尽管发生个人信息泄露事件,但Coupang仍创下史上最高销售额纪录

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尽管去年发生大规模个人信息泄露事件,但Coupang的母公司Coupang Inc仍创下历史最高营收和利润,保持了稳定增长。年营收同比增长14%,达到49万1197亿韩元,净利润也大幅增长至3030亿韩元。

然而,去年第四季度因信息泄露事件,营收增长放缓,盈利能力大幅恶化。第四季度营收为12万8103亿韩元,虽较上年同期增长11%,但环比下降5%。该季度营业利润同比骤降97%,仅为115亿韩元。

Coupang增长放缓似乎源于个人信息泄露引发的消费者不安和会员流失。尤其是WOW会员数量小幅减少,对依赖"锁定"效应的平台稳定性造成了冲击。这意味着支撑Coupang增长的核心客户群体出现了部分流失。

尽管面临这些困难,Coupang自2026年初已显现复苏迹象。首席财务官拉格哈夫·阿南德预测今年第一季度营收增长率将仅为5%~10%,但他也给出了积极展望,表示自2月起已开始出现复苏势头。

未来Coupang能否完全克服个人信息泄露带来的负面影响并持续增长,仍是持续关注的焦点。尤其是改善营业利润率和确保稳定盈利能力,仍是公司面临的重大课题,有必要在解决这些课题的过程中进一步增强竞争力。

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