The earnings call revealed a mix of positive developments and challenges. While the company saw significant growth in food revenue, loyalty memberships, and digital orders, it faced setbacks with decreased company-owned store revenues and increased operational costs such as rental and delivery expenses. There is optimism about the company's ability to improve same-store sales and operational efficiencies moving forward.

Company Guidance

During TH International Limited's Second Quarter 2025 Earnings Conference Call, the company provided guidance on several key metrics. The company reported a food revenue increase of 8.6% year over year, with food revenue contributing 35.2% of sales, up from 32.5% in 2024. System sales grew by 1.4%, and profits from other revenues surged by 110.3% year over year. The company has returned to positive adjusted corporate EBITDA, reducing adjusted net losses by 16.2%. Store expansion was notable, with the company operating in 98 cities and receiving over 8,100 franchise applications, converting over 400 stores by Q2's end. The registered loyalty club membership grew by 22.4% to 26.2 million members. Despite a 12.5% drop in company-owned store revenues due to strategic closures, franchised business revenues increased by 50.7%. The company improved its store contribution margin and adjusted corporate EBITDA margin by 2.7 and 2.8 percentage points, respectively. They also enhanced digital orders, reaching a record 90.4% of total orders. Looking ahead, TH International Limited aims to open around 200 franchise stores in 2025, focusing on sustainable growth and profitability.

Food Revenue Increase

Food revenue increased by 8.6% year over year, and food revenue contribution as a percentage of sales reached a historical high of 35.2%, up from 32.5% in 2024.

Profits from Other Revenues

Profits from other revenues achieved a year-over-year increase of 110.3%.

Expansion of Store Footprint

Expanded store footprint into 98 cities with over 400 stores converted since the launch of the franchisee program in December 2023.

Growth in Loyalty Membership

Registered loyalty club members reached 26.2 million, reflecting a 22.4% year-over-year growth.

Improved Digital Order Metrics

Digital orders as a percentage of total orders rose to 90.4% in Q2 2025, up from 86.5% in Q2 2024.

Reduction in General and Administrative Expenses

General and administrative expenses decreased by 5.2% year over year.

TH International (THCH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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THCH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	-0.14 / -	-0.386	―	―	―
Aug 26, 2025	2025 (Q2)	-0.17 / -0.33	-0.204	-60.00% (-0.12)
Jun 24, 2025	2025 (Q1)	- / -0.04	-0.632	94.44% (+0.60)
Apr 15, 2025	2024 (Q4)	-0.26 / -0.25	-0.632	60.44% (+0.38)	―	―
Nov 12, 2024	2024 (Q3)	-0.29 / -0.39	-0.723	46.60% (+0.34)
Aug 29, 2024	2024 (Q2)	-0.37 / -0.20	-0.029	-600.48% (-0.17)
Jun 05, 2024	2024 (Q1)	- / -	-0.182	―	―	―
Apr 18, 2024	2023 (Q4)	-0.33 / -0.63	-0.128	-393.42% (-0.50)
Nov 15, 2023	2023 (Q3)	- / -0.72	-0.154	-369.89% (-0.57)
Aug 30, 2023	2023 (Q2)	- / -1.03	2.064	-150.15% (-3.10)

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

THCH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$2.49	$2.58	+3.61%
Jun 24, 2025	$2.76	$2.83	+2.54%
Apr 15, 2025	$2.31	$2.58	+11.69%
Nov 12, 2024	$3.64	$3.50	-3.85%

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 TH International (THCH) report earnings?

TH International (THCH) is schdueled to report earning on Nov 12, 2025, After Close (Confirmed).

What is TH International (THCH) earnings time?

TH International (THCH) earnings time is at Nov 12, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is THCH EPS forecast?

THCH EPS forecast for the fiscal quarter 2025 (Q3) is -0.14.

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