Haidilao's Same-Store Sales Could Recover in 2H -- Market Talk

Dow Jones

Jul 18

0516 GMT - Chinese restaurant operator Haidilao International's same-store sales could recover in 2H after 1H's likely weaker sales, Nomura analysts say in a note. They expect The company's same-store sales could recover in 2H thanks to a lower base and initiatives including selective store-theme revamps and collaborations with popular series. FY 2025 revenue could therefore improve slightly to 42.8 billion yuan. However, persistent margin pressures may drag FY 2025 adjusted net profit by 4% to 3.98 billion yuan. The analysts cut their FY 2025-FY 2027 net profit forecasts by 7%-10% to reflect higher-than-expected operating costs. Nomura maintains its buy rating but trims the stock's target to HK$16.20 from HK$20.20. Shares are last at HK$13.86. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

July 18, 2025 01:16 ET (05:16 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2552586454"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2552586454\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2552586454?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-18 13:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2552586454","market":"other","top_or_hot":-1,"title":"Haidilao's Same-Store Sales Could Recover in 2H -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0516 GMT - Chinese restaurant operator <a href=\"https://laohu8.com/S/06862\">Haidilao</a> International's same-store sales could recover in 2H after 1H's likely weaker sales, <a href=\"https://laohu8.com/S/NMR\">Nomura</a> analysts say in a note. They expect The company's same-store sales could recover in 2H thanks to a lower base and initiatives including selective store-theme revamps and collaborations with popular series. FY 2025 revenue could therefore improve slightly to 42.8 billion yuan. However, persistent margin pressures may drag FY 2025 adjusted net profit by 4% to 3.98 billion yuan. The analysts cut their FY 2025-FY 2027 net profit forecasts by 7%-10% to reflect higher-than-expected operating costs. Nomura maintains its buy rating but trims the stock's target to HK$16.20 from HK$20.20. Shares are last at HK$13.86. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 18, 2025 01:16 ET (05:16 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Haidilao's Same-Store Sales Could Recover in 2H -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHaidilao's Same-Store Sales Could Recover in 2H -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-18 13:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0516 GMT - Chinese restaurant operator <a href=\"https://laohu8.com/S/06862\">Haidilao</a> International's same-store sales could recover in 2H after 1H's likely weaker sales, <a href=\"https://laohu8.com/S/NMR\">Nomura</a> analysts say in a note. They expect The company's same-store sales could recover in 2H thanks to a lower base and initiatives including selective store-theme revamps and collaborations with popular series. FY 2025 revenue could therefore improve slightly to 42.8 billion yuan. However, persistent margin pressures may drag FY 2025 adjusted net profit by 4% to 3.98 billion yuan. The analysts cut their FY 2025-FY 2027 net profit forecasts by 7%-10% to reflect higher-than-expected operating costs. Nomura maintains its buy rating but trims the stock's target to HK$16.20 from HK$20.20. Shares are last at HK$13.86. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 18, 2025 01:16 ET (05:16 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"06862","symbol_name":"海底捞","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2552586454","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2552586454","pubTimestamp":1752815760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0516 GMT - Chinese restaurant operator Haidilao International's same-store sales could recover in 2H after 1H's likely weaker sales, Nomura analysts say in a note. They expect The company's same-store sales could recover in 2H thanks to a lower base and initiatives including selective store-theme revamps and collaborations with popular series. FY 2025 revenue could therefore improve slightly to 42.8 billion yuan. However, persistent margin pressures may drag FY 2025 adjusted net profit by 4% to 3.98 billion yuan. The analysts cut their FY 2025-FY 2027 net profit forecasts by 7%-10% to reflect higher-than-expected operating costs. Nomura maintains its buy rating but trims the stock's target to HK$16.20 from HK$20.20. Shares are last at HK$13.86. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"06862":"海底捞"},"translate_title":"海底捞同店销售额可能在2小时内恢复——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06862":1},"content_text":"0516 GMT - Chinese restaurant operator Haidilao International's same-store sales could recover in 2H after 1H's likely weaker sales, Nomura analysts say in a note. They expect The company's same-store sales could recover in 2H thanks to a lower base and initiatives including selective store-theme revamps and collaborations with popular series. FY 2025 revenue could therefore improve slightly to 42.8 billion yuan. However, persistent margin pressures may drag FY 2025 adjusted net profit by 4% to 3.98 billion yuan. The analysts cut their FY 2025-FY 2027 net profit forecasts by 7%-10% to reflect higher-than-expected operating costs. Nomura maintains its buy rating but trims the stock's target to HK$16.20 from HK$20.20. Shares are last at HK$13.86. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 18, 2025 01:16 ET (05:16 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}