2月26日，瑞幸咖啡（OTC：LKNCY）公布2025年第四季度及全年财报，公司持续推进聚焦规模增长的 核心战略，不断扩大供需两端的领先优势，市场份额持续稳步提升。数据显示，2025年第四季度，瑞幸 咖啡总净收入达127.77亿元人民币，同比增长32.9%。2025年全年总净收入同比增长43.0%，达492.88亿 元人民币；截至四季度末，公司门店总数达31,048家，累计交易客户数突破4.5亿。 依托数字化运营能力，瑞幸咖啡实现产品创新、IP 联名与用户运营的高效协同，持续扩大客群规模并 提升消费频次。自2025年6月起，月均交易客户数连续5个月破亿。第四季度月均交易客户数同比增长 26.5%，达9,835万。全年月均交易客户数同比增长31.1%，达9,415万。2025年全年新增交易客户数超1.1 亿，截至年末，累计交易客户数突破4.5亿。 秉持"以赴美好明天"可持续发展战略，瑞幸咖啡积极探索企业社会价值与人文关怀的深度融合，将可持 续发展理念持续融入日常运营。作为首批响应《苔花公约》为残障人士提供无障碍环境的企业之一，公 司2025年12月在杭州开设首家无障碍设计门店，并在全国积极推广标准化、可复制的残 ...

【环球网财经综合报道】2月26日晚间，瑞幸咖啡（OTC：LKNCY）公布2025年第四季度及全年财报， 公司持续推进聚焦规模增长的核心战略，不断扩大供需两端的领先优势，市场份额持续稳步提升。数据 显示，2025年第四季度，瑞幸咖啡总净收入达127.77亿元人民币，同比增长32.9%。2025年全年总净收 入同比增长43.0%，达492.88亿元人民币；截至四季度末，公司门店总数达31,048家，累计交易客户数 突破4.5亿。 在门店方面，公司保持有竞争力的开店节奏，稳步推进高线城市优质点位布局和下沉市场拓展，加强多 元消费场景覆盖，进一步拉大规模优势。第四季度净增门店1,834家，全年净增门店8,708家，截至2025 年12月31日，公司门店总数达到31,048家。第30,000家门店—— "原产地旗舰店"已正式在深圳开业，以 布局全球原产地为主题，配置原产地实验室、大师互动空间、门店专属精品豆选择和特调菜单，体现了 瑞幸在规模领先的基础上，进一步延展咖啡专业度与升级体验的能力。截至2025年12月31日，中国市场 （含香港）门店总数达30,888家，其中自营门店20,144家，联营门店10,744家，瑞幸 ...

Core Viewpoint - Luckin Coffee has launched a Brazilian-themed coffee season featuring new products and a unique advertising campaign with global ambassadors Liu Yifei and Yi Yangqianxi, creating a buzz around its offerings [1] Group 1: Product Launch - The Brazilian-themed season includes new products such as "Samba Deep Roast Latte" and "Samba Deep Roast Americano" [1] - A total of 25 coffee options supporting deep roast beans have been introduced, adding a vibrant South American flair to the winter menu [1] Group 2: Advertising Campaign - The advertisement features Liu Yifei and Yi Yangqianxi in a quirky narrative involving "Arabica" and "Capybara," which has resonated well with audiences [1] - The combination of high-profile celebrities and a whimsical animal has created a visually appealing and engaging campaign, making "Samba × Capybara" a standout winter symbol [1]

Core 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]

Core Viewpoint - Luckin Coffee has launched a "Brazil Theme Season" to promote high-quality Brazilian coffee, emphasizing its commitment to original source flavors and strengthening ties with coffee-producing regions [1][4]. Group 1: Product Launch and Innovation - The "Brazil Theme Season" features new products like Samba Deep Roasted Americano and Samba Deep Roasted Latte, made from high-quality Arabica coffee beans using Luckin's proprietary high-temperature slow-roasting technique [1][4]. - The new IP character, "Arabica Capybara," combines elements of Brazilian culture and coffee, aiming to enhance consumer engagement and cultural appreciation [2][4]. Group 2: Strategic Partnerships and Cultural Exchange - The initiative has received support from the Brazilian government, with the Brazilian Export and Investment Promotion Agency (ApexBrasil) officially designating the new IP as "Luckin's Brazilian Coffee Ambassador" [2][4]. - Luckin Coffee has signed a five-year memorandum with Brazil for the procurement of 240,000 tons of coffee beans, valued at 10 billion yuan, highlighting the deepening economic ties between the two countries [4]. Group 3: Sustainable Development and Global Sourcing - Luckin's collaboration with Brazil is part of a broader strategy to engage with global coffee origins, including Ethiopia and Indonesia, through its "Global Bean Sourcing Program" [5][6]. - The company integrates sustainable development practices into its partnerships, supporting small coffee farmers and establishing high-quality planting bases to create a resilient and sustainable industry ecosystem [4][6].