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Luckin Coffee Inc. (LKNCY) Q3 2024 Earnings Call Transcript Summary

Luckin Coffee Inc. (LKNCY) Q3 2024 Earnings Call Transcript Summary

瑞幸咖啡股份有限公司(LKNCY)2024年第三季度業績會文本摘要
富途資訊 ·  10/30 23:43  · 電話會議

The following is a summary of the Luckin Coffee Inc. (LKNCY) Q3 2024 Earnings Call Transcript:

以下是瑞幸咖啡公司(LKNCY)2024年第三季度業績會記錄總結:

Financial Performance:

金融業績:

  • Luckin Coffee reported a single quarter revenue surpassing RMB 10 billion, marking a year-over-year increase of 41.4%.

  • The operating profit achieved was RMB 1.56 billion, with an operating margin of 15.3%.

  • Net profit reached RMB 1.3 billion, reflecting a net margin of 12.8%. Self-operated stores operating profit was notably high at RMB 1.75 billion.

  • 瑞幸咖啡報告了季度營業收入超過100億元人民幣,同比增長41.4%。

  • 實現的營業利潤爲15.6億元人民幣,營業利潤率爲15.3%。

  • 淨利潤達到13億元人民幣,淨利率爲12.8%。自營店營業利潤顯著高達17.5億元人民幣。

Business Progress:

業務進展:

  • Luckin Coffee expanded its store count domestically, adding 1,374 net new stores, bringing the total to 21,298.

  • In the international market, specifically Singapore, 8 new stores were opened.

  • Introduced 28 fresh beverages and light food products, including a 'Little Butter' series, bolstering its product variety.

  • Formed significant brand collaborations, enhancing market presence.

  • Broke ground on a new innovation and production center in Qingdao to support its supply chain for over 20,000 stores.

  • 瑞幸咖啡在國內擴大了店鋪數量,淨增1374家店鋪,總數達21298家。

  • 在國際市場,特別是新加坡,新開設了8家門店。

  • 推出28款新飲料和輕食產品,包括「小黃油」系列,增強了產品種類。

  • 建立重要品牌合作關係,增強市場影響力。

  • 在青島鋪設新的創新和生產中心,以支持其爲超過20,000家門店的供應鏈。

Opportunities:

機會:

  • With steady expansion in store networks and the rising popularity of coffee consumption in China, Luckin sees an opportunity for continued market share growth in both domestic and international markets.

  • The continued development and introduction of new products allow the company to meet diverse customer needs beyond traditional coffee hours, thus expanding consumer reach.

  • 隨着門店網絡的穩步擴張和中國咖啡消費的日益普及,瑞幸看到在國內和國際市場持續增長市場份額的機會。

  • 不斷開發和推出新產品使得公司能夠滿足超越傳統咖啡時間的多樣化客戶需求,從而擴大消費者群體。

Risks:

風險:

  • Although operating profitably, the international endeavors, especially in Singapore, haven't yet achieved profitability, though losses have significantly narrowed.

  • There is also acknowledgment of heavy competition and the need for intensive investment in overseas markets which represent a substantial financial challenge.

  • 雖然實現了盈利,但國際業務尤其是在新加坡仍未實現盈利,儘管虧損幅度已大幅縮小。

  • 還承認了激烈的競爭和對境外市場需要大量投資的需求,這代表着一個重大的財務挑戰。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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