Added to YB: 2026-06-09
Pitch date: 2026-04-09
LKNCY [bullish]
Luckin Coffee Inc.
-6.53%
current return
Author Info
No bio for this author
Company Info
Luckin Coffee Inc. offers retail services of freshly brewed drinks, and pre-made food and beverage items in the People's Republic of China.
Market Cap
$70.3B
Pitch Price
$32.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.79
P/E
19.52
EV/Sales
1.35
Sector
Hotels, Restaurants and Leisure
Category
growth
Luckin Coffee Inc. - $LKNCY
LKNCY: China's largest fresh coffee chain (31k stores) trades <20x P/E vs DCF-implied 46x. Thesis: 20% EPS CAGR/decade from 15% industry growth (China at 1/50th US per-capita) + margin expansion 10%→15%. Mispriced on temporary 2026 SSSG drag (subsidy war base) & bean cost spike. Catalysts: earnings growth, Nasdaq relisting. Dominant scale/cost/tech moat vs failing Cotti.
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