FoodBud
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RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

Global foodservice chain intelligence. Every figure should link back to a source.

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Company card

TH International

High
Brand★Golden 50est. scale

Nasdaq THCH · China;United States;Canada;Global

Listing status
listed
Operating model
Mixed direct + franchise
Scale basis
Revenue proxy
Confidence
High
Segment
coffee

China coffee chain; use company revenue as scale proxy, not terminal GMV/system sales.

Scale basis note

Recognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.

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.
1,047 stores
FY2025 (year ended 31 December 2025): net new store openings were 25 for 2025; system-wide stores reached 1,047
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · net new store openings were 25 for 2025; system-wide stores reached 1,047
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Scale
Recognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
$188.2M
FY2025 (year ended 31 December 2025): Total revenues of RMB1,316.2 million (USD188.2 million) for the full year 2025
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)
Regulatory Filing · Total revenues of RMB1,316.2 million (USD188.2 million) for the full year 2025
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Basis: Revenue proxy
Precision: Estimated
Scale per store
Screening proxy: scale divided by store count. It is not audited AUV or unit profit.
$179,752
Screening proxyest.
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 1,047 system-wide stores, RMB1.316196B total revenues (US$188.2M), RMB1.068170B company-owned store revenue and RMB435.8M net loss (US$62.3M).
Provenance
Tier: S1 official primary
Source: SEC 2025 Form 20 F
As of: FY2025
Basis: Revenue proxy
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
-$62.3M
FY2025 (year ended 31 December 2025): Net loss: RMB 435.813 million (USD 62.32 million) for the full year 2025
Loss-makingScale 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 · Net loss: RMB 435.813 million (USD 62.32 million) for the full year 2025
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Loss-making
Revenue
Source-backed operating metric from the locked research snapshot.
$188.2M
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 1,047 system-wide stores, RMB1.316196B total revenues (US$188.2M), RMB1.068170B company-owned store revenue and RMB435.8M net loss (US$62.3M).
Provenance
Tier: S1 official primary
Source: SEC 2025 Form 20 F
As of: FY2025
Basis: Revenue proxy

Operator profile

13/20 source-backed

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

Format & positioning
Cuisine (primary)
coffee cafeS2 official secondary (opens in new tab)
Cuisine (secondary)
sandwich bakeryS2 official secondary (opens in new tab)~
Service model
coffee cafeS2 official secondary (opens in new tab)
Price tier
midS3 supplementary (opens in new tab)
Company
Founded
2,019S2 official secondary (opens in new tab)
HQ country
ChinaS3 supplementary (opens in new tab)
CEO
Kwok Wah CheungS2 official secondary (opens in new tab)
Employees
1,580S3 supplementary (opens in new tab)~
Ownership
Parent
public-standalone (master franchisee of Tim Hortons for RBI; not a subsidiary). Listed via SPAC merger with Silver Crest Acquisition Corp (Sept 2022)S2 official secondary (opens in new tab)
PE / holding
Cartesian Capital Group LLC (founding shareholder / PE; alongside Restaurant Brands International as co-founding shareholder)S3 supplementary (opens in new tab)
Recent M&A
No control-change M&A in last ~3y; Oct 2025 issued ~US$89.9M senior secured convertible notes and extended Cartesian/RBI 2024 notes to Sept 2029 (financing, not buyout)S2 official secondary (opens in new tab)~
Growth
System sales YoY
not disclosed
Revenue YoY
-10.8%S2 official secondary (opens in new tab)
Net new units
120 unitsS2 official secondary (opens in new tab)
Pricing & digital
Avg check
$3.97S1 official primary (opens in new tab)
Digital sales
86.1%S1 official primary (opens in new tab)
Off-premise
not disclosed
Loyalty members
24,000,000S2 official secondary (opens in new tab)
Franchise terms
Royalty
not disclosed
Franchise fee
not disclosed
By-market footprint
China / Tims China system-wide network
1,047 storesS1 official primary (opens in new tab)
Mainland China vs Hong Kong-Macau split
—S1 official primary (opens in new tab)

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

Disclosed store model

disclosed10/10 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
1,047 stores
FY2025
Source-backedS1 official primary (opens in new tab)
Revenue
$188M
FY2025
Source-backedS1 official primary (opens in new tab)
Scale
$188M
FY2025
Source-backedS1 official primary (opens in new tab)
Company-operated
see brand drilldown
Franchised
see brand drilldown

Brand drilldown

non-additive

Per-brand detail — NOT additive (brands may use different bases / periods) and NOT counted in rankings. Listed for transparency only.

