Luckin Coffee's Bull Expects to See Market Share Growth in 2026-2028 -- Market Talk

Dow Jones01-13

0553 GMT - Luckin Coffee's new bull at CGS International likes its overseas expansion plans and resilient market share, which analyst Orlando Shi expects to grow in gross merchandise value by more than 23% in 2026-2028. He cites a tightening cash flow from higher coffee-bean prices weighing on smaller competitors in the freshly-made drinks sector. Luckin could also gain from the industry's expansion in Southeast Asia. "We believe that a potential M&A with a premium brand is critical for Luckin to solidify its brand and enter overseas markets with more mature coffee cultures," he adds. CGS International initiates coverage on China's biggest coffee chain with an add rating and US$52.00 target price. Its ADRs closed 1.2% higher at $33.52. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 13, 2026 00:53 ET (05:53 GMT)

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Luckin could also gain from the industry's expansion in Southeast Asia. \"We believe that a potential M&amp;A with a premium brand is critical for Luckin to solidify its brand and enter overseas markets with more mature coffee cultures,\" he adds. CGS International initiates coverage on China's biggest coffee chain with an add rating and US$52.00 target price. Its ADRs closed 1.2% higher at $33.52. 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