企業を読み込み中
Just reported
Q3 2026 results
From Coupang's results release of 2026年11月3日; its quarterly report has since been filed.
Revenue
Actual
$9.96B
+7.5% y/y
+12% q/qGuided
—
No guide given
EPS, GAAP
Actual
-$0.28
Guided
—
No guide given
Operating income, GAAP
Actual
-$450M
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes it is part of
Highest-graded in Internet Retail
Graded A or B and worth $2B or more: A first, then the largest.
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Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
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どうやって稼いでいるか
- Online sales, merchant services and memberships in Product Commerce84%
- Developing Offerings, including Farfetch, Eats and Taiwan retail16%
売上構成比はthree months ended September 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
- AMZNAmazonD
- 規模
- $2.88T
- 利益率
- 16.9%
- 035420Naver Corporation
- DHERDelivery Hero SE (Baemin)
- UBERUber TechnologiesB
- 規模
- $142.3B
- 利益率
- 6.1%
何を売っているか6
Coupang retail, Rocket Delivery and Rocket Fresh
Online shopping for everyday products and fresh groceries, with fast delivery to customers.
Marketplace and fulfillment services
A place for other merchants to sell products; merchants can also pay Coupang to store, pack and deliver their goods.
WOW membership
A paid membership that gives customers delivery benefits and other service perks.
さらに3件を表示
Eats and Rocket Now
Apps for ordering restaurant meals for delivery in South Korea and Japan.
Coupang Play
A video-streaming service for customers.
Farfetch
An online marketplace connecting luxury-goods shoppers with sellers and brands.
誰が買っているか5
- Consumers who order products through Coupang's apps and websites.
- WOW members who pay for a membership and use its delivery benefits and other perks.
- Merchants who sell products through Coupang and may pay for commissions, fulfillment, logistics or advertising.
さらに2件を表示
- Restaurants that use Eats to reach customers ordering meals for delivery.
- Luxury brands and sellers that reach shoppers through Farfetch.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Its business depends on fulfillment centers, delivery workers and logistics systems to receive, store, pack and deliver products.
- 2It relies on suppliers and merchants to provide products that meet customer expectations and arrive on time.
- 3It relies on Coupang Pay for a substantial amount of payment processing in Korea.
- 4A large share of its business is tied to customers and operations in Korea, making it exposed to changes in Korean consumer spending, rules and currency exchange rates.
うまくいかなくなる可能性
- 1A customer data incident disclosed in late 2025 led to a compensation program and could affect customer trust, revenue and operating costs; government inquiries or legal claims could add further costs.
- 2South Korean rules on fair trade, labor, workplace safety, privacy and consumer protection can affect how Coupang operates; Korean authorities imposed administrative fines in 2026 that the company said it planned to appeal.
- 3Coupang depends on costly fulfillment and delivery operations; disruptions such as the 2026 Incheon fulfillment-center fire, higher labor or supply-chain costs, or difficulty staffing those operations could affect its service and results.
Coupang, Inc.について
Coupang sells products from its own inventory and lets other merchants sell through its apps and websites. Its delivery network brings orders to customers in South Korea and Taiwan, while Eats delivers restaurant meals in South Korea and Rocket Now serves Japan. Other services include video streaming, digital payments and a luxury-goods marketplace.
- 本社
- Seattle, Washington, United States
- 設立
- 2010
- 従業員数
- Approximately 108,000 (December 31, 2025, high)
- 上場市場
- New York Stock Exchange
- 決算期
- December 31
Coupang, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
