Coupang — Third Quarter 2026 Earnings Summary

Coupang reported third-quarter 2026 net revenues of $10.0 billion, representing a 7% year-over-year increase on a reported basis. The company recorded a net loss of $501 million, or $0.28 per diluted share, driven by a 6% decline in gross profit and significant costs associated with the Incheon fulfillment center fire. Excluding the impact of the fire-related losses, the adjusted net loss narrowed to $321 million, while the Developing Offerings segment saw revenues grow 23% year-over-year to $1.6 billion. Product Commerce active customers increased by 2% to 25.2 million, and the company repurchased 12.7 million shares of Class A common stock for $201 million during the quarter.