Chagee
Freshly made tea drinks sold through a centralized, predominantly franchised teahouse network.
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Profile
Freshly made tea drinks, led by tea lattes, are sold through CHAGEE teahouses. Most revenue comes from supplying franchise partners with materials, packaging, equipment, and related services across a China-centered network.
Freshly made tea drinks anchor a focused menu led by signature tea lattes, with Teapuccino and other tea-based formats alongside them. A centralized supply chain and automated preparation support product consistency across the teahouse network.
Franchised teahouses are the main economic engine, generating revenue through raw materials, packaging, equipment, and franchise and other services. Company-owned teahouses form the second operating channel.
Most locations are in China, while the overseas network is smaller. Maintaining franchise standards for product quality, supply-chain management, consumer service, and safety protocols shapes how the network operates.
Company facts
Categories
Key statistics
Year to date −12.3% · Average volume (30d) 522.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Aug 28, 2026 | Macquarie | Upgrade | Neutral | Outperform | |
| Jun 21, 2026 | Goldman Sachs | Initiate | Neutral | $13.60 | |
| May 31, 2026 | CLSA | Target | $10 | ||
| May 29, 2026 | Morgan Stanley | Target | $15.50 | ||
| Apr 2, 2026 | JP Morgan | Upgrade | Neutral | Overweight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 28, 2026 | $0.31 | $0.37 | +19.4% | $526.2M | $502.6M | −4.5% | +4.35% |
| May 28, 2026Q1 FY26 | $0.27 | $0.38 | +39.4% | $468.2M | $513.9M | +9.8% | +25.59% |
| Mar 31, 2026Q4 FY25 | $0.27 | $0.07 | −74.4% | $518.2M | $425.2M | −17.9% | −1.61% |
| Nov 28, 2025Q3 FY25 | $0.36 | $0.36 | 0.0% | $3.74B | $450.6M | −87.9% | +6.07% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $496.1M | $504.8M | $495.8M | $477.4M | $442.6M | $527.6M | |
| Gross profit | $231.6M | $244.8M | $239.7M | $216.5M | $179.3M | $219.4M | |
| Operating income | $95.6M | $122.1M | $16.0M | $67.6M | −$5.3M | $81.4M | |
| Net income | $98.1M | $101.0M | $10.3M | $58.7M | $4.2M | $67.0M | |
| Diluted EPS | $0.53 | $0.53 | $0.05 | $0.30 | $0.02 | $0.35 | |
| Gross margin | 46.7% | 48.5% | 48.3% | 45.4% | 40.5% | 41.6% | |
| Operating margin | 19.3% | 24.2% | 3.2% | 14.2% | -1.2% | 15.4% |
Fiscal years (4-quarter sums)FY23 $690.4M · FY24 $1.85B · FY25 $1.92B
Revenue by product · FY25
Balance sheet, Mar 31, 2026Cash & short-term investments $1.18B · Total debt $201.0M · Total assets $1.73B · Shareholders' equity $1.16B
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Dec 8, 2025 | Dec 8 | Dec 15 | $0.87 |
Ownership
Shares outstanding 190.76M · Float 22.09M · 11.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Junjie Zhang | 98.13M | 51.40% | 13G | Feb 13, 2026 |
| XVC Fund II LP | 22.15M | 18.38% | 13G | Aug 13, 2025 |
| Dengfeng Yin · director, officer: Chief Operating Officer | 11.87M | 6.22% | Form 4 | Jun 25, 2026 |
| Beijing Qiushi Chenxing Consulting Center (Limited Partnership) | 10.24M | 8.50% | 13G | Aug 28, 2025 |
| Fosun International Ltd | 7.41M | 3.88% | 13F | May 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
Not reported.