Dec. 26, 2025 4:36 PM ETLuckin Coffee Inc. (LKNCY) StockSBUX, MXUBY, YUMC, MXUGF, SBUX:CAMarty Popoff464 FollowersCommentsLuckin Coffee Inc. remains a Buy; the growth story is intact and the current pullback offers an attractive long-term entry point.LKNCY's innovation in product launches, robust supply chain, and focus on convenience drive strong revenue growth, with Q3 2025 revenue up 50.2% YoY.Gross margin improved to 61% despite delivery cost pressures, as Luckin benefits from supply chain investments and easing price competition.Future LKNCY growth hinges on aggressive expansion into China's lower-tier cities, with international markets and new channels providing incremental upside.Guido Mieth/DigitalVision via Getty ImagesEighteen months ago, I recommended buying Luckin Coffee Inc. (LKNCY) when it was trading in the $19 range. In late October 2025 it topped the $40 mark, and since then it has pulled back approximately 15This article was written byMarty Popoff464 FollowersMarty Popoff has over 20 years of capital markets experience, as a trader, marketer and in a pinch, structurer, primarily in the fields of Government and Corporate Bonds, Interest Rate Derivatives, Credit Derivatives, and Securitization. He has spoken at many conferences and taught Risk Management at the graduate level. From time to time he writes about topics that interest him. He often feels that investing in the markets takes a leap of faith.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments