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Sep 30, 2025
Chagee Holdings Limited Q3 2025 Earnings Report
Chagee Holdings reported its Q3 2025 results, showing a decline in revenue and profit year-over-year amid intensifying competition and lower sales volume.
Key Takeaways
Revenue and net income fell compared to the same quarter last year, despite strong growth in company-owned teahouses. Overseas markets contributed to expansion, but overall GMV in Greater China declined.
Revenue was $450,672,000, down from $497,496,000 a year ago
Net income dropped to $55,887,000, reflecting pressure on margins
Company-owned teahouses revenue rose 63.8% YoY to $55,725,000
A special cash dividend of $0.92 per share was announced
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company remains focused on expanding its company-owned network and boosting overseas presence, while facing headwinds in the domestic market.
Positive Outlook
- Significant growth in company-owned teahouse revenue
- Overseas GMV increased 75.3% YoY
- Strong cash position with over $1.2B in liquidity
- Expansion of store network to 7,338 locations
- Declared a special dividend of $0.92 per share
Challenges Ahead
- Total revenue declined YoY
- Net income margin dropped from 18.3% to 12.4%
- Same-store GMV fell by 27.8% in Greater China
- Operating margin decreased significantly
- Competition from food delivery platforms pressured sales
Historical Earnings Impact
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Avg. Return Before/After Earnings
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