Atour Lifestyle Holdings Limited (ATAT) Q3 2024 Earnings Call Transcript Summary
Atour Lifestyle Holdings Limited (ATAT) Q3 2024 Earnings Call Transcript Summary
Retail business revenue reached RMB 408 million, marking a 104% increase from the previous year, fueled by effective product innovation and brand recognition.The following is a summary of the Atour Lifestyle Holdings Limited (ATAT) Q3 2024 Earnings Call Transcript:
以下是亞朵生活控股有限公司（ATAT）2024年第三季度業績會交流摘要：
Financial Performance:
財務表現：
Atour Lifestyle Holdings Limited reported a significant revenue growth of 46.7% year-over-year, amounting to RMB 1,899 million for the third quarter of 2024.
Net revenues from the manachised hotel segment rose by 51.0% year-over-year to RMB 1,179 million, directly influenced by increased RevPAR and expansion of hotel networks.
Retail business revenue reached RMB 408 million, marking a 104% increase from the previous year, fueled by effective product innovation and brand recognition.
Adjusted net income for the quarter was RMB 384 million, representing a 41.2% increase year-over-year.
亞朵生活控股有限公司報告，2024年第三季度營業收入同比大幅增長46.7%，達到189900萬人民幣。
管理加盟酒店業務淨收入同比增長51.0%，達到117900萬人民幣，直接受RevPAR增加和酒店網絡擴張影響。
零售業務收入達到40800萬人民幣，較去年同期增長104%，得益於有效的產品創新和品牌認可。
本季度調整淨利潤爲38400萬人民幣，同比增長41.2%。
Business Progress:
業務進展：
Atour experienced robust hotel network expansion with 140 new hotel openings in Q3, increasing the total to 1,533 hotels.
Continued strength in the retail sector, with the launch of new products like the Deep Sleep Memory Foam Pillow Pro 2.0, which sold over 800,000 units since July.
Enhancements in the membership ecosystem, with a unified membership system across hotels and retail, aided by improvements to the Atour Mini Program to enhance user experience.
亞朵在第三季度經歷了強勁的酒店網絡擴張，新增了140家酒店，使總數達到1,533家。
零售業板塊持續增長，推出類似Deep Sleep Memory Foam Pillow Pro 2.0這樣的新產品，自7月以來已售出80萬套以上。
會員生態系統的改進，酒店和零售之間統一的會員制度得到加強，亞朵小程序的改進提升了用戶體驗。
Opportunities:
機會：
Strong growth in RevPAR and membership numbers, underpinned by robust demand in both the hotel and retail segments, offers significant opportunities for revenue and market expansion.
Launch of upscale lifestyle brand SAVHE Hotel, aiming to rejuvenate the upscale hotel market with a fusion of modern design and traditional aesthetics, represents an opportunity to capture premium market segments.
RevPAR和會員人數強勁增長，受酒店和零售板塊需求強勁拉動，爲營收和市場擴張提供重要機會。
推出高端生活方式品牌SAVHE Hotel，旨在通過現代設計與傳統美學相結合，重振高端酒店市場，代表着捕捉高端市場細分的機會。
Risks:
風險：
The ongoing need to stabilize OCC and manage RevPAR amidst challenges such as the high base effect and pressure from structural changes in tourism and accommodation trends.
需要穩定OCC並在面對高基數效應和旅遊住宿趨勢結構性變化所帶來的壓力下管理RevPAR。
Tips: 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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。