JIUMAOJIU Reports Steady Improvement in Core Brands' Performance During Q4

Deep News01-12

JIUMAOJIU (09922) announced that in the fourth quarter of 2025, the table turnover rates for Tai Er (self-operated only), Song Hot Pot, and JIUMAOJIU (self-operated only) were 3.0, 2.3, and 2.1, respectively. The average daily same-store sales for these brands decreased by 3.0%, 19.0%, and 16.4% year-on-year, respectively.

During the fourth quarter of 2025, the operational performance of the group's main brands showed a steady and improving trend. Notably, Tai Er's average daily same-store sales in mainland China turned positive year-on-year, reflecting the further effectiveness of prior operational adjustments and store model upgrades. The performance of "Fresh Live" model stores was particularly outstanding during the period, providing strong support for Tai Er's overall operational recovery. As of December 31, 2025, Tai Er had cumulatively opened 243 "Fresh Live" model stores, covering 60 key cities nationwide. This included six newly upgraded "New Tai Er • Fresh Ingredient Sichuan Cuisine" stores, which further optimized the product structure and menu diversity, continuously strengthening the "Fresh Ingredients" brand positioning. Since its launch, the "Fresh Live" model has received positive market feedback, further validating the model's replicability across different cities and consumption scenarios. Furthermore, new model stores for Song Hot Pot and JIUMAOJIU also began opening in the fourth quarter of 2025 and have received positive market responses. The company believes that as these new model stores are continuously refined, the models become proven, and subsequent promotion continues, the same-store operational performance of the related brands is expected to gradually improve. Meanwhile, the average customer spending per person for the group's main brands has remained relatively stable for multiple consecutive quarters. With the increasing proportion of Tai Er's "Fresh Live" model stores, average customer spending per person has also seen a slight rebound, indicating that the strategic effectiveness of the group's focus on strengthening product power and optimizing customer experience is continuously becoming apparent.

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