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Coupang (CPNG) Q4 FY24 earnings call

Earnings call· Dec 2024 (Q4 FY24)· Consumer Discretionary· Feb 25, 2025

Source: earnings call transcript

Coupang delivered robust Q4 FY24 results, driven by relentless customer-centric innovation and operational excellence, leading to strong revenue and gross profit growth, and significant margin expansion. The company successfully turned around Farfetch to a breakeven run rate and is expanding its playbook to new markets like Taiwan, while continuing disciplined investments in automation and AI for future growth and efficiency.

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CPNG operating KPIs by quarter

CPNG operating KPIs stated on its earnings calls, by fiscal quarter
KPI Dec 2025 Q4 FY25 Mar 2026 Q1 FY26 Jun 2026 Q2 FY26Change vs prior quarter
Active Customers Product Commerce
24.6M Product Commerce Active Customers for the quarter were 24.6 million, growing 8% year-over-year but down slightly from 24.7 million active customers reported last quarter. Source: earnings call transcript
23.9M Product Commerce active customers for the quarter were 23.9 million, growing 2% year-over-year but down 3% over last quarter. Source: earnings call transcript
24.7M Product Commerce active customers for the quarter were 24.7 million, growing 3% year-over-year and up from 23.9 million last quarter. Source: earnings call transcript
+3.3%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.