
Group 1 - Luckin Coffee achieved a record sales volume of over 20 million cups on August 7, making it the top-performing fresh tea beverage brand during this promotional period [2] - The highest-selling store on that day was located in Shanghai, with a total of 2,691 cups sold [2] - Major cities contributing to the sales included Shanghai, Shenzhen, Beijing, Guangzhou, and Hangzhou [2] Group 2 - The promotional battle among delivery platforms is a resource competition, with the "first cup of autumn milk tea" serving as a significant marketing opportunity [3] - Ele.me and Taobao coordinated with leading tea brands in Hangzhou to ensure adequate stock and delivery support to handle the surge in orders [3] - Meituan is collaborating with several tea brands, including Starbucks and Luckin Coffee, to launch new products, strengthening relationships with brand partners [3] Group 3 - Luckin Coffee's supply chain and digital management systems are designed for rapid scalability, allowing the company to effectively manage the surge in demand during promotional events [3] - The company's digital management system encompasses a dynamic collaborative system covering demand forecasting, supply chain response, store fulfillment, and customer service [3] - This system enables Luckin Coffee to convert order surges into manageable operational efficiency [3] Group 4 - Luckin Coffee has established a jasmine flower base in Guangxi to ensure high-quality jasmine tea for its light milk tea series [4] - The company has secured a five-year plan to procure approximately 1 million tons of coconut raw materials from Indonesia for its signature coconut latte [4] - The newly built Xiamen super factory, with an annual roasting capacity of 55,000 tons, will enhance Luckin's supply chain control, contributing to the largest coffee roasting network in China [4] Group 5 - In Q2 2025, Luckin Coffee reported total net revenue of 12.359 billion yuan (1.723 billion USD), a year-on-year increase of 47.1% [4] - Operating profit surged by 61.8% to 1.7 billion yuan, with an operating profit margin of 13.8% [4] - The number of new transaction customers exceeded 28.7 million, with a monthly average customer count reaching nearly 91.7 million, marking a historical high [4]