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Chagee Holdings Limited (CHA) Q4 2025 Earnings Call Transcript

Seeking Alpha
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⚡ Quantum Brief
Chagee Holdings reported Q4 2025 earnings on March 31, 2026, with CEO Junjie Zhang and CFO Hongfei Huang leading the call, highlighting financial performance and operational updates. The company emphasized non-GAAP financial measures, directing investors to reconciliations in the earnings release, signaling a focus on adjusted profitability metrics. Executives including COO Dengfeng Yin addressed regional performance, particularly in Greater China, suggesting strategic shifts amid market conditions. Analysts from Morgan Stanley, Citigroup, and JPMorgan participated, indicating strong institutional interest in Chagee’s financial trajectory and growth strategy. Forward-looking statements were qualified with safe harbor disclaimers, noting assumptions may change without obligation to update, reflecting regulatory caution.
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SA Transcripts159.17K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Chagee Holdings Limited (CHA) Q4 2025 Earnings Call March 31, 2026 8:00 AM EDT Company Participants Alicia GuoJunjie Zhang - CEO & Chairman of the BoardHongfei Huang - Chief Financial Officer Conference Call Participants Lillian Lou - Morgan Stanley, Research DivisionXiaopo Wei - Citigroup Inc., Research DivisionSijie Lin - China International Capital Corporation Limited, Research DivisionJessie Xu - JPMorgan Chase & Co, Research Division Presentation Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by, and welcome to Chagee's Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that today's event is being recorded. With that, I will now turn the call over to the first speaker today, Ms. Alicia Guo, Investor Relations Director of the company. Please go ahead, madam. Alicia Guo [Interpreted] Thank you. Hello, everyone, and welcome to Chagee's Fourth Quarter 2025 Earnings Call. With us today are Mr. Junjie Zhang, our CEO; Mr. Dengfeng Yin, our COO, Global Executive President and CEO of Greater China region; and Mr. Aaron Huang, our CFO. The company's financial and operating results were released by the Newswire earlier today and are currently available online. Before we continue, I refer you to our safe harbor statements in the earnings press release. which applies to this call. Any forward-looking statements that we make on this call are based on assumptions as of today, and Chagee does not undertake any obligation to update these statements. Also, this call includes discussions of certain non-GAAP financial measures. Please refer to our earnings release, which contains a reconciliation of non-GAAP measure to GAAP measure. With that, I will turn the call to our CEO, Mr. Junjie Zhang. Please go ahead, sir. Junjie ZhangCEO & Chairman of the Board [Interpreted] Hello, everyone. Thank you all for joining Chagee's Fourth Quarter 2025

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