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瑞幸咖啡Luckin Coffee Inc.(LKNCY)2025年第三季度业绩演示报告「OTC」(英文版)(14页).pdf

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1、November 17,2025Luckin Coffee 2025Q3 Earnings PresentationDISCLAIMERThis presentation contains certain financial measures that are not recognized under generally accepted accounting principles in the United States(“GAAP”),including non-GAAPoperating income/(loss),non-GAAP net income/(loss),non-GAAP

2、basic and diluted net income/(loss)per ADS.The presentation of these non-GAAP financial measures is notintended to be considered in isolation or as a substitute for the financial information prepared and presented in accordance with GAAP.For a reconciliation of these non-GAAPfinancial measures to th

3、e most directly comparable GAAP measures,please see the table captioned“Reconciliation of Non-GAAP Measures to the Most Directly Comparable GAAPMeasures”in the earnings release.This presentation contains forward-looking statements within the meaning of Section 21E of the U.S.Securities Exchange Act

4、of 1934,as amended.These forward-lookingstatements aremade underthe“safe harbor”provisions of the U.S.Private Securities Litigation Reform Act of 1995.These statements can beidentified by terminology such as“will,”“expects,”“anticipates,”“future,”“intends,”“plans,”“believes,”“estimates,”“potential,”

5、“continue,”“ongoing,”“targets,”“guidance”and similar statements.Luckin Coffee may alsomake written or oral forward-looking statements in its periodic reports to the U.S.Securities and Exchange Commission(the“SEC”),in its annual report to shareholders,in pressreleases and other written materials and

6、in oral statements made by its officers,directors or employees to third parties.Any statements that are not historical facts,includingstatements about Luckin Coffees beliefs and expectations,are forward-looking statements.Forward-looking statements involve inherent risks and uncertainties.A number o

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Luckin Coffee在2025年第三季度业绩演示中,展示了其强劲的业绩和增长势头。以下是关键要点: 1. 财务亮点:总净收入达到17.3亿元人民币,同比增长48.1%;GMV为1941.2亿元,同比增长10.2%;自我运营店铺的营业利润为1776.6亿元,同比增长12.9%。 2. 市场份额:自我运营店铺的同店销售额增长14.4%,平均每月交易客户数达到112.3百万,同比增长40.6%。 3. 店铺拓展:全球店铺总数达到29,214家,净新增3,008家。在中国,自我运营店铺10,287家,合作店铺18,809家。 4. 市场领导:Luckin Coffee在加快店铺开设速度,巩固中国市场领导地位,并在海外市场如马来西亚、新加坡和美国拓展。 5. 产品创新:多样化产品推动交易客户数达到新高,累计交易客户数超过420百万,25Q3新增交易客户数42+百万。 6. 可持续发展:Luckin Coffee在原产地地区支持可持续发展,为社会创造价值。 综上,Luckin Coffee在2025年第三季度保持了强劲的增长态势,财务表现亮眼,市场份额提升,店铺网络快速拓展,产品创新和可持续发展战略取得成效。
Luckin咖啡业绩如何?" "咖啡市场新霸主?Luckin咖啡增长秘诀!" 门店扩张背后的故事!"
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