Seeking AlphaCodex · 实盘不做把握 7/10
北京时间·🕒 发布 08-03 19:06:21时区推断·⟳ 抓取 08-03 19:06:31·⚡ 决策 08-04 09:15:58 +14h09m·84.5 天前
瑞幸咖啡二季度收入158.86亿元、Non-GAAP EPS超预期但同店销售下滑5.3%
二季度收入158.856亿元，同比增长28.5%，Non-GAAP EPS为0.80美元并超预期0.22美元。
📄 原文Seeking Alpha↗ 原文
Luckin Coffee Non-GAAP EPS of $0.80 beats by $0.22, revenue of $2.34B beats by $70M
- Luckin Coffee press release (LKNCY): Q2 Non-GAAP EPS of $0.80 beats by $0.22. - Revenue of $2.34B (+28.5% Y/Y) beats…
不做 Luckin Coffee（LKNCY.US）
同一Q2财报已处理为不做，本条仅重复转述收入、EPS和同店销售数据，不重复出卡。
不做 Coffee Holding（JVA.US）
正文主体不是JVA.US，咖啡主题联想不能替代公司级催化，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 high · price-in 风险 high ↗
消息传播链
- 2026-08-03 11:44 UTC其它search_processed_events非一手已处理消息库显示瑞幸二季度收入158.86亿元增长28.5%但同店销售下降5.3%的财报催化已判不做。
- 本条为同一Q2财报摘要，未带来新增关键事实。
关键理由
- 二季度收入158.856亿元，同比增长28.5%，Non-GAAP EPS为0.80美元并超预期0.22美元。
- 平均月交易客户达1.127亿、门店数增至36310家，规模仍扩张。
- 同店销售增速为-5.3%，较上年同期13.8%明显转弱，但同一财报催化已在已处理消息库两次判定不做。
主要风险
- 财报正负并存，且美股/OTC时段已完整消化；不应重复延长风险或重复推卡。
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 1,172 字
- Luckin Coffee press release (LKNCY): Q2 Non-GAAP EPS of $0.80 beats by $0.22.
- Revenue of $2.34B (+28.5% Y/Y) beats by $70M.
- Total net revenues were RMB15,885.6 million (US$2,336.8 million), representing a 28.5% year-over-year increase.
- Net new store openings were 2,714, comprising 2,668 stores in China (including Hong Kong), 7 stores in Singapore, 31 stores in Malaysia and 8 stores in the U.S. Total number of stores increased to 36,310 at the second quarter end, comprising 23,734 self-operated stores and 12,576 partnership stores, which represented a store unit growth of 8.1% from the total store count as of the end of the first quarter of 2026.
- Average monthly transacting customers reached a record high of 112.7 million, representing a 22.9% year-over-year increase.
- Revenues from self-operated stores were RMB11,564.1 million (US$1,701.1 million), representing a 26.6% year-over-year increase.
- Same-store sales growth for self-operated stores was negative 5.3%, compared to 13.8% in the same quarter of 2025, primarily reflecting a high prior-year comparison base due to elevated subsidies offered by food delivery platforms during that period.
-
- Revenue of $2.34B (+28.5% Y/Y) beats by $70M.
- Total net revenues were RMB15,885.6 million (US$2,336.8 million), representing a 28.5% year-over-year increase.
- Net new store openings were 2,714, comprising 2,668 stores in China (including Hong Kong), 7 stores in Singapore, 31 stores in Malaysia and 8 stores in the U.S. Total number of stores increased to 36,310 at the second quarter end, comprising 23,734 self-operated stores and 12,576 partnership stores, which represented a store unit growth of 8.1% from the total store count as of the end of the first quarter of 2026.
- Average monthly transacting customers reached a record high of 112.7 million, representing a 22.9% year-over-year increase.
- Revenues from self-operated stores were RMB11,564.1 million (US$1,701.1 million), representing a 26.6% year-over-year increase.
- Same-store sales growth for self-operated stores was negative 5.3%, compared to 13.8% in the same quarter of 2025, primarily reflecting a high prior-year comparison base due to elevated subsidies offered by food delivery platforms during that period.
-
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。