FoodBud
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RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

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Company card

Chagee Holdings Limited

High
Brand★Golden 50

Nasdaq CHA · China;Southeast Asia;Global

Listing status
listed
Operating model
Franchise / master franchise
Scale basis
GMV / system sales
Confidence
High
Segment
coffee tea milk tea

Franchise-led tea chain; use GMV as terminal scale and keep revenue/store as HQ monetization, not consumer GMV.

Scale basis note

Terminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.

Compare this operator
Every number has a source row

Metrics below keep source tier, quality, period, and source link visible at the metric level.

Source tiers
S1Official primary — filings, annual reports, prospectuses
S2Official secondary — IR decks, transcripts
S3Supplementary — vetted media, databases
S0Not usable — flagged, never published

Source tiers — S1 official primary · S2 official secondary · S3 supplementary · S0 not usable. Open “Provenance” on any number for its tier, basis, precision, and do-not-use note.

GMV is not revenue

GMV/system sales, revenue, and royalty pool sales are separate scale bases. Screening proxies are directional only.

MetricValuePeriod / basisQualitySource
Stores
Reported restaurant, coffee shop, tea shop, bakery, or comparable chain units.
7,453 stores
FY2025: As of December 31, 2025, there were 7,453 teahouses within the Company's teahouse network in Greater China and overseas
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · As of December 31, 2025, there were 7,453 teahouses within the Company's teahouse network in Greater China and overseas
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Scale
Terminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
$4.52B
FY2025: Total GMV generated throughout 2025 was RMB31.58 billion, representing a 7.2% year-over-year increase from RMB29.46 billion in 2024
GMV / system salesTerminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · Total GMV generated throughout 2025 was RMB31.58 billion, representing a 7.2% year-over-year increase from RMB29.46 billion in 2024
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: GMV / system sales
Precision: Source-backed
Scale per store
Screening proxy: scale divided by store count. It is not audited AUV or unit profit.
$605,958
Screening proxy
FY2025
GMV / system salesTerminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
Source-backed
S1 official primary (opens in new tab)
SEC 2025 Form 20 F · 20-F discloses 7,453 teahouses, including 7,108 in China, 345 overseas and 6,838 franchised; GMV RMB31.5823B; net revenues RMB12.9074B (US$1.8457B); net income RMB1.1863B (US$169.6M).
Provenance
Tier: S1 official primary
Source: SEC 2025 Form 20 F
As of: FY2025
Basis: GMV / system sales
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
$169.65M
FY2025: For the full year 2025, GAAP net income was RMB1,186.3 million (US$169.6 million), compared to RMB2,514.6 million in 2024
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · For the full year 2025, GAAP net income was RMB1,186.3 million (US$169.6 million), compared to RMB2,514.6 million in 2024
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$1.85B
FY2025
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
SEC 2025 Form 20 F · 20-F discloses 7,453 teahouses, including 7,108 in China, 345 overseas and 6,838 franchised; GMV RMB31.5823B; net revenues RMB12.9074B (US$1.8457B); net income RMB1.1863B (US$169.6M).
Provenance
Tier: S1 official primary
Source: SEC 2025 Form 20 F
As of: FY2025
Basis: Revenue proxy

Operator profile

11/19 source-backed

Classification, firmographics, ownership and operating dimensions — source-backed where disclosed, marked as a gap (never inferred) where not.

Format & positioning
Cuisine (primary)
tea beverageS2 official secondary (opens in new tab)
Cuisine (secondary)
not disclosed
Service model
coffee cafeS4 (opens in new tab)
Price tier
premiumS3 supplementary (opens in new tab)
Company
Founded
2,017S4 (opens in new tab)
HQ country
ChinaS3 supplementary (opens in new tab)
CEO
Zhang JunjieS2 official secondary (opens in new tab)
Employees
3,812 headcountS3 supplementary (opens in new tab)~
Ownership
Parent
founder-controlled (Chagee/霸王茶姬; founder/CEO Zhang Junjie/张俊杰 holds ~54% of Class B shares = ~89% of total voting power via dual-class structure)S3 supplementary (opens in new tab)
PE / holding
not disclosed
Recent M&A
Nasdaq IPO 17 Apr 2025 (ticker CHA; priced $28/share, raised ~$411m, ~$5bn valuation) — recent listing eventS3 supplementary (opens in new tab)
Growth
Revenue YoY
167.4%S3 supplementary (opens in new tab)
Net new units
2,929 unitsS3 supplementary (opens in new tab)
Pricing & digital
Avg check
$2.87S1 official primary (opens in new tab)~
Digital sales
not disclosed
Off-premise
not disclosed
Loyalty members
192.4 million registered membersS2 official secondary (opens in new tab)
Franchise terms
Royalty
not disclosed
Franchise fee
not disclosed
By-market footprint
by-market split
—

Store counts by market/region — footprint context, not a same-basis comparison.

Disclosed store model

disclosed6/6 source-backed

Company-operated vs franchised footprint, AUV and store-level economics — taken verbatim from each operator's own filing, never inferred. A separate axis from company scale and single-store economics.

