Emart lags behind Coupang due to overhead cost burden 이마트, 간접비부담으로 쿠팡에 뒤짐

[김우정]

국내최대 할인점 체인인 이마트가 쿠팡에 밀리고 있습니다.
2분기 쿠팡의 매출은 7조 6,700억원, 영업이익은 1,940억원을 기록했습니다.
같은 기간 이마트는 매출 7조 2,700억원, 영업손실 530억원 입니다.
이마트의 부진요인은 매장리뉴얼과 전자상거래 확대라고 합니다.
향후 물류센터확장을 마친 쿠팡과 온오프라인 투자가 필요한 이마트와의 경쟁이 주목됩니다.
 
Emart lags behind Coupang due to overhead cost burden
이마트, 간접비부담으로 쿠팡에 밀리다

By Kim Jae-heun 김재흔 기자
Posted : 2023-08-15 16:25 Updated : 2023-08-15 16:32
Korea Times

Coupang's delivery trucks are parked at the company's logistics center in Seoul, in this 2021 file photo. Yonhap 쿠팡의 물류센터에 주차된 쿠팡 배달트럭, 2021년 사진. 연합

Emart, the country's largest discount store chain, has been lagging behind Coupang, the largest e-commerce firm, in sales and operating profits as more and more consumers shop online, according to industry officials, Tuesday. In addition, Emart is spending a huge amount of money to operate its stores, while Coupang does not have to. That means Emart cannot surpass Coupang in terms of profitability.
국내 최대 할인점 체인인 이마트가 온라인쇼핑을 하는 소비자들이 늘면서 매출과 영업이익에서 최대 전자상거래 업체 쿠팡에 밀리고 있다고 업계 관계자들이 화요일 밝혔다. 게다가 이마트는 매장 운영에 막대한 돈을 쓰고 있지만 쿠팡은 그럴 필요가 없다. 수익성 면에서 이마트가 쿠팡을 능가할 수 없다는 뜻이다.


The e-commerce firm surpassed Emart both in sales and operating profit in the second quarter of the year. Coupang's revenue soared 21 percent year-on-year to 7.67 trillion won ($5.84 billion). Emart's sales increased only 1.7 percent over the same period to 7.27 trillion won. Coupang posted a 194 billion won operating profit, while Emart lost 53 billion won.
쿠팡은 2분기 매출과 영업이익에서 이마트를 앞질렀다. 쿠팡의 매출은 전년 동기 대비 21% 증가한 7조 6,700억원(58억 4,000만달러)을 기록했습니다. 같은 기간 이마트의 매출은 1.7% 증가한 7조 2,700억 원에 그쳤습니다. 쿠팡은 1,940억 원의 영업이익을 냈고 이마트는 530억 원의 손실을 기록했다.

Emart's underperformance is mainly attributed to the company's strategic retreat that focused on renewing old stores and expanding its e-commerce business.
이마트의 실적 부진은 노후매장 리뉴얼과 전자상거래 사업확대에 주력한 전략적 후퇴가 주요인이다.

The large discount store market here has been suffering from sluggish sales due to an increasing demand for online shopping. As a result, Emart began to invest heavily in renewing existing stores to offer customers more than just products by featuring sporting goods shops, performance halls and other attractions that appeal to families.
국내 대형마트 시장은 온라인쇼핑 수요증가로 매출부진에 시달리고 있다. 이에 따라 이마트는 기존매장을 리뉴얼해 스포츠용품점, 공연장 등 가족들에게 매력적인 볼거리를 제공해 고객들에게 단순한 상품 이상의 상품을 제공하는 데 집중 투자하기 시작했다.

Coupang's aggressive supply chain expansion also played a key role. The e-commerce firm invested nearly 6.2 trillion won since 2014 to establish logistic centers across Korea ― allowing overnight deliveries of online orders.
쿠팡의 공격적인 공급망 확장도 핵심적인 역할을 했다. 이 전자상거래 회사는 2014년 이후 거의 6조 2천억 원을 투자하여 한국전역에 물류 센터를 설립하여 온라인 주문을 하룻밤 사이에 배달할 수 있게 했다.

Shinsegae Vice Chairman Chung Yong-jin visits to Emart's renewed store in Incheon, May 3. Newsis 5월 3일 신세계 정용진 부회장이 인천 이마트 리뉴얼 매장 방문 뉴시스

Coupang established such a dense logistics network that 70 percent of Korea's population lives within a 15-minute drive from the e-commerce giant's logistics centers.
쿠팡은 매우 촘촘한 물류 네트워크를 구축하여 한국 인구의 70%가 전자상거래 대기업의 물류 센터에서 차로 15분 이내에 거주하고 있다.

"A 'lock-in effect' played a crucial role in attracting loyal customers. All of the consumers using Coupang's various services, including Coupang Eats and Coupang Play, have come to use Coupang's online shopping mall at the same time. People learned how convenient it is to buy products through Coupang than it is to shop at other retailers' stores," an industry official said.
"'락인 효과'는 충성 고객을 끌어 모으는 데 결정적인 역할을 했다. 쿠팡이츠와 쿠팡플레이를 포함한 쿠팡의 다양한 서비스를 이용하는 소비자들 모두가 동시에 쿠팡의 온라인 쇼핑몰을 이용하게 되었다. 사람들은 다른 소매점에서 쇼핑하는 것보다 쿠팡을 통해 상품을 사는 것이 얼마나 편리한지 알게 되었다."라고 업계관계자는 말했다.

However, Emart believes it can reclaim the No.1 position in the second half of this year.
하지만 이마트는 올 하반기 1위 자리를 탈환할 수 있다고 보고 있다.

Its eight renewed large discount stores in Korea have already displayed about a 10-percent increase in sales since they reopened.
한국에 있는 8개의 리뉴얼된 대형 할인점은 이미 재개장 이후 약 10퍼센트의 매출 증가를 보이고 있다.

Emart's Kintex branch in Ilsan, Gyeonggi Province attracted about 300,000 customers just 20 days after it reopened, while sales jumped nearly 27 percent year-on-year.
경기도 일산에 있는 이마트 킨텍스점은 영업을 재개한 지 20일 만에 약 30만 명의 고객이 몰렸고, 매출은 전년 대비 약 27% 증가했다.

"When we see the full effect of store renewals, we expect the company's overall business performance to improve in the second half of this year," an Emart official said.
이마트 관계자는 "매장 리뉴얼 효과가 본격화되면 올 하반기에는 회사 전체 영업실적이 개선될 것으로 기대한다"고 말했다.

#이마트(Emart) #쿠팡(Coupang) #매출(Sales) #영업이익(Operatingprofit) #전자상거래(E-commerce) #물류네트워크(Logisticsnetwork) #매장리뉴얼(Renewalofstores) #락인효과 (Lock-ineffect) #경쟁(Competition) #사업실적(Businessperformance)