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Dec 31, 2024

Coupang Q4 2024 Earnings Report

Coupang reported strong revenue growth for Q4 2024, driven by growth in Product Commerce and Developing Offerings segments.

Key Takeaways

Coupang achieved $8.0 billion in net revenues for Q4 2024, a 21% increase year-over-year. Net income was $131 million, but net income attributable to stockholders dropped due to a non-cash tax benefit in Q4 2023. Gross profit increased significantly, with a strong performance in Product Commerce.

Net revenues increased 21% YoY to $8.0 billion.

Product Commerce gross profit rose 31% to $2.3 billion.

Developing Offerings revenue grew 296% to $1.1 billion.

Net income for the quarter was $131 million.

Total Revenue
$8B
Previous year: $6.56B
+21.9%
EPS
$0.04
Previous year: $0.08
-50.0%
Active Customers
22.8M
Previous year: 21M
+8.6%
Net Revenue per Customer
$302
Previous year: $312
-3.2%
Gross Profit
$2.49B
Previous year: $1.68B
+48.2%
Free Cash Flow
$463M
Previous year: $382M
+21.2%

Coupang

Coupang

Forward Guidance

Coupang expects continued revenue growth and market expansion, with a focus on profitability in 2025.

Positive Outlook

  • Focus on expanding offerings across Korea and Taiwan.
  • Continued momentum in developing new services.
  • Increased efficiency through operational improvements.
  • Focus on driving higher customer engagement.
  • Continued investment in logistics infrastructure.

Challenges Ahead

  • Potential macroeconomic risks impacting revenue growth.
  • Possible fluctuations in foreign exchange rates.
  • Challenges from high operational costs.
  • Increased competition in core markets.
  • Dependence on growth in emerging business lines.