Core Insights - The company reported a revenue decline of 18.9% to 1.94 billion yuan in the first half of 2025, while net loss narrowed by 71% to 80 million yuan compared to 274 million yuan in the same period last year [1] - The company operates a total of 937 restaurants globally, with 918 in mainland China and 19 in other markets, and opened 32 new restaurants in mainland China during the first half of the year [1] - The company implemented a restaurant network renewal strategy, with 43.7% of new openings in first-tier cities, and several new stores showed strong performance with high table turnover rates [1] Brand Performance - The "Xiabuxiabu" brand saw a revenue decrease of 13.5% to 1.135 billion yuan, but profit increased from 4.06 million yuan in the first half of 2024 to 29.73 million yuan in 2025 [2] - The "Coucou" brand experienced a revenue drop of 25.8% to 745 million yuan, but introduced new dining options to tap into the white-collar lunch market [2] - The seasoning business performed well, with revenue reaching 47.16 million yuan, a year-on-year increase of 4.8% [2] Operational Efficiency - The company reported a 20.9% increase in average monthly sales per store for takeout, rising from 35,300 yuan in the first half of 2024 to 42,700 yuan in 2025, with overall order volume increasing by over 55% [5] - The introduction of gift card sales contributed 252 million yuan in revenue from April to July 2025, with significant engagement from paid members [5] - The company effectively managed operational costs, reducing depreciation and amortization expenses by 20.5% and rental costs by 24.7%, while also lowering raw material procurement costs through strategic partnerships and digital procurement platforms [5]
呷哺呷哺集团上半年收入19.4亿元，共运营937间餐厅，外卖毛收入增长22.4%