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:
以下是亚朵生活控股有限公司（ATAT）2024年第三季度业绩会交流摘要：
Financial Performance:
财务表现：
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.
亚朵生活控股有限公司报告，2024年第三季度营业收入同比大幅增长46.7%，达到189900万人民币。
管理加盟酒店业务净收入同比增长51.0%，达到117900万人民币，直接受RevPAR增加和酒店网络扩张影响。
零售业务收入达到40800万人民币，较去年同期增长104%，得益于有效的产品创新和品牌认可。
本季度调整净利润为38400万人民币，同比增长41.2%。
Business Progress:
业务进展：
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.
亚朵在第三季度经历了强劲的酒店网络扩张，新增了140家酒店，使总数达到1,533家。
零售业板块持续增长，推出类似Deep Sleep Memory Foam Pillow Pro 2.0这样的新产品，自7月以来已售出80万套以上。
会员生态系统的改进，酒店和零售之间统一的会员制度得到加强，亚朵小程序的改进提升了用户体验。
Opportunities:
机会：
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和会员人数强劲增长，受酒店和零售板块需求强劲拉动，为营收和市场扩张提供重要机会。
推出高端生活方式品牌SAVHE Hotel，旨在通过现代设计与传统美学相结合，重振高端酒店市场，代表着捕捉高端市场细分的机会。
Risks:
风险：
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.
需要稳定OCC并在面对高基数效应和旅游住宿趋势结构性变化所带来的压力下管理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.
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译文内容由第三方软件翻译。