View ValuationChagee Holdings 将来の成長Future 基準チェック /46Chagee Holdings利益と収益がそれぞれ年間23.1%と8.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.7% 16.3%なると予測されています。主要情報23.1%収益成長率16.32%EPS成長率Hospitality 収益成長69.6%収益成長率8.9%将来の株主資本利益率16.67%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 25CHAGEE Unveils Summer Menu Featuring Matcha Beverage Collection and Citrus TeafreshersCHAGEE unveiled its summer menu, headlined by the launch of its first-ever matcha beverage collection and updated Citrus Refreshers. CHAGEE's matcha is an intentionally thought-out expression of the brand's approach to sourcing and flavor. Rather than sourcing a generic matcha powder, CHAGEE spent considerable time developing a signature blend that exists nowhere else. The result is a proprietary premium Chinese matcha built from three carefully selected tea cultivars, each chosen for a specific role: Yabukita for umami depth, Longjing #43 for aromatics and natural sweetness, and Jiukeng for body and structure. The leaves are shade-grown in Zhejiang Province, then steamed and precision-milled to stone-mill specification — a process that yields a profile that is distinctly CHAGEE's: lower bitterness and a tea-forward finish you simply cannot find anywhere else. Available at Century City, Culver City, and Long Beach locations, with additional teahouses to be announced, the matcha collection includes: Traditional Matcha Latte: Made from CHAGEE’s proprietary blend, it's a clean, less bitter take on other matcha beverages. Jasmine Green Matcha Latte: The richness of matcha paired with hand-picked jasmine flowers harvested in May during peak season for a stronger floral aroma. Peach Oolong Matcha Latte: CHAGEE's signature loose leaf peach oolong layered with matcha for a lighter, more tea-forward flavor profile. Matcha Citrus Teafresher: Ceremonial-grade matcha and tea brightened by hand-muddled fresh lemons and limes for a refreshing, less heavy matcha experience. Citrus Teafreshers are part of the brand's continued focus on delivering refreshing, tea-forward beverages that align with evolving consumer preferences. The Citrus Teafresher lineup offers a vibrant seasonal option that showcases CHAGEE's signature teas paired with hand-muddled citrus. The Citrus Teafresher collection is available at all CHAGEE teahouses and includes: Peach Oolong Citrus Teafresher: A fruity white peach and floral oolong tea flavors paired with fresh lemon and lime, blending sweetness with crisp citrus with every sip. Jasmine Green Citrus Teafresher: Aromatic jasmine green tea is layered with fresh lemon and lime giving floral complexity and refreshing citrus brightness. Roasted Black Citrus Teafresher: Bold roasted black tea meets fresh squeezed lemon and lime, creating a strong yet refreshing balance. Together, this summer's launches represent an extension of CHAGEE's larger mission. As the global tea movement continues to grow, CHAGEE is building something beyond a beverage: a living ritual that shows up in daily routines, tied to social gatherings, and creates a deeper sense of community around the teahouse experience.お知らせ • May 30Chagee Holdings Limited (NasdaqGS:CHA) announces an Equity Buyback for $150 million worth of its shares.Chagee Holdings Limited (NasdaqGS:CHA) announces an share repurchase program. Under the program, the company will repurchase up to $150 million worth of its American depositary shares. The program is valid till 12 month.お知らせ • May 22Chagee Holdings Limited to Report Q1, 2026 Results on May 28, 2026Chagee Holdings Limited announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 28, 2026お知らせ • Mar 24Chagee Holdings Limited to Report Q4, 2025 Results on Mar 31, 2026Chagee Holdings Limited announced that they will report Q4, 2025 results Pre-Market on Mar 31, 2026Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 30Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: CN¥3.21b (down 9.4% from 3Q 2024). Net income: CN¥394.2m (up CN¥483.2m from 3Q 2024). Profit margin: 12% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany.