# Kudi
Latest news and articles about Kudi
Total: 3 articles found
Luckin’s Delivery Surge Fades as Rapid Expansion Squeezes Q4 Profits
Luckin Coffee posted strong revenue growth in 2025 but saw fourth-quarter net profit fall nearly 40% as the delivery subsidy-driven boom faded. Rapid store expansion and rising material, rent and delivery costs exposed margin pressure, while intensifying competition and a pullback in platform subsidies pose risks to 2026 growth.
China’s 9.9-yuan Coffee Era Fades as Price War Gives Way to Profit Reality
The widespread 9.9-yuan coffee price point that anchored China’s retail coffee boom is receding as chains confront thin margins, rising input costs and franchisee stress. Kudi’s decision to end blanket 9.9 promotions and lift most prices signals a shift from volume-fuelled expansion to differentiated, sustainability-focused strategies across the sector.
China’s Cheap-Coffee Era Winds Down as Kudi Drops Its 9.9‑Yuan Anchor
Kudi has ended its near two‑year 9.9‑yuan unlimited drinks promotion, loosening the low‑price anchor that reshaped China’s coffee market. The move reflects a broader industry shift from aggressive price wars to brand, product and operational refinement amid global coffee supply pressures that make price rises more palatable.