CPNG 4Q25 Results: Core Retail Business Has Started to Stabilize Post Data Breach Incident
What’s new: Coupang’s reported 4Q25 results that were below consensus and our expectations. Management guided consolidated total rev growth of around 5% to 10% (on a CC basis) in 1Q26 partly to reflect the impact from data breach incident. Developing offering losses would range from US$950mn to US$1.0bn in FY26 partly to reflect the continued investments in Taiwan. We maintain our PT at US$37.Analysts:
Jin Yoon
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.