Coupang poses increasing threat to Shinsegae, Lotte 쿠팡의 이익 급증 신세계, 롯데 위협

[김우정]

쿠팡의 작년도 매출이 30조를 돌파해서 전년대비 20%이상 증가했습니다.
초고속 로켓배송과 로켓프레시 서비스로 롯데와 신세계를 압도하고 있습니다.
영업이익도 그동안의 적자에서 벗어나 6,277억의 흑자를 기록했습니다.
올해 롯데와 신세계가 어떤 전략으로 쿠팡과 경쟁할지 주목됩니다. 
 
Coupang poses increasing threat to Shinsegae, Lotte amid soaring profits
쿠팡의 이익 급증 속에 신세계, 롯데에 위협증가

By Lee Min-hyung 이민형 기자
Posted : 2024-02-28 15:58 Updated : 2024-02-28 16:03
Korea Times

Coupang's logistics center in Bucheon, Gyeonggi Province / Yonhap 경기도 부천에 있는 쿠팡의 물류센터 / 연합

 

 
Coupang’s stronger-than-expected performance is posing an increasing threat to two of Korea’s long-Standing retail powerhouses — Shinsegae and Lotte — as the e-commerce giant is gaining ground against conventional offline retail channels at a rapid pace, according to data and industry officials, Wednesday.
수요일 데이터와 업계 관계자들에 따르면 쿠팡의 예상보다 강한 실적은 한국의 오랜 소매가 강한 기업 중 두 곳인 신세계와 롯데에 점점 더 위협이 되고 있다. 이 거대 전자상거래 업체는 빠른 속도로 기존의 오프라인 소매채널에 맞서고 있기 때문이다.

The 2023 earnings report from Coupang displays the ongoing retail paradigm shift that is driven by e-commerce. According to the firm’s regulatory filing, Coupang achieved a long-awaited turnaround in 2023 for the first time in 13 years after it was established in 2010.
쿠팡의 2023년 실적 보고서는 전자상거래를 기반으로 한 지속적인 소매 패러다임 변화를 보여준다. 쿠팡은 2010년 설립 이후 13년 만에 처음으로 2023년 대망의 반전을 이뤘다.

The company said it generated an annual operating profit of $470 million (627.7 billion won) last year. Its sales also topped 30 trillion won for the first time in its history, up by more than 20 percent from the previous year. This was buoyed by the strong purchasing power of its subscription-based users whose number tops 14 million.
이 회사는 지난해 연간 4억7천만 달러(6,277억원)의 영업이익을 올렸다고 밝혔다. 매출도 사상 처음으로 30조원을 돌파해 전년 대비 20% 이상 증가했다. 이는 구독 기반 사용자 수가 1,400만명을 돌파한 강력한 구매력에 힘입은 것이다.

Industry officials said that Coupang’s influence across the online retail industry will grow further, as its unmatched super-fast Rocket Delivery and Rocket Fresh services gain growing traction with customers here.
업계 관계자들은 쿠팡이 타의 추종을 불허하는 초고속 로켓배송과 로켓프레시 서비스가 국내 고객들에게 점점 더 많은 관심을 얻고 있기 때문에 온라인 소매업계 전반에 걸쳐 영향력이 더욱 커질 것이라고 말했다.

“One of Coupang’s core strengths is the fast delivery service, and its coverage area is widening rapidly, from daily necessities to fresh foods,” an official from a local retail channel said.
국내 한 유통채널 관계자는 "쿠팡의 핵심 강점 중 하나는 빠른 배송 서비스로 생필품부터 신선식품까지 커버리지 영역이 빠르게 넓어지고 있다"고 말했다.

However, this is not the case for offline retail business operators which have experienced declining sales during the same period, hit by the rise of e-commerce and the weakening price competitiveness of offline retailers.
그러나, 같은 기간 전자상거래의 부상과 오프라인 유통업체의 가격경쟁력 약화로 매출 감소를 경험한 오프라인 유통사업자는 그렇지 않다.

This is indicated by the earnings reports of Shinsegae and Lotte. According to a recent regulatory filing from E-Mart, the nation’s largest supermarket chain, operated by Shinsegae Group, the firm reported an operating loss of 46.9 billion won last year. Sales of Lotte Shopping also reached 15.55 trillion won during the same period, falling far short of Coupang's.
신세계와 롯데의 실적 발표가 이를 말해준다. 신세계그룹이 운영하는 국내 최대 슈퍼마켓 체인 이마트의 최근 공시에 따르면 이마트는 지난해 469억 원의 영업손실을 기록했다. 같은 기간 롯데쇼핑의 매출도 15조5500억 원으로 쿠팡에 크게 못 미쳤다.

Industry officials said the paradigm shift toward e-commerce is inevitable. Yet, Coupang has a crucial task ahead of it as it looks to reduce its accumulated losses, which have surpassed 6 trillion won.
업계 관계자들은 전자상거래로의 패러다임 전환이 불가피하다고 말했다. 다만 쿠팡은 6조원을 돌파한 누적 손실을 줄이기 위해 중요한 과제를 앞에 두고 있다.

“Coupang’s rapid inroads into the retail sector were driven by its robust investment to establish strong logistics systems, which led the company to incur enormous losses for the past few years,” an official from a retail company here said on condition of anonymity. “This is the key reason behind the firm’s weak stock performance.”
익명을 요구한 국내 한 유통업체 관계자는 "쿠팡이 유통 분야에 빠르게 진출한 것은 강력한 물류 시스템 구축을 위한 강력한 투자로 지난 몇 년간 회사가 막대한 손실을 입었기 때문"이라며 "이는 회사가 주가 약세를 보인 핵심 원인"이라고 설명했다.

According to the New York Stock Exchange, Coupang’s stock price has shown no clear signs of a rebound for more than a year now. It came close to $50 per share soon after its listing in March 2021, but rapidly lost momentum and has been hovering at less than $20 for the past two years.
뉴욕증권거래소에 따르면 쿠팡의 주가는 현재 1년 넘게 뚜렷한 반등 조짐을 보이지 않고 있다. 2021년 3월 상장 직후 주당 50달러에 육박했으나 급격히 추진력을 잃어 최근 2년간 20달러 미만을 맴돌고 있다.

Another official from a conventional retail firm, however, said that Shinsegae and Lotte have established stable revenue structures over the past few decades, so it remains premature to say that they will end up falling to Coupang in the retail sector overall.
그러나 기존 유통업체의 또 다른 관계자는 신세계와 롯데가 지난 수십 년간 안정적인 수익구조를 구축해왔기 때문에 유통업계 전반에서 쿠팡에 밀릴 것이라고 말하기는 아직 시기상조라고 말했다.

“Coupang places its sales items on daily necessities or groceries, but the traditional retail firms still have competitive edges in attracting customers’ attention by holding diverse experiential events through their offline sales channels,” the official said.
이 관계자는 "쿠팡은 생필품이나 식료품에 판매 품목을 배치하고 있지만 전통적인 소매업체들은 오프라인 판매 채널을 통해 다양한 체험 행사를 진행해 고객들의 관심을 끄는 데 여전히 경쟁력을 갖고 있다"고 말했다.

#E-commercegiant전자상거래거대기업 #Retailparadigmshift소매패러다임변화 #RocketDelivery로켓배송 #Operatingloss영업손실 #Supermarketchain슈퍼마켓체인 #Stockperformance주가약세 #Conventionalretailfirms기존유통업체 #Revenuestructures수익구조 #Competitiveedges경쟁력 #Experientialevents체험 행사