Movement Alert｜Mixue Group Falls 3.01% in Regular Trading, Delivery Subsidy Withdrawal and Store Expansion Ceiling Continue to Weigh

Market Focus06-16

On June 16, Mixue Group (02097.HK) fell 3.01% in regular trading, trading at 258.8 HKD/share, with turnover of approximately 22.55 million HKD, extending recent weakness.

On the news front, multiple headwinds continue to pressure the stock. China Galaxy Securities noted in a research report that delivery platform subsidy deceleration during April-May is now a confirmed trend, projecting industry-wide same-store revenue will turn negative from May through September. The company's new CEO Zhang Yuan also acknowledged that store profitability will face pressure following the subsidy withdrawal. Meanwhile, domestic store expansion is approaching physical limits with over 60,000 stores globally, while core raw material lemon procurement costs have surged over 60%, squeezing margins given the company's average ticket size of just 7.3 RMB which constrains pricing power.

Within the Restaurants sector, the overall sector is broadly weak. Among individual stocks, MEITUAN-W down 3.71%, YUM CHINA down 2.12%, GUMING down 4.01%, HAIDILAO down 2.31%, DPC DASH down 2.52%.

(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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China Galaxy Securities noted in a research report that delivery platform subsidy deceleration during April-May is now a confirmed trend, projecting industry-wide same-store revenue will turn negative from May through September. The company's new CEO Zhang Yuan also acknowledged that store profitability will face pressure following the subsidy withdrawal. Meanwhile, domestic store expansion is approaching physical limits with over 60,000 stores globally, while core raw material lemon procurement costs have surged over 60%, squeezing margins given the company's average ticket size of just 7.3 RMB which constrains pricing power.</p><p>Within the Restaurants sector, the overall sector is broadly weak. 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