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新闻概要:霸王茶姬全球扩张加速 实现双位数增长
ChageeChagee(US:CHA) BambooWorks·2025-09-02 06:35

Core Viewpoint - The high-end tea beverage company, Cha Ji Holdings (CHA.US), reported a 10.5% revenue growth in Q2 and opened its first store in Los Angeles, indicating rapid expansion both domestically and internationally [1][3]. Financial Performance - In Q2, the company's revenue reached 3.33 billion yuan (approximately 467 million USD), a 10.2% increase from 3.02 billion yuan in the same period last year. The GMV grew by 15.5% year-on-year, totaling 8.1 billion yuan [1][4]. - The adjusted net profit for the quarter was 630 million yuan, remaining roughly flat compared to the previous year, with a non-GAAP net profit margin decreasing from 20.8% to 18.9% [4]. Expansion Strategy - The company has been rapidly expanding its store count, increasing from 4,881 to 6,830 in China, a growth of approximately 40%. Internationally, the number of stores rose from 115 to 208, nearly doubling [3]. - The overseas GMV surged by 77% to 235 million yuan, with plans for further expansion in the U.S. market, including additional stores in Los Angeles [3]. Market Positioning - Cha Ji Holdings differentiates itself in the competitive high-end tea market by focusing on the quality of original leaf tea and preserving traditional Chinese tea culture, contrasting with competitors that use modern additives [3]. - The company appointed a former Starbucks China CMO as North America Chief Business Officer and hired experienced executives from Dutch Bros Coffee and Popeyes for further development in North America [3]. Membership Growth - As of the end of June, the company had 206.9 million members, reflecting a year-on-year growth of 42.7% [4].