NAYUKI Records Nearly 1.9 Billion Yuan in First-Half 2026 Revenue, Advancing Health-Focused Strategy

Deep News
Yesterday

NAYUKI (HKEX: 02150) announced its interim results for 2026 on August 26, reporting total revenue of 1.893 billion yuan for the first half of the year. The adjusted net loss narrowed significantly compared to the same period in 2025, reflecting continued improvement in operational quality.

As of June 30, 2026, NAYUKI operated a total of 1,685 stores nationwide, comprising 1,315 directly operated locations and 370 franchised outlets. The store network has expanded steadily since the end of 2025, with a strategic focus on first-tier, new first-tier, and key second-tier consumer markets.

The membership ecosystem remained robust, with registered members reaching 126 million and a monthly repurchase rate of 25%, maintaining a high standard within the industry. During the first half, NAYUKI continued to refine its product portfolio under the "Green & Healthy" initiative, strengthening the competitiveness of core offerings such as "Baqi Fresh Fruit Tea" and "Fresh Milk Tea."

The company also promoted its health-oriented lines, including "Fruit & Vegetable Yogurt Smoothies" and "Daily Fruit & Vegetable Bottles," while introducing light meal and coffee categories such as "Focaccia Sandwiches" and "Fruit Coffee." These additions cater to a wide range of daily consumption occasions, further enhancing product innovation capabilities.

Looking ahead to the second half of 2026, NAYUKI stated it will continue optimizing store operating models, evolving its product matrix in line with the green health strategy, improving the franchise business framework, and actively expanding into overseas markets. With the deepening of its health-focused approach and rising operational efficiency, the company anticipates achieving higher-quality growth in the latter half of the year.

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