NYSE

Coupang, Inc.

CPNG

6 stories

$27B Market cap · 2026-10-08

Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…

Speedwell Memos Aug 5 9 clicks

Coupang’s data leak held 2Q26 constant-currency product-commerce growth to 8%, while promotions and excess logistics capacity pressured…

Speedwell Research Aug 5 3 clicks

Coupang says customer demand is normalizing after its 2025 data leak, while Q1 vouchers and underutilized capacity pressure margins.

Emerging Moats Research Jul 24 1 click

Coupang’s data scandal cut active customers to 23.9 million, but 80% of departed WOW members had returned by April as vouchers and…

Speedwell Research May 6 1 click

Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…

Speedwell Memos Jan 20 2 clicks

Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, and competitive risks as $32 billion of LTM revenue…

Speedwell Memos Jan 14 2 clicks

Investor Letters

Letters that discuss CPNG.