China's Atour Lifestyle Q3 revenue up 38.4% on hotel, retail growth
Overview
Atour Q3 2025 net revenues grow 38.4% yr/yr, driven by hotel and retail expansion
Net income for Q3 2025 rises 24.6% yr/yr, adjusted net income up 27.0%
Company reports 1,948 hotels in operation, marking network expansion of 27.1%
Outlook
Company expects full-year 2025 net revenues to increase by 35% year-over-year
Result Drivers
MANACHISED HOTEL EXPANSION - Revenue from manachised hotels rose 32.3% due to network expansion
RETAIL GROWTH - Retail revenue increased 76.4% due to brand recognition and product innovation
LEASED HOTEL REVENUE DECLINE - Revenue fell 13.4% due to decrease in number of leased hotels
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue |
| RMB 2.63 bln |
|
Q3 Adjusted Net Income |
| RMB 488 mln |
|
Q3 Net Income |
| RMB 474 mln |
|
Q3 Income From Operations |
| RMB 651 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 20 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
Wall Street's median 12-month price target for Atour Lifestyle Holdings Ltd is $45.00, about 15.9% above its November 24 closing price of $37.83
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 18 three months ago
Press Release: ID:nGNX1ZYHNf
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