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  • D
    Dolphin ResearchApr 29 at 03:04 PM

    Luckin Coffee (Trans): Partnership stores in lower-tier cities outperformed during the CNY holiday

    Below is Dolphin Research's Trans of Luckin Coffee's FY26Q1 earnings call.

    For the earnings analysis, see 'Luckin Coffee: Revenue Up, No Profit Gain - When Will the Little Blue Cup Shake Off the Delivery Hangover?'

    v luckin coffee
    Luckin Coffee Inc. (LKNCY.OO)Financial Overview in 100 millions,CNY 1Q24 2Q24 3Q
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    LuckinFinancial Analysis
  • D
    Dolphin ResearchMar 24 at 12:55 PM

    Mixue Group (Trans): GPM and NPM expected to decline in 2026---

    The following is Dolphin Research's earnings call Trans for Mixue Group 2H25.

    For our take on the results, please see 'Mixue Group: Lucky Cup's comeback — has Snow King bottomed?'

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    蜜雪集团2H25财务数据概览 单位:亿元,人民币 2021 2022 2023 2024 1H24 2H24 1H25 2H25 2H25E 预期差 整体 总营
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    MIXUE Ice Cream & TeaConference Minutes
  • D
    DacaiMar 17 at 03:16 AM

    US and China relations are such that they can alter any time especially with a President as capricious as Trump. Both parties lack trust in each other so while this reaching of preliminary consensus may bring relief to some stocks, there is no telling how long it can last.

    C
    Captain's Watch
    ☕️ Daily Market Talk | Mar 17, 2026

    Morning everyone! Markets rally as oil drops. Meta & Nebius ink $27B AI deal, Nvidia targets $1T, US-China reach consensus. ☕️ Grab a coffee and dive into today's big questions👇

    LONGBRIDGE 2026/03/17 LONGBRIDGE DAILY MARKET TALK TUESDAY US Indexes Rise, Oil
  • D
    Dolphin ResearchFeb 26 at 04:17 PM

    LKNCY (Trans): Market Share Gain Remains Top Strategic Priority---

    Below is Dolphin Research's recap of Luckin Coffee's FY25 Q4 earnings call. For our full take on the results, see 'Luckin: Has the delivery war hijacked the coffee leader?'

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    Luckin Coffee Inc. (LKNCY.OO)Financial 1Overview in 100 millions,CNY 3Q23 4Q23 1
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    LuckinConference Minutes
  • D
    Dolphin ResearchNov 17, 2025 at 04:02 PM

    Luckin (Minutes): Same-store growth in the fourth quarter and 2026 will face certain pressure.

    The following are the minutes of the 3Q25FY earnings call for Luckin Coffee, compiled by Dolphin Research. For a review of the earnings report, please refer to 'Luckin: Profit 'Squat' Just for a Better 'Jump''

    luckin coffee
    Luckin Coffee Inc. (LKNCY.OO)Financial Overview in 100 millions, CNY 3Q23 4Q23 1
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    LuckinConference Minutes
  • T
    Tom Nash UpdatesMay 11, 2025 at 08:06 AM

    there is a special place reserved in hell for people who have SPEAKER conversations on their phone in coffee shops....