Movement Alert｜Mixue Group Falls 3.16% in Regular Trading, Delivery Subsidy Pullback and Store Expansion Ceiling Continue to Weigh

Market Focus06-22

On June 22, Mixue Group (02097.HK) fell 3.16% in regular trading to HK$246.0/share, with turnover of HK$18.44 million. The stock is approaching its 52-week low, extending recent weakness.

On the news front, multiple headwinds continue to pressure the stock. Delivery platform subsidies have entered a confirmed slowdown, with institutions forecasting industry-wide same-store revenue turning negative from May through September. Domestically, the company's store expansion is nearing its physical ceiling, while procurement costs for its key ingredient — lemon — have surged over 60%. With average customer spending at just RMB 7.3, the ultra-low pricing model severely limits room for price increases, creating a double squeeze on margins. Additionally, a recent leadership change has heightened market uncertainty, with the new CEO openly acknowledging that store-level profitability will face pressure.

Within the Restaurants sector, the overall tone remains weak. Among peers, Guming fell 3.19%, Haidilao fell 3.12%, Yum China fell 2.74%, Meituan fell 2.58%, while Cafe de Coral rose 2.7%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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