CHA
Chagee Holdings Limited American Depositary Shares
About: Chagee Holdings Ltd is a premium tea drinks brand. It is engaged in the sales of freshly-made tea drinks, related raw materials, packaging, teahouse equipment and other supplies in China.
–
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
28%
upside
Avg. target
$41
39%
upside
High target
$44
49%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
CICC Sijie Lin | 41%upside $42 | Outperform Initiated | 6 Jun 2025 |
Citigroup Xiaopo Wei | 49%upside $44 | Buy Initiated | 4 Jun 2025 |
Morgan Stanley Lillian Lou | 28%upside $38 | Overweight Initiated | 2 Jun 2025 |
Financial journalist opinion
Based on 5 articles about CHA published over the past 30 days
Positive
Seeking Alpha
4 days ago
Chagee Went Up On Buy Ratings, But I'm Still Watching For Spills
Chagee posted strong Q1 revenue growth of 35%, but average monthly GMV per teahouse dropped 21%, signaling possible market saturation and cannibalization. Operating margin fell from 28.2% to 24.2% as operating expenses, especially sales and marketing, outpaced revenue growth, raising concerns about efficiency. Aggressive international expansion faces higher costs and operational challenges, with overseas stores likely unprofitable despite rapid GMV growth.
Neutral
Seeking Alpha
2 weeks ago
Chagee Holdings Limited (CHA) Q1 2025 Earnings Call Transcript
Chagee Holdings Limited (NASDAQ:CHA ) Q1 2025 Earnings Conference Call May 30, 2025 8:00 AM ET Company Participants Alicia Guo - IR Director Junjie Zhang - CEO Aaron Huang - CFO Conference Call Participants Xinwei Liu - Citi Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome Chagee's First Quarter 2025 Earnings Conference Call.
Neutral
GlobeNewsWire
2 weeks ago
Chagee Announces First Quarter 2025 Unaudited Financial Results
SHANGHAI, May 30, 2025 (GLOBE NEWSWIRE) -- Chagee Holdings Limited (NASDAQ: CHA) (“Chagee” or the “Company”), a leading premium tea drinks brand serving healthy and delicious freshly-made tea drinks, today announced its unaudited financial results for the first quarter ended March 31, 2025.
Positive
Seeking Alpha
2 weeks ago
Chagee IPO Analysis: Let This One Steep Before Taking A Sip
Chagee's rapid growth, high margins, and international ambitions make it an intriguing consumer growth story, but long-term viability is uncertain. The asset-light, franchise-heavy model drives profitability but exposes Chagee to risks from shifting consumer preferences and limited product differentiation. International expansion is ambitious, yet success outside China is unproven and faces regulatory, cultural, and geopolitical headwinds.
Neutral
GlobeNewsWire
3 weeks ago
Chagee to Announce First Quarter 2025 Financial Results on May 30, 2025
SHANGHAI, May 23, 2025 (GLOBE NEWSWIRE) -- Chagee Holdings Limited (NASDAQ: CHA) (“Chagee” or the “Company”), a leading premium tea drinks brand serving healthy and delicious freshly-made tea drinks, today announced that it plans to report its financial results for the first quarter ended March 31, 2025, before the U.S. market opens on May 30, 2025.
Negative
Seeking Alpha
1 month ago
Chagee: Brewing Big Dreams, Serving Cold Reality
We are bearish on Chagee (CHA) due to limited near-term growth, intense domestic competition, and unfavorable macroeconomic conditions in China. CHA's premium positioning is vulnerable amid China's consumption downgrade, with consumers favoring value-for-money brands like Mixue, Luckin, and Cotti. Global expansion is unlikely to offset domestic weakness, with decelerating growth and unclear differentiation in overseas markets.
Positive
Seeking Alpha
1 month ago
Chagee Holdings' IPO Offers A Compelling PEG Proposition
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.
Neutral
GlobeNewsWire
1 month ago
CHAGEE Rings the Opening Bell on The Nasdaq
Company Celebrates Transition to a Public Company; Shares Trade Under “CHA” Ticker Company Celebrates Transition to a Public Company; Shares Trade Under “CHA” Ticker
Positive
Reuters
1 month ago
Chinese tea chain Chagee valued at $6.2 billion in strong Nasdaq debut
Chinese tea chain Chagee secured a valuation of $6.2 billion after its shares gained 21% in the Nasdaq debut on Thursday.
Positive
CNBC
1 month ago
Chinese tea chain Chagee soars 40% in stock market debut
Chagee made its public market debut on the Nasdaq, trading under the ticker "CHA." The Chinese tea chain was founded in 2017 and has grown to more than 6,400 teahouses.
Charts implemented using Lightweight Charts™