Luckin Coffee, Inc. · OTC:LKNCY
Luckin Coffee — Q2 2026 Earnings Presentation
14 slides from Luckin Coffee's earnings presentation, Aug 3, 2026
Slide 1: Luckin Coffee 2026Q2 Earnings Presentation
Luckin Coffee 2026Q2 Earnings Presentation August 3, 2026
Slide 2: Disclaimer
Disclaimer This presentation contains certain financial measures that are not recognized under generally accepted accounting principles in the United States (“GAAP”), including non-GAAP operating income/(loss), non-GAAP net income/(loss), non-GAAP basic and diluted net income/(loss) per ADS . The pr
Slide 3: Business Update / Financial Highlights
BUSINESS 1 UPDATE FINANCIAL 2 HIGHLIGHTS
Slide 4: Business Update
1 BUSINESS UPDATE luckin coffe
Slide 5: Solid Quarter with Continued Market Share Gains & Record Monthly Transacting Customers
Solid Quarter with Continued Market Share Gains & Record Monthly Transacting Customers Total Net Revenues GMV(1) Average Monthly SSSG (3) Transacting Customers (2) (Self-Operated Stores) RMB15.9 billion RMB18.4 billion 112.7million (5.3)% +28.5% YoY increase +29.8% YoY increase +22.9% YoY increase S
Slide 6: Sustained Industry-Leading Store Expansion to Better Connect with Customers
Sustained Industry -Leading Store Expansion to Better Connect with Customers Footprint in China 36,087 +2,668 Total store count* Net new store openings (1) QoQ 23,625 (+1,912QoQ) Self-operated stores 12,462 (+756 QoQ) Partnership stores Footprint outside China 223 +46 Total store count* Net new stor
Slide 7: Health-Oriented Product Innovation Elevates Customer Experience
Health-Oriented Product Innovation Elevates Customer Experience Well-received New Products 100-Million Cups Club As of 2026/6/30 25 SKUs Creative Coffee Experience Little Butter Americano Full Ice, No Water Added + Coconut water + Milk 7
Slide 8: Scientific Research-Driven Product Development Demonstrates Corporate Responsibility
Scientific Research -Driven Product Development Demonstrates Corporate Responsibility Great Taste Meets Wellness Coffee Health Research & Education Heath-Driven Product Strategy Peking University Health Science Center + + + + Luckin Coffee Health Innovation Base “4+ 4 -” Freshness Nutrition Function
Slide 9: Financial Highlights
FINANCIAL 2 HIGHLIGHTS
Slide 10: Solid Top-Line Growth and Resilient Margins Despite a High Prior-Year Comparison Base
Solid Top-Line Growth and Resilient Margins Despite a High Prior -Year Comparison Base Total Net Revenues Self -Operated Stores 20,000 (1) (2) (in million RMB) 18,000 20,000 Revenues from self-operated stores SSSG 16,000 15,886 18,000 (in million RMB) 16,000 (20.3)% 13.8% (5.3)% 12,359 14,000 14,000
Slide 11: Demand-Driven Store Expansion Reinforces Market Leading Position
Demand-Driven Store Expansion Reinforces Market Leading Position Number of Stores (1) Net New Store Openings(2) Average Monthly Transacting Customers (3) (in million) Self-operated stores Partnership stores * Self-operated stores Partnership stores* +3,008 As of 2026Q2, cumulative transacting 36,310
Slide 12: Healthy Profitability Supported by Normalized Food Delivery Dynamics
Healthy Profitability Supported by Normalized Food Delivery Dynamics 2026Q2 2026Q2 Non-GAAP Non-GAAP Operating Margin 15.1% Net Margin 11.0% Store-Level Operating Margin(1) Cost of Materials General & Administrative Expenses Delivery Expenses (Self-Operated Stores) Sales & Marketing Expenses % of to
Slide 13: Strong Cash Generation Capability and Disciplined Financial Management
Strong Cash Generation Capability and Disciplined Financial Management Cash Inflow from Cash at Bank and on Hand (1) Net Cash Position (2) Operating Activities As of June 30, 2026 2026Q2 As of June 30, 2026 RMB RMB RMB 10.9 billion 2.6 billion 9.0 billion Notes: (1) Includes cash and cash equivalent
Slide 14: Thank you!
Thank you！