"外卖大战"席卷整个新茶饮行业，各大平台纷纷推出高额补贴争夺市场。在这场近乎惨烈的竞争中，霸王茶姬凭借全球化布局和价值优先战略 冲出了重围。 近日，霸王茶姬交出了第二季度的成绩单。财报显示，二季度其海外 GMV 为 2.352 亿元，同比大增 77.4% ，环比增长 31.8% ，海外业务逐 渐成为重要的驱动引擎。 【如需和我们交流可扫码添加进社群】 过去，霸王茶姬一直在尝试走出一条自己的路，而今来看，已经成功跨出第一步。 全 球 化 布 局 成 效 显 著 海 外 业 务 成 增 长 新 引 擎 财报数据显示，二季度，霸王茶姬总 GMV 达 81.031 亿元，同比增长 15.5% ；对应净收入达到 33.319 亿元，同比增长 10.2% ；调整后净利 润为 6.298 亿元，对应的调整后净利率为 18.9% 。 与此同时，霸王茶姬的全球化战略在本季度取得了突破性进展。二季度，霸王茶姬海外 GMV 同比、环比均实现双位数增长。 截至 6 月 30 日，霸王茶姬在海外拥有 208 家门店，其中马来西亚 178 家、新加坡 16 家、印度尼西亚 8 家、泰国 5 家、美国 1 家。上半年海 外门店净增 52 ...

长沙晚报掌上长沙9月2日讯（全媒体记者 周辉霞）近日，霸王茶姬公开了2025年第二季度财报。财报 显示，截至今年6月30日的第二季度，霸王茶姬全球门店数达到7038家。二季度总GMV达81.031亿元， 同比增长15.5%。二季度净收入33.319亿元，同比增长10.2%；调整后净利润为6.298亿元，对应的调整 后净利率为18.9%；截至6月30日，霸王茶姬小程序注册会员用户数达到2.069亿。 本季度，霸王茶姬的海外业务表现亮眼，海外GMV（商品交易总额）为2.352亿元，同比大增77.4%， 环比增长31.8%，海外市场已逐渐成为重要的发展引擎。4月份开始，由各互联网平台发起的"外卖大 战"开打，霸王茶姬坚持"价值优先"的战略，不以价格换市场。 海外GMV大增77.4% 逐步成为增长引擎 财报显示，本季度，霸王茶姬海外GMV为2.352亿元，同比、环比均实现双位数增长：同比大增 77.4%，环比增长31.8%，已逐步成为驱动公司整体增长的引擎之一。 截至6月30日，霸王茶姬全球门店共7038家，其中包括海外的208家门店：马来西亚178家、新加坡16 家、印度尼西亚8家、泰国5家、美国1家。本季度，霸王 ...

北京时间8月29日晚间，霸王茶姬(NASDAQ：CHA)发布2025年第二季度财报。财报显示，当季实现总 净收入33.319亿元人民币，同比增长10.2%；全球GMV达81.031亿元，同比增长15.5%。海外市场GMV 达2.352亿元，同比大涨77.4%。全球门店规模达到7038家，公司毛利率持续提升至53.9%，彰显出显著 的规模效应与供应链优化成果。值得关注的是，品牌注册会员数历史性突破2亿大关，季度净增1455 万，同比增长42.7%，为业务发展构筑坚实根基。 在随后的分析师电话会议上，霸王茶姬创始人、董事长兼全球CEO张俊杰和霸王茶姬全球CFO黄鸿飞深 度解析业绩背后的战略逻辑。"我们坚持以品牌价值和产品创新为核心的发展路径，本季度，公司净收 入延续双位数同比增长，盈利能力保持稳定。"张俊杰认为，中国企业正在经历从"中国制造"到"中国品 牌"的发展阶段，价格战可能短期吸引消费行为，但长期来看不符合品质生活、高质量发展的路径。 支撑这些成果的，是公司前瞻性构建的本土化团队。分析师电话会上，张俊杰首次公布了全新的北美核 心管理阵容：任命Emily Chang为北美首席商务官，她曾担任麦肯世界集团中国区 ...

Core Insights - Bawang Chaji (NASDAQ: CHA) reported its Q2 2025 financial results, showing a total GMV of 8.1031 billion yuan, a year-on-year increase of 15.5% [1][6] - The company achieved a net income of 3.3319 billion yuan, up 10.2% year-on-year, with an adjusted net profit of 629.8 million yuan, corresponding to an adjusted net profit margin of 18.9% [1][6] - As of June 30, the total number of registered users on Bawang Chaji's mini-program reached 206.9 million, reflecting a year-on-year growth of 42.7% [7] Global Expansion - Bawang Chaji's overseas GMV reached 235.2 million yuan, marking a significant year-on-year increase of 77.4% and a quarter-on-quarter growth of 31.8% [2][6] - The company has expanded its global store count to 7,038, including 208 overseas locations in countries such as Malaysia, Singapore, Indonesia, Thailand, and the United States [2][6] - Bawang Chaji successfully entered the Indonesian market, opening 8 stores, and has also launched its second store in the U.S. after the first opened in Los Angeles [2][4] Product Innovation and Marketing - The company has introduced localized products and marketing strategies in overseas markets, achieving notable success with products like Hojicha Genmai Milk Tea and the Earl Grey series [3][6] - Bawang Chaji has launched region-specific products in various Chinese provinces, which have been well-received by local consumers [6][9] Talent Acquisition and Management - The company announced a new North American management team, hiring Emily Chang as Chief Business Officer and Aaron Harris as Chief Development Officer, both with extensive experience in the industry [4][6] User Engagement and Retention - Bawang Chaji's membership ecosystem has shown healthy growth, with registered members surpassing 200 million, indicating strong user engagement [7] - The company has maintained a "value-first" strategy, focusing on quality products and services rather than competing on price during the recent "takeout war" [6][7]

Core Insights - Bawang Tea Ji (CHA.US) reported its Q2 2025 financial results, showing a total GMV of 8.1031 billion yuan, a year-on-year increase of 15.5% [1][5] - The company achieved a net income of 3.3319 billion yuan, up 10.2% year-on-year, with an adjusted net profit of 629.8 million yuan and an adjusted net profit margin of 18.9% [1][5] - The number of registered users on the Bawang Tea Ji mini-program reached 206.9 million, marking a significant growth of 42.7% year-on-year [1][7] Global Expansion - Bawang Tea Ji's global store count reached 7,038, including 208 overseas stores in markets such as Malaysia, Singapore, Indonesia, Thailand, and the United States [2][3] - The overseas GMV for the quarter was 235.2 million yuan, reflecting a substantial year-on-year increase of 77.4% and a quarter-on-quarter growth of 31.8% [2][3] - The company successfully entered the Indonesian market, opening 8 new stores, and has plans for further expansion in North America [2][4] Product Innovation and Marketing - Bawang Tea Ji launched localized products and marketing strategies in overseas markets, achieving notable success with products like Hojicha Genmai Milk Tea and the Earl Grey series [3][6] - The company introduced new products in its classic category, such as "Yi Qi Hong Chen" and "Xia Meng Mei Long," which received positive market feedback [7] - The company has been actively engaging with consumers through a new membership ecosystem and events, enhancing user loyalty [7][8] Strategic Approach - Bawang Tea Ji adheres to a "value-first" strategy, focusing on quality rather than competing on price during the recent "takeout war" initiated by various internet platforms [5][8] - The company has demonstrated resilience in maintaining stable growth in GMV and net income despite market challenges [5][8] - Cost improvements were noted, with a 1.5% decrease in raw material, storage, and logistics costs year-on-year, contributing to a healthy profit margin [8]