The earnings call conveyed strong growth across multiple metrics, including revenue increase, customer base expansion, and significant store openings both domestically and internationally. Product innovation and operating profit improvements further bolster the positive outlook. However, increased delivery expenses present a cost challenge. Overall, the positive elements significantly outweigh the negatives.

Company Guidance -

Q3 2025

During the second quarter of 2025, Luckin Coffee reported a 47% year-over-year increase in total net revenues, reaching RMB 12.4 billion. This growth was driven by a 46% increase in gross merchandise volume (GMV) to RMB 14.2 billion and a record high in average monthly transacting customers. Same-store sales for self-operated stores grew by 13.4%, while operating profit rose by 62% to RMB 1.7 billion, with operating margins expanding to 13.8%. The company's total store count reached 26,206, with 2,085 net new stores added domestically and 24 internationally. Sales from freshly brewed drinks accounted for 70% of total net revenues, and delivery expenses increased significantly to 14% of total revenue. Luckin also advanced its supply chain capabilities and ESG initiatives, maintaining a strong cash position with RMB 8.2 billion in reserves. Looking ahead, the company plans to sustain its rapid store expansion and focus on market share growth, while continuing to innovate its product offerings and enhance operational efficiency to support long-term sustainable growth.

Significant Revenue Growth

Total net revenues reached RMB 12.4 billion, representing a 47% year-over-year increase.

Record Store Expansion

Added 2,085 net new stores domestically, bringing the total store count to 26,117 in China.

Operating Profit Increase

Operating profit increased by 62% year-over-year to RMB 1.7 billion, with operating margins expanding to 13.8%.

Customer Base Expansion

Monthly average transacting customers grew 32% year-over-year to nearly 91.7 million.

International Expansion Milestone

Soft opening of 2 stores in New York marked a significant milestone in Luckin's international strategy.

Product Innovation

Launched over 20 freshly brewed beverages and several snacks, with new products like Kale Fruits and Veggies Tea recording over 11.2 million cups sold within two weeks.

Luckin Coffee (LKNCY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LKNCY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.08 / -	0.071	―	―	―
Jul 30, 2025	2025 (Q2)	0.07 / 0.07	0.047	44.12% (+0.02)
Apr 29, 2025	2025 (Q1)	0.01 / 0.03	-0.004	766.67% (+0.03)
Feb 20, 2025	2024 (Q4)	0.03 / 0.05	0.017	175.00% (+0.03)
Oct 30, 2024	2024 (Q3)	0.05 / 0.07	0.054	30.77% (+0.02)
Jul 30, 2024	2024 (Q2)	- / 0.05	0.054	-12.82% (>-0.01)
Apr 30, 2024	2024 (Q1)	- / >-0.01	0.033	-112.50% (-0.04)
Feb 23, 2024	2023 (Q4)	0.33 / 0.02	0.003	500.00% (+0.01)
Nov 01, 2023	2023 (Q3)	0.52 / 0.05	0.029	85.71% (+0.03)	―	―
Aug 01, 2023	2023 (Q2)	0.25 / 0.05	-0.007	880.00% (+0.06)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LKNCY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$38.60	$38.26	-0.88%
Apr 29, 2025	$35.14	$34.20	-2.68%
Feb 20, 2025	$29.68	$32.00	+7.82%
Oct 30, 2024	$24.00	$26.50	+10.42%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Luckin Coffee Inc (LKNCY) report earnings?

Luckin Coffee Inc (LKNCY) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Luckin Coffee Inc (LKNCY) earnings time?

Luckin Coffee Inc (LKNCY) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LKNCY EPS forecast?

LKNCY EPS forecast for the fiscal quarter 2025 (Q3) is 0.08.

Luckin Coffee (LKNCY) Earnings News

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