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Luckin Coffee releases transcript of Q2 2026 earnings call

PUBT·08/04/2026 09:30:41
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Luckin Coffee releases transcript of Q2 2026 earnings call
  • Luckin Coffee held its Q2 2026 earnings call, attended by CEO Jinyi Guo, CFO Jing An, IR director Nancy Song, JPMorgan’s Jessie Xu, Goldman Sachs’ Xinyu Ruan.
  • Total net revenues rose 29% to RMB 15.9 billion on GMV up 30% to RMB 18.4 billion; GAAP operating profit rose 22% to RMB 2.1 billion.
  • Self-operated same-store sales fell 5.3% on a tougher delivery-subsidy comparison; delivery expense ratio improved to 10% from 14%.
  • Store base reached 36,310; China added 2,668 net new stores to 36,087, with 23,625 self-operated, 12,462 partnership.
  • Management flagged continued high-base pressure in Q3 from last year’s July-August subsidies; profitability trend improving as delivery mix declines.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Luckin Coffee Inc. published the original content used to generate this news brief on August 04, 2026, and is solely responsible for the information contained therein.