Jun. 19 at 12:18 AM
$CPNG @Crazy_Miser You want bear news? Here's one for you. The
$409 million that Coupang needs to pay after court decision represents 197% of Coupang's entire income for 2025. To put this in perspective, this represents
$0.22 drop in EPS. Coupang guided to 9~10% revenue growth for Q2, but did not guide to EPS. Therefore, upcoming Q2 earnings report will get slapped an expense item of
$0.22 EPS which will further put the company in the red beyond Q1. Unless Coupang can somehow magically find more profits, I fully expect them to miss Q2 again with share price dropping below
$14.
$12 worst case.
