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Chagee

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0108 | Dolphin Research Focus: 🐬 Macro/Industry 1) The U.S. proposed a consignment sale of ~50 mn bbl of Venezuelan crude, keeping proceeds under U.S. control, while demanding Caracas cut economic ties with China, Russia and others and allow oil cooperation only with the U.S. Beijing strongly condemned the bullying move.In the near term, this could add volatility to energy markets. Over the longer run, it may prompt more countries to guard against unilateralism. 🐬 Single Stocks 1) $XD INC(02400.HK) The global version of 'Xindong Town' went live on Jan 8.It launched alongside a collaboration with the globally known IP 'My Little Pony'...

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BABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News Recap

Baofeng Chaji Reports 2025 Fiscal Year Financial Data

Baron Tea King Drinks Suspected to Contain Mercury According to Customer Complaints

JPMorgan Upgrades Bubbletea King's Stock Rating and Target Price

Chagee released FY2025 Annual Earnings on March 31 Pre-Market (EST), Actual Revenue: USD 1.809 B (Forecast: USD 1.873 B), Actual EPS: USD 0.8662 (Forecast: USD 0.9829)

Chagee released FY2025 Q4 earnings on March 31 Pre-Market (EST), actual revenue USD 425.17 M (forecast USD 458.84 M), actual EPS USD 0.0213 (forecast USD 0.0753)

Bubblehead Tea King Announces 2025 Q4 and Full Year Results: Global Store Count Reaches 7453

Chagee to release FY2025 Q4 earnings report on March 31, 2026, pre-market EST, with forecast revenue of USD 465.17 M and EPS of USD 0.0753

Bubblehead Tea King Sees Global Store Growth in 2025, Annual Tea Procurement Exceeds 10,000 Tons

Bubble Tea Chain Baowang Chaji Mistreats Waste, Draws Public Controversy

Bubblehead Announces Handling of Food Safety Violations

Chagee Shares Plunge After Caffeine Controversy, Company Responds

Bubble King Tea Preparing to Launch a New Business Model

Bubble Village Announces Q3 Earnings Report, Continues 11 Consecutive Profitable Quarters

Bubble Dom Tea Launches Only 4 New Products in Half a Year, Sparks Consumer Complaints

Citibank Analysts Lower Revenue Forecasts and Price Target for Baowang Tea Ji

Bubbletea brand Baowangchaji plans to launch 4.0 menu and new product categories

Chagee released FY2025 Q3 earnings on November 28 Pre-Market (EST), actual revenue USD 450.65 M (forecast USD 517.44 M), actual EPS USD 0.2851

Chagee released FY2025 9 Months earnings on November 28 Pre-Market EST, actual revenue USD 931.64 M, actual EPS USD 0.5884

Bubble King Tea Announces Q3 2025 Earnings, Overseas Business Continues to Grow

Chagee to Release FY2025 Q3 Earnings on November 28, Pre-Market EST, Forecast Revenue USD 515.85 M

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Chagee (CHA.US) Q4 2025 Earnings Conference Call

Chagee (CHA.US) Q3 2025 Earnings Conference Call

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Chinese companies, including tea brands and electric vehicle manufacturers, are rapidly entering the South Korean market due to worsening China-US trade relations and rising demand for "light luxury consumption" among young South Koreans. The trend has intensified since 2019, with brands like Chagee opening shops and BYD launching its passenger cars. Chinese AI firms are also thriving, collaborating with local companies. The growing influence of social media and China's visa-free policy has further enhanced the appeal of Chinese brands among South Korean youth, particularly Generation MZ, who are increasingly spending on trendy products.

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Chinese Tea, EV, Other Firms Hasten South Korean Market Entry, Expert Says

Chagee, a global Chinese tea chain, plans to double its store count in the Asia-Pacific region to 600 by 2027. The company aims to modernize the tea-drinking experience, capitalizing on the strong tea culture in the region. Eugene Lee, Chagee's chief marketing officer for Apac, highlighted the potential for premium tea experiences in this market, referring to it as "the lowest hanging fruit" for growth beyond China.

