Coupang

Coupang reported a Q2 GAAP operating loss driven by a $410 million Korean regulatory fine and a $548 million FX headwind, cutting reported revenue growth and collapsing free cash flow. Barclays maintains a $30 target, arguing the fine is one-time and highlighting 10% constant-currency growth, Developing Offerings expansion, logistics moat, and aggressive buybacks as recovery catalysts. The stock trades about 47% below the average analyst target and far worse than peers, but risks include further regulatory action, widening losses in Developing Offerings, and weakened balance sheet metrics. » Plus sur finance.yahoo.com

Coupang reported an adjusted loss of $0.09 per share in Q2 2026, beating the consensus expectation of -$0.21. Revenue was $8.9 billion, about $170 million below estimates, after which the stock fell roughly 7% in after-hours trading. Product Commerce saw currency‑adjusted growth of 8% and 24.7 million active customers, while margins remained pressured by exchange rates, higher spending and regulatory fines. Management expects currency‑adjusted revenue growth of 8–9% for Q3 and margin compression in the Product Commerce segment, with margins projected to recover by mid‑2027. » Plus sur de.investing.com

South Korea’s Personal Information Protection Commission imposed a record fine of 624.7 billion won (about USD 409 million) on Coupang over a 2025 data breach affecting information on more than 37.5 million users. The penalty is well below the maximum possible fine of around 1 trillion won and equals roughly 1.4% of 2025 revenue. Coupang said it will legally challenge the ruling and complained that its remediation efforts were not fully taken into account. The stock saw a premarket rebound of about 6%, supported by overweighted call options and its proximity to multi‑year lows; meanwhile the 2026 annual general meeting is taking place, where management reiterated currency‑adjusted revenue growth guidance of about 9–10%. » Plus sur de.investing.com