基于零售业务的积极发展预期，亚朵集团上调2025全年收入指引至同比增长30%。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 财报显示 ， 亚朵集团 第二季度 营收 24.69亿元（人民币，下同），同比增长37.4%；调整后净利 润4.27亿元，同比增长30.2 %；调整后EBITDA 6.1亿元，同比增长37.7%。 据 IPO早知道消息， 亚朵集团（ NASDAQ:ATAT） 于 8月26日 发布 了 2025年 第二季度业绩报 告 。 在高端市场，面对用户持续升级的需求，萨和酒店基于 "隐逸东方"的品牌调性，打造了具有情感连 接的服务体验。在睡眠、疗愈、养生等多个维度打造的深度体验场景，实现了从功能满足到情绪认同 的跃升。 在中端市场，亚朵集团继续将轻居品牌作为战略重点，持续投入核心资源。轻居 3.3作为轻居3系全 新迭代的版本，通过对设计风格、功能模块与经营模型的系统优化，契合年轻用户与投资人的双重需 求，在市场中形成了差异化的竞争表现。 此外， 亚朵零售业务延续了强劲增长， GMV同比增长84.6% 至 11.44亿元 。 618购物节期间， 零售GMV达 ...

Atour Lifestyle Holdings (ATAT) Q2 2025 Earnings Call August 26, 2025 07:00 AM ET Company ParticipantsLuke Hu - Senior Manager - Investor RelationsJianfeng Wu - EVP, Co-CFO & DirectorLydia Ling - Director - Equity ResearchDan Chee - VP - Equity ResearchSimon Cheung - Managing DirectorConference Call ParticipantsXing Chen - Investment Banking AnalystSijie Lin - AnalystOperatorHello, ladies and gentlemen. Thank you for standing by, and welcome to Ator Lifestyle Holdings Second Quarter twenty twenty five Earni ...

Atour Lifestyle Holdings (ATAT) Q2 2025 Earnings Call August 26, 2025 07:00 AM ET Speaker0Hello, ladies and gentlemen. Thank you for standing by, and welcome to Ator Lifestyle Holdings Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a Q and A session. Today's conference is being recorded.I would now like to turn the conference over to Mr. Luke Hu, Senior IR Manager. Please go ahead, sir.Spea ...

Business Performance - 2Q25 RevPAR was 95.7% of 2024's level for the same period[11] - 2Q25 Same-Hotel RevPAR was 94.4% of 2024's level for the same period[14] - The number of new hotel openings in 2Q25 was 118[18] - The number of hotels in operation reached 1,824 as of June 30, 2025[19] - The number of hotels in the pipeline reached 816 as of June 30, 2025[19] Retail Business - Retail GMV increased by 84.6% from RMB 620 million in 2Q24 to RMB 1,144 million in 2Q25[43] - 618 Shopping Festival GMV increased by 86.1% from RMB 310 million in 2024 to RMB 578 million in 2025[43] - The company ranked No 1 in sales in the pillow category on major third-party platforms[47] Membership - The number of registered individual members increased by 34.7% from 76.2 million in 2Q24 to 102.6 million in 2Q25[55] - Core CRS channel accounted for 61.5% of total room-nights sold[57] - Corporate members' contribution accounted for 20.0% of total room nights sold[57] Financial Performance - Net revenues increased by 37.4% YoY from RMB 1,797,047 thousand in 2Q24 to RMB 2,468,549 thousand in 2Q25[66] - Adjusted net income increased by 30.2% from RMB 328 million in 2Q24 to RMB 427 million in 2Q25[79] - Adjusted EBITDA increased by 37.7% from RMB 443 million in 2Q24 to RMB 610 million in 2Q25[82] Outlook - The company expects a total net revenues growth rate of 30% YoY for full year 2025[87]

A total of 1,824 hotels, or 204,784 hotel rooms, in operation as of June 30, 2025.Net revenues for the second quarter of 2025 increased by 37.4% year-over-year to RMB2,469 million (US$345 million).Net income for the second quarter of 2025 increased by 39.8% year-over-year to RMB425 million (US$59 million). Adjusted net income (non-GAAP)1 for the second quarter of 2025 increased by 30.2% year-over-year to RMB427 million (US$60 million).EBITDA (non-GAAP)2 for the second quarter of 2025 increased by 45.1% year ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Atour Lifestyle Holdings Limited (ATAT) is a China-based lifestyle brands and hotel company. The Zacks Consensus Estimate for its current year earnings has been revised 1.9% downward over the last 60 days.La-Z-Boy Incorporated (LZB) is a furniture company. The Zacks Consensus Estimate for its current year earnings has been revised 10.6% downward over the last 60 days.Primo Brands Corporation (PRMB) is a beverage company. The Zacks Con ...

