Luckin Coffee: Comps Deceleration And Delivery Margin Erosion (Downgrade)

2026-03-11 02:01:23 ET

There's no doubt that investing in the stock market in 2026 is requiring a lot of patience and courage, as major macro headlines dominate current trading. Amid this choppy environment, I continue to advocate for active portfolio management: my broad view on the markets has remained consistent, with my projection for the S&P 500 to end 2026 flat to slightly down on the year. That said, major shifts in sector and company leadership are already underway....

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