Financial website. On August 28th, Chabaidao (02555. HK) released its 2026 interim report, achieving dual growth in revenue and profit. In the first half of the year, Tea 100 Road's revenue was 2.655 billion yuan, a year-on-year increase of 6.2%; Profit during the period was 345 million yuan, a year-on-year increase of 3.5%; The number of global stores has increased to 8863, with over 200 million registered members.
The company continues to deepen its multi category strategy, accelerate the cultivation of new high-quality growth drivers, and achieve steady and healthy development in terminal operations. The collaboration of tea and coffee business has exceeded the expectations at the beginning of the year, and the freshly ground coffee machines have covered over 2700 stores, launching multiple high-quality and cost-effective coffee products.
Dessert bowls, lemon water and other meal and water substitutes have been launched successively, with increasingly diverse consumer scenarios; Multiple new ice milk series products have been launched successively, strengthening the leading position in the category. Among them, lychee ice milk has sold over 17 million cups in the sales period of more than 50 days, becoming the top selling product in the industry for two consecutive years.
Chabaidao adheres to a steady store expansion strategy, seizes opportunities for structural growth in the sinking market, and has achieved a year-on-year growth of 7.2% in stores in third tier and below cities. The number of national warehouse distribution centers has increased to 27, with a fruit distribution rate of about 91%. About 95% of stores can receive two or more delivery services per week.
Analysts point out that the synergistic effect of multiple categories in Tea Hundred Road is accelerating, effectively expanding the business boundaries of stores, and the overall operational situation is healthy and stable, with increased certainty of medium – and long-term growth.
Liaoning ICP Security No. 21122402000217