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瑞幸咖啡第二季度自营门店收入91.36亿元 同比增长45.6%
Core Insights - Luckin Coffee reported a total net revenue of 12.359 billion RMB for Q2 2025, representing a year-on-year growth of 47.1% [1] - GAAP operating profit increased by 61.8% year-on-year, reaching 1.7 billion RMB, with an operating profit margin of 13.8% [1] - The company opened 2,109 new stores in Q2, bringing the total number of stores globally to 26,206, with 26,117 located in China [1] Revenue Breakdown - Self-operated store revenue was 9.136 billion RMB, a year-on-year increase of 45.6%, with a same-store sales growth rate of 13.4% [1] - Partnership store revenue reached 2.867 billion RMB, showing a significant year-on-year growth of 55.0% [1] Customer Engagement - The average monthly transacting customer count grew by 31.6% year-on-year, reaching a historical high of 91.7 million [1] - Cumulative transacting customer count surpassed 380 million [1] Product Performance - New product launches, including "Bai Ka Ice Coffee Season" and "Feather Light Fruit and Vegetable Tea," received positive consumer feedback with substantial sales [1]