쉐도잉 연습: How Chinese Luckin Is Taking On Starbucks In the U.S. - YouTube로 영어 말하기 배우기
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China's largest coffee chain, is taking on the US.
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China's largest coffee chain, is taking on the US.
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At the beginning of September 2025, just two months since its launch, Luckin had opened five stores in New York City.
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The coffee giant has only been around since 2017, but it's become a dominant force in its domestic market with almost all of its 26,000 locations in China.
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For reference, Starbucks has just under 8000 in China and about 17,000 in the US.
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CNBC visited one of the first lock in locations in New York. It had a number on the coffee counter 00002.
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The zeros suggest that Luckin may be looking to scale its locations here into the thousands.
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But what challenges could Luckin face as it enters the US market, and what kind of threat could it pose to coffee chains like Starbucks?
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Luckin is a relatively young company, but has already experienced some major ups and downs.
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Founded in June 2017, within two years the company went public on the Nasdaq.
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Its initial growth was rapid and Wall Street was bullish on its future. From Q1 of 2018 to Q1 of 2019, Luckin's customer base soared from 485,000 people to 16.9 million.
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That's about 45,000 new customers per day.
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It's a volume game.
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At the end of the day, lacking is pointing to have the sales leverage come through the door.
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Minimize the cost of the real estate by having as many transactions as possible.
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And so be it. If the marginal profit on the marginal coffee is relatively small, they are trying to optimize for transactions.
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But only after 18 months as a publicly traded company.
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Luckin was charged with fraud by the SEC.
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In its preliminary IPO filing, the company noted that it is an emerging growth company, which meant it was eligible for reduced reporting requirements, Most notably, Luckin didn't need an auditor to attest to its internal management.
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In January 2020, short seller Muddy Waters Research shared an anonymous report that alleged fraudulent reporting of key business metrics to manipulate investor confidence.
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The report said it utilized 92 full time and over 1400 part time staff to run surveillance and record store traffic for 981 days in 620 stores.
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Luckin's stock price tanked in the wake of the report.
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In February 2020, the company issued a press release calling the short sellers report misleading and false. Investors and analysts also had doubts about its validity, and the stock rebounded.
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But by April, an internal investigation found the CEO had fabricated 2019 sales by $310 million.
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Shares fell over 80%, wiping out $5 billion off its market cap.
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It turns out the company was also reporting millions in profits when restated, filings show it was actually operating at a loss.
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Luckin was delisted from the Nasdaq in June 2020 and filed for bankruptcy less than a year later.
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But Luckin emerged from bankruptcy in 2022.
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It brought in new leadership and cleaned up its balance sheet over the next three years.
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It more than tripled its store count and quickly overtook Starbucks in China by total revenue.
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Despite a report from the Financial Times that Luckin was plotting its return to the Nasdaq, the company still trades on the OTC market, or over-the-counter market, a less regulated exchange.
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Its share price is up around 100% over the past year.
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Luckin relies entirely on mobile ordering.
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It cuts down the wait time in the stores and also reduces the amount of labor that it needs to operate.
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I see a coupon here for $1.99 on my first order.
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Luckin's full priced items aren't actually that far off from Starbucks, but the difference is you're rarely ever paying full price.
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The app showers you with coupons, so much so that it's actually unlikely its initial stores are even profitable right now.
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That is not how its competitor operates.
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Starbucks has always strived to be profitable on a single occasion. In the case of Luckin, the idea is I want to grow in awareness.
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I want to make sure that the brand gets recognized on a national basis, even though at the beginning this means that I might need to be suffering from some smaller losses on a per store basis.
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New York is an expensive place to operate a coffee shop. Equity research firm Bernstein analyzed its initial profitability.
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Rent for Luckin's Midtown location is around $15,000 per month, and labor costs are around 66,000 per month.
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Utilities, maintenance and insurance could cost another ten grand. That puts its overhead at around $92,000.
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In the report, published in late July 2025, less than a month after opening, the stores were estimated to be generating $85,000 per month, averaging about 500 to 600 orders per day.
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Order volumes would need to be double that to break even. I ordered on the app to test out the experience.
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It says it should be ready in just a couple of minutes.
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Walking up to the store here is Luckin.
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Thank you, thank you.
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Luckin had some really interesting and innovative drinks in there. I saw pineapple cold brew on the menu. This is a coconut iced latte.
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It's one of their most popular drinks and it's really good. It's just a hint of coconut and not too sweet. The company rolled out nearly 120 new drinks and food items in China in 2024, but it launches these new varieties carefully using a strategic, data driven approach to test new products on the market.
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Neither Starbucks nor Luckin agreed to an interview with CNBC for this story, but the Chinese Coffee company had noted in a press release that its initial soft launch in New York City would enable the company to gain localized operational insights into site selection, product innovation, and customer experience, providing valuable insights for the company's global expansion.
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Traffic to the Starbucks across the street from the Midtown location that we visited was not particularly affected during the initial weeks of its launch.
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This specific Starbucks was already seeing large year over year drops in visits, irrespective of the Luckin opening. Replicating Luckin's success in China here in the US may not be as easy as it seems.
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Here in the United States, the coffee culture is much more mature and a new brand for a new challenger.
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It might seem they are facing some local competition to national competition, and so displacing some of the larger players might be just harder. Secondly, purely from a cultural standpoint, especially in this day and age, we are seeing the United States retrenching a little bit more toward American brands.
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And while many chains are rewarding customers for using their mobile app, some might be adverse to that as their only option.
