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TH International (THCH)
NASDAQ:THCH
US Market
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TH International (THCH) Price & Analysis

44 Followers

THCH Stock Chart & Stats

$2.26
-$0.02(-2.82%)
At close: 4:00 PM EST
$2.26
-$0.02(-2.82%)

Bulls Say, Bears Say

Bulls Say
Franchise Rollout & EconomicsRapid franchise adoption materially lowers corporate capital intensity and accelerates network expansion; signed franchise agreements and store openings show the model is converting interest to retail presence. Scalable franchising can improve cash conversion, transfer operational risk to partners and support faster, less cash‑intensive growth over 2–3 years.
Large Loyalty & Digital PenetrationA large, fast-growing loyalty base and very high digital order share strengthen recurring demand and customer data assets. Membership scale and digital engagement lower acquisition costs, enable targeted promotions and personalization, and support higher lifetime value—durable advantages for revenue resilience and margin improvement over multiple quarters.
Improving Unit Economics & Supply GainsRecent vintages delivering low‑ to mid‑teens contribution margins and measurable COGS improvements indicate tangible progress tightening unit economics. If sustained, shorter payback targets (2–3 years) and lower store-level losses make both company‑owned and franchised rollouts more financially viable, supporting durable margin recovery as scale builds.
Bears Say
Poor Profitability & Compressed MarginsSeverely compressed gross margins and deep net losses show the business remains structurally unprofitable at the corporate level. This constrains the firm's ability to reinvest from operations, forces reliance on external capital, and means any recovery depends on sustained margin improvement rather than temporary revenue swings.
Strained Balance Sheet / High LeverageHigh absolute debt with multi‑year negative equity materially limits financial flexibility and increases refinancing and covenant risk. With limited retained capital, the company is dependent on external financing (e.g., convertible notes) to fund growth; any setback in cash generation could force costly dilution or curtail expansion plans.
Demand Weakness & Store PruningSharp declines in system and same‑store sales alongside pruning of underperforming outlets signal persistent demand and execution challenges. Reduced traffic and temporary closures hinder scale economics and franchisee returns, delaying the path to profitable growth and risking longer‑term harm to unit economics if competitive pressure persists.

TH International News

THCH FAQ

What was TH International’s price range in the past 12 months?
TH International lowest stock price was $1.24 and its highest was $3.25 in the past 12 months.
    What is TH International’s market cap?
    TH International’s market cap is $56.54M.
      When is TH International’s upcoming earnings report date?
      TH International’s upcoming earnings report date is Sep 02, 2026 which is in 58 days.
        How were TH International’s earnings last quarter?
        TH International released its earnings results on Jun 09, 2026. The company reported -$0.498 earnings per share for the quarter, missing the consensus estimate of N/A by -$0.498.
          Is TH International overvalued?
          According to Wall Street analysts TH International’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does TH International pay dividends?
            TH International does not currently pay dividends.
            What is TH International’s EPS estimate?
            TH International’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does TH International have?
            TH International has 32,036,530 shares outstanding.
              What happened to TH International’s price movement after its last earnings report?
              TH International reported an EPS of -$0.498 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 0.279%.
                Which hedge fund is a major shareholder of TH International?
                Currently, no hedge funds are holding shares in THCH
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  TH International

                  TH International Limited manages Tim Hortons coffee establishments across mainland China, Hong Kong, and Macau. By September 28, 2022, the company had expanded its network to include roughly 460 coffee shops throughout the People's Republic of China. This enterprise was founded in 2018, with its corporate headquarters located in Shanghai, People's Republic of China, operating as a division of Tim Hortons Inc.

                  TH International (THCH) Earnings & Revenues

                  THCH Company Deck

                  THCH Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  The call presents a mixed picture: meaningful short-term top-line and margin pressures (double-digit revenue decline, negative same-store sales and a wider negative adjusted EBITDA margin) are balanced by strong progress on strategic initiatives—rapid loyalty member growth (+42.9% YoY), franchise momentum (over 10,500 applications, ~260 franchise stores opened), improved unit economics for recent vintage stores (low- to mid-teens contribution margins), gross margin improvement (food & packaging down 2.0pp) and committed financing support (up to USD 55M). Management expects same-store sales recovery and resumed net openings in Q2 2026, indicating confidence in a turnaround, but near-term financial headwinds and tighter liquidity remain notable risks.View all THCH earnings summaries
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                  Ownership Overview

                  1.31%10.13%88.56%
                  Insiders
                  10.13% Other Institutional Investors
                  88.56% Public Companies and
                  Individual Investors
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