TH International Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
FY EPS (est.)
-$1.17next fiscal year
Monitoring Framework
Key Performance Indicators
Registered Loyalty Club Members Quarterly35.9M
System-wide Store Count Quarterly1K
Digital Orders as % of Company Owned and Operated Store Revenues Quarterly87.5%
Watch Items
- Pruning of underperforming stores and resumption of net new store openingsTrigger: Resumption of positive net new store openings starting Q2 2026Action: Monitor quarterly store opening and closure metrics to confirm execution of strategic adjustments.
- Liquidity and cash consumption under the senior secured convertible notesTrigger: Issuance of up to US$55.0 million in Additional Notes with THRIAction: Track cash burn rate, debt-to-EBITDA ratios, and compliance with convertible note covenants.
Research as of 19 Jun 2026