韩国电商领军者Coupang(CPNG.US)在周二美股盘后交易中股价大跌超8%，引发市场广泛关注。此前公布的第三季度财报显示，该公司零售端的净销售额仅为61.4亿美元，低于华尔街分析师普遍预期的62.4亿美元，令投资者失望。
尽管Coupang第三季度总营收、毛利润和调整后EBITDA利润等指标均超出市场预期，但令投资者担忧的是零售销售额的增长放缓。无论是在韩国本土市场还是海外扩张市场，该数据的疲软表现或许暗示Coupang在激烈的电商竞争中可能失去了一些市场份额。
此外，Coupang去年斥资约35亿美元收购的全球顶级奢侈品线上销售平台Farfetch业务亏损严重，令公司第三季度净利润同比大跌30%至约6400万美元。尽管如此，Coupang表示将在2024年底之前推动Farfetch在调整后EBITDA层面实现盈亏平衡或盈利，未来有望成为公司新的利润增长点。
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