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On August 3, Lucky Coffee announced financial results for the second quarter of 2026. According to the data, the company's total net revenue for the second quarter was RMB 15.886 billion, up 28.5% year on year; GAAP operating profit turned positive year on year, up 22.0% from the same period last year to reach RMB 2,123 billion. The operating margin was 13.4%, and the profit recovery trend was further consolidated. The average number of monthly trading customers increased 22.9% year over year to 113 million, a record high. By the end of the second quarter, the total number of global stores reached 36,310, and the cumulative number of trading customers was close to 500 million. In the second quarter, Lucky's self-operated store revenue was RMB 11.564 billion, up 26.6% year on year; the store-level operating profit of self-operated stores was RMB 2,469 billion, up 25.9% year on year, and the store-level operating margin was 21.3%. The revenue of affiliated stores was RMB 3,668 billion, up 27.9% year over year. GMV increased 29.8% year over year to RMB 18.40 billion. In the second quarter, Lucky's store network led the industry in terms of size and growth rate. There was a net increase of 2,714 stores in the second quarter, including a net increase of 2,668 in China and a net increase of 46 overseas stores. By the end of the second quarter, Lucky had a total of 36,310 stores; of these, the total number of stores in the Chinese market reached 360,87, including 23,625 self-operated and 12,462 joint businesses. In the international market, Lucky continues to steadily expand its overseas business. By the end of the second quarter, the total number of overseas stores reached 223, including 89 self-operated stores in Singapore, 20 self-operated stores in the US, and 114 franchised stores in Malaysia.

Zhitongcaijing·08/03/2026 11:33:10
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On August 3, Lucky Coffee announced financial results for the second quarter of 2026. According to the data, the company's total net revenue for the second quarter was RMB 15.886 billion, up 28.5% year on year; GAAP operating profit turned positive year on year, up 22.0% from the same period last year to reach RMB 2,123 billion. The operating margin was 13.4%, and the profit recovery trend was further consolidated. The average number of monthly trading customers increased 22.9% year over year to 113 million, a record high. By the end of the second quarter, the total number of global stores reached 36,310, and the cumulative number of trading customers was close to 500 million. In the second quarter, Lucky's self-operated store revenue was RMB 11.564 billion, up 26.6% year on year; the store-level operating profit of self-operated stores was RMB 2,469 billion, up 25.9% year on year, and the store-level operating margin was 21.3%. The revenue of affiliated stores was RMB 3,668 billion, up 27.9% year over year. GMV increased 29.8% year over year to RMB 18.40 billion. In the second quarter, Lucky's store network led the industry in terms of size and growth rate. There was a net increase of 2,714 stores in the second quarter, including a net increase of 2,668 in China and a net increase of 46 overseas stores. By the end of the second quarter, Lucky had a total of 36,310 stores; of these, the total number of stores in the Chinese market reached 360,87, including 23,625 self-operated and 12,462 joint businesses. In the international market, Lucky continues to steadily expand its overseas business. By the end of the second quarter, the total number of overseas stores reached 223, including 89 self-operated stores in Singapore, 20 self-operated stores in the US, and 114 franchised stores in Malaysia.