Coupang's earnings hit record-high in Q2 쿠팡, 2분기 영업이익 역대최대

[김우정]

2010년에 설립된 쿠팡이 흑자를 기록하며 저력을 나타내기 시작했습니다.
2분기 영업이익이 1억 4,500만달러로 사상최대를 기록했습니다.
이자, 세금, 감가상각 공제전 영업이익인 EBITA는 3억달러입니다.
지난 1년간 현금흐름은 20억달러를 기록했습니다.
향후, 쿠팡의 성장과 신세계, 롯데 등 과의 전자상거래  시장변화가 흥미롭습니다.
 
Coupang's earnings hit record-high in Q2
쿠팡, 2분기 영업이익 역대최대

By Lee Kyung-min 이경민 기자
Posted : 2023-08-09 15:24 Updated : 2023-08-09 16:09
Korea Times

Coupang achieved record revenues and operating profit in the second quarter of this year despite weakening consumer sentiment amid inflation and economic recession concerns, the Nasdaq-listed e-commerce titan said Wednesday.
수요일, 인플레이션과 경기침체 우려 속에 소비심리가 약화되었음에도 불구하고 쿠팡은 올해 2분기에 사상최대 매출과 영업이익을 달성했다고 이 나스닥에 상장된 전자상거래 대기업이 발표했다.

Second-quarter sales of $5.8 billion was up 16 percent from a year ago, while operating profit of $145 million was an improvement by $221 million.
2분기 매출 58억 달러는 1년 전보다 16% 증가한 반면, 영업이익 1억 4,500만 달러는 2억 2,100만 달러 증가한 것이다.

Adjusted EBITDA stood at $300 million with a margin of 5.1 percent. Short for earnings before interest, taxes, depreciation and amortization, EBITDA is one of the most widely used measures of a company's financial health and ability to generate cash.
조정된 EBITDA는 3억 달러로 5.1%의 마진을 기록했다. 이자, 세금, 감가상각 및 이연자산상각 전 수익의 줄임말인 EBITDA는 회사의 재무 건전성과 현금 창출 능력을 측정하는 가장 널리 사용되는 측정치 중 하나이다.

Operating cash flow for the past 12 months was $2 billion, a year-on-year increase of $2.3 billion.
지난 12개월 동안의 영업 현금 흐름은 20억 달러로 전년동기대비 23억 달러 증가했다.

Free cash flow was $1.1 billion for the same period, an increase of $2.2 billion year-on-year.
같은 기간 잉여현금흐름은 11억달러로 전년 동기 대비 22억 달러 증가했다.

The number of active customers increased 10 percent from a year ago to 19.7 million.
활동 중인 고객의 수는 1년 전보다 10% 증가한 1,970만 명을 기록했다.

Coupang founder Kim Bom-suk, also known as Bom Kim, expressed confidence in further growth and improved profitability.
김범석 쿠팡 창업자는 추가 성장과 수익성 개선에 대한 자신감을 표명했다.

He emphasized that the corporate free cash flow more than doubled in the April-June quarter. The feat came on the heels of Coupang registering its first ever surplus of $451 million in the January-March period on a cumulative 12-month basis.
그는 4-6월 분기에 기업의 잉여현금흐름이 두배 이상 증가했다고 강조했다. 이 실적은 쿠팡이 1-3월에 12개월 누적 기준으로 사상 최초로 4억 5,100만 달러의 현금흐름을 기록한 데 이은 것이다.

"We achieved both profitability and extended growth," he said during a conference call.
"우리는 수익성과 확장된 성장을 모두 달성했다."라고 그는 컨퍼런스 콜에서 말했다.

"We have generated $2 billion in operating cash flow and $1.1 billion surplus in free flow on a cumulative basis over the past year. We are certain that we will be able to deliver our long-term target guidance on an adjusted EBITDA margin of over 10 percent."
"우리는 지난 1년 동안 누적 기준으로 20억 달러의 영업 현금흐름과 11억 달러의 잉여자금흐름 흑자를 창출했다. 우리는 10% 이상의 조정된 EBITDA 마진에 대한 장기목표 지침을 달성할 수 있을 것이라고 확신한다."

The firm plans to provide Coupang Eats discounts as part of the e-commerce firm's wow membership monthly subscription benefit.
이 회사는 전자상거래회사의 와우 멤버십 월구독혜택의 일환으로 쿠팡이츠 할인을 제공할 계획이다.

Advancing the move is a meaningful increase in paid wow membership subscriptions joined by users who appreciated the benefit of about 10 percent off of food ordered and delivered through the Coupang Eats app.
이번 조치를 앞당긴 것은 쿠팡이츠 앱을 통해 주문해 배달하는 음식의 약 10% 할인 혜택을 경험한 이용자들이 가입한 유료 와우 멤버십 가입이 의미 있게 늘어난 것이다.

"The total number of wow members using Coupang Eats increased 80 percent. This in turn led to their spending increase averaging 20 percent and our market share by at least 5 percent," Kim said.
"쿠팡이츠를 사용하는 와우 회원들의 총 숫자는 80퍼센트 증가했다. 이것은 그들의 지출이 평균 20퍼센트 증가하게 했고 우리의 시장 점유율은 최소 5퍼센트 증가하게 했다,"라고 김의장은 말했다.

Coupang's overseas expansion drive will pick up speed, bolstered in part by an investment of $400 million in Taiwan.
쿠팡의 해외 진출은 대만에 4억 달러를 투자한 덕분에 속도를 낼 것이다.

"Coupang was the most downloaded app in Taiwan in the second quarter. The growth in the first 10 months since the launch of Rocket Delivery in Taiwan outpaced that of Korea in the same period," Kim said.
"쿠팡은 2분기에 대만에서 가장 많이 다운로드된 앱이었다. 대만에서 로켓배송을 시작한 이후 첫 10개월 동안의 성장은 같은 기간에 한국의 성장을 앞질렀다,"고 김의장은 말했다.

IBK Securities analyst Nam Seong-hyun said the e-commerce firm's single-digit share of the massive retail market will increase significantly in the quarters to come.
남성현 IBK증권 애널리스트는 전자상거래 업체의 거대 소매시장에서 한 자릿수 점유율이 앞으로 분기에 크게 증가할 것이라고 말했다.

"The firm's active customer growth is accelerating as underpinned by recovering profitability. Improvements in the operating cash flow of $2 billion of and over $1 billion in free cash flow are signs of a turnaround and further growth."
"회사의 적극적인 고객성장은 수익성회복에 힘입어 가속화되고 있다. 20억 달러의 영업현금흐름과 10억 달러 이상의 잉여현금흐름 개선은 반전과 추가성장의 신호이다."

#쿠팡(Coupang) #2분기Q2(Secondquarter) #EBITA(EarningsBeforeInterest, Taxes,DepreciationandAmortization)세금,이자,감가상각전영업이익 #잉여현금흐름(freecashflow) #수익(Earnings) #매출(Revenues) #영업이익(Operatingprofit) #소비자심리(Consumersentiment) #인플레이션(Inflation) #경기침체(Economicrecession) #전자상거래(E-commerce) #활동중인고객들(Activecustomers)