARY (June 10, 2026) HEADLINE NUMBERS • Korean Personal Information Protection Commission (PIPC) announced total adminis | 2026-06-11 |
| Quarterly report · Q1 2026 COUPANG, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Net Revenues Q1 2026: $8,504 million (up from $7,908 million in Q1 2025, +7.5% year-ov | 2026-05-05 |
| Results announced · Q2 2026 COUPANG Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total net revenues: $8.5 billion, up 8% YoY (8% constant currency) • Net loss attributable to st | 2026-05-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.