'내우외환' 쿠팡, 1분기 어닝쇼크…대만 ‘계획된 적자’ 승부수 통할까

Coupang's Q1 2026 loss, driven by 1.7 trillion won in data breach compensation and slowing domestic customer growth, reveals the financial strain of financing its aggressive Taiwan expansion. The company is betting on a "planned losses" strategy abroad, relying on logistics automation and AI to eventually achieve profitability while maintaining market share in Korea. Whether Coupang can sustain this capital-intensive model while stabilizing its core business will determine if it can successfully expand its e-commerce dominance globally.