Tims天好中国加盟门店总数量增至449家 同比增长35%

Core Insights - Tim Hortons China reported Q2 2025 revenue of 349 million yuan, with system sales increasing by 1.4% to 409.5 million yuan [1][2] - The company’s franchise and retail business provided stable cash flow and profitability, while other business revenue grew by 50.7% [1][2] Financial Performance - As of June 30, 2025, the total number of franchise stores reached 449, a 35% increase from 333 stores in the same period last year [1][2] - Other business revenue amounted to 67.1 million yuan, reflecting a 50.7% year-on-year growth [2] - Food revenue increased by 8.6%, with its share rising from 32.5% in Q2 2024 to 35.2% in the current quarter [2] Strategic Initiatives - The company is expanding its special channel network, opening new stores in transportation hubs such as high-speed rail stations, airports, and highway service areas [1] - Tim Hortons China is also increasing its presence in hospitals, schools, and banks to leverage stable customer flow and enhance consumption frequency [1] - The introduction of the "light lunch box" series during lunch hours is part of the company's differentiated strategy of "coffee + warm food" [2]