Luckin Coffee Inc. LKNCY

China is practically in recession for the last year or two. Consumers are holding back and this is why the stock is stuck for the last 12 months.
It will change in 2027. We are growing sharply although Chinese consumers overall consumption is not growing, imagine what happens when Chinese consumer will get back on track!

Mr. Papa you lose today.

Beating expectation:
Q2 2026 sales amounting to $2.34B vs. $2.27B expected, EPS 0.80$ compared to 0.66$.

Great results!

Hovering near 12 months low very cheap. It will fly soon.

Looks like we are going to test the trailing twelve months low today.
The stock is very cheap!

10B$ sales in 2026 with 20% EBIT. The stock is extremely cheap and nowadays it is a defensive investment.

Earnings tomorrow will be great. Maybe they need to start paying dividends.

IPO in HK and the stock will double

Management has done a great job developing the business. Investors are afraid from new acquisitions. Management has no prior experience, lose focus? Integration is complicated etc. In my opinion, this is the reason for the correction.