HEYTEA
Founded Year
2013Stage
Series D | AliveTotal Raised
$579.23MValuation
$0000Last Raised
$500M | 4 yrs agoAbout HEYTEA
HEYTEA is the originator of 'New-Style Tea' and operates in the beverage industry. The company offers a variety of tea-based drinks made with real ingredients such as milk, fruit, and natural cane sugar, and is known for pioneering Cheese Tea. HEYTEA also provides a franchise partnership program to expand its brand and tea culture. It was founded in 2013 and is based in Shenzhen, Guangdong.
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HEYTEA is included in 1 Expert Collection, including Unicorns- Billion Dollar Startups.
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Latest HEYTEA News
Mar 28, 2025
4年亏损超12亿元！小火锅需求仍在，呷哺呷哺却难回巅峰 呷哺呷哺、凑凑餐厅翻台率均不足3次/天。 3月27日晚间，呷哺呷哺（0520.HK）发布了2024年业绩报告，营业收入47.55亿元，同比减少19.65%；净亏损4亿元，上年同期为亏损1.99亿元；每股净资产为0.71元，同比减少35.56%。 这已经是呷哺呷哺自2021年以来连续第4年亏损，财报显示，2021-2024年分别亏损2.93亿元、3.53亿元、1.99亿元、4.01亿元，4年间累积亏掉了12.46亿元。 呷哺呷哺、凑凑餐厅翻台率均不足3次/天 呷哺呷哺旗下主要经营呷哺呷哺、凑凑两个品牌的餐厅，两大品牌收入占总收入比重的96%。其中，财报显示，2024年来自呷哺呷哺餐厅的收入为26.29亿元，同比减少13%；来自凑凑餐厅的收入为19.48亿元，同比减少26.5%。 从门店数量看，截至2024年底，呷哺呷哺集团旗下共有967家餐厅，其中760间呷哺呷哺餐厅、197间凑凑餐厅。财报显示，年内新开78间餐厅，包括65间呷哺呷哺餐厅和13间凑凑餐厅，年内共关闭219间餐厅，包括138间呷哺呷哺餐厅和73间凑凑餐厅。谈及闭店原因，公司表示，由于部分餐厅所在位置无法突显呷哺呷哺“高性价比”形象，以及由于各种商业原因。 从餐厅经营的角度看，呷哺呷哺餐厅2024年同店销售额下滑23.3%，人均消费为54.8元，较上年同期降低7.4元。虽然降价策略导致客单价降低，但并未拉动餐厅翻台率的提升，财报显示，呷哺呷哺餐厅2024年翻台率为2.5次/天，上年同期为2.6次/天。 凑凑餐厅2024年同店销售额下滑32%，人均消费为123.5元，较上年同期降低18.8元，翻台率为1.6次/天，上年同期为2.0次/天。 呷哺呷哺在财报中表示，2024年消费结构出现变化，部分消费者更倾向于性价比较高的产品和服务。 去年5月，呷哺呷哺高调表示“套餐价格全线下调，套餐价回旧时光”。但蓝鲸新闻走访呷哺呷哺餐厅发现，套餐价格依旧较高。从官方小程序公布的招牌套餐的价格看，单人套餐价格55元-77元不等，虽说低至55元，但只有“雪花嫩鱼卷套餐”这一款的价格在55元，牛肉、羊肉相关套餐的价格均在60元以上。 以羔羊肉套餐为例，官方小程序为61元/份，包含锅底、调料、蔬菜拼盘、主食、茶饮。蓝鲸新闻注意到，套餐分量较足，部分出现剩菜情况。从就餐场景看，除了传统的“一人食”场景外，呷哺呷哺同样是家庭就餐、同事小型聚会的选择。 有业内人士告诉蓝鲸新闻，从呷哺呷哺套餐的搭配看，未来仍有降价空间，毕竟很多旋转小火锅的客单价在40元左右，但对于呷哺呷哺餐厅来说，降价的最大制约是店面租金较高。 窄门餐眼数据显示，呷哺呷哺近六成门店分布于一线、新一线城市，本身就承受较高租金、人力成本，而这其中大部分的门店位于商场内，租金压力会更大一些。财报显示，2024年呷哺呷哺集团整体租金成本为2.98亿元，占营收比重的6.3%。对比海底捞2024年餐厅租金情况，海底捞租金成本仅为营收比重的1%。 从行业竞争的角度看，“一人食”需求仍在，近年来，左庭右院、太二酸菜鱼均推出针对“一人食”场景的套餐。聚焦“小火锅”品类，天眼查显示，目前从事“小火锅”经营的注册企业超过2.5万家，其中30%左右的小火锅企业为近三年内新增。 谈及未来发展规划，呷哺呷哺表示，集团规划呷哺呷哺品牌在2025年开业餐厅不低于95间，翻台率至少为3倍，争取在顶级项目如大型娱乐主题乐园、机场、火车站等客流密集点位开出更多高利润餐厅。凑凑则采取更为谨慎的开店策略，会选择优质商场进驻开店。 此外，聚焦会员体系，呷哺呷哺表示，2024年全年，新增会员近503万，累计会员数近4200万人，会员消费频次提升至3.33次，同比提高1.4倍。未来将以“畅吃卡”为核心，优化会员运营。 推荐话题
HEYTEA Frequently Asked Questions (FAQ)
When was HEYTEA founded?
HEYTEA was founded in 2013.
Where is HEYTEA's headquarters?
HEYTEA's headquarters is located at Room 602C, Building B, Aerospace Science and Technology Plaza, Shenzhen.
