Every material Form 8-K Coupang, Inc. has filed with the SEC since June 11, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Coupang reported third quarter 2026 results with total net revenues of $10.0 billion, up 7% year over year, while swinging to a net loss of $501 million attributable to stockholders. The company said the July 2026 fire at its leased Incheon fulfillment center in Korea drove much of the profit decline, and its results excluding those costs still show a net loss of $321 million, versus net income of $95 million a year earlier.
Operating loss of $450 million, compared with operating income of $162 million in the third quarter of 2025
Diluted EPS of $(0.28), compared with $0.05 a year earlier; excluding fire-related costs, EPS was $(0.18)
Adjusted EBITDA of $116 million, down from $413 million; trailing twelve-month free cash flow was $(409) million
Repurchased 12.7 million Class A shares for $201 million during the quarter
Coupang reported second-quarter 2026 net revenues of $8.9 billion, up 4% from a year earlier, but swung to a net loss of $570 million from a $32 million profit. The loss includes approximately $410 million in administrative fines in Korea, and excluding them the net loss was $160 million. The filing contains no updated guidance, and the company also repurchased $459 million of Class A stock during the quarter.
Total net revenues were $8.9 billion, up 4% reported and 10% in constant currency.
Net loss attributable to Coupang stockholders was $570 million, or $(0.32) per share, versus a $32 million profit, or $0.02 per share, a year earlier.
Excluding about $410 million of Korean administrative fines, the net loss was $160 million, or $(0.09) per share.
Adjusted EBITDA was $163 million, a 1.8% margin, down from $428 million a year earlier.
South Korea's Personal Information Protection Commission announced fines totaling about $410 million against Coupang Corp., a Korean subsidiary, one tied to the November 2025 data incident and one tied to a third-party advertising data program. Coupang says it will recognize these fines in its 2026 second quarter operating results and will seek judicial relief, though final amounts and corrective measures may change once formal decisions are issued.
PIPC announced fines of about $278 million related to the November 2025 data incident and about $132 million for a separate advertising data matter, announced June 10, 2026
Estimated fines of about $410 million will be recorded in 2026 second quarter operating, general and administrative expenses
Fines are not automatically stayed during appeal and are not tax deductible; Coupang Corp. will pursue relief in the Seoul Administrative Court
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