瑞幸一季度自营门店同店销售增长率由负转正

Group 1: Company Performance - In Q1 2025, the company reported total net revenue of 8.865 billion yuan, a year-on-year increase of 41.2% [1] - The total merchandise transaction value reached 10.354 billion yuan, with an operating profit of 737 million yuan [1] - The number of stores reached 24,097 by the end of Q1, with a net increase of 1,757 stores during the quarter [1] Group 2: Store Operations - Same-store sales growth for self-operated stores turned positive, increasing from -20.3% in the same period last year to 8.1% [1] - The operating profit margin for self-operated stores was 17.1% [1] - The company achieved a 7.9% quarter-on-quarter increase in total store count compared to Q4 2024 [1] Group 3: Customer Metrics - The average monthly transaction customer count reached 74.27 million, a year-on-year increase of 24.0% [1] - Cumulative transaction customer count reached approximately 355 million by the end of Q1 [1] Group 4: Market Strategy - The company is focusing on maintaining price advantages and enhancing market share amidst increasing competition in the Chinese coffee market [2] - The company has established exclusive production areas for key ingredients, such as coconut milk from Indonesia and jasmine flowers in Guangxi [2] - The popular product "生椰拿铁" has sold a cumulative total of 1.3 billion cups since its launch four years ago [2]