Tims China
Operates Tim Hortons cafés across mainland China, Hong Kong, and Macau.
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Profile
Operates Tim Hortons cafés under exclusive master-franchise rights across mainland China, Hong Kong, and Macau. Coffee, tea, baked goods, sandwiches, and sides are sold through company-operated and sub-franchised stores; the business operates only the Tim Hortons segment after its Popeyes China disposal.
Operates the exclusive Tim Hortons master franchise across mainland China, Hong Kong, and Macau. Its one reportable segment sells coffee, tea, other beverages, bakery items, sandwiches, and sides through company-operated and sub-franchised stores.
Independent operators run the sub-franchised locations and pay monthly fees based on gross sales, alongside franchise-support revenue. The offer connects coffee with freshly prepared food and a digitally supported loyalty base.
Following the disposal of Popeyes China, Tim Hortons is the sole reportable segment. Growth depends on attracting capable sub-franchisees and on their ability to open stores in existing and new markets.
Company facts
Categories
Key statistics
Year to date −48.4% · Average volume (30d) 11.6K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026Q2 FY26 | −$0.25 | −$0.44 | −77.1% | $42.1M | $40.3M | −4.5% | −18.82% |
| Jun 9, 2026Q1 FY26 | −$0.21 | −$0.49 | −134.6% | $46.4M | $37.2M | −19.7% | −2.78% |
| Apr 14, 2026Q1 FY26 | −$0.19 | −$1.00 | −426.9% | $51.2M | $35.5M | −30.6% | +6.28% |
| Dec 9, 2025Q3 FY25 | −$0.14 | −$0.23 | −59.0% | $55.5M | $50.3M | −9.4% | −2.76% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $44.7M | $51.9M | $53.3M | $45.3M | $38.0M | $40.6M | |
| Gross profit | $6.6M | $9.0M | $9.3M | $1.4M | $836.3K | $2.3M | |
| Operating income | −$10.6M | −$5.7M | −$8.2M | −$12.8M | −$9.8M | −$8.2M | |
| Net income | −$8.6M | −$11.2M | −$10.8M | −$33.5M | −$16.3M | −$14.5M | |
| Diluted EPS | −$0.26 | −$0.35 | −$0.33 | −$1.03 | −$0.50 | −$0.44 | |
| Gross margin | 14.8% | 17.2% | 17.4% | 3.1% | 2.2% | 5.7% | |
| Operating margin | -23.6% | -10.9% | -15.5% | -28.2% | -25.8% | -20.1% |
Fiscal years (4-quarter sums)FY21 $98.3M · FY22 $150.4M · FY23 $234.1M · FY24 $207.0M · FY25 $195.2M
Revenue by product · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $18.0M · Total debt $294.3M · Total assets $153.0M · Shareholders' equity −$210.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 32.04M · Float 8.69M · 27.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Peter Michael Yu · director, 10 percent owner: | 16.15M | 50.42% | Form 4 | Apr 3, 2026 |
| SC China Holding Ltd | 2.90M | 9.05% | 13F | May 15, 2026 |
| Yongchen Lu · director, officer: Chief Executive Officer | 315.7K | 0.99% | Form 4 | Mar 31, 2026 |
| Zazove Associates LLC | 208.5K | 0.65% | 13F | Jun 18, 2026 |
| Ho Cheung · director | 139.9K | 0.44% | Form 4 | Apr 2, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
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