Jun 2026 (Q2 FY26) — Aug 28, 2026
Chagee Q2 FY26 — Strategic Adjustments Drive Profitability and Overseas Growth
Read the full callChagee (CHA) earnings
- Jun 2026 (Q2 FY26)
- Dec 2025
Chagee earnings: last reported Fri, 28 Aug 2026, for the quarter ended Jun 2026.
Price
$12.34 +0.33% · +$0.04
Performance −22.8% 1Y
1Y: $15.98 on 17 Oct 2025 → $12.34. High $17.55 (23 Oct 2025), low $9.16 (1 Apr 2026).
- Previous close
- $12.3
- 52-week range
- $9.16 – $17.55
- One year
- −27.88%
Overview
- Symbol
- CHA
- Sector
- Consumer Discretionary
- Industry
- Retail-Eating & Drinking Places
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 29, 2026
Chagee Q1 FY26 — Sequential recovery on operating focus; $150M buyback authorized
Read the full callEvery analysed call
Chagee earnings calls (CHA)
Financials
What the filings say
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Reserves | — | 377 | 556 |
| Total liabilities | — | 398 | 556 |
| Fixed assets | — | 34 | 83 |
| Investments | — | — | 14 |
| Total assets | — | 904 | 1,639 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 272 | 389 | 235 |
| Cash from investing | -21 | -31 | -118 |
| Cash from financing | 48 | -24 | 293 |
| Net cash flow | 299 | 335 | 410 |
| Capital expenditure | -4 | -31 | -60 |
| Free cash flow | 268 | 358 | 175 |
CHA operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Stores | 7,531At the end of the first quarter, our global teahouse network totaled 7,531 locations, including 7,157 in Greater China and 374 overseas.Source: earnings call transcript | 7,639As of the end of June, our global network totaled 7,639 teahouses, representing a net increase of 108 locations from the prior quarter.Source: earnings call transcript | +1.4% |
| Stores Greater China | 7,157At the end of the first quarter, our global teahouse network totaled 7,531 locations, including 7,157 in Greater China and 374 overseas.Source: earnings call transcript | 7,240This includes 7,240 teahouses in Greater China and 399 overseas.Source: earnings call transcript | +1.2% |
| Stores Overseas | 374At the end of the first quarter, our global teahouse network totaled 7,531 locations, including 7,157 in Greater China and 374 overseas.Source: earnings call transcript | 399This includes 7,240 teahouses in Greater China and 399 overseas.Source: earnings call transcript | +6.7% |
| Loyalty program members | 248MAt the end of the first quarter, the number of our total registered members reached 248 million with nearly 50 million active members, an increase of over 11% quarter-over-quarter.Source: earnings call transcript | 257MAs of the end of June, our total registered members reached 257 million.Source: earnings call transcript | +3.6% |
| Stores Franchised | 6,741Of this, 6,741 were franchisee teahouse and 790 were company-owned teahouses, reflecting the continued conversion of selected location into company-owned store as a part of our network optimization strategy.Source: earnings call transcript | 6,756Of this 6,756 were franchise teahouses and 883 were company-owned teahouses.Source: earnings call transcript | +0.2% |
| Stores Company-owned | 790Of this, 6,741 were franchisee teahouse and 790 were company-owned teahouses, reflecting the continued conversion of selected location into company-owned store as a part of our network optimization strategy.Source: earnings call transcript | 883Of this 6,756 were franchise teahouses and 883 were company-owned teahouses.Source: earnings call transcript | +11.8% |
| Average monthly GMV per store Greater China | 356.08K CNYIn Greater China, average monthly GMV per teahouse was RMB 356,080 in the first quarter, representing a quarter-over-quarter increase of 5.5% from RMB 337,358 in the fourth quarter of 2025.Source: earnings call transcript | 338.259K CNYIn Greater China, average monthly GMV per teahouses was RMB 338,259 in the second quarter compared to RMB 356,080 in the first quarter.Source: earnings call transcript | -5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
9 filings between Jun 24, 2026 and Sep 22, 2026.
Open market
decisions to buy or sellNobody bought or sold CHA on the open market in this window. The filings below are 8 awards and 1 option exercise.
Compensation
not trading decisions- 8
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
Latest filings (9)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 22, 2026 | Wang Yi Director | Award | 4,363 | $0 |
| Sep 22, 2026 | Li Yifan (Frank) Director | Award | 4,363 | $0 |
| Sep 18, 2026 | ZHANG TAISU Director | Award | 4,363 | $0 |
| Aug 18, 2026 | HU WEI JEN Vice President | Award | 23,006 | $0 |
| Aug 18, 2026 | Yin Dengfeng Chief Operating Officer | Award | 89,394 | $0 |
| Aug 18, 2026 | Xu Chi Vice President | Award | 21,089 | $0 |
| Aug 18, 2026 | Lu Mian Vice President | Award | 33,726 | $0 |
| Aug 18, 2026 | HUANG HONGFEI Chief Financial Officer | Award | 32,208 | $0 |
| Jun 24, 2026 | Yin Dengfeng Chief Operating Officer | Option exercise | 80,427 | $302.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Chagee Holdings Ltd.
Free account. Everything above stays public.
Write why you follow Chagee Holdings Ltd. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading