What Atour Lifestyle Holdings promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

12 of 14 judged targets kept · 11 open · verdicts reflect calls analysed to Jun 2026.

Target	Original wording	Said	Latest call	Verdict
Total net revenue growth	Increase 20% to 24% year-over-year	Dec 2025	Jun 2026:we currently expect total net revenues to increase by 30% Call transcript, Jun 2026 · no direct link	Revised Up
Group effective tax rate	Expected to rise compared to last year	Jun 2026	Jun 2026:the group's effective tax rate is also expected to rise compared to last year Call transcript, Jun 2026 · no direct link	New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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The rest of the ledger

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Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

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