CHAGEE Drives Growth in Asia Pacific with Innovation and Health

Rhea-AI Summary

Chagee (NASDAQ: CHA) reported Asia Pacific expansion and product innovations on Dec 18, 2025, highlighting operational and social milestones across Southeast Asia. Key metrics: 7,338 tea houses globally, 300 net new locations in Q3, and overseas GMV +75.3% YoY to RMB 300.3 million. Registered membership reached 222 million (+36.7% YoY) with a 0.3% store closure rate for three quarters. Notable achievements include Healthier Dining Programme approval in Malaysia, BPJPH Halal certification in Indonesia, award-winning BO·YA Jasmine Green Milk Tea, and inclusive "Signing Stores" staffed by Deaf baristas in Singapore and Vietnam.

Regional product localization, cultural campaigns, and franchise stability underpin Chagee's Asia Pacific growth trajectory.

Positive

• 7,338 tea houses globally
• 300 net new locations added in Q3
• Overseas GMV +75.3% YoY to RMB 300.3 million
• Registered membership 222 million (+36.7% YoY)
• Store closure rate maintained at 0.3% for three quarters
• First-in-market certifications: Malaysia HDP and Indonesia BPJPH Halal

Negative

• None.

Key Figures

Global tea houses 7,338 locations Global network size highlighted in Asia Pacific update

New locations Q3 300 net new locations Net additions in Q3 2025

Overseas GMV RMB 300.3 million Overseas GMV up 75.3% year-over-year

Malaysia stores 200 tea houses Malaysia flagship market milestone in October

Store floor height 74th floor World's highest tea bar at King Power Mahanakhon, Thailand

Cups per store Over 500 cups daily Singapore average during Hacipupu campaign week

Sugar content threshold 5 grams per 100 milliliters or less Criteria for Healthier Dining Programme-certified beverages

Registered members 222 million Global membership with 36.7% year-over-year growth

Market Reality Check

$11.90 Last Close

Volume Volume 416,493 is at 0.52x the 20-day average, suggesting subdued trading interest before this news. low

Technical Shares at 13.47 are trading below the 200-day MA of 23.25 and sit well under the 52-week high of 41.8, near the 52-week low of 12.99.

Peers on Argus

Sector peers show a mixed picture: CAKE +3.01%, CAVA +2.02%, EAT +0.91%, WING +0.36%, while SHAK -0.86%. With CHA down -1.61% and no peers in the momentum scanner, the setup appears more stock-specific than a broad restaurants move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 28	Q3 2025 earnings	Positive	+6.1%	Stronger Q3 revenues, profitability and network growth with special cash dividend.
Nov 21	Earnings date notice	Neutral	+4.5%	Announcement of timing and access details for upcoming Q3 2025 results call.
Sep 17	Awards recognition	Positive	+3.0%	World Beverage Innovation Award win and technology showcase for tea system.
Aug 29	Q2 2025 earnings	Negative	-13.1%	Mixed Q2 with margin compression, GAAP net income drop and negative same-store GMV.
Aug 22	Earnings date notice	Neutral	+2.8%	Scheduled release and call details for Q2 2025 financial results.

Pattern Detected

Recent news, especially earnings and brand recognition updates, has generally coincided with positive price reactions; only weaker Q2 earnings saw a notable selloff.

Recent Company History

Over the last six months, CHA has reported multiple earnings updates and brand recognition milestones. Q2 2025 results highlighted strong store growth but margin pressure, which coincided with a -13.14% move. Subsequent Q3 2025 results showed stronger profitability metrics and a 6.09% gain. Awards for product innovation and announcements of upcoming earnings calls also aligned with modestly positive price reactions. Today’s Asia Pacific growth and health-certification update builds on these themes of network expansion, member growth, and brand positioning.

Market Pulse Summary

The stock moved -9.1% in the session following this news. A negative reaction despite operational growth would contrast with prior alignment between positive news and price gains, such as the 6.09% move on Q3 results and 3.01% on awards. It would instead resemble the Q2 2025 selloff of -13.14%, when profitability and same-store trends disappointed. In that context, concerns about execution quality, store economics, or prior valuation could have outweighed the expansion narrative and health-certification milestones.

Key Terms

gmv financial

"overseas GMV surging 75.3% year-over-year to RMB 300.3 million"

Gross merchandise value (GMV) is the total dollar value of all goods and services sold through a platform or marketplace over a given period, measured before deducting fees, returns, or discounts. Investors watch GMV to gauge the raw size and growth of customer activity—like counting every ticket sold at a concert before subtracting organizer costs—while remembering it is not the same as revenue or profit.

healthier dining programme (hdp) regulatory

"first freshly prepared beverage tea chain to earn the Healthier Dining Programme (HDP) logo"

A healthier dining programme (HDP) is an organized effort by a food service operator to change menus, recipes and sourcing so meals contain less salt, sugar, unhealthy fats and added calories while offering more whole grains, fruits, vegetables and lean proteins. Investors care because these programs can shift customer demand, reduce regulatory or reputation risk, and affect costs and pricing—think of it as a restaurant updating its menu to meet changing tastes and rules, which can alter sales and margins.

halal certification regulatory

"Indonesia marked another milestone with official Halal certification from the Halal Product Assurance"

Halal certification is a formal approval issued by a recognized authority that a product, ingredient or process meets Islamic dietary and ethical rules, including permissible ingredients, hygiene, slaughter methods and supply‑chain controls. For investors, it matters because the certification can increase a product’s market access and sales potential among consumers who require those standards, reduce regulatory and reputational risk, and act like an industry label (similar to organic or kosher) that signals trust and consistency.

AI-generated analysis. Not financial advice.

