Chagee Holdings Limited Unsponsored ADR (CHA)
NASDAQ:CHA
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Earnings Data
Report Date
Aug 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.36Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive operational and financial recovery: sequential revenue and GMV growth, a clear profitability turnaround with higher operating and non-GAAP margins, strong overseas expansion and membership growth, and a USD 150 million share buyback authorization. However, meaningful year-over-year challenges remain — same-store GMV is still down year-over-year, non-GAAP net margin is lower than the prior-year period, franchisee revenues declined, and G&A and company-owned operating costs rose as the company scales. On balance the call was optimistic about execution and long-term value creation while acknowledging short-term YoY pressures and investments.Company Guidance
Revenue and GMV Growth (Sequential and YoY)
Total revenue RMB 3,546 million, up 4.5% year-over-year and 19.2% quarter-over-quarter. Total GMV RMB 7,917.8 million, up 8.1% quarter-over-quarter.
Profitability Turnaround and Strong Sequential Margin Improvement
GAAP net income RMB 447.7 million; non-GAAP net income RMB 506.7 million. Operating income RMB 547.2 million with operating margin 15.4% and non-GAAP operating income RMB 606.2 million (17.1% margin), marking a sequential turnaround from an operating loss in the prior quarter. Non-GAAP net margin improved sequentially to 14.3% (from 3.4% in Q4 2025).
Overseas Expansion & Rapid International GMV Growth
Overseas GMV RMB 426.4 million, up 139% year-over-year and 14.6% quarter-over-quarter. Overseas teahouse footprint grew to 374 locations with notable footprints in Malaysia (221), Singapore (36), Indonesia (41), Thailand (32) and the U.S. (9).
Network and Membership Scale
Global teahouse network totaled 7,531 locations, up 12.7% year-over-year (7,157 in Greater China; 374 overseas). Total registered members 248 million with nearly 50 million active members (active members +11% quarter-over-quarter). Active-member repurchase rate stable at 42.3%; members with ≥2 purchases contribute >76% of orders.
Improved Operational Efficiency and Expense Ratios
Non-GAAP G&A expense ratio declined sequentially by 8.1 percentage points to 11.6%. Non-GAAP sales & marketing expense ratio declined sequentially by 3.6 percentage points to 8.6%. Other operating costs decreased 7.8% to RMB 159 million.
Product Innovation and Marketing Execution
Launched 12 new products in Q1; Da Hong Pao series and Caramel Pour Latte delivered above-average launch metrics (GMV contribution, cup contribution, repeat purchase and new customer acquisition). Morning BOGO campaign doubled morning card share and new low-caffeine evening section extended consumption scenarios. Localized launches (e.g., Caramel Oolong Tea Latte, Hojicha Genmai) showed strong early traction (Hojicha Genmai ~440 daily cups per teahouse in Singapore during first week).
Company-Owned Teahouse Revenue Expansion
Net revenue from company-owned teahouses RMB 802.1 million, up 230.4% year-over-year, reflecting strategic conversion and expansion of company-owned stores (790 company-owned teahouses as of quarter end).
Share Repurchase Program and Strong Balance Sheet
Board authorized share repurchases up to USD 150 million ADS over 12 months, demonstrating management confidence. Cash, cash equivalents, restricted cash and time deposits RMB 7,146.3 million at quarter end, supporting buyback flexibility and expansion plans.
Chagee Holdings Limited Unsponsored ADR (CHA) Earnings, Revenues Date & History
CHA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CHA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 29, 2026 | $10.16 | $12.76 | +25.59% |
Mar 31, 2026 | $9.61 | $9.31 | -3.12% |
Nov 28, 2025 | $13.29 | $14.10 | +6.09% |
Aug 29, 2025 | $20.69 | $17.97 | -13.15% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Chagee Holdings Limited Unsponsored ADR (CHA) report earnings?
Chagee Holdings Limited Unsponsored ADR (CHA) is schdueled to report earning on Aug 28, 2026, Before Open (Confirmed).
What is Chagee Holdings Limited Unsponsored ADR (CHA) earnings time?
Chagee Holdings Limited Unsponsored ADR (CHA) earnings time is at Aug 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CHA EPS forecast?
CHA EPS forecast for the fiscal quarter 2026 (Q2) is 0.36.