Weekly Recap | HAIDILAO +2.04%, consensus target 45% above spot
China embracing the hamburger with both hands
Haidilao schedules board meeting to review interim results
Restructuring the Hong Kong Value Chain: The Structural Evolution from Financial Primitives to Consumer Aggregators
Haidilao 2025 Revenue Hits CNY 43.2B as Delivery Segment Surges
Haidilao launches second burger brand, expands sushi business amid sluggish hotpot growth
On the surface, it sells fried chicken and pizza. In essence, it sells a hard-to-replicate operating system built for low cost, high efficiency, and high repeat purchase.
Below is Dolphin Research's transcript of Atour's FY2025 earnings call.
For our take on the results, please see 'Atour: Retail is surging — is the Haidilao of hotels smiling again?'
Operating leverage kicked in, driving a sharp profit jump
