Luckin Coffee Inc.

OTCPK:LKNC.Y 株式レポート

時価総額：US$10.7b

Luckin Coffee 将来の成長

Future 基準チェック /56

Luckin Coffee利益と収益がそれぞれ年間22.4%と13.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.6% 21.6%なると予測されています。

主要情報

22.4%

収益成長率

21.56%

EPS成長率

Hospitality 収益成長18.1%
収益成長率13.2%
将来の株主資本利益率23.57%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

更新なし

Recent updates

ナラティブの更新 • May 10

LKNC.Y: Roasting Network Expansion And Share Repurchases Will Support Future Upside

Analysts have nudged their fair value estimate for Luckin Coffee to $45.98 from $45.54, attributing the change to updated assumptions for the discount rate, revenue growth, profit margins, and future P/E levels. What's in the News Luckin Coffee announced a share repurchase program of up to US$300 million of Class A shares in the form of American Depository Shares, funded with existing cash, with a planned duration of 12 months.
ナラティブの更新 • Apr 24

LKNC.Y: Smart Roasting Network And Origin Flagship Expansion Will Support Upside

Analysts have made a modest adjustment to their $45.54 price target on Luckin Coffee, reflecting slightly updated views on discount rate, revenue growth assumptions, profit margins and future P/E multiples, while keeping their overall fair value estimate effectively unchanged. What's in the News Luckin Coffee began operating an advanced smart roasting center in Qingdao, Shandong Province, with a total investment of about RMB 3,000 million and annual roasting capacity of over 55,000 tons.
ナラティブの更新 • Apr 10

LKNC.Y: Origin Flagship Expansion And Green Retail Concept Will Support Upside

Analysts have maintained their $45.54 price target for Luckin Coffee, noting that updated model inputs, including a slightly higher discount rate and a revised future P/E assumption, offset one another in their valuation analysis. What's in the News Luckin Coffee opened its 30,000th store in Shenzhen, described as its first Origin Flagship location with a focus on Global Origins and a larger brand evolution theme (Key Developments).
ナラティブの更新 • Mar 26

LKNC.Y: Origin Flagship And Green Retail Concept Will Support Future Upside

Analysts have modestly raised their $45.54 price target for Luckin Coffee, reflecting slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E. Together, these changes indicate a fine-tuning of their view rather than a major reset.
ナラティブの更新 • Mar 10

LKNC.Y: Origin Flagship And Green Retail Expansion Will Drive Future Upside

Analysts have reduced their fair value estimate for Luckin Coffee to about $45.54 from around $48.76 as they incorporate more cautious assumptions on revenue growth, profit margins and the future P/E multiple. What's in the News Luckin Coffee marked the opening of its 30,000th store, the first Origin Flagship in Shenzhen, highlighting its large-scale retail footprint across more than 300 cities in China and overseas markets including Singapore, Malaysia and the United States.
ナラティブの更新 • Feb 24

LKNC.Y: Origin Flagship And Green Retail Expansion Will Support Future Upside

Analysts have nudged their price target on Luckin Coffee slightly higher to $48.76 from $48.60, reflecting updated assumptions around revenue growth, profit margins, discount rate, and future P/E. What's in the News Luckin Coffee opened its 30,000th store, its first Origin Flagship, in Shenzhen, tying the launch to a Global Origins theme and highlighting a shift toward greater focus on professionalism, quality, and sustainable development.
ナラティブの更新 • Feb 09

LKNC.Y: Overweight Rating And Origin Flagship Expansion Will Support Future Upside

Analysts have trimmed their fair value estimate for Luckin Coffee to about US$48.60 from roughly US$50.10, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E, even as fresh Street research highlights renewed interest in the stock within China's "bubble & brew" sector and cites a US$55 price target on new coverage. Analyst Commentary Bullish Takeaways Bullish analysts highlight the new US$55 price target as support for the view that Luckin Coffee still has upside potential relative to the revised fair value estimate of about US$48.60, pointing to room for the share price to converge toward their assumptions on earnings and P/E.
ナラティブの更新 • Jan 25

LKNC.Y: Bubble And Brew Leadership And Overweight Rating Will Support Future Upside

