TH International Limited Stock Price, News & Analysis

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.

Tims China (THCH) reported Q3 2024 financial results with total revenues of RMB359.6 million (USD51.3 million), representing a 17.1% decrease year-over-year. The company achieved consecutive adjusted corporate EBITDA profitability of RMB2.0 million and its highest-ever company-owned store contribution margin of 13.3%. System sales decreased 15.5% to RMB372.4 million. The company added 49 net new franchised stores while closing some underperforming company-owned locations. Registered loyalty members grew 35.3% YoY to 22.8 million. Despite revenue decline, the company improved operational efficiencies with reduced food, labor, and operating costs.

Tims China, the exclusive operator of Tim Hortons coffee shops in China, participated in the Fourth ESG Global Leaders Summit in Shanghai. As the coffee sponsor, Tims China showcased its innovations in sustainable consumer practices. CEO Yongchen Lu joined a panel discussion on 'Consensus on New Green Consumption Concepts'.

Lu emphasized Tims China's commitment to sustainable development, highlighting initiatives such as:

• Recyclable coffee cups and packaging materials
• Utilization of coffee grounds and pre-used decorating materials in stores
• Opening of a 'Green Environmental Experiment Store' in Shenzhen

The Shenzhen store features eco-friendly panels made from straw and coffee grounds, as well as furniture constructed with sustainable materials derived from coffee grounds. Lu stated that these explorations demonstrate Tims China's dedication to setting high standards for sustainable development as an aspiring ESG leader.

TH International (Tims China), the exclusive operator of Tim Hortons coffee shops in China, has announced its plans to release Q3 2024 financial results. The results will be made public before market opening on Tuesday, November 12, 2024. Following the release, the company will host a conference call at 8:00 AM EST (9:00 PM China Standard Time) to discuss the results.

Investors and interested parties can access the conference call via a webcast on the company's investor relations website at https://ir.timschina.com/events-presentations/presentations-webcasts. This announcement provides shareholders and analysts with a clear timeline for accessing Tims China's latest financial performance data and engaging with company management.