Businesstimes News

‘We’re not a bubble tea brand’: Chagee aims to double Asia-Pacific footprint to 600 stores by 2027

Chagee Files Its 2025 Annual Report on Form 20-F | CHA Stock News

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Chagee Files Its 2025 Annual Report on Form 20-F | CHA Stock News

CHAGEE, a modern teahouse brand, has partnered with 2x GRAMMY-winning artist Laufey as its first North American brand ambassador. To celebrate this collaboration and the opening of its new U.S. location at The Americana at Brand, CHAGEE will host a private performance on May 2, featuring Laufey's music and immersive tea experiences. The campaign, "A Sip of Time," emphasizes the importance of slowing down and savoring life's moments, transforming tea into a meaningful lifestyle ritual. Access to the concert is available through the exclusive Laufey Tea Latte Bundle.

prnewswire

16:45 ETCHAGEE Partners with Laufey as Brand Accelerates U.S. Expansion

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Chinese milk tea brands are expanding into the U.S. and South Korea as competition in Southeast Asia intensifies. Major chains like Mixue and Chagee are adjusting their strategies, focusing on improving store performance rather than rapid expansion. Mixue, now the largest food chain by store count, is also entering Central Asia. In the U.S., the market for freshly made tea drinks is projected to reach $2.9 billion by 2029, with brands adapting to local tastes. Despite challenges, several Chinese brands have successfully launched stores in the U.S., attracting strong demand with unique flavors and competitive pricing.

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Chinese milk tea brands expand in US, South Korea as Southeast Asia grows crowded

Chagee Holdings Limited held its Q4 earnings call, highlighting a cautious outlook amid solid fundamentals. The company reported a 15.7% increase in tea houses, reaching 7,453 locations, and a significant rise in company-owned stores. Despite a 25.5% drop in same-store sales and a 10.8% decline in Q4 net revenue, gross margins improved to 53.2%. The company maintained profitability with a net income of RMB 33.9 million. A robust cash position of RMB 7.9 billion supports strategic flexibility, while international expansion continues with plans for 200 new overseas stores in 2026.

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Chagee Holdings Earnings Call: Scale Meets Reset Year

Chagee Holdings shares are trading higher after JP Morgan upgraded its rating on the stock from Neutral to Overweight and raised its price target from $11.5 to $16.

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Top Wall Street analysts have upgraded several stocks, including Wingstop (WING), Tilray (TLRY), Brinker International (EAT), Ollie’s Bargain Outlet (OLLI), and Chagee Holdings (CHA). Notable upgrades include WING from Neutral to Overweight with a price target of $190, TLRY from Neutral to Buy with a target of $10, EAT from Sector Weight to Overweight with a target of $177, OLLI from Hold to Buy with a target of $130, and CHA from Neutral to Overweight with a target of $16. Analysts have mixed views on EAT.

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This Brinker Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday

Chagee (NASDAQ: CHA) announced its 2025 financial report, with a total GMV of 31.58 billion yuan, revenue of 12.91 billion yuan, and net profit of 1.135 billion yuan. The number of global stores reached 7,453, of which 345 are overseas stores. Management stated that in 2026, they will continue to focus on brand upgrading and user value, planning to add 200 new stores in overseas markets. In the fourth quarter of 2025, overseas GMV reached 370 million yuan, a year-on-year increase of 84.6%

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Chagee financial report illustration: Annual GMV of 31.58 billion, plans to add 200 stores overseas by 2026

Chagee(CHA.US)

Chinese Tea, EV, Other Firms Hasten South Korean Market Entry, Expert Says

‘We’re not a bubble tea brand’: Chagee aims to double Asia-Pacific footprint to 600 stores by 2027

Chagee Files Its 2025 Annual Report on Form 20-F | CHA Stock News

16:45 ETCHAGEE Partners with Laufey as Brand Accelerates U.S. Expansion

Chinese milk tea brands expand in US, South Korea as Southeast Asia grows crowded

Chagee Holdings Earnings Call: Scale Meets Reset Year

Chagee Holdings shares are trading higher after JP Morgan upgraded its rating on the stock from Neutral to Overweight and raised its price target from $11.5 to $16.

This Brinker Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday

Chagee financial report illustration: Annual GMV of 31.58 billion, plans to add 200 stores overseas by 2026