Core Viewpoint - The mid-year performance report of Nayuki Tea shows significant improvement in key metrics, indicating the success of its health strategy and operational efficiency [1][3][11] Financial Performance - Adjusted net loss narrowed by 73.1% year-on-year, from 438 million to 117 million [1][11] - Operating cash flow increased by 33.1% year-on-year to 138 million [1][3] - Cash on hand as of June 30 reached 2.79 billion, indicating strong financial stability [3] Sales and Operational Metrics - Average daily sales per store increased by 4.1% compared to the same period in 2024 [3] - Daily order volume rose from 265.9 to 296.3, a year-on-year increase of 11.4% [3] - Directly operated same-store sales grew by 2.3% to 1.76 billion [3] - New first-tier cities saw average daily sales per store increase by over 9% [3] Membership and Customer Engagement - Registered membership increased to 111 million, with 8.3 million new members, predominantly young consumers [3][11] - Consumption scenarios have shifted from "immediate thirst" to "daily light nutrition" [3] Product Strategy and Market Positioning - The "No Sugar Natural Nutrition+" initiative was launched in collaboration with various organizations, marking a shift in the industry towards natural nutrition [4] - The "Little Purple Bottle" series achieved over 500,000 sales within three days of launch, indicating strong market acceptance [6] - The introduction of "Nayuki Green" stores extends consumption scenarios to breakfast, lunch, and afternoon tea, with significant sales performance [8] Strategic Directions - The company plans to optimize the "Nayuki Green" store model and explore new consumption scenarios in office and community areas [9] - Focus will remain on health-centric products, leveraging the "Natural Nutrition+" plan to introduce more health products using "super ingredients" [9] - The company aims to enhance its digital membership strategy and accelerate overseas market expansion [9]
奈雪(02150)2025中报亮眼：健康战略驱动大幅减亏 核心数据向好彰显增长韧性