Naver Plus Store gains momentum after Coupang data breach
Naver Plus Store is emerging as a key beneficiary of Coupang’s massive data breach, with rising consumer unease fueling a sharp increase in traffic and transactions on the e-commerce platform. The momentum, amplified by year-end shopping demand, has lifted expectations for solid fourth-quarter earnings at Naver. Naver’s fourth-quarter revenue for 2025 is projected to rise about 13 percent from a year earlier, while its commerce division is expected to grow even faster, posting a 37 percent year-on-year jump driven by higher transaction volumes and increased commission rates. As Coupang grapples with public backlash over its handling of a massive data breach, Naver has positioned itself as a credible alternative, attracting shoppers with faster delivery options and an expanded range of services. According to industry tracker IGAWorks, Naver Plus Store’s monthly active users climbed more than 11 percent in December compared to the previous month, surpassing 6.3 million. Shopping traffic on the platform jumped over 20 percent in a single week in early December, while transaction count
Jan 13, 2026By Lee Gyu-lee