FoodBud
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

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Company card

Mixue

Medium
Group★Golden 50

HKEX 02097 · HKEX

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

Franchise-led freshly-made tea, coffee and beer network. Company revenue is mainly supply-chain and franchise monetization; use historical store-network GMV per store as a terminal-scale proxy, with period mismatch clearly marked.

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.
59,823 stores
FY2025: Mixue's store network reached 59,823 locations at the end of 2025, up from 46,479 a year earlier, extending its lead in China's mass-market drinks segment.
Source-backed
S3 supplementary (opens in new tab)
Media Or Aggregator · Mixue's store network reached 59,823 locations at the end of 2025, up from 46,479 a year earlier, extending its lead in China's mass-market drinks segment.
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Scale
Terminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
$8.1B
FY2024: store-network GMV RMB58.3B (kept). Freshness reopen: FY2025 annual results disclose GMV ONLY as an industry ranking (62nd globally), no absolute RMB store-network GMV; revenue RMB33.56B is a different basis and NOT substituted. flagship; awaiting on-basis FY2025 GMV disclosure.
GMV / system salesTerminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
Source-backed
S3 supplementary (opens in new tab)
Media Or Aggregator · In 2024, Mixue Bingcheng's terminal retail sales reached 58.3 billion yuan, a year-on-year increase of 21.7%.
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
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.
$135,433
Screening proxy
Derived scale_per_store = scale_usd ÷ store_count (59823) at the gmv_or_system_sales_usd basis (FY2024); not a separately reported metric.
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)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: GMV / system sales
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
$870.23M
FY2025: profit for the year reaching RMB 5,927.1 million in 2025, up from RMB 4,454.2 million in 2024—a 33.1% year-on-year growth
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S3 supplementary (opens in new tab)
Media Or Aggregator · profit for the year reaching RMB 5,927.1 million in 2025, up from RMB 4,454.2 million in 2024—a 33.1% year-on-year growth
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$4.93B
RMB 33,559,923 thousand revenue
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)
Official Filing · Official filing or primary source URL from Top 100 composite.
Provenance
Tier: S1 official primary
Source: Official Filing
Basis: Revenue proxy
Precision: Manual override

Market data (listed companies)

Market valuation · fluctuates · not operational scale · do not compare with GMV / system sales. Listed companies only.

MetricValuePeriod / basisQualitySource
Market cap
Public market capitalization captured in the locked source snapshot.
$12.71B
Directional proxy
May 22 2026: Unverified: no citable primary disclosure with a verbatim excerpt found. No source found with a May 22, 2026 market cap figure and verbatim excerpt. Nearest data points: Dec 31 2025 ≈ $20.60B USD; Jun 2026 ≈ $12.11B USD (companiesmarketcap)
Market cap (USD)Scale basis not specified. Use as a screening signal until a source pack is attached.
Directional proxy
S3 supplementary (opens in new tab)
Media Or Aggregator · Unverified: no citable primary disclosure with a verbatim excerpt found. No source found with a May 22, 2026 market cap figure and verbatim excerpt. Nearest data points: Dec 31 2025 ≈ $20.60B USD; Jun 2026 ≈ $12.11B USD (companiesmarketcap)
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Basis: Market cap (USD)
Precision: Market snapshot · not operational scale
⚠ Do not use for: Market valuation · not operational scale · never compare with GMV/system sales

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 beverageS4 (opens in new tab)
Cuisine (secondary)
dessertS4 (opens in new tab)
Service model
coffee cafeS4 (opens in new tab)
Price tier
valueS3 supplementary (opens in new tab)
Company
Founded
1,997S4 (opens in new tab)
HQ country
ChinaS3 supplementary (opens in new tab)
CEO
Zhang YuanS3 supplementary (opens in new tab)
Employees
9,102 headcountS3 supplementary (opens in new tab)~
Ownership
Parent
Independent / public-standalone (Mixue Group; IPO HKEX Mar 3, 2025; founder-controlled, HKEX:2097)S4 (opens in new tab)
PE / holding
Founders Zhang Hongchao & Zhang Hongfu — each ~40.84% direct, jointly control ~85.56% voting (family holding control, not a PE firm)S3 supplementary (opens in new tab)
Recent M&A
not disclosed
Growth
Revenue YoY
35.2%S1 official primary (opens in new tab)
Net new units
13,344 unitsS3 supplementary (opens in new tab)
Pricing & digital
Avg check
not disclosed
Digital sales
not disclosed
Loyalty members
not disclosed
Franchise terms
Royalty
2%S2 official secondary (opens in new tab)~
Franchise fee
$1,240S3 supplementary (opens in new tab)~
By-market footprint
Chinese mainland
55,356 storesS1 official primary (opens in new tab)
Outside Chinese mainland
4,467 storesS1 official primary (opens in new tab)

