TH International Limited (THCH) Q3 2024 Earnings Call Transcript Summary
TH International Limited (THCH) Q3 2024 Earnings Call Transcript Summary
Adjusted corporate EBITDA profitability was reached during the second quarter of 2024 and continued into Q3.The following is a summary of the TH International Limited (THCH) Q3 2024 Earnings Call Transcript:
以下是TH International Limited（THCH）2024年第三季度業績會議呼叫成績單摘要：
Financial Performance:
財務表現：
TH International maintained adjusted corporate EBITDA profitability in Q3 2024.
Achieved highest-ever quarterly company-owned and operated store contribution margin of 13.3%.
Adjusted corporate EBITDA profitability was reached during the second quarter of 2024 and continued into Q3.
Monthly average transacting customers increased by 2.4% year-over-year, reaching 3.3 million.
Digital orders as a percentage of total orders increased to 86.6% in Q3 2024 from 82.6% in Q3 2023.
Reduced food and packaging costs as well as labor and operating expenses as a percentage of revenues from company-operated stores year-over-year.
TH International在2024年第三季度保持了調整後的企業EBITDA盈利能力。
實現了有史以來季度公司自營店鋪貢獻率的最高水平，爲13.3%。
調整後的企業EBITDA盈利能力在2024年第二季度達到，並持續到第三季度。
月均交易客戶數量同比增長2.4%，達到330萬。
數字訂單作爲總訂單的比例從2023年第三季度的82.6%上升至2024年第三季度的86.6%。
相較去年，減少了公司自營店鋪營業額中食品和包裝成本以及勞動力和營業費用的比例。
Business Progress:
業務進展：
Expanded product offerings to include low-sugar, high-fiber, and plum-based options, emphasizing freshness and nutrition.
Renovated 539 store locations for made-to-order service, creating efficient, fresh, and transparent food preparation environments for customers, boosting perceived brand value and utility.
Launched the Chibaobao Cards, which sold over 120,000 units in Q3, effectively leveraging sales strategies to increase customer purchase frequency.
Reached 22.8 million registered Loyalty Club Members, a 35.3% year-over-year increase, fostering significant customer engagement and retention.
Introduced 10 new beverages and 9 new food items, focusing on health-friendly options.
擴大產品選擇，包括低糖、高纖維和以李爲基礎的選擇，強調新鮮度和營養。
爲539家門店進行翻新，提供定製服務，打造高效、新鮮、透明的食品製備環境，提升品牌價值和實用性。
推出赤寶寶卡，並在第三季度銷售超過12萬套，有效利用銷售策略增加客戶購買頻率。
達到2280萬註冊忠誠度俱樂部會員，同比增長35.3％，增進重要客戶互動和留存。
推出10種新飲料和9種新食品，專注於健康友好的選擇。
Opportunities:
機會：
Emphasized freshly prepared, healthy, and high-quality product offerings tied to affordable pricing strategies to appeal to broader markets and ensure competitive differentiation.
強調新鮮製作、健康和高質量的產品選擇，結合價格實惠的策略，吸引更廣泛的市場，並確保競爭優勢。
Risks:
風險：
Still navigating challenges from ongoing price competition in the Chinese coffee market.
仍在應對中國咖啡市場持續的價格競爭挑戰。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。