{"id":6148,"date":"2026-05-06T19:31:30","date_gmt":"2026-05-06T19:31:30","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/6148\/"},"modified":"2026-05-06T19:31:30","modified_gmt":"2026-05-06T19:31:30","slug":"coupang-nysecpng-misses-q1-cy2026-revenue-estimates-stock-drops-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/6148\/","title":{"rendered":"Coupang (NYSE:CPNG) Misses Q1 CY2026 Revenue Estimates, Stock Drops"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Online platform company Coupang (NYSE:CPNG) missed Wall Street\u2019s revenue expectations in Q1 CY2026, but sales rose 7.5% year on year to $8.50 billion. Its GAAP loss of $0.15 per share was significantly below analysts\u2019 consensus estimates.<\/p>\n<p class=\"yf-1fy9kyt\">Is now the time to buy Coupang? <a href=\"https:\/\/stockstory.org\/us\/stocks\/nyse\/cpng?utm_source=earnings&amp;utm_medium=yahoo&amp;utm_campaign=top&amp;utm_article=C1F1aWoOZ0Y%3D&amp;utm_ticker=CPNG\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Find out in our full research report;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Find out in our full research report&quot;}\" class=\"link \">Find out in our full research report<\/a>.<\/p>\n<p>             Coupang (CPNG) Q1 CY2026 Highlights:     <\/p>\n<p class=\"yf-1fy9kyt\">Revenue: $8.50 billion vs analyst estimates of $8.56 billion (7.5% year-on-year growth, 0.6% miss)<\/p>\n<p class=\"yf-1fy9kyt\">EPS (GAAP): -$0.15 vs analyst estimates of -$0.07 (significant miss)<\/p>\n<p class=\"yf-1fy9kyt\">Adjusted EBITDA: $29 million vs analyst estimates of $21.27 million (0.3% margin, 36.3% beat)<\/p>\n<p class=\"yf-1fy9kyt\">Operating Margin: -2.8%, down from 1.9% in the same quarter last year<\/p>\n<p class=\"yf-1fy9kyt\">Free Cash Flow was -$112 million compared to -$278 million in the previous quarter<\/p>\n<p class=\"yf-1fy9kyt\">Active Customers: 23.9 million, up 500,000 year on year<\/p>\n<p class=\"yf-1fy9kyt\">Market Capitalization: $36.61 billion<\/p>\n<p>        Company Overview    <\/p>\n<p class=\"yf-1fy9kyt\">Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE:CPNG) is an e-commerce giant often referred to as the &#8220;Amazon of South Korea&#8221;.<\/p>\n<p>      Revenue Growth    <\/p>\n<p class=\"yf-1fy9kyt\">A company\u2019s long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Luckily, Coupang\u2019s sales grew at an impressive 18.2% compounded annual growth rate over the last three years. Its growth beat the average consumer internet company and shows its offerings resonate with customers.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/05\/dbd11769094fd96335429e0fdc97a7b6.png\" alt=\"Coupang Quarterly Revenue\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-lglytj  loaded\"\/> Coupang Quarterly Revenue      <\/p>\n<p class=\"yf-1fy9kyt\">This quarter, Coupang\u2019s revenue grew by 7.5% year on year to $8.50 billion, missing Wall Street\u2019s estimates.<\/p>\n<p class=\"yf-1fy9kyt\">Looking ahead, sell-side analysts expect revenue to grow 13.9% over the next 12 months, a deceleration versus the last three years. We still think its growth trajectory is attractive given its scale and indicates the market is baking in success for its products and services.<\/p>\n<p class=\"yf-1fy9kyt\">WHILE YOU\u2019RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You\u2019ve probably never heard of it.<\/p>\n<p class=\"yf-1fy9kyt\">This is what the early days of Palantir looked like before it became a $437 billion giant. Same playbook. Different technology. If you missed Palantir, you need to see this. <a href=\"https:\/\/stockstory.org\/stock-pick-l\/f0a66c1e-3b8b-48e3-86e1-f88eb5efd77b?utm_source=earnings&amp;utm_medium=yahoo&amp;utm_campaign=cta_stock_picks_light&amp;utm_content=20260301_next_palantir&amp;utm_article=C1F1aWoOZ0Y%3D&amp;utm_ticker=CPNG\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Claim The Stock Ticker for Free HERE;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Claim The Stock Ticker for Free HERE&quot;}\" class=\"link \">Claim The Stock Ticker for Free HERE<\/a>.