The EXACT thing I wanted out of these threads is what Road2 does. He does his own DD, makes his own watch list and for real thrust adds some of our names. Because our names do really really well. Proud of the names that Road- took some of our best ideas.
I don't mind insider selling but large decreases in overall holdings is a worry for me... In other Arista Networks news, SVP Kenneth Duda sold 30,000 shares of the stock in a transaction on Thursday, July 17th. The stock was sold at an average price of $111.19, for a total transaction of $3,335,700.00. Following the completion of the transaction, the senior vice president directly owned 12,976 shares of the company's stock, valued at approximately $1,442,801.44. This trade represents a 69.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed throughthis hyperlink. Also, CEOJayshree Ullalsold 748,444 shares of the firm's stock in a transaction on Monday, June 30th. The stock was sold at an average price of $102.43, for a total value of $76,663,118.92. Following the sale, the chief executive officer directly owned 30,000 shares of the company's stock, valued at approximately $3,072,900. This represents a 96.15% decrease in their ownership of the stock.
I think projecting targets off the depth of the cup is maybe not exact science. But it's iteresting. This cup has a depth of about 55%, meaning that the stock has a target of $60. This target is estimated by measuring the same distance from the cup’s upper side. A drop below the lower side of the handle section at $24 will invalidate the bullish Luckin Coffee stock price target.
Luckin Coffee enters US, no price war<--------- Luckin Coffee has officially entered the US market with the opening of two stores in New York. These locations are designed as “grab-and-go” stores, featuring adaptations in equipment, flavors, and payment methods to suit local preferences. The company is implementing a cautious pricing strategy in the US, with coffee prices ranging from $3 to $5. Specialty drinks, such as the coconut latte, are priced at approximately $6.50. This aligns with its model in Singapore and is competitive with Starbucks’ offerings in the US. Luckin Coffee’s trial operations in the US are part of a broader global strategy to gather localized operational experience. The company aims to inform future international expansions by focusing on site selection, product offerings, and customer service. Globally, Luckin Coffee operates 24,097 stores, including 65 international locations. This includes 57 self-operated stores in Singapore and eight franchised outlets in Malaysia. The company employs various expansion models, such as a brand licensing partnership in Malaysia with Hextar Industries Berhad. While exploring international opportunities, Luckin Coffee emphasizes that its primary focus remains on the Chinese market. It cites significant growth potential in domestic coffee consumption. ////////////////////////////////////////////////////// I think they should of kept the cheaper pricing in place. Source:Yicai Food for thought 1️⃣ Luckin’s dual-strategy approach reveals global coffee market differences Luckin Coffee’s contrasting strategies in China versus the US highlight fundamental differences in these coffee markets that impact all industry players. In China, where coffee consumption is just 5-6 cups per capita annually (compared to much higher rates in Western countries), Luckin aggressively expanded with pricing 20% below Starbucks to build the overall market1. This strategy worked spectacularly in China, where Luckin surpassed Starbucks in both store count (2019) and revenue (2023) despite being founded only in 20172. In the US, however, Luckin has abandoned the deep discount strategy and priced similarly to Starbucks, recognizing the mature market dynamics where higher operational costs make aggressive price competition unsustainable2. The shift from Luckin’s initial $0.99 promotional cups to regular pricing that matches competitors reveals the economic realities of the saturated US coffee market, where even established chains face pressure from rising coffee prices (up 79% for Arabica year-over-year)3.
TD upgrades PagerDuty to Buy on high likelihood of buyout » 07:14 PD Zymeworks announces FDA clearance of IND application for ZW251 » 06:06 ZYME ZYME Zymeworks Inc. $13.33-0.68(-4.85%)4:00 PM 07/25/25 NASDAQ |$USD |Pre-Market:$14.70+1.37(+10.28%)7:13 AM PD PagerDuty, Inc. $15.721.01(+6.87%)4:00 PM 07/25/25 NYSE |$USD |Pre-Market:$16.70+0.98(+6.23%)7:32 AM
GBA target Buy-->FLOC Flowco Holdings Inc. $19.74 0.08(+0.41%)4:00 PM 07/25/25 NYSE |$USD |Pre-Market:$19.80+0.06(+0.30%)4:03 AM
PagerDuty (NYSE:PD)soared 10%after a report that it's exploring options, including a sale, after seeing inbound interest. PagerDuty (NYSE:PD) is working with Qatalyst Partners on a potential sale, according to a Reuters repor ton Friday, which cited people familiar with the matter. No sale is guaranteed, and the sales process is at an early stage. PagerDuty didn't immediately respond to Reuters request for comment. Takeover interest is now new to PagerDuty (NYSE:PD). In January 2024, it was reported that the software maker was evaluating its options amid takeover interest from private equity firms.
Luckin Coffee's early test of U.S. expansion goes smoothly Jul. 28, 2025 7:31 AM ET Luckin Coffee Inc. (LKNCY) StockSBUX,BROS Chinese coffee chain Luckin Coffee (OTCPK:LKNCY) launched its first two U.S. stores in New York City in June. Both of the stores were positioned very close to Starbucks (SBUX) locations as the brand looks to differentiate itselffrom its U.S. rival. Early reviews of the Luckin Coffee (OTCPK:LKNCY) Manhattan stores in Greenwich Village and Chelsea have been generally very positive. The stores were said to be packed but flowing smoothly with grab-and-go orders. Store managers report a steady mix of repeat customers and new customers sampling the chain. Luckin Coffee's (OTCPK:LKNCY) expansion comes at a time when Starbucks (SBUX) is facing internal challenges, including declining same-store sales over several quarters, highlightedThe Wall Street Journal.In the U.S., Starbucks (SBUX) operates around 17,000 locations compared to Luckin's (OTCPK:LKNCY) modest entry of two stores, but in China, Luckin has already surpassed Starbucks (SBUX), operating over 24,000 stores and generating greater annual sales there as of 2023. At its core, Luckin's (OTCPK:LKNCY) strategy is based on technology, requiring customers to place mobile orders through its app, which is known for aggressive discounting and gamified coupons. Those tactics have fueled the brand's appeal, particularly among younger consumers seeking both convenience and value. Of note, drinks orders are prepared very fast off the company's simple menu, and customers enjoy minimal interaction, which is the opposite of Starbucks' (SBUX) concept of being the "third place" for people to gather, socialize, and relax. Looking ahead, Luckin Coffee (OTCPK:LKNCY) is cautiously plotting expansion, aiming for rapid service and wallet-friendly pricing to win repeat customers. Analysts believe if Luckin can scale without excessive discounts, it may find sustainable success in the U.S., signaling a new frontier in the global coffee wars. Shares of Luckin Coffee (OTCPK:LKNCY) have drifted 2.6% higher over the last six weeks and are up more than 40% on a year-to-date basis.