Quarterly ResultApr 14, 2026, 07:43 AM
Tims China Q4 System Sales Up 4.0%; FY2025 Revenue Down 5.4%
AI Summary
Tims China reported Q4 2025 results with system sales increasing 4.0% year-over-year to RMB359.4 million, despite total revenues decreasing by 7.3% to RMB308.5 million. For the full year 2025, total revenues declined 5.4% to RMB1,316.2 million. The company achieved 17 net new store openings in Q4 and grew its loyalty club members by 29.0% to 31.0 million, while improving full-year adjusted corporate EBITDA margin by 1.0 percentage point. Management highlighted a strategic transition towards "Coffee + Freshly Prepared Food" and strong sub-franchise contributions.
Key Highlights
- Q4 2025 System Sales increased 4.0% YoY to RMB359.4 million.
- Q4 2025 Total Revenues decreased 7.3% YoY to RMB308.5 million.
- Full Year 2025 Total Revenues decreased 5.4% to RMB1,316.2 million.
- Loyalty club members grew 29.0% to 31.0 million by year-end 2025.
- Full-year adjusted corporate EBITDA margin improved by 1.0 percentage point.