Chagee Holdings Ltd (FRA:I0K)

Q1 2026 Chagee Holdings Ltd Earnings Call Transcript

May 28, 2026 / 01:00 AM GMT

Release Date Price: €9.8 (+13.95%)

Transcript

Key Points

Positve

Chagee Holdings Ltd (CHA) reported a 4.5% year-over-year increase in total revenue, reaching RMB3,546 million.
The company's gross margin improved to 55.6%, up from 53.1% a year ago.
Overseas markets are becoming a significant growth engine, with overseas GMV growing 139% year-over-year.
The company launched 12 new products in the first quarter, contributing to sequential growth in both cup volume and GMV.
Chagee Holdings Ltd (CHA) announced a $150 million share repurchase program, demonstrating confidence in its long-term growth prospects.

Negative

Overall same-store GMV growth was down 16%, although this was an improvement from the previous quarter.
The company's net revenue from franchisee tea houses decreased compared to a year ago.
General and administrative expenses increased by 30.9% year-over-year, reflecting continued investment in global corporate infrastructure.
Income tax expenses increased to 21.2% of income before income tax, up from 19% a year ago.
The company's cash and cash equivalents decreased from $7,892.4 million at the end of 2025 to $7,146.3 million by the end of the first quarter of 2026.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CHA.OQ - Chagee Holdings Ltd
Q1 2026 Chagee Holdings Ltd Earnings Call
May 29, 2026 / 01:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and good evening, ladies and gentlemen.

Thank you for standing by and welcome to Chargee's first quarter 2026 earnings conference call.

At this time, all participants are in listen-only mode. We will be hosting a question-and-answer session after management prepared remarks. Please note that today's event is being recorded. With that, I'll now turn the call over to the first kicker today, Ms. Alicia Guo, Investor Relations Director of the company. Please go ahead, ma'am.

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Unidentified_2 [2]
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Thank you. Hello, everyone, and

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