South Korea's Coupang misses Q4 revenue expectations

Coupang

26/02/2026 21:45

Overview

South Korean e-commerce firm's Q4 revenue missed analyst expectations

Adjusted EBITDA for Q4 missed analyst expectations

Company repurchased 5.9 mln shares for $162 mln in Q4

Outlook

Company sees recovery in growth rates beginning Q1 2026 after Q4 data incident

Result Drivers

DATA INCIDENT IMPACT - A data breach involving a former employee affected Q4 revenue growth, active customers, and profitability, but recovery is noted in Q1 2026

PRODUCT COMMERCE GROWTH - Product Commerce segment net revenues rose 8% YoY, with gross profit increasing 5% YoY

DEVELOPING OFFERINGS EXPANSION - Developing Offerings segment net revenues increased 32% YoY, though adjusted EBITDA loss widened

Company press release: ID:nBw334kmja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$8.84 bln
$9.05 bln (8 Analysts)
Q4 Net Income
-$26 mln
Q4 Adjusted EBITDA
Miss
$267 mln
$431.36 mln (7 Analysts)
Q4 Gross Margin
28.80%
Q4 Gross Profit
$2.54 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the department stores peer group is "buy"

Wall Street's median 12-month price target for Coupang Inc is $31.00, about 68.8% above its February 25 closing price of $18.36

The stock recently traded at 55 times the next 12-month earnings vs. a P/E of 60 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)