Luckin Coffee(US:LKNCY) IPO早知道·2025-07-31 01:54Core Viewpoint - Luckin Coffee focuses on scale growth, accelerating revenue growth and operating profit margin improvement [2][9] Financial Performance - In Q2 2025, Luckin Coffee reported total net revenue of 12.359 billion RMB, a year-on-year increase of 47.1% [2] - GAAP operating profit increased by 61.8% to 1.7 billion RMB, with an operating profit margin of 13.8% [2] - The Gross Merchandise Value (GMV) reached 14.179 billion RMB [2] Store Operations - Self-operated store revenue was 9.136 billion RMB, a year-on-year growth of 45.6%, with a same-store sales growth rate of 13.4% [4] - The number of new stores opened in Q2 was 2,109, bringing the total to 26,206 globally [6] - In China, 2,085 new stores were added, totaling 26,117 stores, including 16,903 self-operated and 9,214 franchised stores [6] International Expansion - Luckin Coffee opened two trial stores in New York, marking a significant step in its international strategy [7] - The company aims to validate its brand positioning and operational strategies in the U.S. market [7] Product Development - The company continues to innovate its product offerings, launching new low-calorie beverages and achieving significant sales [8] - Monthly active customer count reached 91.7 million, a year-on-year increase of 31.6% [8] - The company is expanding its supply chain capabilities with a new roasting facility, increasing annual roasting capacity to 155,000 tons [8] Strategic Focus - The CEO emphasized the importance of scale, efficiency, and supply chain advantages in achieving sustainable long-term growth [9][10] - The company is adapting its operational strategies to leverage market opportunities and maintain customer satisfaction [10]