Luckin Coffee (ADR)

Sovereign wealth fund Mubadala and majority shareholder Centurium are jointly making a strategic minority investment in Luckin Coffee of about $1 billion. On a converted basis the transaction and affiliated companies amount to an economic stake of around 22.1%; Mubadala obtains, subject to conditions, the right to appoint a director. Luckin is expanding rapidly (more than 36,000 stores, Q2 revenue +29% to ~15.9 billion yuan) and continues to trade OTC in the US under the ticker LKNCY. » Więcej na de.investing.com

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. » Więcej na 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. » Więcej na forbes.com