Coupang (CPNG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Coupang, Inc. reported revenue of $8.84 billion for the quarter ended December 2025, reflecting a year-over-year increase of 10.9% but falling short of the Zacks Consensus Estimate by 3.36% [1] - The company's EPS was -$0.01, a decline from $0.04 in the same quarter last year, resulting in an EPS surprise of -150% compared to the consensus estimate of $0.02 [1] Financial Performance Metrics - Coupang's Product Commerce Active Customers totaled 24.6 million, slightly below the average estimate of 24.99 million [4] - Net Revenue from Developing Offerings was reported at $1.43 billion, exceeding the average estimate of $1.35 billion [4] - Net Revenue from Product Commerce was $7.41 billion, which was lower than the estimated $7.79 billion [4] - Adjusted EBITDA for Developing Offerings was -$300 million, worse than the average estimate of -$264.57 million [4] - Adjusted EBITDA for Product Commerce was $567 million, falling short of the estimated $679.66 million [4] Stock Performance - Over the past month, Coupang's shares have returned -9.7%, contrasting with the Zacks S&P 500 composite's increase of +0.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]