Luckin Coffee A Look at Unit Economics

By Mark Kalinowski Published on April 22, 2019 at 12:00 AM

Earlier today, Luckin Coffee filed for an IPO, seeking to trade on the Nasdaq with the ticker symbol “LK.” Given the data provided in the filing with the SEC, we take a closer look at Luckin Coffee’s unit economics in this report. Incidentally, that SEC filing is available at:
https://www.sec.gov/Archives/edgar/data/1767582/000104746919002450/ a2238391zf-1.htm

A Game of Tidbits Featuring House Coffee, House Dunkin and House Burger King

By Mark Kalinowski Published on April 14, 2019 at 12:00 AM

We briefly note the following tidbits regarding coffee-café segment market-share trends in the U.S., Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and Burger King (owned by Restaurant Brands International [QSR; Not Rated]):

Tidbits re WEN, Luckin Coffee, and Generation Z’s Favorite Restaurants

By Mark Kalinowski Published on March 26, 2019 at 12:00 AM

We briefly note the following tidbits regarding Wendy’s (WEN; Neutral), privately-held Luckin Coffee, and Generation Z’s favorite restaurant concepts: