TH International Reports 12.8% YoY Sales Growth to RMB 419.9 Million in Q3
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
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Should l Buy THCH?
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.
Tims China Celebrates 7th Anniversary with Air Canada Partnership
- Steady Growth: Since entering the Chinese market in 2019, Tims China has opened over 1,000 stores across nearly 100 cities and successfully listed on Nasdaq, demonstrating robust market expansion capabilities that solidify its position in the competitive coffee sector.
- Member Appreciation Campaign: To celebrate its seventh anniversary, Tims China has partnered with Air Canada to offer four round-trip tickets to over 31 million loyalty members, reflecting the brand's gratitude for consumer support while enhancing brand loyalty and customer relationships.
- Strategic Hub Development: Shanghai, where Tims China began, remains a key strategic hub, and the brand's expansion into major transit points like airports and high-speed rail stations increases visibility and convenience, attracting more travelers.
- Future Growth Vision: The CEO of Tims China stated that the company will continue to optimize its 'Coffee + Freshly Prepared Food' strategy, guided by local consumer preferences and digital innovation, ensuring sustained growth and competitiveness in the Chinese market.
See More
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.
See More
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.
See More
TH International Reports 12.8% YoY Sales Growth to RMB 419.9 Million in Q3
- 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.
See More
TH International Launches Eco-Friendly Straws to Promote Sustainability
- Innovative Eco-Friendly Product: TH International collaborates with Tencent's CarbonXmade program to launch eco-friendly straws made using carbon capture technology, marking a significant advancement in the company's sustainability efforts.
- Market Rollout Plan: The new straws will be introduced in Tims stores across Beijing, Shanghai, and Shenzhen, aiming to encourage consumers to support a sustainable future through small everyday choices, which is expected to enhance brand image and attract environmentally conscious customers.
- Technology Application: Each 100 straws contains 3.185 grams of captured CO₂, showcasing the ability to turn climate burdens into usable materials while meeting Chinese regulatory standards, thereby enhancing the product's market competitiveness.
- Ongoing Commitment: The straw launch complements Tims China's
See More
Tims China Set to Release Q3 2025 Financial Results on December 9, 2025
Financial Results Announcement: TH International Limited, the operator of Tim Hortons in China, will release its third quarter financial results on December 9, 2025, before the U.S. market opens, followed by a conference call at 8:00 AM EST.
Conference Call Access: The conference call will be available via webcast on the company's Investor Relations website, and participants are encouraged to pre-register using a provided link.
Company Overview: TH International Limited is the exclusive master franchisee for Tim Hortons in mainland China, Hong Kong, and Macau, founded by Cartesian Capital Group and Tim Hortons Restaurants International.
Company Philosophy: Tims China focuses on world-class execution, data-driven decision making, local relevance, continuous innovation, community engagement, and convenience in its operations.
See More
Tims China Celebrates 7th Anniversary with Air Canada Partnership
- Steady Growth: Since entering the Chinese market in 2019, Tims China has opened over 1,000 stores across nearly 100 cities and successfully listed on Nasdaq, demonstrating robust market expansion capabilities that solidify its position in the competitive coffee sector.
- Member Appreciation Campaign: To celebrate its seventh anniversary, Tims China has partnered with Air Canada to offer four round-trip tickets to over 31 million loyalty members, reflecting the brand's gratitude for consumer support while enhancing brand loyalty and customer relationships.
- Strategic Hub Development: Shanghai, where Tims China began, remains a key strategic hub, and the brand's expansion into major transit points like airports and high-speed rail stations increases visibility and convenience, attracting more travelers.
- Future Growth Vision: The CEO of Tims China stated that the company will continue to optimize its 'Coffee + Freshly Prepared Food' strategy, guided by local consumer preferences and digital innovation, ensuring sustained growth and competitiveness in the Chinese market.
See More
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.
See More
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.
See More
TH International Reports 12.8% YoY Sales Growth to RMB 419.9 Million in Q3
- 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.
See More
TH International Launches Eco-Friendly Straws to Promote Sustainability
- Innovative Eco-Friendly Product: TH International collaborates with Tencent's CarbonXmade program to launch eco-friendly straws made using carbon capture technology, marking a significant advancement in the company's sustainability efforts.
- Market Rollout Plan: The new straws will be introduced in Tims stores across Beijing, Shanghai, and Shenzhen, aiming to encourage consumers to support a sustainable future through small everyday choices, which is expected to enhance brand image and attract environmentally conscious customers.
- Technology Application: Each 100 straws contains 3.185 grams of captured CO₂, showcasing the ability to turn climate burdens into usable materials while meeting Chinese regulatory standards, thereby enhancing the product's market competitiveness.
- Ongoing Commitment: The straw launch complements Tims China's
See More
Tims China Set to Release Q3 2025 Financial Results on December 9, 2025
Financial Results Announcement: TH International Limited, the operator of Tim Hortons in China, will release its third quarter financial results on December 9, 2025, before the U.S. market opens, followed by a conference call at 8:00 AM EST.
Conference Call Access: The conference call will be available via webcast on the company's Investor Relations website, and participants are encouraged to pre-register using a provided link.
Company Overview: TH International Limited is the exclusive master franchisee for Tim Hortons in mainland China, Hong Kong, and Macau, founded by Cartesian Capital Group and Tim Hortons Restaurants International.
Company Philosophy: Tims China focuses on world-class execution, data-driven decision making, local relevance, continuous innovation, community engagement, and convenience in its operations.
See More