文｜快消前瞻 从"高端轻奢酒店"到"全员卖枕头"，从多次冲击A股折戟到再度叩关资本市场。亚朵的轨迹像极了一部中国酒店业的变革缩影，也映照出轻资产扩张模式的 天花板。 如今，主业承压、副业枕头生意热卖却频生争议——"医院枕套"事件余波未平，这家中高端连锁酒店龙头正谋划赴港二次上市，募资数亿美元为自己寻找新 的增长引擎。 几度IPO未果的经验教训，加上竞争白热化的行业环境，亚朵还能否在资本市场续写"中国版万豪"的故事？ 三次冲击A股、美股折戟，为何屡上市未遂？ 亚朵的发展史伴随着多次资本市场冲刺。梳理其IPO历程可以发现，从2019年起公司便反复尝试上市之路，但屡遭波折： 2019年：谋求A股创业板上市未果。2019年6月亚朵与中信建投证券签订辅导协议，准备登陆深交所创业板，同月向上海证监局报送了辅导备案文件。然而 辅导推进不久即告终止，据公司公告是"根据实际情况调整发行上市计划"并与券商友好终止辅导。 2020年：再次冲击A股中途撤回。2020年初亚朵改由中金公司辅导，继续谋划创业板IPO，计划于4月后申请辅导验收。但仅3个月后，公司再度宣布终止上 市辅导协议，第二次A股IPO尝试无疾而终。 2021年：转战美 ...

Core Viewpoint - Atour Hotel has faced significant public backlash due to repeated hygiene and safety incidents, raising concerns about its brand image and customer trust [2][5][18]. Incident Summary - A recent incident involved a guest discovering a potentially used toothpick at the Nanning Wuxiang Headquarters Atour Hotel, leading to health concerns and hospitalization for testing [2][7]. - This follows a previous incident in June where a hotel was found to have hospital pillowcases, resulting in public apology and removal from booking platforms [4][10]. - The hotel has been criticized on social media, with many users expressing disgust and a loss of trust in the brand [7][12]. Booking Status - Following the incident, the affected hotel was temporarily unavailable for booking on major online platforms, although some rooms have since become available again [9][6]. Hygiene Issues - Atour Hotel has experienced multiple hygiene-related complaints this year, including reports of hair in showers and insect infestations, leading to over 1,500 complaints on consumer platforms [12][13]. - The company has been criticized for its rapid expansion strategy, which may have compromised quality control and hygiene standards [16][18]. Financial Performance - Despite the hygiene issues, Atour Hotel reported a revenue of 1.906 billion yuan in Q1 2025, a 29.8% increase year-on-year, with a significant expansion in the number of hotels [15]. - However, key performance indicators such as average daily rate (ADR) and occupancy rate (OCC) have declined, indicating potential challenges in maintaining customer satisfaction [16]. Management Concerns - The founder, Wang Haijun, has faced scrutiny following his significant stock sales, raising questions about his commitment to the brand's values and customer care [18][19].

涉事门店多平台"满房"，亚朵集团默不作声 文 | 《BUG》栏目 周文猛 亚朵酒店，又一次因为卫生安全事故出圈了。 今日，一则"亚朵酒店被曝疑现别人用过牙签"的新闻冲上热搜。据报道，方女士出差入住了南宁五象总 部基地亚朵酒店，房费430元/晚，但却在入驻后酒店用餐时发现自己可能用了别人"用过的二次牙签"。 出于卫生及个人安全顾虑，方女士被迫入院检查，并进行了多方维权。 《BUG》栏目通过查询发现，事发后，亚朵酒店涉事门店今日11：00左右携程、同程旅行、飞猪等在 线预订平台均显示"无法预定"，所有类型房源为"已订完"状态。目前已经出现空房，开始有客房支持线 上预定。不过截至目前，亚朵酒店集团并未就此事进行公开回应。 今年6月，杭州西溪紫金港亚朵酒店曾因为"出现医院枕套"公开道歉，最终从亚朵集团小程序及App上 下架。两个月后，亚朵酒店再次因卫生安全问题引发广泛关注。 卫生事故不断的亚朵酒店，还能让住客住得安心吗？ 据报道内容，8月12日上午，方女士在已经入住两日的南宁五象总部基地亚朵酒店餐厅就餐时，用了餐 厅牙签盒里的牙签，随后却发现包装有撕裂痕迹且仅剩一根（正常应为两根），疑似为他人使用后放回 的"二手牙签 ...

The Company will host a conference call at 7:00 AM U.S. Eastern time on Tuesday, August 26, 2025 (or 7:00 PM Beijing/Hong Kong time on the same day). A live webcast of the conference call will be available on the Company's investor relations website at https://ir.yaduo.com, and a replay of the webcast will be available following the session. For participants who wish to join the conference call via telephone, please pre-register using the link provided below. Upon registering, each participant will receive ...