瑞幸咖啡门店今年二季度净增2109家 总数达26206家

Core Viewpoint - Luckin Coffee reported strong performance in Q2 2025, driven by improvements in store coverage, operational efficiency, product delivery, and supply chain capabilities, with total net revenue reaching 12.359 billion RMB, a year-on-year increase of 47.1% [2] Financial Performance - Q2 GAAP operating profit increased by 61.8% year-on-year to 1.700 billion RMB, with an operating profit margin of 13.8% [2] - The Gross Merchandise Volume (GMV) reached 14.179 billion RMB [2] - Self-operated store revenue was 9.136 billion RMB, up 45.6% year-on-year, with same-store sales growth of 13.4% [2] - Operating profit from self-operated stores was 1.922 billion RMB, a year-on-year increase of 42.3% [2] - Revenue from franchise stores grew by 55.0% year-on-year to 2.867 billion RMB [2] Store Expansion - Luckin Coffee opened 2,109 new stores in Q2, bringing the total number of stores globally to 26,206 [3] - In China, 2,085 new stores were added, totaling 26,117 stores, including 16,903 self-operated and 9,214 franchise stores [3] - Internationally, 24 new stores were opened, with a total of 89 overseas stores [3] Product Development - The company continues to enhance its product matrix to meet diverse consumer needs, launching the "Beverage Season" campaign with low-calorie options [3] - The popular Orange C Americano sold over 350 million cups by the end of Q2, and the new Feather Light Fruit and Vegetable Tea exceeded 11.2 million cups in sales within two weeks of launch [3] Customer Engagement - Monthly average transaction customers increased by 31.6% year-on-year to 91.7 million, setting a new historical high [3] - Collaborations with well-known IPs like SpongeBob SquarePants and Duolingo have been well-received, leading to product sellouts [3] - Cumulative transaction customers surpassed 380 million by the end of Q2 [3] Supply Chain and ESG Initiatives - The construction of a new roasting factory in Xiamen will increase annual coffee roasting capacity to 155,000 tons, enhancing supply chain efficiency [4] - The company has received multiple LEED certifications for its facilities, promoting green transformation in the coffee value chain [4] Strategic Focus - The CEO emphasized a focus on scale growth, revenue increase, and operating profit margin improvement, aiming for sustainable long-term growth and market leadership [4]