LKNCY Luckin Coffee Inc - ADR

$LKNCY hey everyone! It has been awhile but I’m still here. Hope yall are doing well. Still holding tight and feeling confident. Got a trip to Beijing coming up in a few months and looking forward to checking out a few stores

$LKNCY i haven't posted in a long while. Finally made it out to Beijing to try Luckin. Coconut latte with extra shot of coffee and sweet hit the spot. I visited store no. 20350 at 2pm and my order was #898. People kept coming to pick up their drink but the counter was filled with drinks the whole hour I was there. Business is good.

$LKNCY I am just going to keep sitting pretty on this position. This stock now forms a stable part of my portfolio with its much lower volatility compared to some of the other plays. I am seeing signs that there is an uptick in pricing for coffee products. Also seeing some indication that tea products are catching on. The price point for tea matches the 9.9 CNY price, but tea is lower cost than coffee, which should mean an increase in margin. Tea is too small right now to materially lift the overall margin, however. I am looking forward to looking back at this with smiles down the road when Luckin has stores in every college campus in the USA, and every airport. That's why I hold and have no plan to shed my massive position. The best of Luckin is yet to come. As usual, SLLaP!

$LKNCY just read the report. Margins and profitability are way up. $1 plus in net income per listed share. Sssg still negative which is fully explainable. Delivery costs way down but marketing and SGA up slightly. One more quarter of negative SSSG comps then should be positive. What a bonkers cash pile though. Won’t bother listening to the call live. Truly a blow out number. We are on track for a $3B quarter in Q2 next year. Will finish the year with 40k stores. They need to use some of that cash and accelerate us expansion and start European expansion. Enough pussyfooting around. Can’t beat making over $1 per share. We should be seeing some major upgrades in price targets due to the improvement in margins etc (but likely won’t get major press releases) SLLaP!

$LKNCY my one advice to management - either give complete guidance or no guidance at all. No need to remind the world that Q4 and Q1 will be seasonally weaker. Project confidence that YOU are running and guiding the business SLLaP!

$LKNCY my thesis was always that Luckin would eventually turn into a money printing machine. Once the growth slowed and they began to maximize profits they will dividend money out. It’s inevitable! This is the beginning of that phase.

$LKNCY Same store sales dropped because delivery subsidies stopped. THAT'S GOOD! Margin improved significantly... THAT'S VERY GOOD!

$LKNCY Luckin moved away from delivery subsides and turned on the profit spicket full blast. 413m net operating income with 23% profit margin. They opted to stop chasing money losing volume and focus on profitability.

$LKNCY In a few weeks we'll be number 3 and next year number 2. Crazy. Unfortunately, international expansion is progressing too slowly.

$LKNCY From Weibo NEWS! Luckin Coffee has a whole new coffee cabinet! Luckin Ready-to-Drink Coffee has arrived in stores! Starting today, Luckin Ready-to-Drink Coffee is available in nearly 500 Luckin stores in Hangzhou and Guangzhou.

$LKNCY moved to guangzhou and visited store no. 357. My order at 9am was# 332. The price action is sure as hell frustrating but business is well. :)

$LKNCY With Luckin poised to buy back $1B in stock, that's about 10% of the company back in the caughers. That's ENORMOUS for existing investors. Regardless of what happens to the share price in the short term, rest assured, you just got a huge raise.

$LKNCY while everything else has been tanking … my lil lady Luckin still takes care of me! She ain’t making me money… but she’ s held up very well considering the beatings I am taking everywhere else .

$LKNCY $1B buyback in total. Love to see it. If market suppress prices longer, we win more in the long run. Either way - let’s go!!!

$LKNCY scheduled my complete physical examination with Dr Jinyi Guo. Specifically I enjoy his small finger size whew

$LKNCY Luckin Coffee Announces Third Quarter 2026 Financial Results Nov 03, 2026, 7:00 AM ETLuckin Coffee Inc. (LKNCY) "Dr. Jinyi Guo, Co-founder and CEO of Luckin Coffee, said, “Our execution of the high-quality, scaled growth strategy continued to yield positive results.....These results further validate our digitally driven end-to-end business model and reinforce our confidence in capturing the secular growth opportunities in China’s coffee market. With this in mind, we are pleased to announce that our board has approved a new share repurchase program of up to US$500 million. Looking ahead, we remain focused on market share gains and long-term value creation for shareholders.”

$LKNCY I'm still going to refer to this as a POS until we start closing over$40. No, I'm not shorting. Yes, it is 90% of my investment. Yes, I'm just bitching and moaning.

$LKNCY I have an outcall overnight with a Chinese stakeholder. Pillow talk should be second only to the main event. Whew

$LKNCY uh oh .. are we getting good news tomorrow?!? .. or really good news?!? time for “the somebody knows something…” meme. 💰😎👍

$LKNCY I called the Porsche dealer this morning ... I just called them back... "forget about it, sorry".