Chinese Urbanization And Digital Transformation Will Unlock Market Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

03 Dec 24

Updated

30 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

48.8%

7D

-1.8%

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1Y

48.8%

7D

-1.8%

You can edit this narrative until Dec 1 9:10 AM. Then, changes will post as Updates.

Author's Valuation

US$49.9528.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 30 Nov 25

Fair value Increased 3.53%

LKNC.Y: Market Leadership Will Support Store Expansion Across China

The analyst consensus price target for Luckin Coffee has risen from $48.24 to $49.95, as analysts cite strong store growth and continued profitability in a rapidly expanding Chinese coffee market. Analyst Commentary Bullish Takeaways Bullish analysts highlight Luckin Coffee's consistent outperformance within China's rapidly growing coffee sector, noting that it is now the largest coffee chain in the country by store count.

Shared on 16 Nov 25

Fair value Increased 2.88%

LKNC.Y: Market Leadership Will Drive Store Expansion Momentum In China

Analysts have revised their fair value estimate for Luckin Coffee upward from $46.89 to $48.24. They cite strong growth prospects and continued optimism for China's expanding coffee market.

Shared on 06 Sep 25

Fair value Increased 2.80%

The consensus analyst price target for Luckin Coffee has increased modestly as a sharp decline in its future P/E ratio offset a slight reduction in revenue growth forecasts, lifting the fair value estimate from $45.61 to $46.89. What's in the News Luckin Coffee (LKNCY), now China's largest coffee chain, has opened its first store in New York City less than 200 feet from a Starbucks location, signaling its entry into the U.S. market (WSJ).

Shared on 07 Aug 25

Luckin Coffee’s future P/E ratio has dropped sharply from 21.27x to 2.96x while its net profit margin remains stable at 9.4%, leading to the consensus analyst price target holding steady at $45.61. Valuation Changes Summary of Valuation Changes for Luckin Coffee The Consensus Analyst Price Target remained effectively unchanged, at $45.61.

Shared on 01 May 25

Fair value Increased 6.65%

Shared on 23 Apr 25

Fair value Increased 1.76%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Decreased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 3.23%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 19 Mar 25

Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 8.63%

AnalystConsensusTarget has increased profit margin from 8.9% to 9.9% and decreased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

US$49.95

28.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

16.77%

Hospitality revenue growth rate

0.49%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.17%

Calculation

CN¥6.91b

Earnings '28

x

21.27x

PE Ratio '28

=

CN¥146.92b

Market Cap '28

CN¥146.92b

Market Cap '28

/

320.58m

No. shares '28

=

CN¥458.29

Share Price '28

CN¥458.29 Share Price '28

Discounted to 2025 @ 9.12% p.a.

=

CN¥352.74

Fair Value '25

CN¥352.74 Fair Value '25

Converted to USD @ 0.1413 CNY/USD Exchange Rate

=

US$49.86

Fair Value '25