お知らせ • Nov 28Chagee Holdings Limited Declares Special Cash Dividend, Payable on or Around December 15, 2025The board of directors of Chagee Holdings Limited declared a special cash dividend of USD 0.92 per ordinary share or American Depositary Shares (ADS). This special dividend will be payable in U.S. dollars on or around December 15, 2025 to the holders of record of the Company’s ordinary shares (excluding certain Class A ordinary shares held by The Bank of New York Mellon, as the depositary bank, for bulk issuance of ADSs reserved under the Company’s share incentive plan) and ADSs as of the close of trading on December 8, 2025. The ex-dividend date will be December 8, 2025.お知らせ • Nov 21Chagee Holdings Limited to Report Q3, 2025 Results on Nov 28, 2025Chagee Holdings Limited announced that they will report Q3, 2025 results Pre-Market on Nov 28, 2025Board Change • Nov 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 22Chagee Holdings Limited to Report Q2, 2025 Results on Aug 29, 2025Chagee Holdings Limited announced that they will report Q2, 2025 results Pre-Market on Aug 29, 2025Reported Earnings • Jun 03First quarter 2025 earnings released: EPS: CN¥6.58 (vs CN¥5.44 in 1Q 2024)First quarter 2025 results: EPS: CN¥6.58 (up from CN¥5.44 in 1Q 2024). Revenue: CN¥3.39b (up 35% from 1Q 2024). Net income: CN¥649.9m (up 14% from 1Q 2024). Profit margin: 19% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Germany.お知らせ • May 23Chagee Holdings Limited to Report Q1, 2025 Results on May 30, 2025Chagee Holdings Limited announced that they will report Q1, 2025 results Pre-Market on May 30, 2025Board Change • May 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測DUSE:I0K - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202816,1712,0701,9612,491512/31/202716,2552,1491,8772,483912/31/202613,6321,7081,8162,325612/31/202512,9071,0191,1921,644N/A9/30/202513,2677691,7592,000N/A6/30/202513,6009892,0572,298N/A3/31/202513,2921,5172,4332,674N/A12/31/202412,4061,4352,5962,838N/A9/30/202411,1181,9592,9542,968N/A6/30/20249,0211,5212,8972,979N/A3/31/20246,7301,0442,2472,277N/A12/31/20234,6405271,9021,934N/A9/30/20232,8093241,2801,300N/A12/31/2022492-1453243N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: I0Kの予測収益成長率 (年間23.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: I0Kの収益 ( 23.1% ) はGerman市場 ( 16.8% ) よりも速いペースで成長すると予測されています。高成長収益: I0Kの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: I0Kの収益 ( 8.9% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: I0Kの収益 ( 8.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: I0Kの 自己資本利益率 は、3年後には低くなると予測されています ( 16.7 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 18:15終値2026/02/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Chagee Holdings Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Sijie LinChina International Capital Corporation LimitedJiwei LiuCitic Securities Co., Ltd.Ya JiangCitic Securities Co., Ltd.10 その他のアナリストを表示
お知らせ • Jun 25CHAGEE Unveils Summer Menu Featuring Matcha Beverage Collection and Citrus TeafreshersCHAGEE unveiled its summer menu, headlined by the launch of its first-ever matcha beverage collection and updated Citrus Refreshers. CHAGEE's matcha is an intentionally thought-out expression of the brand's approach to sourcing and flavor. Rather than sourcing a generic matcha powder, CHAGEE spent considerable time developing a signature blend that exists nowhere else. The result is a proprietary premium Chinese matcha built from three carefully selected tea cultivars, each chosen for a specific role: Yabukita for umami depth, Longjing #43 for aromatics and natural sweetness, and Jiukeng for body and structure. The leaves are shade-grown in Zhejiang Province, then steamed and precision-milled to stone-mill specification — a process that yields a profile that is distinctly CHAGEE's: lower bitterness and a tea-forward finish you simply cannot find anywhere else. Available at Century City, Culver City, and Long Beach locations, with additional teahouses to be announced, the matcha collection includes: Traditional Matcha Latte: Made from CHAGEE’s proprietary blend, it's a clean, less bitter take on other matcha beverages. Jasmine Green Matcha Latte: The richness of matcha paired with hand-picked jasmine flowers harvested in May during peak season for a stronger floral