What is HEYTEA's latest funding round?
HEYTEA's latest funding round is Series D.
How much did HEYTEA raise?
HEYTEA raised a total of $579.23M.
Who are the investors of HEYTEA?
Investors of HEYTEA include HongShan, BA Capital, Hillhouse Capital Management, Tencent, L Catterton and 10 more.
Who are HEYTEA's competitors?
Competitors of HEYTEA include Guming Tea and 6 more.
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Compare HEYTEA to Competitors
Tang Tea is a Chinese tea brand that integrates Eastern tea culture with Tang Dynasty tea-making techniques. The company features products that combine traditional tea methods with contemporary lifestyles. Tang Tea primarily serves consumers interested in both traditional and modern tea experiences. It was founded in 2009 and is based in Zhengzhou, Henan.
FSJUICE is a beverage company specializing in new-style tea and juice products. The company offers a range of ready-to-drink (RTD) teas, herbal teas, and fruit-flavored sparkling waters. FSJUICE primarily serves the beverage market with a focus on tea and juice products. It is based in Shanghai, Shanghai.
Tiger Sugar is a beverage company specializing in Taiwanese milk tea with a focus on black sugar products. Their main offerings include a variety of milk tea drinks made with brown sugar syrup and topped with cream. The company also offers complementary food items such as sweet potato fries, mochi buns, and desserts. It was founded in 2018 and is based in Shanghai, China.
Chamate is a tea restaurant. It offers seafood and drinks. It also focuses on promoting Taiwanese cuisine and tea. It was founded in 2002 and is based in Shanghai, China.
Uncle.Q Lemon Tea specializes in fresh and healthy lemon tea beverages within the food and beverage industry. The company offers a variety of handcrafted lemon teas combined with different traditional Chinese tea bases, without any additives, ensuring a fresh and healthy experience for customers. Uncle.Q Lemon Tea targets the beverage sector with a focus on promoting Chinese tea culture and providing a unique tea drinking experience. It was founded in 2018 and is based in Guangzhou, Guangdong.
Dongyu Tea specializes in the agriculture sector with a focus on tea cultivation and biotechnology. It offers a range of tea products and utilizes biotechnological methods to support its agricultural practices. Dongyu Tea also provides opportunities for franchising to expand its market presence. The company was founded in 2017 and is based in Hanzhong, China.
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