Chagee Holdings Gestione
Criteri Gestione verificati 1/4
Chagee Holdings Il CEO è Junjie Zhang, nominato in Jun2017, ha un mandato di 9.25 anni. possiede direttamente 34.22% delle azioni della società, per un valore di $ 821.80M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.4 anni e 1.4 anni.
Informazioni chiave
Junjie Zhang
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 9.3yrs |
| Proprietà del CEO | 34.2% |
| Durata media del management | 5.4yrs |
| Durata media del Consiglio di amministrazione | 1.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
CHA: Buybacks And Overseas Expansion Will Support Fairly Valued Outlook
Analysts lifted the price target for Chagee Holdings from $10.21 to $11.04, citing revised assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of their update. What's in the News for Chagee Holdings Chagee Holdings plans to release its unaudited Q2 2026 results for the quarter ended June 30, 2026, on August 28, 2026, before the U.S. market opens.CHA: Share Buyback And Margin Upside Will Balance Slower Expansion
Analysts have reduced their price target for Chagee Holdings to about $10.21 from roughly $11.00, reflecting updated assumptions about the balance of expected revenue growth, profit margins, and future P/E levels. What's in the News for Chagee Holdings Chagee Holdings opened its first San Diego teahouse at Westfield UTC on July 10.
CHA: Share Repurchase Program Will Support Future Upside Potential
Analysts have reduced their price target for Chagee Holdings to $19.71 from $35.88 as they now apply lower revenue growth and profit margin assumptions, partly offset by a slightly higher future P/E multiple. What's in the News Chagee Holdings opened its first San Diego location at Westfield UTC, the company’s 10th U.S. teahouse and its first pet-friendly concept, designed around San Diego’s outdoor and dog-friendly culture.
CHA: Share Repurchase Plan Will Support Long-Term Returns
Chagee Holdings' analyst price target has shifted from $21.76 to $15.38 as analysts now apply slightly higher discount rates, lower revenue growth and profit margin expectations, and a modestly higher future P/E multiple in their updated models. What’s in the News for Chagee Holdings Chagee Holdings opened its first San Diego teahouse at Westfield UTC on July 10, introducing the company’s first pet friendly concept and reaching 10 U.S. locations, sourced from Business Expansions data.Chagee: Same-Store Recovery Is Better, But Still Not Enough
Summary Chagee Holdings Limited remains a hold as same-store GMV declines have moderated but not reversed, signaling early stabilization. Active members rose 12% sequentially to 50 million, with strong repurchase rates and recurring customer engagement supporting CHA’s premium brand thesis. Growth initiatives—agile campaigns and new product launches—are diversifying consumption occasions, but durable same-store recovery is not yet proven. Valuation at 8x NTM PE appears cheap, but discount persists due to ongoing same-store and franchise revenue declines; buyback provides support, not a thesis. Read the full article on Seeking AlphaCHA: Share Buyback And Franchise Model Shift Will Shape Returns
Analysts have trimmed their price target for Chagee Holdings to $11.00 from $12.42. The change reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.
Q4 Update - More teahouses, less revenue, more costs
Compared with Q4 2024, Chagee has ~15% more teahouses (7453 to 6440), and yet has 10.8% lower revenues. This is represented by average monthly GMV per teahouse dropping from 456k to 337k RMB (down 26%).Q3 Update - Revenue sustained only by growth
Revenues did not grow in line with new teahouse openings, and average monthly GMV is down 30% from the previous year. Rate of teahouse growth per quarter is ~5%.Why We're Not Concerned About Chagee Holdings Limited's (NASDAQ:CHA) Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...A Look At The Fair Value Of Chagee Holdings Limited (NASDAQ:CHA)
Key Insights The projected fair value for Chagee Holdings is US$14.53 based on 2 Stage Free Cash Flow to Equity With...Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Chagee Holdings' IPO Offers A Compelling PEG Proposition
Summary Chagee Holdings' IPO surged over 15%, highlighting its rapid growth with 6,440 teahouses and strong sales, making it a compelling investment for China exposure. The company’s impressive growth includes a tenfold increase in teahouses and a significant rise in per-store sales, indicating a robust business model. Chagee's historical PEG ratio of 0.081 is exceptionally low, suggesting significant growth potential nearly unmatched in the consumer discretionary sector. Despite potential risks like market saturation and changing consumer tastes, Chagee's strong earnings and international expansion prospects make CHA stock a strong buy. Read the full article on Seeking AlphaAMMINISTRATORE DELEGATO
Junjie Zhang (31 yo)
Mr. Junjie Zhang is Chief Executive Officer & Chairman of the Board of Chagee Holdings Limited from June 2017. Mr. Zhang is Independent Non-Executive Director of Haidilao International Holding Ltd. from Au...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 9.3yrs | Nessun dato | 34.22% $ 812.7m | |
| Chief Financial Officer | 1.9yrs | Nessun dato | 0.11% $ 2.7m | |
| COO & Director | 5.9yrs | Nessun dato | 6.22% $ 147.8m | |
| Vice President of Branding & Marketing | 5.3yrs | Nessun dato | 0.037% $ 880.2k | |
| VP & Director | 5.2yrs | Nessun dato | 0.84% $ 19.9m | |
| Vice President of Product Development | 5.6yrs | Nessun dato | 0.56% $ 13.4m |
Gestione esperta: Il team dirigenziale di CHA è esperto e expertise (durata media dell'incarico 5.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 9.3yrs | Nessun dato | 34.22% $ 812.7m | |
| COO & Director | 5.9yrs | Nessun dato | 6.22% $ 147.8m | |
| VP & Director | 5.2yrs | Nessun dato | 0.84% $ 19.9m | |
| Independent Director | 1.4yrs | Nessun dato | 0.0018% $ 42.0k | |
| Director | 1.4yrs | Nessun dato | Nessun dato | |
| Independent Director | 1.4yrs | Nessun dato | 0.0018% $ 42.0k | |
| Independent Director | 1.4yrs | Nessun dato | 0.0018% $ 42.0k |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CHA non è considerato esperto (durata media del mandato 1.4 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/10 23:03 |
| Prezzo dell'azione a fine giornata | 2026/09/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
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Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
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Fonti analitiche
Chagee Holdings Limited è coperta da 14 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Sijie Lin | China International Capital Corporation Limited |
| Siyang Wang | China International Capital Corporation Limited |
| Jiwei Liu | Citic Securities Co., Ltd. |