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
59,823 stores
FY2025, as of December 31, 2025
Source-backedS1 official primary (opens in new tab)
Company-operated
38 stores
FY2025, as of December 31, 2025
Source-backedS1 official primary (opens in new tab)
Company-operated
17 stores
FY2024 comparative, as of December 31, 2024
Source-backedS1 official primary (opens in new tab)
Franchised
59,785 stores
FY2025, as of December 31, 2025 (year ended Dec 31, 2025)
Source-backedS1 official primary (opens in new tab)
New units opened
14,496 stores
FY2025 (year ended Dec 31, 2025) — franchised-store openings during the year
Source-backedS1 official primary (opens in new tab)
Other disclosed
27,450 stores
FY2025, as of December 31, 2025 — number of franchisees (not stores; count of franchisee operators)
Source-backedS1 official primary (opens in new tab)

Single-store model

6/8 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
GMV/store/day is not store profit and not directly comparable with US FDD annual restaurant sales.
Existing extraction records GMV per store per day of about RMB4,184 in 9M2024; export also carries FY2024 network GMV of RMB58.3b and derived USD143k scale/store.
9M2024 / FY2024 bridge
Source-backedS1 official primary (opens in new tab)
Single-store profit
Do not infer franchisee profit from group profit or revenue-to-GMV take-rate.
—
Prospectus filing 2025
GapS1 official primary (opens in new tab)
Initial investment
Do not use fee components as total initial investment.
Mainland China franchise fee typically RMB7k-RMB11k by city tier; annual management fee RMB4.8k, annual training fee RMB2k, deposit RMB20k; full store-opening investment not disclosed in extracted official source.
Prospectus filing 2025
Source-backedS1 official primary (opens in new tab)
Franchise fee / royalty
Revenue share is headquarters monetization, not a store-level royalty rate.
Franchise and related service fees were 1.9%, 2.0%, 2.0% and 2.4% of revenue in 2021, 2022, 2023 and 9M2024.
2021-2023 and 9M2024
Source-backedS1 official primary (opens in new tab)
Payback period
No numeric payback should be ranked for Mixue until a better source appears.
—
Prospectus filing 2025
GapS1 official primary (opens in new tab)
Same-store sales
Needs definition normalization against other China tea chains.
Existing extraction records same-store GMV down about 0.6% in 9M2024.
9M2024
Source-backedS1 official primary (opens in new tab)
Store open / close
Company-ordered closure share is high, so total closures need quality-control interpretation.
Closure rate excluding company-ordered closures was 1.7% in 2023 and 1.6% in 9M2024; latest franchisee retention was 96.9% and turnover was 3.1%.
2023 and 9M2024
Source-backedS1 official primary (opens in new tab)
Company-operated share
Annual report gives FY2025 stores but does not refresh absolute GMV in the existing export.
59,823 stores worldwide at 2025-12-31: 59,785 franchised stores and 38 self-operated stores.
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 / COGS67.5%
FY2024· cogs_pct_goods_supplyS2 official secondary (opens in new tab)Source-backed
FRANCHISE goods-supply model: COGS of goods sold TO franchisees, NOT store-level food cost. Not comparable to direct operators.
Labor—
Gap
GAP — not fabricated.
Rent / occupancy—
Gap
GAP — not fabricated.
Delivery commission—
Gap
GAP — not fabricated.
Marketing—
Gap
GAP — not fabricated.
Operating margin17.9%
FY2024· net_margin_pctS2 official secondary (opens in new tab)Source-backed
NET margin (not operating); franchise model. Secondary.
Not separately disclosed14.6%

Supply chain

7 suppliers · 8 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.

鲜活饮品 Xianhuo BeverageN/A(IPO撤回)
Ingredients
beverage_ingredients(果汁/果酱/椰乳/植脂末/糖浆)
discloses as: 上岛智慧供应链有限公司(蜜雪冰城)
FY202228.68%S1 filingsource (opens in new tab)
FY202115.66%S1 filingsource (opens in new tab)
德馨食品 Dexin FoodN/A(IPO申报)
Ingredients
syrup/jam/beverage_base
discloses as: 上岛智慧供应链有限公司(蜜雪冰城旗下)
FY202216.86%S1 filingsource (opens in new tab)
佳禾食品 Jiahe FoodSSE:605300
Ingredients
植脂末non_dairy_creamer
discloses as: 河南大咖食品有限公司(蜜雪冰城)
FY2020(1-9)7.29%S1 filingsource (opens in new tab)
FY20173.25%S2 citedsource (opens in new tab)
南王科技 Nanwang TechSZSE:301355
Packaging
paper_packaging_bags
FY20214.6%S1 filingsource (opens in new tab)
恒鑫生活 Hengxin LifeSZSE:301501
Packaging
paper_plastic_cups
discloses as: 蜜雪冰城股份有限公司
FY20221.83%S1 filingsource (opens in new tab)
FY20233.98%S2 citedsource (opens in new tab)
家联科技 Jialian TechSZSE:301193
Packaging
plastic_biodeg_tableware
discloses as: 郑州宝岛商贸有限公司(蜜雪冰城全资子公司)
FY2018-2020named (no % disclosed)S1 filingsource (opens in new tab)
富岭股份 FulingSZSE:001356
Packaging
plastic_tableware/cutlery/straws
discloses as: 蜜雪冰城(境内客户,2023H1终止合作)
FY2021-2022named (no % disclosed)S1 filingsource (opens in new tab)

Related insights

  • Before the Castle: How Mixue Was Really Built, 1997–2017 (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.