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Chinese Urbanization And Digital Transformation Will Unlock Market Potential

Published
03 Dec 24
Updated
06 Sep 25
AnalystConsensusTarget's Fair Value
US$46.89
17.8% undervalued intrinsic discount
06 Sep
US$38.55
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1Y
35.1%
7D
2.1%

Author's Valuation

US$46.8917.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 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 on07 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 on01 May 25
Fair value Increased 6.65%

Shared on23 Apr 25
Fair value Increased 1.76%

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

Shared on17 Apr 25
Fair value Decreased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 1.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.23%

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

Shared on19 Mar 25
Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 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%.