Tims天好中国Q3系统销售额增长12.8%，门店覆盖至91个城市

Core Insights - Tim Hortons China reported a total revenue of 358 million RMB for Q3 2025, with system sales reaching 420 million RMB, reflecting a year-on-year growth of 12.8% [1] - The company achieved a positive net increase in store count and continued strong growth in system sales, with same-store sales increasing by 3.3% [1] - The total number of stores reached 1,030, with 551 self-operated and 479 franchised locations, expanding coverage to 91 cities [1] Group 1: Financial Performance - The other income profit increased by 58.2% year-on-year, driven by stable cash flow and profitability from franchise and retail businesses [1] - Franchise store count rose to 479, contributing to other income of 75.13 million RMB, a year-on-year increase of 25% [2] Group 2: Membership and Product Strategy - As of September 30, 2025, the total number of registered members reached 27.9 million, a year-on-year increase of 22.3%, with an average of over 27,100 members per store [3] - The company adopted an aggressive product strategy, launching seasonal beverage combinations to capture market share, including a focus on summer drinks [3] - The dual strategy of promoting both coffee and non-coffee products has significantly contributed to beverage sales growth, with record monthly sales achieved in July [3]