Coupang Is Focusing On AI, Automation, & The Robotics Revolution; Will It Pay Off?

Coupang’s second-quarter 2025 earnings highlighted several key aspects of the company’s performance, illustrating both positive developments and ongoing challenges. On the positive side, Coupang reported a strong revenue growth of 16% year-over-year, or 19% in constant currency, reaching $8.5 billion. This revenue increase was largely driven by the Product Commerce segment, which experienced a gross profit margin expansion of 230 basis points to 32.6%, alongside an 80 basis point increase in adjusted EBITDA margins to over 9%. The company’s focus on improving selection, price, and delivery service has translated into robust customer engagement, which has fueled durable revenue growth despite the stagnant broader retail market in Korea.