aroma. Peach Oolong Matcha Latte: CHAGEE's signature loose leaf peach oolong layered with matcha for a lighter, more tea-forward flavor profile. Matcha Citrus Teafresher: Ceremonial-grade matcha and tea brightened by hand-muddled fresh lemons and limes for a refreshing, less heavy matcha experience. Citrus Teafreshers are part of the brand's continued focus on delivering refreshing, tea-forward beverages that align with evolving consumer preferences. The Citrus Teafresher lineup offers a vibrant seasonal option that showcases CHAGEE's signature teas paired with hand-muddled citrus. The Citrus Teafresher collection is available at all CHAGEE teahouses and includes: Peach Oolong Citrus Teafresher: A fruity white peach and floral oolong tea flavors paired with fresh lemon and lime, blending sweetness with crisp citrus with every sip. Jasmine Green Citrus Teafresher: Aromatic jasmine green tea is layered with fresh lemon and lime giving floral complexity and refreshing citrus brightness. Roasted Black Citrus Teafresher: Bold roasted black tea meets fresh squeezed lemon and lime, creating a strong yet refreshing balance. Together, this summer's launches represent an extension of CHAGEE's larger mission. As the global tea movement continues to grow, CHAGEE is building something beyond a beverage: a living ritual that shows up in daily routines, tied to social gatherings, and creates a deeper sense of community around the teahouse experience.
お知らせ • May 30Chagee Holdings Limited (NasdaqGS:CHA) announces an Equity Buyback for $150 million worth of its shares.Chagee Holdings Limited (NasdaqGS:CHA) announces an share repurchase program. Under the program, the company will repurchase up to $150 million worth of its American depositary shares. The program is valid till 12 month.
お知らせ • May 22Chagee Holdings Limited to Report Q1, 2026 Results on May 28, 2026Chagee Holdings Limited announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 28, 2026
お知らせ • Mar 24Chagee Holdings Limited to Report Q4, 2025 Results on Mar 31, 2026Chagee Holdings Limited announced that they will report Q4, 2025 results Pre-Market on Mar 31, 2026
Board Change • Feb 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 30Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: CN¥3.21b (down 9.4% from 3Q 2024). Net income: CN¥394.2m (up CN¥483.2m from 3Q 2024). Profit margin: 12% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany.
お知らせ • Nov 28Chagee Holdings Limited Declares Special Cash Dividend, Payable on or Around December 15, 2025The board of directors of Chagee Holdings Limited declared a special cash dividend of USD 0.92 per ordinary share or American Depositary Shares (ADS). This special dividend will be payable in U.S. dollars on or around December 15, 2025 to the holders of record of the Company’s ordinary shares (excluding certain Class A ordinary shares held by The Bank of New York Mellon, as the depositary bank, for bulk issuance of ADSs reserved under the Company’s share incentive plan) and ADSs as of the close of trading on December 8, 2025. The ex-dividend date will be December 8, 2025.
お知らせ • Nov 21Chagee Holdings Limited to Report Q3, 2025 Results on Nov 28, 2025Chagee Holdings Limited announced that they will report Q3, 2025 results Pre-Market on Nov 28, 2025
Board Change • Nov 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 22Chagee Holdings Limited to Report Q2, 2025 Results on Aug 29, 2025Chagee Holdings Limited announced that they will report Q2, 2025 results Pre-Market on Aug 29, 2025
Reported Earnings • Jun 03First quarter 2025 earnings released: EPS: CN¥6.58 (vs CN¥5.44 in 1Q 2024)First quarter 2025 results: EPS: CN¥6.58 (up from CN¥5.44 in 1Q 2024). Revenue: CN¥3.39b (up 35% from 1Q 2024). Net income: CN¥649.9m (up 14% from 1Q 2024). Profit margin: 19% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Germany.
お知らせ • May 23Chagee Holdings Limited to Report Q1, 2025 Results on May 30, 2025Chagee Holdings Limited announced that they will report Q1, 2025 results Pre-Market on May 30, 2025
Board Change • May 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Frank Li was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.