TH International Reports 12.8% YoY Sales Growth to RMB 419.9 Million in Q3
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
- Sales Growth: TH International's system sales reached RMB 419.9 million in Q3, reflecting a 12.8% year-over-year increase, indicating a robust recovery in the Chinese market and enhancing its competitive position.
- Same-Store Sales: The same-store sales growth for company-owned stores was positive at 3.3%, demonstrating sustained consumer demand for its products and further solidifying brand loyalty.
- Membership Growth: As of September 30, 2025, registered loyalty club members totaled 27.9 million, representing a 22.3% year-over-year increase, which lays a strong foundation for future sales growth.
- Financial Performance: Although total revenues were RMB 358.0 million, a slight decrease of 0.4% year-over-year, other revenues surged by 25% to RMB 75.1 million, showcasing the potential of diversified revenue streams.
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Analyst Views on THCH
About THCH
TH International Ltd is a holding company principally engaged in coffee business. Through its subsidiaries, The Company operates its businesses through two segments. Tim Hortons segment is mainly engaged in coffee, donut and tea restaurant chains. Popeyes segment mainly operates quick-service restaurant, providing food including sweet chili chicken, salt and pepper chicken shoulders, golden cheese chicken nuggets, and a Longjing tea-based pomelo milkshake. The segment also provides Popeyes’ signature items, including New Orleans-style spicy chicken, Louisiana-style seafood such as Cajun popcorn shrimp and sides including mashed potatoes with Cajun gravy. The Company also engages in sales of coffee, beverages and prepared food through company owned and operated stores and franchised stores. The Company mainly conducts its businesses in the mainland China market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TH International Shares Surge 8.7%, Leading Grocery & Drug Stores Sector
- Stock Performance: TH International's shares rose approximately 8.7% on Wednesday, positioning the company as a leader in the grocery and drug stores sector, indicating positive market sentiment regarding its business outlook.
- Industry Trends: The overall grocery and drug stores sector saw a collective increase of about 0.4%, reflecting consumer demand stability and industry resilience, which may attract more investor interest in this sector.
- Competitor Dynamics: Dine Brands Global also experienced a share increase of about 2.1%, further indicating that companies within this industry are gaining market recognition, potentially fostering competition and collaboration among peers.
- Market Impact: These stock price increases may encourage other related companies to adopt proactive market strategies, thereby driving growth and innovation across the grocery and drug stores industry.
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TH International Reports 12.8% YoY Sales Growth to RMB 419.9 Million in Q3 2025
- Sales Growth: TH International's system sales increased by 12.8% year-over-year to RMB 419.9 million in Q3 2025, indicating a strong recovery in the Chinese market and enhancing its competitive position.
- Same-Store Sales: The same-store sales growth for company-owned stores was positive at 3.3%, reflecting strong consumer response to the newly launched 'Light & Fit Lunch Box' products, which boosted overall sales performance.
- Membership Growth: As of September 30, 2025, registered loyalty club members reached 27.9 million, representing a 22.3% year-over-year increase, laying a solid foundation for future customer loyalty and sales growth.
- Financial Performance: Despite a slight revenue decline of 0.4% to RMB 358 million, other revenues surged by 25% to RMB 75.1 million, showcasing the company's success in diversifying its revenue streams.
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