霸王茶姬(CHA.US)发布三季度财报 海外GMV大涨超75%
ChageeChagee(US:CHA) 智通财经网·2025-11-28 11:21

Core Insights - Bawang Chaji (CHA.US) reported its Q3 2025 financial results, showing a total GMV of 7.93 billion yuan and net revenue of 3.21 billion yuan, with adjusted net profit of 503 million yuan [1] - The company has achieved profitability for 11 consecutive quarters and has a healthy cash flow with total cash and equivalents amounting to 9.14 billion yuan and no interest-bearing debt [1] - The board declared a special cash dividend of approximately 177 million USD, equating to 0.92 USD per share for shareholders [1] Group 1: Overseas Business Growth - Bawang Chaji's overseas GMV exceeded 300 million yuan, marking a year-on-year increase of 75.3% and a quarter-on-quarter growth of 27.7%, becoming a significant growth engine for the company [2] - The company entered the Philippines and Vietnam markets during Q3, with overseas store count reaching 262 [2] - In Malaysia, Singapore, and Thailand, Bawang Chaji launched popular new products and activities, achieving record sales in these regions [2] Group 2: Membership and Domestic Expansion - The number of registered members reached 222 million, reflecting a year-on-year growth of 36.7%, despite a competitive e-commerce environment [5] - Bawang Chaji opened the largest "Super Tea Warehouse" in Hong Kong, enhancing customer experience with innovative tea-making methods [5] - The company introduced various regional limited products that gained popularity, showcasing its commitment to product innovation [5]