在2024年11月8日盘中交易中,韩国电商巨头Coupang股价一度暴跌5.87%,报收23.85美元/股。分析人士指出,这主要源于该公司第三季度财报业绩不佳以及新收购的奢侈品电商Farfetch业绩疲软所致。
根据公布数据,Coupang第三季度净销售额为78.66亿美元,低于分析师预期的79.94亿美元。尽管归属于公司股东的净利润达1.08亿美元,大幅好于去年同期,但这主要是剔除了Farfetch的亏损影响后的结果。遗憾的是,Farfetch作为全球最大规模线上奢侈品销售平台之一,一直未能实现盈利,并预计将持续亏损至2024年底。
业内专家表示,Farfetch是Coupang布局未来的重点业务,但其持续亏损无疑给后者的整体业绩表现和投资者信心蒙上了阴影。加上韩国本土电商业务在今年也面临通胀和需求放缓压力,这些不利因素叠加令投资者对Coupang未来增长前景产生担忧,纷纷抛售股票,导致了当日股价的重挫。
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