Luckin Coffee (ADR)

Luckin Coffee reported fourth-quarter revenue up 32.9% year over year to $1.82 billion, driven by new store openings and expansion into markets like Singapore, Malaysia and the U.S. The company leverages low prices, online ordering and cashier-free formats and trades about 36% below its 2020 peak, with a forward P/E of 24 versus Starbucks at 41. CEO Jinyi Guo plans to seek a Nasdaq relisting, which management says could unlock significant value, making Luckin the preferred pick versus Mama's Creations in this analysis. » Plus sur finance.yahoo.com

Luckin Coffee opened a two-storey Origin Flagship in Shenzhen, its 30,000th store, offering premium pour-over and specialty drinks at higher prices than its usual $1–$2 items. The move signals a push into Starbucks’ premium territory as Luckin leverages its app-driven model and aggressive marketing after reporting $1.55 billion revenue for the quarter to September 2025, up about 48% year‑on‑year. Centurium Capital, Luckin’s backer, is reportedly exploring a possible bid for Coca-Cola-owned Costa Coffee as part of broader international expansion, while investors press for operational discipline ahead of a potential U.S. relisting. Luckin is also expanding overseas with growing clusters in New York, Singapore and Malaysia. » Plus sur forbes.com

Luckin Coffee opened a two-floor Luckin Coffee Origin Flagship in Shenzhen offering premium pour-over and cold brew drinks with single-origin beans and specialty items at higher price points than its typical budget menu. The 420-sqm store, touted as the company’s 30,000th location, signals a strategic shift from low-cost kiosks toward premium experiences as Luckin competes with Starbucks’ Reserve concept. Luckin reported strong revenue growth and is expanding internationally, including recent U.S. and Southeast Asia openings, while its management has hinted at a U.S. re-listing. » Plus sur cnbc.com