1) Investment case for Luckin Coffee
Long $LK
Long $LK
2) $LK - Freshly brewed coffee + leading chains to gain share
3) $LK - competitive landscape
4) $LK - Industry pricing and Luckin Coffee's positioning
5) $LK - Number of customers + retention on the rise
6) $LK - Sourcing + Operations
7) $LK - Competitive advantage (significantly lower cost structure)
8) $LK - Margins + low margin deliveries trending in right direction
9) $LK - CICC Research projections
10) $LK - Finally, valuations of global comparable companies
Melvin Capital, Lone Pine and Point72 Asset Management are shareholders and more hedge funds are buying shares.
The end.
Melvin Capital, Lone Pine and Point72 Asset Management are shareholders and more hedge funds are buying shares.
The end.