<\/p>\n<p>      Active Customers       Buyer Growth    <\/p>\n<p class=\"yf-1fy9kyt\">As an online retailer, Coupang generates revenue growth by expanding its number of users and the average order size in dollars.<\/p>\n<p class=\"yf-1fy9kyt\">Over the last two years, Coupang\u2019s active customers, a key performance metric for the company, increased by 7.9% annually to 23.9 million in the latest quarter. This growth rate is decent for a consumer internet business and indicates people enjoy using its offerings.<\/p>\n<p>     <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Coupang Active Customers\" loading=\"lazy\" height=\"540\" width=\"960\" class=\"yf-lglytj loader\"\/> Coupang Active Customers     <\/p>\n<p class=\"yf-1fy9kyt\">In Q1, Coupang added 500,000 active customers, leading to 2.1% year-on-year growth. The quarterly print was lower than its two-year result, suggesting its new initiatives aren\u2019t accelerating buyer growth just yet.<\/p>\n<p>     Revenue Per Buyer   <\/p>\n<p class=\"yf-1fy9kyt\">Average revenue per buyer (ARPB) is a critical metric to track because it measures how much customers spend per order.<\/p>\n<p class=\"yf-1fy9kyt\">Coupang\u2019s ARPB growth has been decent over the last two years, averaging 5.8%. Its ability to increase monetization while growing its active customers demonstrates the value of its platform.<\/p>\n<p>   <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Coupang ARPB\" loading=\"lazy\" height=\"540\" width=\"960\" class=\"yf-lglytj loader\"\/> Coupang ARPB     <\/p>\n<p class=\"yf-1fy9kyt\">This quarter, Coupang\u2019s ARPB clocked in at $355.82. It grew by 5.3% year on year, faster than its active customers.<\/p>\n<p>     Key Takeaways from Coupang\u2019s Q1 Results   <\/p>\n<p class=\"yf-1fy9kyt\">We were impressed by how significantly Coupang blew past analysts\u2019 EBITDA expectations this quarter. On the other hand, its revenue slightly missed. Overall, this print had some key positives. Investors were likely hoping for more, and shares traded down 6.4% to $19.49 immediately following the results.<\/p>\n<p class=\"yf-1fy9kyt\">Should you buy the stock or not? When making that decision, it\u2019s important to consider its valuation, business qualities, as well as what has happened in the latest quarter. <a href=\"https:\/\/stockstory.org\/us\/stocks\/nyse\/cpng?utm_source=earnings&amp;utm_medium=yahoo&amp;utm_campaign=end1&amp;utm_article=C1F1aWoOZ0Y%3D&amp;utm_ticker=CPNG\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:We cover that in our actionable full research report which you can read here, it\u2019s free;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;We cover that in our actionable full research report which you can read here, it\u2019s free&quot;}\" class=\"link \">We cover that in our actionable full research report which you can read here, it\u2019s free<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Online platform company Coupang (NYSE:CPNG) missed Wall Street\u2019s revenue expectations in Q1 CY2026, but sales rose 7.5% year&hellip;\n","protected":false},"author":2,"featured_media":751,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[381],"tags":[5038,5039,426,5041,817,5040,3025],"class_list":["post-6148","post","type-post","status-publish","format-standard","has-post-thumbnail","category-coupang","tag-analyst-estimates","tag-compounded-annual-growth-rate","tag-coupang","tag-quarter","tag-revenue-estimates","tag-revenue-expectations","tag-revenue-growth"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/6148","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=6148"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/6148\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/751"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=6148"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=6148"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=6148"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}