Earnings Call Summary | TH International(THCH.US) Q1 2024 Earnings Conference
Earnings Call Summary | TH International(THCH.US) Q1 2024 Earnings Conference
The following is a summary of the TH International Limited (THCH) Q1 2024 Earnings Call Transcript:
以下是TH International Limited（THCH）2024年第一季度業績會簡報：
Financial Performance:
金融業績：
First quarter 2024 reported system sales growth of 7.1% year-over-year, reaching RMB363.5 million.
The growth was driven by system-wide store increase from 648 to 917. Monthly average transacting customers grew by 22.8% to 2.8 million.
Digital orders account for 85.4% of total orders, up from 79.1% in Q1 2023.
Food and packaging costs as a percentage of revenues from company-operated stores decreased by 1.0 percentage point year-over-year.
Rental and labor costs as a percentage of revenues from company-operated stores decreased by 0.9 percentage point and 1.3 percentage points, respectively.
2024年第一季度報告的系統銷售增長同比增長7.1％，達到人民幣3.635億元。
增長是由系統範圍內的門店從648家增加到917家推動的。月均交易顧客增長22.8％，達到280萬。
數字訂單佔總訂單的85.4％，相比2023年第一季度的79.1％有所增長。
公司營運門店從食品和包裝成本的營收佔比同比下降了1.0個百分點。
公司營運門店的租賃和勞動力成本佔營收的比例同比分別下降了0.9個百分點和1.3個百分點。
Business Progress:
業務進展：
Introduced a new product line, Tims China Double Double and 14 new beverages along with 18 new food products during Q1 2024.
Pruned unperforming stores and surpassed 20 million registered loyalty club members.
Launched 14 Popeyes restaurants in Shanghai to diversify product offerings.
Progressed in strategic partnerships and expanded into new cities like Huizhou and Huzhou.
在2024年第一季度推出了新的產品線，Tims China Double Double和14種新飲料以及18種新食品。
修剪零業績門店並超過2000萬註冊會員。
在上海開設了14家Popeyes餐廳，以豐富產品選擇。
在戰略合作伙伴關係方面取得進展，並擴張到徽州和湖州等新的城市。
Opportunities:
機會：
Expansion of digital and delivery services bolstered by an increase in digital order percentage.
Leveraging robust loyalty club growth and media exposure to enhance brand recognition and customer engagement.
數字和送餐服務的擴張得到加強，數字訂單的比例有所上升。
利用強大的會員增長和媒體曝光來增強品牌認知度和客戶參與度。
Risks:
風險：
Acknowledged intense price competition and significant macroeconomic headwinds as potential risks affecting profitability and market position.
承認激烈的價格競爭和顯著的宏觀經濟風險可能影響盈利能力和市場地位。
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。