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蜜雪集团全球门店数超5.3万家;Tims天好中国第二季度实现营收3.49亿元|消费早参
Mei Ri Jing Ji Xin Wen·2025-08-27 23:18

Group 1: Mixue Group Performance - Mixue Group reported a revenue of 14.87 billion yuan for the first half of 2025, representing a year-on-year growth of 39.3% [1] - The gross profit reached 4.71 billion yuan, up 38.3% year-on-year, while net profit was 2.72 billion yuan, increasing by 44.1% [1] - As of June 30, 2025, Mixue Group's global store count exceeded 53,014, with an addition of 9,796 stores compared to the same period last year [1] Group 2: Tims China Performance - Tims China achieved a revenue of 349 million yuan in the second quarter of 2025, with system sales increasing by 1.4% to 409.5 million yuan [2] - The food business revenue grew by 8.6% year-on-year, increasing its share from 32.5% in Q2 2024 to 35.2% in the current quarter, marking a historical high [2] - The strategic focus on "coffee + warm food" continues to show unique growth resilience amid ongoing expansion of the franchise network [2] Group 3: Gu Ming Performance - Gu Ming reported a revenue of approximately 5.663 billion yuan for the first half of 2025, reflecting a year-on-year growth of 41.2% [3] - The net profit reached around 1.626 billion yuan, which is a significant increase of approximately 120%, surpassing the total net profit for the entire previous year [3] - The GMV (Gross Merchandise Volume) for the first half of 2025 was about 14.1 billion yuan, with average daily GMV per store rising by 22.6% to approximately 7,600 yuan compared to 6,200 yuan in the same period last year [3]