Revenue segments as reported by the company.

Net retail sales

Net other revenue

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating, general and administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Coupang

Coupang, Inc. engages in operating an e-commerce platform. It operates through the Product Commerce and Growth Initiatives segments. The Product Commerce segment provides core retail and marketplace offerings and Rocket Fresh, as well as advertising products associated with these offerings. The Growth Initiatives segment includes nascent offerings and services, including Coupang Eats, Coupang Play, international and fintech initiatives. The company was founded in 2010 and is headquartered in Seattle, WA.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q1 2023

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Coupang reports stellar Q4 results, eyes growth through strategic investments

Coupang's Q4 2022 showcased substantial financial improvements and operational advancements, driven by enhanced technology and infrastructure.
The company's strategic focus on expanding selection, investing in logistics, and raising EBITDA guidance underscores a commitment to sustainable growth.
While challenges in maintaining growth and balancing investments persist, opportunities in customer growth, innovation, and market expansion are key focus areas for future success.

Coupang reports strong Q1 earnings, eyes Taiwan for growth

Coupang's Q1 2023 earnings call highlighted robust financial performance, customer-centric strategies, and operational efficiencies driving growth. The company's focus on margin improvements, active customer growth, and new benefits for WOW members underscore its commitment to long-term success.

Coupang reports record Q2 earnings, eyes growth through innovation

Coupang's Q2 2023 earnings call showcased robust financial performance, operational strength, and a focus on innovation and customer experience.
While facing challenges in scaling operations and addressing market dynamics, the company remains optimistic about its growth trajectory and strategic direction.
With record revenue, profit, and cash flows, Coupang is well-positioned to capitalize on opportunities for market expansion and product diversification.

Coupang reports record Q3 performance, eyes Taiwan growth opportunities

Coupang's Q3 2023 Earnings Call showcased robust financial performance, strategic investments, and a focus on margin improvement. While facing challenges in margin decline and competition, the company remains optimistic about growth opportunities in Taiwan and enhancing customer experience.

Coupang reports record earnings, eyes growth in Korea and Taiwan

Coupang's strong financial performance in Q4 2023 underscores its growth trajectory, driven by investments in key initiatives and successful acquisitions. While facing challenges in EBITDA losses and tax rates, the company remains optimistic about future growth opportunities in Korea and Taiwan.

Coupang reports stellar Q1 growth, eyes SME support and AI innovation

Coupang's Q1 2024 performance reflects robust revenue growth, operational efficiency, and progress in diversifying offerings towards profitability, underpinned by a strong focus on customer experience and market expansion.
While facing challenges in a competitive market landscape, Coupang's strengths in supporting SMEs, driving innovation, and strategic investments present opportunities for sustained growth and market leadership.
By addressing operational challenges, leveraging growth opportunities, and optimizing investments, Coupang is poised to navigate market dynamics effectively and drive continued success in the e-commerce sector.

Coupang reports strong Q2 results, eyes growth amid challenges

Coupang's Q2 performance showcased robust growth driven by strategic investments and operational focus.
While the company faces challenges in margin expansion and market share gains, opportunities lie in addressing competitive responses and optimizing operations.
Overall, Coupang's diversified revenue streams and focus on innovation position it well for sustained growth and market leadership.

Coupang reports strong Q3 results, eyes growth in Farfetch profitability

Coupang's Q3 2024 earnings call showcased robust financial performance, with a focus on revenue growth, margin expansion, and customer engagement. Executives discussed key metrics, addressing analyst questions on profitability and growth strategies.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

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Cash & equivalents

Receivables

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Net PPE

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Minority interest

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Book value per share

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Change in working capital

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Cash from financing

Change in stock

Change in debt

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Cash from other sources

Net change in cash

Free cash flow

Coupang, Inc. engages in operating an e-commerce platform. It operates through the following segments: Product Commerce and Developing Offerings segments. The Product Commerce segment provides core retail and marketplace offerings and Rocket Fresh, as well as advertising products associated with these offerings. The Developing Offerings segment includes nascent offerings and services, including Coupang Eats, Coupang Play, international and fintech initiatives. The company was founded in 2010 and is headquartered in Seattle, WA.

Today, I will comprehensively walk you through my investment thesis for Coupang, including the underlying mechanisms that have resulted in its market share capture/gains. In just 10 years, Coupang has grown from $0 in sales to $24B, and it's continued to grow at about 20% for the last eight quarters. Interestingly, the market has priced it such that this growth will stop in perpetuity, but my belief is that Coupang is just getting started.

Coupang: Increasing Consumer Surplus Through Autonomy

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Coupang reported strong growth in its Q3 earnings report. The company dominates e-commerce in South Korea and is entering the Taiwanese market.

