CPNG · Coupang, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Coupang posted Q2 consolidated revenue of $8.9B (+10% constant currency, in line with guidance) but reported a $570M net loss driven by $410M in Korean regulatory fines, with adjusted EBITDA margin contracting ~320bps to 1.8%; management guided Q3 constant currency revenue growth of 8-9%, further adjusted EBITDA margin contraction of 300-400bps, and product commerce margins recovering to pre-incident levels by mid-2027, while disclosing a July fulfillment center fire with ~$246M of inventory and fixed assets at risk.
- + Consolidated revenue grew 10% constant currency, in line with guidance, with product commerce active customers up 3% to 24.7M and Wow memberships exceeding pre-incident levels
- + Developing Offerings revenue grew 24% constant currency with segment adjusted EBITDA loss improving $110M sequentially and over 440bps margin improvement YoY
- + Management expects product commerce adjusted EBITDA margins to recover to pre-incident levels by mid-2027, citing capacity/utilization normalization and reverting elevated marketing spend
- + Coupang repurchased 23 million Class A shares for ~$459M during the quarter
- − Adjusted EBITDA margin contracted ~320bps YoY to 1.8%, at the low end of guidance, with product commerce adjusted EBITDA margin down ~390bps YoY to 5.1%
- − Q3 guidance implies another 300-400bps YoY adjusted EBITDA margin contraction, similar to Q2, due to Chuseok holiday timing and seasonal costs despite underlying margin progress
- − Korean won weakness significantly pressured USD reported results and Q3 guidance, with reported 4% YoY revenue growth versus 10% constant currency
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CPNG
this stock
Coupang, Inc.
|
$24.73B | -41.6% | +14.1% | — | 4.4% |
|
AMZN
Amazon Com Inc
|
$2.66T | +9.0% | +12.4% | 19.8 | 0.8% |
|
BABA
Alibaba Group Holding Ltd
|
$267.88B | -27.8% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$110.41B | -33.5% | +14.5% | — | 2.0% |
|
MELI
Mercadolibre Inc
|
$88.85B | -15.8% | +39.1% | 47.7 | 1.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CPNG | -0.7% | -11.2% | -31.6% | -0.7% | -41.6% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.5% | -10.7% | -43.8% | -1.6% | -54.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.