Coupang posts earnings shock as price war 쿠팡, 알리 익스프레스, 테무와의 가격 전쟁으로 어닝쇼크

[김우정]

나스닥에 상장된 쿠팡의 1분기 영업이익이 4천만달러로 전년동기대비 60% 감소했습니다.

40대 중반의 김범석 창업자는 알리, 테무 등 중국 경쟁사들의 위협이 고조 되고있다고 말했습니다.

향후 관전포인트는 8월부터 인상되는 멤버십 회비로 영업이익이 얼마나 늘어날까 하는 것입니다.

김대표가 약속한 한국산 제품의 구매가 전년 대비 29% 증가한 22조원이 될까도 궁금합니다.

Coupang posts earnings shock as price war intensifies with AliExpress, Temu
쿠팡, 알리 익스프레스, 테무와의 가격 전쟁이 격화되면서 어닝 쇼크 기록

By Lee Min-hyung 이민형 기자
Posted : 2024-05-08 15:22 Updated : 2024-05-08 15:46
Korea Times

Coupang headquarters in Seoul / Yonhap 서울에 있는 쿠팡 본사 / 연합

Founder pledges to sell more made-in-Korea products
창업자, 더 많은 한국산 제품을 판매할 것을 약속

Coupang founder Kim Bom-suk / Courtesy of Coupang 쿠팡 창업자 김범석 / 쿠팡 제공

Coupang posted an unexpected earnings shock in the first quarter, hit hard by intensifying price war with Chinese e-commerce firms, AliExpress and Temu, the company said Wednesday.
쿠팡은 중국 전자상거래 업체인 알리익스프레스, 테무 등과의 가격전쟁이 격화되면서 1분기에 예상치 못한 어닝쇼크를 기록했다고 수요일 밝혔다.

The Nasdaq-listed e-commerce firm swung into a net loss of $24 million during the same period for the first time in seven quarters. The dismal earnings performance was attributable to the unexpectedly rapid rise of the Chinese competitors and Coupang's acquisition of luxury fashion retailer Farfetch which incurred a loss of $31 million.
나스닥에 상장된 이 전자상거래 업체는 같은 기간 7분기 만에 처음으로 2,400만 달러의 순손실을 기록했다. 실적이 저조한 것은 중국 경쟁사들의 예상 밖의 급부상과 쿠팡이 럭셔리 패션 유통업체인 파페치를 인수하면서 3,100만 달러의 손실을 입었기 때문이다.

Coupang founder Kim Bom-suk, also known as Bom Kim, also voiced concerns over the escalating threat from its Chinese rivals.
범킴이라고도 알려진 쿠팡 창업자 김범석도 중국 경쟁사들의 위협이 고조되는 것에 대해 우려의 목소리를 높였다.

"The rise of the Chinese e-commerce firms shows that the entry barrier in the retail industry remains low, and customers can switch to other shopping options easily than any other industries, simply with only a few clicks," Kim told investors during a conference call.
김대표는 이날 컨퍼런스 콜에서 투자자들에게 "중국 전자상거래 업체들의 부상은 소매업의 진입장벽이 여전히 낮은 상태이며, 고객들은 클릭 몇 번으로 다른 어떤 업종보다 쉽게 다른 쇼핑 옵션으로 전환할 수 있음을 보여준다"고 말했다.

Coupang, however, reported sales growth of $7.11 billion between January and March, up 28 percent from the previous year, according to its regulating filing reported to the U.S. Securities and Exchange Commission.
그러나 쿠팡은 미국 증권거래위원회에 보고된 자료에 따르면 1월부터 3월까지 매출이 전년보다 28% 증가한 71억 1천만 달러로 했다.

Its operating profit came in at $40 million, down 61 percent during the same period.
영업이익은 전년동기 대비 61% 감소한 4,000만달러를 기록했다.

Kim pledged to widen investment to attract more customers despite the intensifying retail rivalry here.
김 창업자는 국내 소매 경쟁이 심화되고 있음에도 불구하고 더 많은 고객을 유치하기 위해 투자를 확대하겠다고 약속했다.

"Customers are not hesitant to spending more at a better shopping venue," Kim said. "We should catch their heart by selling top-quality products and services to them."
김대표는 "고객들은 더 좋은 쇼핑 장소에서 더 많은 돈을 쓰는 것을 주저하지 않는다"며 "최고 품질의 제품과 서비스를 판매해 고객들의 마음을 사로잡아야 한다"고 말했다.

Toward the end, the company promised to execute more investment for quality made-in-Korea products. It said its direct purchase of Korean products will expand to 22 trillion won in 2024, up by more than 29 percent from 17 trillion won from a year earlier.
최종적으로, 그 회사는 품질 좋은 한국산 제품을 위해 더 많은 투자를 실행할 것을 약속했다. 그 회사는 한국 제품의 직접 구매가 2024년에 전년 대비 17조원에서 29% 이상 증가한 22조원으로 확대될 것이라고 말했다.

Coupang expects the strategy to win more trust from customers and help solidify its footing as the nation's top shopping platform.
쿠팡은 이번 전략이 고객들로부터 더 많은 신뢰를 얻고 국내 최고 쇼핑 플랫폼으로서의 입지를 공고히 하는 데 도움이 될 것으로 기대하고 있다.

The company also displayed its unwavering willingness to gain a greater competitive edge with its ultra-fast delivery service.
회사는 초고속 배송 서비스로 더 큰 경쟁력을 갖추겠다는 의지도 변함없이 드러냈다.

"Our primary goal is to enable customers to enjoy our free delivery services nationwide — even isolated islands and mountainous areas," Kim said. "We will expand capital investment worth billions of dollars to strengthen our fulfillment and logistics infrastructures to achieve the goal."
김 대표는 "도서 산간 등 전국적으로 고객들이 무료배송 서비스를 누릴 수 있도록 하는 것이 1차 목표"라며 "목표 달성을 위해 수십억 달러 규모의 자본투자를 확대해 풀필먼트와 물류 인프라를 강화할 것"이라고 말했다.

Earlier, Coupang shared its plan to invest more than three trillion won over the next three years until 2026 and operate more logistics centers across the nation. The company also pledged to invest 5.5 trillion won this year for its free shipping and free parcel return service.
앞서 쿠팡은 2026년까지 향후 3년간 3조원 이상을 투자하고 전국에 더 많은 물류센터를 운영하겠다는 계획을 공유한 바 있다. 무료배송과 무료 택배반송 서비스를 위해 올해 5조5000억원을 투자하겠다고 약속하기도 했다.

According to data from market tracker Wiseapp Retail Goods, Coupang tightened its position as the nation's most-sought-after shopping platform with its number of monthly active users reaching 30.26 million in the first quarter on average. AliExpress came in second with 8.07 million. That of Temu reached 6.6 million.
시장 추적업체 와이즈앱리테일굿즈의 자료에 따르면, 쿠팡은 1분기에 월간 활성 사용자 수가 평균 3,026만 명에 달해 국내에서 가장 많이 찾는 쇼핑 플랫폼으로서의 입지를 강화했다. 알리익스프레스는 807만 명으로 2위를 차지했다. 테무는 660만 명에 달했다.

#earningsshock실적쇼크 #pricewar가격전쟁 #Chinesee-commercefirms중국전자상거래업체 #Nasdaq-listed나스닥상장된 #operatingprofit영업이익 #made-in-Koreaproducts한국산제품 #retailrivalry소매경쟁 #ultra-fastdeliveryservice초고속배송서비스 #logisticscenters물류센터 #monthlyactiveusers월간활성사용자