Luckin Coffee 過去の業績
過去 基準チェック /36
Luckin Coffeeは、平均年間56.2%の収益成長を遂げていますが、 Hospitality業界の収益は、年間 成長しています。収益は、平均年間30.3% 40.8%収益成長率で 成長しています。 Luckin Coffeeの自己資本利益率は20.1%であり、純利益率は6.8%です。
主要情報
56.25%
収益成長率
57.44%
EPS成長率
| Hospitality 業界の成長 | 19.52% |
| 収益成長率 | 40.75% |
| 株主資本利益率 | 20.14% |
| ネット・マージン | 6.84% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • Jun 05
LKNC.Y: Roasting Network Expansion Will Support Future Upside
Analysts nudged their price target on Luckin Coffee slightly lower, from about $45.98 to roughly $45.58. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations.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.
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.収支内訳
収支内訳
Luckin Coffee の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 52,418 | 3,583 | 25,622 | 0 |
| 31 Dec 25 | 49,288 | 3,600 | 23,859 | 0 |
| 30 Sep 25 | 46,125 | 3,931 | 21,885 | 0 |
| 30 Jun 25 | 41,018 | 3,967 | 18,778 | 0 |
| 31 Mar 25 | 37,062 | 3,562 | 16,790 | 0 |
| 31 Dec 24 | 34,475 | 2,956 | 15,772 | 0 |
| 30 Sep 24 | 31,927 | 2,401 | 14,513 | 0 |
| 30 Jun 24 | 28,946 | 2,075 | 12,970 | 0 |
| 31 Mar 24 | 26,745 | 2,200 | 11,707 | 0 |
| 31 Dec 23 | 24,903 | 2,844 | 10,404 | 0 |
| 30 Sep 23 | 21,533 | 2,606 | 9,014 | 0 |
| 30 Jun 23 | 18,228 | 2,147 | 7,860 | 0 |
| 31 Mar 23 | 15,325 | 1,033 | 6,886 | 0 |
| 31 Dec 22 | 13,293 | 488 | 6,269 | 0 |
| 30 Sep 22 | 12,031 | 1,355 | 5,846 | 0 |
| 30 Jun 22 | 10,486 | 803 | 5,297 | 0 |
| 31 Mar 22 | 9,101 | 831 | 4,865 | 0 |
| 31 Dec 21 | 7,965 | 579 | 4,480 | 0 |
| 30 Sep 21 | 6,879 | -2,665 | 4,046 | 0 |
| 30 Jun 21 | 5,671 | -4,353 | 3,592 | 0 |
| 31 Mar 21 | 4,530 | -5,044 | 3,525 | 0 |
| 31 Dec 20 | 4,033 | -5,589 | 3,595 | 0 |
| 30 Sep 20 | 2,783 | -4,661 | 3,665 | 0 |
| 30 Jun 20 | 3,182 | -3,481 | 4,216 | 0 |
| 31 Mar 20 | 3,319 | -3,918 | 4,304 | 0 |
| 31 Dec 19 | 3,025 | -3,713 | 3,993 | 0 |
| 30 Sep 19 | 3,395 | -3,765 | 3,748 | 0 |
| 30 Jun 19 | 2,094 | -3,718 | 2,991 | 0 |
| 31 Mar 19 | 1,306 | -3,631 | 2,321 | 0 |
| 31 Dec 18 | 841 | -3,190 | 1,800 | 0 |
| 31 Dec 17 | 1 | -113 | 110 | 0 |
質の高い収益: LKNC.Yは 高品質の収益 を持っています。
利益率の向上: LKNC.Yの現在の純利益率 (6.8%)は、昨年(9.6%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: LKNC.Y過去 5 年間で収益を上げており、収益は年間56.2%増加しています。
成長の加速: LKNC.Yの過去 1 年間の収益成長率 ( 0.6% ) は、5 年間の平均 ( 年間56.2%を下回っています。
収益対業界: LKNC.Yの過去 1 年間の収益成長率 ( 0.6% ) Hospitality業界21.3%を上回りませんでした。
株主資本利益率
高いROE: LKNC.Yの 自己資本利益率 ( 20.1% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/06/10 01:24 |
| 終値 | 2026/06/10 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
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| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 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. 12 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。19
| アナリスト | 機関 |
|---|---|
| Mark Yuan | BNP Paribas |
| Boyi Shi | CGS International |
| null null | China International Capital Corporation Limited |