Luckin Coffee(US:LKNCY) Xin Lang Ke Ji·2025-07-30 14:38Financial Performance - In Q2 2025, Luckin Coffee reported total net revenue of 12.359 billion RMB, a year-on-year increase of 47.1% [1] - GAAP operating profit for the quarter grew by 61.8% to 1.7 billion RMB, with an operating profit margin of 13.8% [1] - The gross merchandise volume (GMV) reached 14.179 billion RMB [1] Store Operations - Luckin Coffee opened 2,109 new stores in Q2, bringing the total number of stores to 26,206 globally [1] - In China, the company added 2,085 stores, totaling 26,117 stores, with 16,903 being self-operated and 9,214 being partner-operated [1] - Internationally, 24 new stores were opened, with a total of 89 overseas stores [1] Product and Customer Metrics - The monthly average number of transacting customers increased by 31.6% year-on-year to 91.7 million, setting a new historical high [2] - Cumulative transacting customer count surpassed 380 million [2] - The newly launched product, Feather Light Fruit and Vegetable Tea, sold over 11.2 million cups within two weeks of its release [2] ESG Initiatives - Luckin Coffee's new roasting factory in Xiamen is expected to increase annual coffee roasting capacity to 155,000 tons [2] - The company achieved multiple certifications for its facilities, including LEED Platinum certification for its flagship store and LEED BD+C certification for its roasting base [2] Strategic Focus - The CEO emphasized a focus on scale growth, revenue increase, and operating profit margin enhancement, leveraging advantages in scale, efficiency, delivery, and supply chain [3] - The company aims to continue increasing market share through product innovation and user insights, positioning itself for sustainable long-term growth [3]