Chagee Likely to Face Same-Store Sales Pressure in 2H -- Market Talk

Dow Jones

Sep 01

0734 GMT - Chagee may continue facing same-store sales pressure in 2H, as it attempts to avoid price wars to preserve its premium position, say Citi analysts in a note. While the company maintaining its premium branding should be favorable over the long term, the analysts trim their nearer-term forecasts. They lower adjusted core net profit projections by 11% and 8% for 2025 and 2026, respectively. They also estimate that 2025 same-store sales will fall 17% instead of the previously-assumed 13%. Citi opens a 30-day short-term negative view on Chagee, and lowers the target price on its ADR to US$29.50 from US$35.40 with a buy/high risk rating. The ADRs last closed at US$19.11. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

September 01, 2025 03:34 ET (07:34 GMT)

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While the company maintaining its premium branding should be favorable over the long term, the analysts trim their nearer-term forecasts. They lower adjusted core net profit projections by 11% and 8% for 2025 and 2026, respectively. They also estimate that 2025 same-store sales will fall 17% instead of the previously-assumed 13%. Citi opens a 30-day short-term negative view on Chagee, and lowers the target price on its ADR to US$29.50 from US$35.40 with a buy/high risk rating. The ADRs last closed at US$19.11. 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While the company maintaining its premium branding should be favorable over the long term, the analysts trim their nearer-term forecasts. They lower adjusted core net profit projections by 11% and 8% for 2025 and 2026, respectively. They also estimate that 2025 same-store sales will fall 17% instead of the previously-assumed 13%. Citi opens a 30-day short-term negative view on Chagee, and lowers the target price on its ADR to US$29.50 from US$35.40 with a buy/high risk rating. The ADRs last closed at US$19.11. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 01, 2025 03:34 ET (07:34 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":"CHA","symbol_name":"霸王茶姬","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2564941238","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564941238","pubTimestamp":1756712040,"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":"0734 GMT - Chagee may continue facing same-store sales pressure in 2H, as it attempts to avoid price wars to preserve its premium position, say Citi analysts in a note. 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While the company maintaining its premium branding should be favorable over the long term, the analysts trim their nearer-term forecasts. They lower adjusted core net profit projections by 11% and 8% for 2025 and 2026, respectively. They also estimate that 2025 same-store sales will fall 17% instead of the previously-assumed 13%. Citi opens a 30-day short-term negative view on Chagee, and lowers the target price on its ADR to US$29.50 from US$35.40 with a buy/high risk rating. The ADRs last closed at US$19.11. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 01, 2025 03:34 ET (07:34 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"}}}