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The woman in front of me tried to add an additional drink to her order in person, and the guy said no. You know, it all has to go through the app. The guy behind me walked in, and I guess he didn't realize that it was an entirely mobile, cashier less environment, and he tried scanning the QR code, downloading the app, got frustrated and just walked out. So there still seems to be a little bit of friction around this idea of an entirely mobile environment.
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It's distinct from Starbucks, which is telling you sort of coming into stores that employee connection is still important.
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Luckin doesn't necessarily have that right. So I think our view would be that that isn't a broader threat to Starbucks do they establish somewhat of a foothold in major cities.
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But the past couple years have been rocky for Luckin's main competitor, Starbucks.
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The company brought in former Chipotle CEO Brian Niccol last year to revitalize the brand.
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The higher cost the company $85 million in cash and stock compensation.
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He's made all sorts of top down efforts, like having baristas write messages on the cups and adding more comfortable seating into the stores to revive the brand's coffeehouse image.
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In the case of the United States, for Luckin will be trying to approach the oversea expansion without necessarily having the same level of localized and deep rooted experience into this market that enable them to be scaling rapidly in China.
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I'm not saying that this may not be a threat to Starbucks, but Starbucks has still the incumbent.
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They still are significantly more relevant for a US consumer. What we have seen in the store might be indicative of the fact that if the awareness were to be rising, consumers might be liking that product and could be a potential threat to Starbucks.
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Do you need to cut price at all? You talk about the value scores. Given there are so many new entrants into the beverage space with so much added competition.
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Mcdonald's, Luckin there are so many others. Are you thinking about price cuts?
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I do believe we are a premium brand, and I do believe you get a premium experience with the Green Apron service model.
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And what we're doing to our coffee house is to give people that coffeehouse experience again. So I think we're priced correctly right now, and I like our competitive position.
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Where Luckin shines is value.
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Its products are not actually that far off from Starbucks' prices.
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A latte at the Luckin we visited was $5.75 at Starbucks. It's $5.95.
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The key difference, however, is that customers are rarely paying that full price at Luckin. They are showered with coupons in the app, often in the range of 30 to 50% off.
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In 2024, Starbucks began offering frequent deals and promotions within its app, too.
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This attracted customers that were more price sensitive, but Niccol had the company move away from that.
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He was driving away the core consumer base, who was feeling fairly disappointed by the lower quality of experience, despite the premium price that they would need to pay for for a Starbucks coffee.
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Starbucks is a premium brand, and by virtue of being a premium brand, you attract consumers that on average tend to be a little bit more price insensitive, a little bit less attracted by by discount.
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And so they can protect their margins a little bit better than a company that is mostly known for their discount models.
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Based on its track record in China, Luckin could absolutely pose a threat to Starbucks dominance in the US.
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But this is Starbucks home turf, and despite some recent speed bumps, the company has managed to scale its operations here profitably for years.
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Plus, the coffee market is highly saturated in the US with thousands of local players.
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Now, only time will tell just how big of a disruptor Luckin will be.
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인기 동영상
왜 이 영상으로 말하기 연습을 해야 할까요?
Luckin 커피가 미국 시장에 진출하며 경험한 도전과 성공 이야기를 담고 있는 이 영상은 영어 회화 연습에 많은 도움이 됩니다. 실제 비즈니스 환경에서 사용되는 어휘와 문장 구조를 배우면서, 영어 쉐도잉 기법을 적용하여 효과적인 말하기 능력을 개발할 수 있습니다. 이 영상을 따라 하면서, 자연스럽게 상황에 맞는 표현을 익히고, 더 나아가 실제 대화에서도 활용할 수 있는 자신감도 얻을 수 있습니다. 특히, 성공과 실패를 동시에 겪은 기업 이야기는 동기부여 측면에서도 유익합니다.
문법 및 맥락 속 표현
영상에서 사용된 몇 가지 주요 문법 구조와 표현을 분석해보겠습니다:
- 현재 진행형: "Luckin은 미국 시장에 진입하고 있습니다." 현재 진행형 시제를 통해 현재 진행 중인 동작이나 상황을 생생하게 전달할 수 있습니다.
- 과거형 동사: "Luckin은 2020년에 회생하였습니다." 과거형을 사용하여 사건의 연대기를 정리함으로써, 청중이 내용에 더욱 쉽게 몰입할 수 있도록 합니다.
- 비교급: "Luckin은 Starbucks보다 더 많은 음료를 선보였습니다." 비교급 표현을 통해 기업의 전략적 우위를 명확히 설명하고 있습니다.
이러한 문장 구조를 통해 더욱 복잡한 영어 표현을 익히고, 실제 회화에서도 적절히 적용할 수 있습니다.
일반적인 발음 함정
영상에서는 몇 가지 발음할 때 주의해야 할 단어가 있습니다:
- “Luckin”: 한국어에서는 발음이 어렵지만 “러킨” 정도로 소리내야 합니다.
- “franchise”: “프랜차이즈”라고 발음하는 것이 일반적입니다. 이 단어는 미국식 발음과 영국식 발음이 다소 다를 수 있기 때문에, 미국식 발음을 익히는 것이 중요합니다.
- “profit”와 “loss”의 구분: “프로핏”과 “로스”는 발음할 때 어조가 달라져야 의미가 분명합니다. 이처럼 실질적인 비즈니스 용어에 대한 정확한 발음은 영어 발음 교정에 큰 도움이 됩니다.
이러한 발음 함정을 인지하고 연습함으로써, 영어 회화 시 더욱 자연스럽고 유창한 발음을 구사할 수 있을 것입니다. 다양한 발음 연습방법으로 영어 쉐도잉을 통해 더욱 매끄러운 의사소통 능력을 기르세요!
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