The number of employees (National Pension subscribers) at Coupang and its logistics and delivery subsidiaries, Coupang Fulfillment Services (CFS) and Coupang Logistics Services (CLS), fell for three straight months. It is the first time in the past three years (2023–2025).
On top of the so-called "leaving Coupang" trend after the personal information leak, the government's all-out pressure appears to have had an effect.
On the 27th, ChosunBiz analyzed the list of National Pension subscribers at business sites from the National Pension Service and found that the number of National Pension subscribers at Coupang, Coupang Fulfillment Services, and Coupang Logistics Services stood at 90,997 as of Dec. 25 last year.
The three companies' National Pension subscribers peaked at 93,502 on Sept. 25 last year, then fell to 92,410 in October → 91,435 in November → 90,997 in December. That is a decrease of 2,505 in three months. During the same period, unlike the slight increases at Coupang and Coupang Logistics Services, Coupang Fulfillment Services saw a drop of more than 3,000.
As Coupang's business scaled up, the three companies' National Pension subscribers first exceeded 60,000 in April 2023, 70,000 in January 2024, 80,000 in September 2024, and 90,000 in August 2025. Even in that process, there were months when the number of subscribers fell from the previous month due to staffing operations or business unit adjustments at Coupang, but this is the first time there has been a decline for three consecutive months.
After Coupang's personal information leak surfaced in November last year, the drop in order volume, including "leaving Coupang," had a large impact. In particular, since last month, Coupang Fulfillment Services has been accepting applications for unpaid leave at major logistics centers nationwide, raising the possibility that the number of jobs will shrink further.
With the government launching sweeping investigations and probes, a quick turnaround looks unlikely for the time being. Alongside the police investigation, a permanent special prosecutor and oversight by the Ministry of Employment and Labor (MOEL) are underway.
Although the U.S. government and Congress voiced concerns, the investigative authorities say they will proceed by the book. Seoul Metropolitan Police Agency Commissioner Park Jeong-bo said at a regular press briefing the previous day, regarding the United States mentioning discriminatory measures against Coupang, "We investigate according to procedure and principles."