Despite personal information leakage incidents, Coupang still set the highest sales record in history

Despite a major personal data breach last year, Coupang’s parent company, Coupang Inc., still achieved record-high revenue and profits, maintaining steady growth. Annual revenue increased by 14% year-over-year to 49.1197 trillion won, with net profit also soaring to 3.03 trillion won.

However, in the fourth quarter of last year, revenue growth slowed due to the data breach, and profitability deteriorated significantly. Fourth-quarter revenue was 12.8103 trillion won, up 11% from the same period last year but down 5% quarter-over-quarter. Operating profit for the quarter plummeted 97% year-over-year to just 11.5 billion won.

Coupang’s slowdown appears to stem from consumer anxiety and member attrition caused by the data breach. Notably, the number of WOW members slightly decreased, impacting the platform’s stability reliant on the “lock-in” effect. This indicates a partial loss of Coupang’s core customer base that drives growth.

Despite these challenges, Coupang has shown signs of recovery since early 2026. CFO Raghav Anand predicts revenue growth of only 5% to 10% in the first quarter of this year, but he also expressed an optimistic outlook, stating that recovery momentum has begun since February.

Whether Coupang can fully overcome the negative impacts of the data breach and sustain growth remains a key focus. Improving operating profit margins and ensuring stable profitability are still major challenges for the company, and further strengthening competitiveness during the resolution of these issues is necessary.