Analysts have nudged their price target for Luckin Coffee slightly higher to about US$50.10 from about US$49.83, citing recent positive Street research, including a new Overweight initiation, as support for the updated view. Analyst Commentary Recent Street research, including a fresh Overweight initiation and US$55 price target from JPMorgan, adds more color around how the market is thinking about Luckin Coffee at current levels.
ナラティブの更新 • Jan 11

LKNC.Y: Bubble And Brew Leadership And Margin Strength Will Support Future Upside

Analysts have nudged their fair value estimate for Luckin Coffee slightly higher to about US$49.83 per share from roughly US$49.63, citing recent positive Street research, including a new US$55 target and Overweight initiation that support modestly stronger profit margin and P/E assumptions. Analyst Commentary Recent Street research, including a new Overweight initiation and US$55 price target from JPMorgan, gives more color on how analysts are thinking about Luckin Coffee's risk and reward profile.
ナラティブの更新 • Dec 14

LKNC.Y: Store Expansion And Digital Platform Will Drive Future Market Leadership

Analysts have nudged their price target for Luckin Coffee slightly lower to $49.63 from about $49.95, reflecting modestly softer long term growth and margin assumptions, even as they continue to highlight the company as a preferred name within China's "bubble and brew" sector. Analyst Commentary Bullish Takeaways Bullish analysts highlight Luckin Coffee's positioning as a top pick within China's rapidly expanding "bubble and brew" category, supporting a premium valuation relative to slower growing domestic peers.
ナラティブの更新 • Nov 30

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.
ナラティブの更新 • Nov 16

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.
ナラティブの更新 • Sep 06

Chinese Urbanization And Digital Transformation Will Unlock Market Potential

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).
ナラティブの更新 • Aug 07

Chinese Urbanization And Digital Transformation Will Unlock Market Potential

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.
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新しいナラティブ • Dec 03

Aggressive Store Expansion And Light Milk Tea Innovations Will Drive Revenue Growth And Profitability

Aggressive store expansion and new product lines are boosting market share, diversifying offerings, and enhancing customer engagement, driving revenue growth.

業績と収益の成長予測

OTCPK:LKNC.Y - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202875,8946,7236,0748,3727
12/31/202767,5345,4183,8327,14710
12/31/202659,7564,3573,4175,70910
3/31/202652,4183,5833,3625,985N/A
12/31/202549,2883,6003,4676,091N/A
9/30/202546,1253,9314,7367,155N/A
6/30/202541,0183,9673,9836,402N/A
3/31/202537,0623,5622,9725,390N/A
12/31/202434,4752,9561,8114,229N/A
9/30/202431,9272,401-1,0831,674N/A
6/30/202428,9462,075-1,0891,668N/A
3/31/202426,7452,200-1,1931,563N/A
12/31/202324,9032,8441442,900N/A
9/30/202321,5332,6063,0743,875N/A
6/30/202318,2282,1472,1812,982N/A
3/31/202315,3251,033184985N/A
12/31/202213,293488-78120N/A
9/30/202212,0311,355-216-43N/A
6/30/202210,486803-625-452N/A
3/31/20229,101831291464N/A
12/31/20217,965579-50123N/A
9/30/20216,879-2,665-8166N/A
6/30/20215,671-4,353-1,097-274N/A
3/31/20214,530-5,044-2,446-1,624N/A
12/31/20204,033-5,589-3,199-2,377N/A
9/30/20202,783-4,661-4,065-3,286N/A
6/30/20203,182-3,481-4,751-3,137N/A
3/31/20203,319-3,918-3,940-2,526N/A
12/31/20193,025-3,713N/A-2,167N/A
9/30/20193,395-3,765N/A-1,397N/A
6/30/20192,094-3,718N/A-1,994N/A
3/31/20191,306-3,631N/A-1,815N/A
12/31/2018841-3,190N/A-1,311N/A
12/31/20171-113N/A-190N/A

アナリストによる今後の成長予測

収入対貯蓄率: LKNC.Yの予測収益成長率 (年間22.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: LKNC.Yの収益 ( 22.4% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: LKNC.Yの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: LKNC.Yの収益 ( 13.2% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: LKNC.Yの収益 ( 13.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LKNC.Yの 自己資本利益率 は、3年後には高くなると予測されています ( 23.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/14 06:07
終値2026/05/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Luckin Coffee Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Mark YuanBNP Paribas
Boyi ShiCGS International
null nullChina International Capital Corporation Limited