Total stores
7,453 stores
FY2025 (fiscal year ended December 31, 2025; as of Dec 31, 2025)
Source-backedS1 official primary (opens in new tab)
Company-operated
615 stores
FY2025 (fiscal year ended December 31, 2025; as of Dec 31, 2025)
Source-backedS1 official primary (opens in new tab)
Franchised
6,838 stores
FY2025 (fiscal year ended December 31, 2025; as of Dec 31, 2025)
Source-backedS1 official primary (opens in new tab)
JV / licensed
not_disclosed
FY2025 (fiscal year ended December 31, 2025)
Source-backedS1 official primary (opens in new tab)
AUV — average unit volume
387 USD
FY2025 (fiscal year ended December 31, 2025); China only; metric is monthly average GMV per teahouse
Source-backedS1 official primary (opens in new tab)
New units opened
1,013 stores
FY2025 (calendar/fiscal year 2025) net increase over FY2024 base of 6,440
Source-backedS1 official primary (opens in new tab)

Single-store model

5/8 source-backed

Unit economics are a separate axis from company-level scale — never read as the same number. Each field keeps its source, period, and quality; derived/estimated rows and gaps are marked.

AUV / unit sales
China average monthly GMV per teahouse is not franchisee profit and not global blended AUV.
FY2025 average monthly GMV per teahouse in China was RMB387k, annualized to RMB4.644m per teahouse.
FY2025
Source-backedS1 official primary (opens in new tab)
Single-store profit
Do not infer store profit from group net income.
—
FY2025
GapS1 official primary (opens in new tab)
Initial investment
Fee model terms are not the same as full initial investment.
—
FY2025
GapS1 official primary (opens in new tab)
Franchise fee / royalty
No numeric royalty/take-rate is recorded here.
20-F describes fixed fees including franchise fees, store-opening service fees and some platform fees; percentage-of-GMV fees include trademark licensing, promotion, supply-chain management, technology and operations management fees.
FY2025
Source-backedS1 official primary (opens in new tab)
Payback period
Annualized GMV/store does not imply payback.
—
FY2025
GapS1 official primary (opens in new tab)
Same-store sales
Same-store GMV definition must be normalized before cross-country comparison.
Same-store GMV growth in China and overseas was -24.2% in FY2025 versus +2.7% in FY2024.
FY2025
Source-backedS1 official primary (opens in new tab)
Store open / close
No gross openings or closures rate in this row.
Total teahouses increased from 6,440 in FY2024 to 7,453 in FY2025, a net increase of 1,013 or 15.7%; opening and closure split was not extracted.
FY2025
Source-backedS1 official primary (opens in new tab)
Company-operated share
Ownership mix does not reveal franchisee economics.
As of 2025-12-31 CHAGEE had 7,453 teahouses, including 6,838 franchised and 615 company-owned; franchised share was 91.7%.
2025-12-31
Source-backedS1 official primary (opens in new tab)

Cost structure

2/6 source-backed

Where each revenue dollar goes, latest disclosed year. Slices use each operator's reported base — % of revenue unless the row notes otherwise (% of GMV, restaurant-level, franchise goods-supply COGS). Grey = not separately disclosed. This is a separate axis from company scale and single-store economics.

Food / COGS54.2%
FY2024· cost of revenues (materials+storage+logistics+equip dep) goods to franchisees, NOT storeS1 official primary (opens in new tab)Source-backed
Franchise goods-supply (mostly franchised). cost_food=cost of revenues RMB6,724M=54.2 (materials ~50.4+equip dep), NOT store. Gross margin ~45.8. S&M not split (est). Op income margin 23.3; net 20.3. GMV RMB29.5B.
Labor—
FY2024Gap
Franchise goods-supply (mostly franchised). cost_food=cost of revenues RMB6,724M=54.2 (materials ~50.4+equip dep), NOT store. Gross margin ~45.8. S&M not split (est). Op income margin 23.3; net 20.3. GMV RMB29.5B.
Rent / occupancy—
FY2024Gap
Franchise goods-supply (mostly franchised). cost_food=cost of revenues RMB6,724M=54.2 (materials ~50.4+equip dep), NOT store. Gross margin ~45.8. S&M not split (est). Op income margin 23.3; net 20.3. GMV RMB29.5B.
Delivery commission—
FY2024Gap
Franchise goods-supply (mostly franchised). cost_food=cost of revenues RMB6,724M=54.2 (materials ~50.4+equip dep), NOT store. Gross margin ~45.8. S&M not split (est). Op income margin 23.3; net 20.3. GMV RMB29.5B.
Marketing—
FY2024Gap
Franchise goods-supply (mostly franchised). cost_food=cost of revenues RMB6,724M=54.2 (materials ~50.4+equip dep), NOT store. Gross margin ~45.8. S&M not split (est). Op income margin 23.3; net 20.3. GMV RMB29.5B.
Operating margin23.3%
FY2024· income from operations marginS1 official primary (opens in new tab)Source-backed
Franchise goods-supply (mostly franchised). cost_food=cost of revenues RMB6,724M=54.2 (materials ~50.4+equip dep), NOT store. Gross margin ~45.8. S&M not split (est). Op income margin 23.3; net 20.3. GMV RMB29.5B.
Not separately disclosed22.5%

Supply chain

2 suppliers · 2 with S1 filing

Who supplies this brand — reverse-extracted from each supplier's own filing (top-customer / related-party disclosure). The % is the supplier's revenue share from this brand (supplier-side, not procurement spend), unless a note says otherwise. Each edge keeps its period, source tier, and audit link; named relationships without a disclosed % are shown as such.

富岭股份 FulingSZSE:001356
Packaging
plastic_tableware/cutlery/straws
discloses as: 四川茶语道企业管理有限公司及其关联企业
FY2024H117.69%S1 filingsource (opens in new tab)
FY20239.11%S1 filingsource (opens in new tab)
恒鑫生活 Hengxin LifeSZSE:301501
Packaging
paper_plastic_cups
discloses as: 四川茶姬企业管理有限公司
FY2024H13.03%S2 citedsource (opens in new tab)

Peers in this segment

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Same segment — each operator keeps its own scale basis; this is navigation, not a like-for-like comparison.