Luckin Coffee(US:LKNCY) Yang Zi Wan Bao Wang·2025-12-02 00:56Core Insights - Luckin Coffee has launched a "Brazil Theme Season" featuring new products like Samba Deep Roasted Americano and Samba Deep Roasted Latte, emphasizing high-quality Arabica coffee beans and unique roasting techniques [1][2] - The initiative aims to strengthen the connection between core coffee-producing regions and Luckin, promoting economic cooperation and value co-creation within the supply chain [1][2] - The event has received support from Brazilian officials, with the introduction of a new IP character, "Arabica Capybara," symbolizing Brazilian culture and coffee [1][2] Economic Cooperation - Luckin Coffee signed a five-year memorandum with Brazil in November 2024 for the procurement of 240,000 tons of coffee beans, valued at 10 billion yuan [2] - The company has also collaborated with Brazilian officials to host a "Brazil Coffee Culture Festival," establishing a Brazilian coffee museum and four themed stores in China [2] Global Sourcing Strategy - Since 2023, Luckin has initiated a "Global Bean Sourcing Program," establishing partnerships in Brazil, Ethiopia, Indonesia, and Yunnan, China, to create a global supply chain network for key raw materials [3] - The "Drink Original Origin Festival," launched in September, aims to enhance consumer awareness of the value of global sourcing through regionally distinctive products [3] Industry Impact - Analysts suggest that Luckin's deep involvement in the global supply chain will drive the Chinese coffee industry towards high-quality and sustainable development [3] - As awareness of origin-based "flavor brands" increases, the integration of the supply chain is expected to foster product innovation and enhance consumer experiences [3]