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    Unknown Analyst • CICC

    Unknown Analyst's questions to Luckin Coffee Inc (LKNCY) leadership

    Unknown Analyst's questions to Luckin Coffee Inc (LKNCY) leadership • Q4 2024

    Question

    An analyst from CICC inquired about the potential impact of the significant rise in coffee bean prices on the company and asked what measures, such as price increases, would be taken to mitigate this cost pressure.

    Answer

    Jinyi Guo (executive) stated that while rising coffee bean prices create some cost pressure, the impact is considered largely manageable. He attributed this resilience to Luckin's scale advantages, enhanced efficiency, and strategic investments across the full value chain, including a new long-term procurement deal for 240,000 metric tons of beans from Brazil and an expanding in-house roasting capacity. Guo confirmed that the company currently has no plans to increase selling prices, as it remains focused on rewarding customers and cultivating coffee consumption habits in China.

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    Unknown Analyst's questions to Atour Lifestyle Holdings Ltd (ATAT) leadership

    Unknown Analyst's questions to Atour Lifestyle Holdings Ltd (ATAT) leadership • Q3 2024

    Question

    An analyst from CICC asked if Atour would adjust its hotel opening guidance and whether new signing momentum would be affected by the recent RevPAR decline.

    Answer

    CEO Haijun Wang announced an increase in the full-year new openings guidance from 400 to 450 hotels, citing strong momentum with 360 openings year-to-date. He confirmed that franchisee demand remains robust, evidenced by a repurchase rate over 50% in Q3, and that the company has a sufficient pipeline to support its long-term growth strategy while tightening quality control.

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