Chagee releases transcript of fourth-quarter 2025 earnings call

Reuters04-02

<a href="https://laohu8.com/S/CHA">Chagee</a> releases transcript of fourth-quarter 2025 earnings call

Chagee transcript covered 4Q25 earnings call held Tuesday, March 31, 2026, attended by CEO Junjie Zhang, CFO Aaron Huang, COO Dengfeng Yin, IR director Alicia Guo; analysts included Morgan Stanley, Citi, CICC, JPMorgan.
Management flagged 4Q same-store sales down 25.5% year over year, citing internal restructuring, slower product-launch cadence, delivery-platform price wars; CEO targeted stabilization in first half of 2026, improvement in second half.
CFO reported 4Q net revenue RMB 2,974.5 million; full-year net revenue RMB 12.9 billion, GMV RMB 31.6 billion.
Network ended 2025 at 7,453 teahouses; CFO cited 615 company-owned sites, up from 169, as franchised count fell sequentially to 6,838 due to conversions.
COO outlined full 2026 rollout of GMV-based revenue sharing with franchisees; CEO guided about 300 net new mainland China openings, about 200 net new overseas openings, Korea launch planned for 2Q.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Chagee Holdings Ltd. published the original content used to generate this news brief on April 02, 2026, and is solely responsible for the information contained therein.

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