CPNG · NYSE
Consensus is $0.04 EPS for Sep 2026 across 2 estimates, ranging $0.01 to $0.06.
No consensus figures are on file, so the quarter cannot be assessed against an external earnings estimate. Coupang delivered $8.856 billion of revenue, compared with $8.524 billion a year earlier, with net retail sales of $6.744 billion and net other revenue of $2.112 billion. The revenue increase was outweighed by faster cost growth: cost of sales rose to $6.362 billion from $5.963 billion, while operating, general and administrative expense climbed to $3.050 billion from $2.412 billion. As a result, operating income of $149 million in the prior-year quarter became a $556 million operating loss, and net income of $31 million became a $570 million net loss. The filing does not provide segment-level operating results, subscriber counts, unit volumes, or margin percentages in the supplied material. Relative to the prior period, revenue was higher than the $8.50 billion reported in Q1 FY2026, but profitability weakened substantially.
The supplied filing does not include management guidance ranges for revenue, operating income, net income, margins, subscribers, units, or capital expenditures. It therefore provides no new guide to compare with a prior guide. The filing does include standard forward-looking disclosures, cautioning that future performance may be affected by competition, investments in products and geographies, fulfillment and logistics expansion, foreign exchange, regulations, macroeconomic conditions, workforce disruptions, cybersecurity incidents, and other uncertainties. No segment-specific outlook or period-ahead assumptions are provided in the supplied material.
