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Mar 31, 2025
Chagee Holdings Limited Q1 2025 Earnings Report
Chagee reported strong revenue growth and expansion in Q1 FY2025.
Key Takeaways
Chagee delivered solid financial results for the first quarter of 2025, with a 35% increase in revenue and over 13% growth in net income. The company benefited from rapid expansion of franchised and company-owned teahouses across Greater China and overseas.
Revenue rose to $467.5 million, a 35.4% increase YoY.
Net income grew 13.8% YoY to $93.3 million.
Chagee operated 6,681 teahouses as of March 31, 2025, up 63.6% YoY.
Cash and cash equivalents rose to $743.1 million.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Chagee continues to expand rapidly through its franchised and company-owned teahouses, with a focus on brand growth and international presence.
Positive Outlook
- Strong YoY revenue growth of 35.4%.
- Significant expansion in teahouse footprint.
- Growth in registered and active members.
- Increased cash and liquidity position.
- Continued profitability and brand investment.
Challenges Ahead
- Operating margin declined due to higher expenses.
- Sales and marketing expenses doubled YoY.
- Administrative costs rose due to R&D and global expansion.
- Same-store GMV declined by 18.9%.
- Cost of revenue increased with network scale.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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