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Coupang's monthly active users decline for 3rd straight month in February

Published: 03 Mar. 2026, 16:23

Coupang's logo is written on a delivery truck in a supply center in Seoul on Feb. 27. [YONHAP]

Monthly active users (MAUs) of Coupang fell for the third consecutive month in February following a large-scale data breach incident disclosed by the e-commerce company late last year, industry data showed Tuesday.

The company's MAUs stood at 33.12 million last month, down 0.2 percent from 33.18 million in January, according to market tracker WiseApp Retail. The on-month decline slowed from a 3.2 percent drop in January.

Compared to November of last year, before the impact of the data breach was reflected, MAUs were down 3.7 percent in February.

Coupang has faced scrutiny since authorities disclosed that a massive data leak had affected 33.7 million customers in Korea. The company said last month it had identified an additional 165,000 accounts affected by the breach.

The New York-listed firm said the data incident weighed on fourth quarter revenue growth, active customers, paid Wow membership subscriptions and profitability beginning in December. The disclosure came as the company released its 2025 annual earnings results last week.

Fourth quarter operating profit plunged 97 percent from a year earlier to 11.5 billion won ($7.85 million).

Coupang said the business impact of the incident is stabilizing, and earnings are expected to improve from the first quarter.

Other major e-commerce platforms also reported declines in February. MAUs for China's AliExpress and Temu fell 4.4 percent and 0.9 percent, respectively, while Korea's 11Street saw an 8.7 percent drop.

Meanwhile, Naver Plus Store, operated by Naver, posted 7.5 million MAUs in February, up 5.9 percent from a month earlier, ranking fourth among e-commerce platforms after Coupang, AliExpress and Temu.

Yonhap