We tried Qu Xiaomian, the new noodle chain from the founder of Luckin. It looks to us like it’s just another noodle shop in a crowded market.
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Posted inOn the Cusp
INSIGHTS | Luckin—out of luck
The Olympics may have been delayed, but we saw a gold medal dive from Luckin Coffee’s shares. Its fraud is a cautionary tale—but about what?
Posted inOn the Cusp
Charles Lu: The man behind Luckin and China’s fastest IPOs
Who is Luckin chairman Charles Lu, and why is he still running the show after the company admitted to major revenue fraud?
Posted inWith Chinese Characteristics
Luckin is being sued by Chinese investors under brand new law
Lawyer of these Luckin investors said it is the first time investors have tried to hold a company accountable in China for fraud perpetrated on US markets.
Posted inHeavy Hitters
Chat Room: Michael Norris on Luckin Coffee’s business model
Luckin Coffee is projected to have the largest coffee network in China by the end of 2019 at its current rate of growth.
Posted inThe Numbers
US-listed Chinese firms are on thin ice
After Luckin Coffee’s spectacular admission of fraud, more Chinese companies are finding themselves in the crosshairs of regulators and short sellers.
Posted inHeavy Hitters
INSIGHTS | Is noodle chain the new blue ocean for China tech VCs?
Chinese-style noodle chain restaurants first became tech investor darlings in 2021 when the industry faced tightened regulation.
Posted inViews
China’s thirst for coffee underlies the rapid rise of Luckin Coffee
If China’s coffee market continues to expand, there may be room for two, possibly even more, big coffee purveyors.
Posted inViews
What ever happened to Luckin’s Yang Fei?
The celebrity CMO is absent from corporate filings and press conferences of the newly public company whose growth he’s credited with jump-starting.
Posted inViews
INSIGHTS: Is Luckin’s rushed IPO a path to sustainability or a pig in a poke?
Coffee unicorn’s US listing is a good time to check your FOMO and dig into the numbers
