本季度信息
根据公告，沪上阿姨（股票名称：沪上阿姨，股票代码：02589）在2026年上半年实现营收25.89亿元，同比增长42.4%。同期经调整净利润为3.45亿元，同比提升41.6%。公告显示，报告期内毛利率为31.6%，与去年同期相比无明显波动。经营活动所产生的现金流为2.87亿元，同比增长28.7%。
从公司成本结构来看，上半年销售及营销费用约2.93亿元，同比增幅为56.1%；行政费用约0.95亿元，同比增幅2.3%；研发投入约0.34亿元，占营收比例约1.3%，同比增长35.5%。
业务分项
公告显示，截至2026年6月30日，全球门店总数增至13,155家，较去年同期的9,436家增长39.4%。其中，海外门店数量从同期的1家增加至61家。用户运营方面，微信小程序注册会员数达1.70亿人，较去年同期增加3,860万人。
公告指出，公司通过构建多品牌饮品矩阵来满足消费者多元化需求，旗下“滬上阿姨”与“茶瀑布”在产品创新和门店拓展等维度继续发挥协同作用。同期，新零售业务的积极扩展与海外市场的多点布局也在一定程度上拉动了业绩增长。
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