Coupang表示，数据泄露事件对其业绩造成了影响。该公司最初称约有3000个账户的数据遭到泄露，但 公私合作机构联合调查后发现，超过3360万个用户账户的数据已被曝光。 该公司表示："此次数据泄露事件预计从 12 月起对第四季度的营收增长、活跃客户数量、付费的 Wow 会员数量以及盈利能力造成了不利影响。" 在财报电话会议上，Coupang创始人兼董事会主席Kim Bom-suk就数据泄露所引发的担忧和不便向大家 致歉，这是他首次亲自就此事发表公开声明。 "Coupang 所取得的一切成就都是源于我们一个简单的目标——为客户提供极致的体验。我们正在竭尽 全力赢得客户的信任，因为对我们而言，未能满足客户期望这件事才是最为严重的。"他说道。 来源：环球市场播报 韩国电商巨头Coupang周五表示，由于大规模数据泄露的影响，其第四季度营业利润同比暴跌97%。该 公司创始人在财报电话会议上公开道歉。 Coupang在一份新闻稿中表示，截至12月的三个月内，公司营业利润从2024年同期的4353亿韩元暴跌至 115亿韩元（约合800万美元）。 净利润也由上年同期的1827亿韩元转为负377亿韩元。营收则从11.11万 ...

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]

Coupang, Inc. (CPNG) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -150.00%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.05, delivering a surprise of +25%.Over the last four quarters, the company has surpassed co ...

Financial Data and Key Metrics Changes - The Product Commerce segment net revenue for Q4 2025 was $7.4 billion, growing 8% year-over-year, or 12% on a constant currency basis, which was lower than the 18% growth reported in the previous quarter [20] - Consolidated total net revenues reached $8.8 billion, growing 11% on a reported basis and 14% on a constant currency basis [26] - Gross profit margin was 28.8%, down over 100 basis points year-over-year, and adjusted EBITDA margin was 3%, decreasing over 220 basis points compared to the previous year [27][28] Business Line Data and Key Metrics Changes - Product Commerce gross profit was $2.4 billion, increasing 5% year-over-year, with a gross profit margin of 31.9% [22][23] - Developing Offerings reported record net revenues of $1.4 billion for the quarter, growing 32% or 31% in constant currency, driven by triple-digit growth in Taiwan [24][25] - Total segment adjusted EBITDA losses for Developing Offerings were $300 million for the quarter, slightly up from the previous quarter [25] Market Data and Key Metrics Changes - Product Commerce active customers were 24.6 million, growing 8% year-over-year, but down slightly from 24.7 million in the previous quarter [20][21] - Taiwan's revenue growth continued to be strong, with triple-digit growth rates, and the customer experience is improving with next-day delivery covering nearly 70% of the geography [15][16] Company Strategy and Development Direction - The company is focused on long-term investments and innovation to enhance customer experience while lowering service costs, particularly through Rocket Delivery and expanding first-party retail selection [14][12] - The strategy includes leveraging technology and logistics infrastructure to support small businesses and enhance product offerings [14][15] - The company aims to maintain a strong balance sheet with over $6 billion in cash while continuing to invest in Developing Offerings despite expected losses [31][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of a data incident on customer trust and revenue growth, but noted signs of stabilization in customer metrics since the end of Q4 [20][21][29] - The company anticipates muted growth trends in the near term but expects recovery as the impacts of the data incident diminish [29][30] - Long-term guidance for Developing Offerings indicates expected losses between $950 million and $1 billion for 2026, reflecting confidence in future cash flow generation [31] Other Important Information - The company announced a customer compensation program to issue approximately $1.2 billion in vouchers due to the data incident [10] - The data incident involved unauthorized access to user data, but no sensitive information was compromised, and the company has taken steps to enhance security measures [5][6][8] Q&A Session Summary Question: Estimated negative impact from the data breach on financials - Management noted that the data incident adversely affected revenue growth rates and customer metrics, with a significant slowdown observed in December [35] Question: Key consumer metrics trajectory - Management indicated that trends in active customers and WOW membership have stabilized, with churn returning to historical low levels [36] Question: Timeline for Taiwan business reaching unit economics positive - Management emphasized that the focus is on building a strong customer experience and operational leverage, with encouraging early signs of progress [39] Question: Tech investment and operating leverage - Management confirmed ongoing investments in cybersecurity and technology, expecting to see operating leverage as the business scales [40] Question: Guidance on Developing Offerings losses - Management stated that losses would decline somewhat compared to previous quarters, but specific guidance on individual product lines was not provided [44] Question: Pricing strategy and sales from local vendors in Taiwan - Management highlighted that the growth in Taiwan is driven by expanding selection and improving fulfillment, with ongoing investments to enhance customer experience [59][63]

Coupang (NYSE:CPNG) Q4 2025 Earnings call February 26, 2026 05:30 PM ET Company ParticipantsBom Kim - Founder and CEOGaurav Anand - CFOH.L. Rogers - General Counsel and Chief Administrative OfficerMike Parker - VP of Investor RelationsConference Call ParticipantsEric Cha - Research AnalystJiong Shao - Equity Research AnalystSeyon Park - Equity Research AnalystStanley Yang - Equity Research AnalystWei Fang - Director and Equity Research AnalystOperatorNow I'd like to turn the call over to Mike Parker, Vice P ...

Coupang (NYSE:CPNG) Q4 2025 Earnings call February 26, 2026 05:30 PM ET Speaker6Now I'd like to turn the call over to Mike Parker, Vice President of Investor Relations. You may begin your conference.Speaker4Thanks, operator. Welcome everyone to Coupang's fourth quarter 2025 earnings conference call. I'm pleased to be joined on the call today by our Founder and CEO, Bom Kim, our CFO, Gaurav Anand, and H.L. Rogers, our General Counsel and Chief Administrative Officer, and the Interim CEO of our Korean subsidi ...

Q4 2025 Financial Results February 26, 2026 113, 192, 227 197, 222, 118 167, 209, 236 Disclaimer Forward-Looking Statements This presentation may contain statements that may be deemed to be "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (together, the "Act"), that are intended to enjoy the protection of the safe harbor for forward ...

Brinks to acquire NCR Atleos in $6.6 billion deal | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Feb 26 (Reuters) - Brinks Co [(BCO.N), opens new tab] will acquire NCR Atleos in a cash-and-stock deal valued at about $6.6 billion, the digital retail solutions provider said on Thursday.Brink's will acquire each outstanding share of NCR Atleos for $30.00 in cash and 0.1574 shares of its common stock.Sign up [here.]The deal has been a ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended: December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File No. 001-40115 COUPANG, INC. (Exact name of registrant as specified in its charter) Delaware 27-2810505 (State or other jurisdiction of incorp ...

Group 1 - Coupang reported a fourth-quarter revenue of $8.8 billion, reflecting an 11% increase year-over-year, but fell short of analyst expectations of $8.9 billion [1][1][1] - The revenue forecast was based on LSEG SmartEstimate, which prioritizes analysts with a consistent track record of accuracy [1][1][1] Group 2 - The results indicate a potential challenge for Coupang in meeting market expectations despite a year-over-year growth in revenue [1][1][1] - The e-commerce sector continues to face scrutiny as companies navigate competitive pressures and changing consumer behaviors [1][1][1]