瑞幸咖啡在八年内迅速崛起，成为中国最大的咖啡连锁品牌，门店数量已超越星巴克。尽管曾因会计丑闻从纳斯达克退市，但瑞幸咖啡展现了惊人的复苏能力，目前全球门店超过2.4万家，并持续推出爆款产品。其成功关键在于将自身定位为数据驱动、以App为核心的创新引擎，其运营模式更接近电商平台而非传统餐饮品牌。该报告深入剖析了瑞幸咖啡的增长策略、商业模式及其面临的国际化挑战。

☕️ 瑞幸咖啡的快速崛起与转型：仅用八年时间，瑞幸咖啡已从初创公司成长为中国最大的咖啡连锁店，其门店数量已超过星巴克，并重新定义了现代餐饮业态。尽管在2020年因会计丑闻退市，但公司实现了显著的复苏，目前全球拥有超过2.4万家门店，并持续推出热销产品，日销量可达数百万杯。

📊 瑞幸咖啡的系统化运营模式：文章指出，瑞幸咖啡不仅仅是一家咖啡连锁店，更是一个数据驱动、以App为核心的创新系统，其运营模式更像一个电子商务平台，而非传统的餐饮品牌。这种模式使其在客户洞察和产品研发方面具有独特优势。

💡 数据驱动的创新与客户洞察：瑞幸咖啡深度利用数据分析来驱动其产品创新和客户服务。2024年已推出119款新品，并以“芝士拿铁”为例，展示了其强大的研发能力和对市场趋势的快速响应。通过对客户的深入了解，瑞幸咖啡能够提供更具吸引力的产品和服务。

🌍 国际化扩张策略与挑战：报告探讨了瑞幸咖啡的国际扩张之路，以新加坡为首个海外市场，并瞄准美国市场。然而，美国咖啡市场竞争激烈且成熟，文章分析了其在海外扩张中可能遇到的挑战，特别是在组织结构方面，但也强调了其可复制的、数据驱动的零售平台是其核心资产。

📈 商业模式对比与竞争优势：文章将瑞幸咖啡的商业模式与星巴克等竞争对手进行比较，强调了瑞幸咖啡在客户数据掌握、产品迭代速度以及运营效率上的优势。其“零接触”点餐和高效的供应链管理，使其在满足消费者需求和降低运营成本方面表现出色。

In just eight years, Luckin Coffee has gone from startup to China’s largest coffee chain—surpassing Starbucks in domestic store count and redefining what a modern F&B business can look like.

Despite being delisted from Nasdaq in 2020 after an accounting scandal, the company has since staged a remarkable comeback. Today, Luckin Coffee operates over 24,000 stores globally and continues to launch viral products that sell millions of cups in a single day.

But behind this growth story is something more interesting: Luckin Coffee isn’t just a coffee chain—it’s a system. A data-powered, app-first, innovation machine that operates more like an ecommerce platform than a traditional F&B brand.

Today, we are happy to release our Inside Luckin Coffee: Strategy, model, and international playbook report. This report offers insights into the drivers behind Luckin Coffee’s rapid growth and store expansion, how its business model compares with competitors like Starbucks and also the challenges it faces entering a completely new market like the U.S.

Find out the above insights and more by purchasing the Inside Luckin Coffee: Strategy, model, and international playbook report, available at US$32.95.

You can purchase the full report here.

Here is the outline of the full 32-page report:

1. Who is Luckin Coffee?

• Who is Luckin Coffee?
• Luckin Coffee has added almost 20,000 stores since 2019
• Luckin Coffee’s wild ride: founding, scandal and comeback    
• The comeback – from fraud till today
• The current top leadership of Luckin Coffee 

2. Luckin Coffee’s business model

• A glimpse into Luckin Coffee’s model through Iced lattes
• How does Luckin Coffee compare with its competitors in the U.S.
• Luckin Coffee isn’t your typical coffee chain
• Luckin Coffee knows more about its customers than other chains
• Luckin Coffee’s R&D engine: 119 SKUs Launched in 2024
• Luckin Coffee’s R&D engine: Cheese latte case study
• How to make an iced latte: same drink, two different systems
• Luckin Coffee operates more like an ecommerce company rather than an F&B chain

3. Will Luckin Coffee win in the U.S.?

• Singapore is Luckin Coffee’s first step in its international expansion
• But the U.S. market is the bigger prize
• However, the U.S. coffee landscape is highly mature with many established competitors
• Using the POP-L framework to distill Luckin Coffee’s overseas expansion strategy 
• POP-L Insight #1: Most product-side challenges are solvable
• POP-L Insight #2: Luckin Coffee already has leadership and people foundation in place 
• POP-L Insight #3: The true challenge for Luckin Coffee’s global expansion is its organisation
• Ultimately, its real asset is a scalable, data-driven retail platform that can be replicated

Some highlights of the report:

Get your copy here!

The post [New report] How Luckin Coffee went from scandal to 24,000+ stores globally first appeared on The Low Down - Momentum Works.