NYSE$CPNG

Coupang Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Coupang's Q3 2024 earnings were announced, showcasing substantial revenue growth and margin expansion.

Coupang reported a strong Q3 2024 with net revenues of $7.9 billion, a 27% year-over-year increase, and a gross profit increase of 45% to $2.3 billion. Excluding Farfetch, revenue grew by 20%. The company achieved a net income of $64 million and an adjusted EBITDA of $343 million.

  • Net revenues increased by 27% year-over-year to $7.9 billion, or 32% on an FX-neutral basis.
  • Gross profit grew by 45% year-over-year to $2.3 billion, with a gross profit margin of 28.8%.
  • Product Commerce Active Customers reached 22.5 million, an 11% year-over-year increase.
  • Developing Offerings segment revenue increased by 347% year-over-year, driven by the inclusion of Farfetch.

Headline financials

Total Revenue

$7.87B

Previous: $6.18B+27.2%
EPS

$0.04

Previous: $0.05-20.0%
Active Customers

22.5M

Previous: 20.4K+110080.7%
Net Revenue per Active Customer

$307.00

Previous: $303.00+1.3%
Adjusted EBITDA

$343M

No prior period
Adjusted EBITDA Margin

4.4%

No prior period
Capital Expenditures

-$665M

Previous: -$662M-0.4%
Free Cash Flow

-$595M

Previous: -$571M-4.2%
Net Income

$70M

Previous: $91.3M-23.3%
Operating Income

$109M

Previous: $87.5M+24.6%
Gross Profit

$2.27B

Previous: $1.57B+44.9%
Cash & Equivalents

$5.82B

Previous: $4.86B+19.8%
Total Assets

$16.3B

Previous: $11.6B+41.3%
Stock-Based Comp

$114M

Previous: $83.8M+36.0%

Revenue & EPS history

Coupang · Revenue · Quarterly

$7.87B

Q3 2024+27.2%vs Q3 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Coupang · $6.18B total across 2 segments · Q3 2023

  • Product Commerce
    $5.97B+20.6%
  • Developing Offerings
    $218M+41.1%

Forward guidance

Coupang did not provide specific forward guidance in this earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.5%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-4.0%

Avg return

30 days after

48%

12 / 25 earnings

Positive

+14.0%

Q3 2022

Best reaction

-17.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-16.2%-18.4%
Q4 2025+2.1%+2.1%-3.3%
Q3 2025-5.9%-10.0%-15.6%
Q1 2025+10.8%+8.9%+18.5%
Q4 2024+3.5%-1.5%-7.5%
Q3 2024-6.6%-6.0%-6.5%
Q2 2024+4.2%+11.0%+14.6%
Q1 2024-8.1%-3.6%-6.2%
Q4 2023+11.3%+15.6%+8.5%
Q3 2023-7.9%-8.3%-8.0%
Q2 2023+7.2%+7.3%+2.9%
Q1 2023-6.6%-9.7%-9.9%
Q4 2022-3.6%-4.2%+3.2%
Q3 2022+14.0%+3.3%+3.5%
Q2 2022-1.5%-4.6%-4.5%
Q1 2022+8.3%+19.4%+8.7%
Q4 2019-17.0%-19.2%-27.7%
Q4 2021+0.0%-22.5%-27.8%
Q3 2020-3.6%-2.9%-8.3%
Q3 2021-3.6%-2.9%-8.3%
Q2 2020-0.7%-7.6%-13.2%
Q2 2021-7.0%-9.5%-18.3%
Q1 2020+3.1%+5.4%+9.3%
Q4 2020+3.1%+5.4%+9.3%
Q1 2021-11.6%-3.0%+6.5%

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