Luckin Coffee Soars Following Impressive Q3 Store Opening Growth

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Nov 17 2025

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Source: SeekingAlpha

Strong Financial Performance: Luckin Coffee reported a 50% year-over-year revenue increase to RMB15.3 billion ($2.14 billion), exceeding expectations, with same-store sales rising 14.4%.
Expansion and Growth: The company opened 2,979 new stores in China and 29 internationally, reaching a total of 29,214 locations globally, while also achieving over 100 million average monthly transacting customers.
Profitability Metrics: GAAP operating income increased by 12.9% to RMB1.78 billion ($249 million), although the operating margin decreased to 11.6% due to expansion costs.
Market Sentiment: Luckin Coffee's shares rose by 3.1%, with analysts maintaining a consensus Strong Buy rating, while management indicated no clear timeline for relisting on a U.S. exchange.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.