奈雪的茶2026年上半年营收18.93亿元，经调整净亏损96.7百万元

公告速递

Aug 26

本季度信息

奈雪的茶公布的公告显示，2026年上半年实现营收18.93亿元，同比下降13.1%。经调整净亏损由上年同期的117.9百万元缩减至96.7百万元，降幅18.0%。经营活动所得现金净额为60.7百万元，同比减少56.1%。

从成本结构看，材料成本占营收比重为33.7%，较上年同期的34.1%略有下降；员工成本占比28.6%，上年同期为29.8%；广告及推广开支占比5.3%，上年同期为4.3%，有所上升。

业务分项

现制茶饮及加盟店业务在期内贡献主要营收，录得1639.09百万元，同比下降约14.3%。瓶装饮料业务实现73.34百万元，同比下降约31.6%，主要受销售规模收缩影响。其他收入（包含加盟费、零售产品等）为180.07百万元，同比上升约13.8%。

截至2026年6月30日，奈雪的茶注册会员数达125.7百万人，月度活跃会员数约3.02百万人，月度复购率约25.0%。门店方面，共拥有茶饮店1685家，其中直营门店1315家，加盟门店370家。

下个财报期展望

公司将在下半年持续优化门店经营模型，稳步推进优势城市与核心消费市场的网络布局，并围绕绿色健康及多元化消费需求进行产品推陈出新。此外，海外业务将结合不同国家和地区市场情况稳步拓展。

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