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Coupang releases transcript of Q2 2026 earnings call

PUBT
Aug 4, 2026 at 10:41 PM
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Coupang reported Q2 2026 consolidated net revenue of USD 8.9 billion, up 10% in constant currency. Adjusted EBITDA was USD 163 million, excluding a USD 410 million regulatory fine. Product Commerce revenue reached USD 7.4 billion with 24.7 million active customers. The company plans to appeal the fine imposed by Korean regulators. Coupang forecasts Q3 constant-currency revenue growth of 8%-9%, though adjusted EBITDA margin is expected to contract due to seasonality.

  • Coupang held its Q2 2026 earnings call with Founder and CEO Bom Kim, CFO Gaurav Anand, and IR lead Mike Parker. * Consolidated net revenue USD 8.9 billion; 10% constant-currency growth; adjusted EBITDA USD 163 million; 1.8% margin, excluding USD 410 million fines. * Product Commerce revenue USD 7.4 billion; 8% constant-currency growth; 24.7 million active customers; WOW membership above pre-incident levels. * Korean regulators imposed USD 410 million administrative fines; recorded in OG&A; Coupang plans to appeal; GAAP operating loss USD 556 million. * Q3 constant-currency revenue growth forecast 8%-9%; adjusted EBITDA margin contraction seen at 300-400 bps due to Chuseok timing, seasonality. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Coupang Inc. published the original content used to generate this news brief on August 04, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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