TH International Limited Stock Price, News & Analysis

Tims China (NASDAQ:THCH) reported mixed Q2 2025 financial results, with system sales increasing 1.4% year-over-year to RMB409.5 million despite total revenues declining 4.9% to RMB349.0 million. The company achieved positive adjusted corporate EBITDA of RMB2.2 million, slightly down from RMB3.3 million in Q2 2024.

Key metrics include a net closure of 9 stores (40 MTO store openings offset by 49 non-MTO closures), and registered loyalty club members growing 22.4% year-over-year to 26.2 million. The company's food revenue increased by 8.6% YoY, reaching a record 35.2% of system sales. However, same-store sales for company-owned stores declined by 3.6%, with a 6.9% decrease in average ticket size.

Tims China (Nasdaq: THCH), the exclusive operator of Tim Hortons coffee shops in China, has scheduled its second quarter 2025 financial results announcement for August 26, 2025, before U.S. market opening.

The company will host a conference call at 8:00 AM EST (8:00 PM China Standard Time) following the results release. Investors can access the webcast through the company's IR website, and are encouraged to pre-register for the call using the provided link.

The Asia Go IPO Summit 2025, co-hosted by Nasdaq and MarcumAsia, will be held on September 12th at the Grand Hyatt Hong Kong. The full-day event will focus on U.S. public listings for Asian companies, featuring expert panels on IPO readiness, cross-border compliance, and capital raising opportunities.

Notable statistics show that Asia has contributed 67 new US IPOs in 2025 year-to-date, representing 56% of total listings by operating companies. The summit will bring together senior executives, investment bankers, and advisors, including speakers from Nasdaq, SEC, major law firms, and financial institutions to share insights on navigating regulatory complexity and building investor engagement.

Tims China (NASDAQ:THCH) reported Q1 2025 financial results showing mixed performance. System sales increased 3.5% year-over-year to RMB376.3 million, while total revenues decreased 9.5% to RMB300.7 million. The company achieved a significant 5.9 percentage point improvement in store contribution margin to 6.7%.

Notable metrics include 25.1 million registered loyalty club members (up 25.7% YoY) and a net addition of 2 stores, bringing the total to 1,024 locations. However, same-store sales declined by 6.5% for company-owned stores, with a 14.0% decrease in order volume and a 1.9% decrease in average ticket size.

The company demonstrated improved operational efficiency with significant cost reductions across food packaging, labor, and operating expenses, while cutting adjusted corporate EBITDA losses by nearly 50%.

TH International Limited (Tims China), the exclusive operator of Tim Hortons in China, has scheduled its Q1 2025 earnings release and conference call for June 24, 2025. The company will release its financial results before the market opens, followed by a conference call at 8:00 AM EST (8:00 PM China Standard Time). Investors and interested parties can access the webcast through the company's investor relations website. Pre-registration for the conference call is available through a dedicated registration link.

Tims China (NASDAQ: THCH) has launched its new Loaded Power Bowls nationwide as part of its Light & Fit Lunch Box lineup. The Power Bowls feature a "2 + 8 + 8" configuration with 18 carefully selected ingredients: 2 portions of protein, 8 wholesome grains, and 8 vegetables. Available options include Korean Kimchi Beef, High-Protein Tuna, and New Orleans-Style Chicken Thigh bowls, each served hot and paired with a beverage. Priced starting from RMB 30 with the Chibaobao 40% discount card, this launch aligns with China's 2025 "Weight Management Year" initiative. The move expands Tims China's "coffee + warm food" strategy, transforming its cafés into healthy lunch destinations while supporting the company's commitment to "Fresh Is Delicious, Health Comes Light."

Tims China (THCH) reported Q4 2024 financial results showing mixed performance. Total revenues decreased 12.0% to RMB332.6 million (USD45.6 million) compared to Q4 2023. The company achieved 76 net new store openings in Q4, reaching 1,022 system-wide stores by year-end 2024.

Key highlights include a 3.9 percentage points improvement in company-owned store contribution margin to 4.8%, and registered loyalty club members grew 29.7% YoY to 24.0 million. However, same-store sales declined 12.3% for company-owned stores, with a 13.8% decrease in order volume.

The company demonstrated progress in operational efficiency with reduced food and packaging costs (-3.7 percentage points), labor costs (-2.5 percentage points), and marketing expenses (-1.5 percentage points). The franchise business expanded significantly, with franchised stores increasing from 283 to 446 year-over-year.

Tims China (NASDAQ: THCH) has launched its new 'Light Bagel Sandwich Lunch Box Series' nationwide, starting February 18, 2025. The three-piece set includes a bagel sandwich, fresh vegetable salad, and healthy beverage, with prices starting from RMB 25.8 with a 40% discount using the 'Chibaobao Card'.

The series features eight bagel sandwich varieties, five side dishes, and eleven beverage options. All products adhere to a '5-Zero' commitment: no non-dairy creamer, artificial creamer, hydrogenated vegetable oils, trans fats, or instant tea powder. The menu includes premium protein options like chicken breast, tuna, and beef, with varieties such as Avocado Chicken, Black Truffle Bacon Angus, and Teriyaki Chicken Thigh bagel sandwiches.

Salads are currently available in seven cities: Beijing, Shanghai, Guangzhou, Shenzhen, Qingdao, Yangzhou, and Hangzhou, with snack alternatives offered in other regions.

Tims China launched its first-ever 'Timsgiving' pay-it-forward campaign across all stores from November 26-28, 2024. The initiative began by offering the first customer at each location a free beverage from the Double Series, encouraging them to purchase coffee for the next customer. The campaign resulted in 1,500 participants creating chains of kindness, with the longest reaching 30 customers in a row. Additionally, three Timsgiving-themed stores offered up to 100 free drinks daily to loyalty club members. The campaign generated significant social media engagement, with customers sharing their experiences on platforms like Xiaohongshu.