Premium tea brand reaches 7,338 tea houses globally while pioneering inclusive experiences and setting new industry benchmarks for healthy beverages across Southeast Asia

SHANGHAI, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Chagee Holdings Limited (NASDAQ: CHA) (“Chagee” or the “Company”), a leading premium tea drinks brand serving healthy and delicious freshly-made tea drinks, today announced a comprehensive overview of its recent Asia Pacific achievements, highlighting expansion, product innovation, and industry-first health certifications that reinforce the company's position as the region's premier modern tea culture brand.

"At Chagee, everything we do is rooted in connection — connecting people with tea, with culture, and with one another," said Junjie Zhang, Founder, Chairman of the Board, and CEO of Chagee. "Our Asia Pacific expansion represents more than geographic growth; it's about creating meaningful spaces where traditional tea culture meets modern lifestyle experiences – and, in a healthy way."

Rapid Market Expansion and Cultural Integration

Chagee's Asia Pacific footprint expanded dramatically in 2025, with successful launches in Indonesia, the Philippines and Vietnam joining established markets across Singapore, Malaysia, and Thailand. The company now operates over 7,338 tea houses globally, adding 300 net new locations in Q3 alone, with overseas GMV surging 75.3% year-over-year to RMB 300.3 million.

Malaysia emerged as the flagship international market, celebrating its 200th tea house opening at Bukit Bintang WOLO in October. The Philippines launch generated exceptional enthusiasm, with the grand opening on August 29th drawing massive crowds while the introduction of Southeast Asia's first pet-friendly tea house in December is setting new standards for inclusive hospitality.

Thailand marked a historic milestone with the opening of the world's highest tea bar at King Power Mahanakhon's 74th floor in October, offering guests an unparalleled tea experience against Bangkok's stunning skyline.

Linking Product Innovation with Celebration

The company's localization strategy achieved remarkable success through culturally-inspired product launches and strategic collaborations. Singapore's SG60 celebrations featured the exclusive Orchid Biluochun Milk Tea, crafted specifically for the nation with delicate notes of orchid, chestnut, and jasmine, accompanied by the "Where We Bloom" campaign celebrating Singapore's heritage.

The September collaboration with POP MART's beloved character Hacipupu introduced the limited-time Green Grape Milk Tea across four markets, achieving an unprecedented cup share on launch day in Malaysia. Singapore stores averaged over 500 cups daily during the campaign's inaugural week.

Malaysia's Telepuk-inspired cultural campaign and the award-winning BO·YA Jasmine Green Milk Tea, which won Best Natural/Organic Beverage at the 2025 World Beverage Innovation Awards, demonstrates Chagee’s commitment to authentic cultural connection through premium tea experiences.

Setting Industry Standards for Health and Inclusivity

Chagee achieved several industry firsts in health certification and social responsibility. In Malaysia, the company became the first freshly prepared beverage tea chain to earn the Healthier Dining Programme (HDP) logo from the Ministry of Health, with certified beverages meeting strict nutrient criteria including sugar content of 5 grams per 100 milliliters or less.

Indonesia marked another milestone with official Halal certification from the Halal Product Assurance Organizing Agency (BPJPH), ensuring strict oversight across the entire supply chain and reinforcing the company's commitment to serving diverse communities with confidence.

Singapore's groundbreaking Signing Store at NUS, operated by Deaf and hard-of-hearing baristas in partnership with SG Enable and the Singapore Association for the Deaf, represents Southeast Asia's first inclusive tea experience of its kind, featuring specially designed acoustic environments and interactive sign language education. The company recently opened a second Signing Store in November, the first in Vietnam.

Heritage-Inspired Experiences and Commitment to Community

The launch of CHAGEE Pagoda House in Singapore's historic Chinatown introduced the brand's first tea-and-retail concept, blending heritage design with contemporary community spaces. The store features exclusive Singapore merchandise, cultural workshops and calligraphy sessions, and a hand-painted mural celebrating the meeting of cultures and generations.

The company's registered membership reached 222 million globally, representing 36.7% year-over-year growth, while maintaining an exceptionally low store closure rate of just 0.3% for three consecutive quarters, reflecting strong franchisee confidence and operational excellence.

Chagee’s commitment to being an exceptional employer earned prestigious recognition including Malaysia's HR Asia Best Companies to Work for in Asia 2025 award and Singapore's NS Mark Gold status, joining only one other leading global beverage company at this tier.

About Chagee

Chagee is a leading premium tea drinks brand, serving healthy and delicious freshly-made tea drinks. Founded in 2017, Chagee has transformed traditional tea culture into a modern lifestyle experience, leveraging cutting-edge technology and innovative branding. With its commitment to quality, innovation, and cultural connection, Chagee continues to reshape the global tea industry.

Contact

Media Contact:
Brad Burgess
Chagee.PR@icrinc.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/92a36eb3-e7f3-40c4-bcf9-9429684c7997

FAQ

How many tea houses does Chagee (CHA) operate worldwide as of Dec 18, 2025?

Chagee operates 7,338 tea houses globally as reported on Dec 18, 2025.

What was Chagee's overseas GMV growth and value in 2025 (CHA)?

Overseas GMV rose 75.3% YoY to RMB 300.3 million.

How many new Chagee locations were added in Q3 2025 (CHA)?

Chagee added 300 net new locations in Q3 2025.

What membership growth did Chagee report for 2025 (CHA)?

Registered membership reached 222 million, a 36.7% YoY increase.

What health and certification milestones did Chagee announce in Southeast Asia (CHA)?

Chagee earned Malaysia's Healthier Dining Programme (HDP) logo and Indonesia's BPJPH Halal certification.

What are Chagee's inclusive retail initiatives in 2025 (CHA)?

Chagee opened "Signing Stores" staffed by Deaf and hard-of-hearing baristas in Singapore and a second store in Vietnam.