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GTJA: There is a wide space for the sinking of beverages and going overseas, and the supply chain builds a core barrier.
The investment opportunities in the beverage industry are mainly found in three stages: expansion, recovery, and transformation. Companies with higher growth potential and stronger competitive barriers should enjoy a valuation premium.
Luckin Coffee planning massive overseas expansion
Luckin Coffee Eyes Southeast Asian and American Markets in Upcoming Expansion: Report
"Monkey King" exposed Luckin Coffee's system!
According to incomplete statistics, Luckin Coffee has a total of 18 co-branded partnerships this year, including "The Story of Roses", animation LABUBU, Sesame Street, Wild Animal Party, loopy, among others. Last year, its sauce-flavored latte co-branded with Moutai was once popular on social media. Co-branding with coffee, new tea and other brands to some extent also indicates the serious homogenization in the industry. Through co-branding, brands can better cater to the interests of young consumers.
Fans of Black Myth: Wukong Surprise Luckin Coffee Amid Rush Buying
Luckin Coffee responded that the issue of unable to verify the joint vouchers has been fixed.
Sina Technology reported on the afternoon of August 19th that the Luckin Coffee x "Black Myth: Wukong" co-branded peripheral products are now online in stores. However, many netizens have claimed that the coupon for the Wukong co-branded grating card cannot be used, and the page shows an out-of-stock status. Luckin Coffee responded in the comments section of Weibo, stating that the combo system had a brief issue in the morning and has since been fixed, and can now be used normally. Some consumers complained that "this collaboration is really frustrating. The system bug caused people to wait, and the only Black Monkey material was cup sleeves and flash cards. The flash card limited edition is not even tasty." It is reported that Luckin Coffee collaborated with "Black Myth: Wukong".
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