TH International
System stores
1,022 system stores 2024
2024_or_latest
Source-backedS2 official secondary (opens in new tab)
Operating margin
-25.1%
FY2024
Source-backedS1 official primary (opens in new tab)
Food cost %
26.9%
FY2024
Source-backedS1 official primary (opens in new tab)
Labor cost %
16.6%
FY2024
Source-backedS1 official primary (opens in new tab)
Rent cost %
17.4%
FY2024
Source-backedS1 official primary (opens in new tab)
Marketing cost %
4.7%
FY2024
Source-backedS1 official primary (opens in new tab)
Delivery cost %
8.6%
FY2024
Source-backedS1 official primary (opens in new tab)

Single-store model

2/8 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
Derived; not disclosed AUV.
Derived: revenue_usd 188,200,000/1,047=~USD179,752/store.
FY2024_or_latest_L1
EstimatedNeeds source
Single-store profit
GAP — not fabricated.
—
Gap
Initial investment
GAP — not fabricated.
—
Gap
Franchise fee / royalty
GAP — not fabricated.
—
Gap
Payback period
GAP — not fabricated.
—
Gap
Same-store sales
GAP — not fabricated.
—
Gap
Store open / close
Secondary relay; confirm vs filing.
Tims China (Tim Hortons China master franchisee) 1,022 system-wide stores end-2024.
2024_or_latest
Source-backedS2 official secondary (opens in new tab)
Company-operated share
GAP — not fabricated.
—
Gap

Cost structure

6/6 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 / COGS26.9%
FY2024· % of TOTAL rev RMB1,391.2M; per CO-STORE rev: food 31.5/labor 19.5/rent 20.3/deliv 10.0/mkt 5.5S1 official primary (opens in new tab)Source-backed
Tims China mixed co-owned+franchised; FULL delivery+marketing disclosure; op loss RMB349M. % on total rev (store-level higher).
Labor16.6%
FY2024· % of TOTAL rev RMB1,391.2M; per CO-STORE rev: food 31.5/labor 19.5/rent 20.3/deliv 10.0/mkt 5.5S1 official primary (opens in new tab)Source-backed
Tims China mixed co-owned+franchised; FULL delivery+marketing disclosure; op loss RMB349M. % on total rev (store-level higher).
Rent / occupancy17.4%
FY2024· % of TOTAL rev RMB1,391.2M; per CO-STORE rev: food 31.5/labor 19.5/rent 20.3/deliv 10.0/mkt 5.5S1 official primary (opens in new tab)Source-backed
Tims China mixed co-owned+franchised; FULL delivery+marketing disclosure; op loss RMB349M. % on total rev (store-level higher).
Delivery commission8.6%
FY2024· % of TOTAL rev RMB1,391.2M; per CO-STORE rev: food 31.5/labor 19.5/rent 20.3/deliv 10.0/mkt 5.5S1 official primary (opens in new tab)Source-backed
Tims China mixed co-owned+franchised; FULL delivery+marketing disclosure; op loss RMB349M. % on total rev (store-level higher).
Marketing4.7%
FY2024· % of TOTAL rev RMB1,391.2M; per CO-STORE rev: food 31.5/labor 19.5/rent 20.3/deliv 10.0/mkt 5.5S1 official primary (opens in new tab)Source-backed
Tims China mixed co-owned+franchised; FULL delivery+marketing disclosure; op loss RMB349M. % on total rev (store-level higher).
Operating margin-25.1%
FY2024· % of TOTAL rev RMB1,391.2M; per CO-STORE rev: food 31.5/labor 19.5/rent 20.3/deliv 10.0/mkt 5.5S1 official primary (opens in new tab)Source-backed
Tims China mixed co-owned+franchised; FULL delivery+marketing disclosure; op loss RMB349M. % on total rev (store-level higher).
Not separately disclosed25.8%

Supply chain

4 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.

TDL Group Corp.
Ingredients
discloses as: TH International
—named (no % disclosed)S1 filingsource (opens in new tab)
Tim Hortons Restaurants International GmbH (THRI)
Ingredients
discloses as: TH International
—named (no % disclosed)S1 filingsource (opens in new tab)
Easy Joy (Sinopec convenience-store chain)SHA:600028
Distribution
discloses as: TH International
—named (no % disclosed)S2 citedsource (opens in new tab)
Oatly Group ABNASDAQ:OTLY
Beverage
discloses as: TH International
—named (no % disclosed)S2 citedsource (opens in new tab)

Peers in this segment

StarbucksRevenue proxyDutch BrosGMV / system sales

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