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Coupang, Inc. (NYSE:CPNG ) Q3 2023 Earnings Conference Call November 7, 2023 5:30 PM ET Company Participants Mike Parker - Vice President of Investor Relations Bom Kim - Founder and Chief Executive Officer Gaurav Anand - Chief Financial Officer Conference Call Participants Eric Cha - Goldman Sachs Stanley Yang - JPMorgan Seyon Park - Morgan Stanley James Lee - Mizuho Jiong Shao - Barclays Operator Hello, my name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to the Coupang 2023 Third Quarter Earnings Conference Call.

Coupang, Inc. (CPNG) Q3 2023 Earnings Call Transcript

Coupang has reported strong financial results for the third quarter of 2023. The company's net revenues reached $6.2 billion, with a year-over-year growth of 21% on a reported basis and 18% on an FX-neutral basis, the South Korean eCommerce platform said in a Tuesday (Nov. 7) press release announcing its earnings.

Coupang Reports Strong Growth and Profitability in Q3

SEATTLE--(BUSINESS WIRE)--Coupang Announces Results for Third Quarter 2023.

Coupang Announces Results for Third Quarter 2023

SEATTLE--(BUSINESS WIRE)--Coupang to Announce Third Quarter 2023 Results on November 7, 2023.

Coupang to Announce Third Quarter 2023 Results on November 7, 2023

Coupang's advantages in logistics help the company take market share. Competitor Naver is improving its logistics capabilities, but owning a logistics network will let Coupang have more control over its operations. International expansion will also expand TAM. Coupang is replicating its success formula in Taiwan: giving out free delivery services. The growth was twice the growth in South Korea post-Rocket launch.

Coupang: A Leading E-Commerce Player With Expanding TAM And Improving Profitability

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Down 65% since the company went public. Is Coupang stock a buy now?

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NEW YORK, NY and TAIPEI, TAIWAN / ACCESSWIRE / October 3, 2023 / SUIC Worldwide Holdings Ltd. (OTC PINK:SUIC) today announced that its partner IHart received substantial orders from the top-3 e-commerce platforms in Taiwan, boasting over 70 million visits per month.

SUIC's IHart Bags Big Orders - Top 3 E-Commerce Platforms With Over 70 Million Monthly Visits, Leading Convenience Stores 7-Eleven & Family Mart With 8000 Outlets, a Government Agency, a TV Network, Hotels, Supplier Channels and More

Coupang's continuous increase in active customers and stable revenue growth rates indicate significant growth potential. As Coupang's EBITDA margins improve towards a 10% target, it could achieve substantial free cash flow. Coupang is priced at 15x forward estimated free cash flow valuation by the end of 2024.

Coupang's Strategic Focus: Customer Expansion And Profitability

It is hard to follow Lee Ainslie (Trades, Portfolio)'s trades since he has nearly 400 positions. Which is why you have to ask why did Maverick Capital allocate so much of its portfolio Coupang Inc. ( CPNG , Financial)?

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In line with my previous predictions calling for an e-commerce rebound in the second half of this year, it appears that the e-commerce sector is recovering. In a note to investors in July, investment advisor Bernstein wrote, “with (foreign exchange) headwinds abating and a more durable online consumer, count us in that camp of anticipating further eCommerce recovery.

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Online retail has grown tremendously over the past decade at the expense of brick-and-mortar retail. With the prolonged lockdowns during the pandemic, this secular shift accelerated.

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Coupang offers a fantastic e-commerce offering to South Korean consumers, perhaps even better than Amazon's. In the last few quarters, its operating leverage has started to show.

A Bull Market Is Coming: Buy This Asian E-commerce Giant Before It's Too Late

Today, I will discuss Coupang with you through three lenses. 1) The substantial impacts currency dynamics have had on the business. 2) Its autonomous, vertically integrated commerce engine. 3) Its digital ad business which is growing at ~50% presently. I also discussed valuation considerations for the company in my concluding thoughts.

Coupang: Exceptional, Disciplined Capital Allocation

The South Korean e-commerce leader has unique delivery capabilities. Coupang and Amazon share a nearly identical approach to creating long-term value.

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Coupang Inc. ( CPNG , Financial) is a leading e-commerce company that is often referred to as the “Amazon of South Korea.” The business has experienced tremendous growth over the past several years.

A Closer Look at Coupang

Coupang's Q2 earnings easily beat Wall Street's expectations. Its growth is accelerating, and its profits are rising.

Where Will Coupang Stock Be in 1 Year?

Coupang, Inc. (CPNG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Why Coupang, Inc. (CPNG) Might be Well Poised for a Surge

The mean of analysts' price targets for Coupang, Inc. (CPNG) points to a 26.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Does Coupang, Inc. (CPNG) Have the Potential to Rally 26.68% as Wall Street Analysts Expect?

Coupang's delivery speeds make even Amazon look slow. It's turned the corner to profitability while still investing back into the business.

This E-Commerce Stock Just Delivered Blowout Earnings. Is It Time to Buy?

Coupang runs an Amazon-like e-commerce business in South Korea. The company is already profitable and has a long runway for growth ahead of it.

News for Coupang Stock (CPNG)