Chagee Holdings Ltd
NASDAQ:CHA
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Chagee Holdings Ltd
NASDAQ:CHA
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Chagee Holdings Ltd
Chagee Holdings Ltd is a CN-based company operating in industry. The company is headquartered in Shanghai, Shanghai and currently employs 4,800 full-time employees. The company went IPO on 2025-04-17. Chagee Holdings Ltd is a manufacturer of coffee and tea products. The firm was founded in June 2017 and is located in Shanghai, China.
Chagee Holdings Ltd is a CN-based company operating in industry. The company is headquartered in Shanghai, Shanghai and currently employs 4,800 full-time employees. The company went IPO on 2025-04-17. Chagee Holdings Ltd is a manufacturer of coffee and tea products. The firm was founded in June 2017 and is located in Shanghai, China.
Revenue pressure: Fourth-quarter net revenue fell to RMB 2,974.5 million from RMB 3,334.4 million a year ago as Chagee slowed new product launches and adjusted its business model.
Profitability held: Despite the transition costs, the company stayed profitable, with GAAP net income of RMB 33.9 million and 12 straight quarters of net income profitability.
Same-store weakness: Same-store sales in the fourth quarter declined 25.5% year over year, which management called the biggest challenge of 2025.
2026 reset: Management said 2026 will focus on same-store recovery, healthier store economics, and quality growth rather than rapid expansion for scale.
Overseas growth: International GMV grew 84.6% year over year in the fourth quarter, and the company plans to keep expanding overseas, including a Korea launch in the second quarter.
Model transition: Chagee completed the rollout of a new GMV-based franchise partnership model and said it is meant to better align the company and franchisees through tougher market conditions.
