Tims天好中国第二季度实现营收3.49亿元

Core Insights - Tims China reported Q2 2025 revenue of 349 million yuan, with system sales increasing by 1.4% to 409.5 million yuan, driven by stable cash flow from franchising and retail operations [1][2] - The company launched 43 new products in Q2, including 28 beverages and 15 food items, leading to a food revenue increase of 8.6% and a record high food revenue share of 35.2% [1][2] Financial Performance - Other business income grew by 50.7% year-on-year, reaching 67.1 million yuan in Q2 2025 [2] - The company’s cost management efforts resulted in a 12.1% decrease in self-operated store costs and expenses compared to the same period in 2024, with significant reductions in food and packaging costs (15.0%), rent and property management fees (8.6%), and employee-related expenses (17.4%) [2] Operational Strategy - Tims China is optimizing its operational strategy by upgrading self-operated stores and closing underperforming locations, resulting in a 35% increase in franchise stores to 449 compared to 333 in the same quarter last year [2] - The company aims to enhance operational efficiency through improved supply chain management and cost control measures [2][3] Future Outlook - The CEO emphasized a focus on profit growth and innovation to create greater value for shareholders and consumers [3]