Chagee Showcases Its Swift Expansion in the Asia Pacific Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Should l Buy CHA?
Source: SeekingAlpha
Expansion and Growth: Chagee Holdings Limited has significantly expanded its presence in the Asia Pacific region, launching new tea houses in Indonesia, the Philippines, and Vietnam, and now operates over 7,338 locations globally, with a 75.3% year-over-year increase in overseas GMV.
Financial Performance: In Q3 2025, Chagee reported a total GMV of RMB7,929.5 million, with overseas markets contributing RMB300.3 million, despite a decline in overall revenue compared to the same quarter in 2024.
U.S. Market Entry: The company made its debut on the Nasdaq Global Select on April 17, raising approximately $411 million through its IPO, although shares have since closed lower than the initial offering price.
Challenges and Strategy: Despite facing heavy competition leading to revenue decline, Chagee's localization strategy and culturally-inspired product launches have shown success, particularly in Malaysia and the Philippines.
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Analyst Views on CHA
Wall Street analysts forecast CHA stock price to rise
1 Analyst Rating
0 Buy
0 Hold
1 Sell
Moderate Sell
Current: 10.200
Low
14.20
Averages
14.20
High
14.20
Current: 10.200
Low
14.20
Averages
14.20
High
14.20
About CHA
Chagee Holdings Ltd is a holding company principally engaged in serving healthy and delicious freshly-made tea drinks. The Company’s main products include signature tea latte, teapuccino, iced oriental tea, teaspresso, and other creative tea drinks. The Company sells its products through CHAGEE brand. The Company is committed to providing universally appealing core menu, modernity powered by technology and effectively managed teahouse network. The Company mainly operates its businesses in the domestic and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Complete Exit from Baidu: On February 13, 2026, Infini Capital Management Ltd reported fully exiting its Baidu position by selling 33,399 shares for an estimated $4.4 million, indicating a significant loss of confidence in the stock.
- Asset Management Shift: Following this liquidation, Baidu now represents 0% of Infini's reportable AUM, with the fund reallocating its investments primarily to VNET and CHA, highlighting a major portfolio restructuring.
- Financial Impact: The quarter-end value of Baidu decreased by $4.4 million, illustrating that Infini failed to capitalize on Baidu's 48.3% stock price increase over the past year, reflecting broader market challenges.
- Market Sentiment: Infini's decision to exit follows an 18% drop in advertising revenue and a $2.2 billion impairment charge in Q3 2025, suggesting growing frustration with Baidu's stock performance, leading to a gradual sell-off throughout 2025.
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- Investigation Background: Johnson Fistel, PLLP is investigating whether Chagee Holdings (NASDAQ: CHA) or its executives violated securities laws by failing to timely disclose information, focusing on investor losses and potential recovery under federal securities laws.
- Earnings Report Impact: On August 29, 2025, Chagee reported its Q2 2025 financial results, revealing increased competitive pressures and rising costs during the earnings call, which negatively impacted the company's near-term performance and led to a sharp decline in stock price, causing significant shareholder losses.
- Investor Rights Protection: Investors who suffered losses are encouraged to contact Johnson Fistel to discuss their rights and potential recovery options, indicating the law firm's commitment to protecting investor interests.
- Law Firm Overview: Johnson Fistel, PLLP is a nationally recognized shareholder rights law firm that represents individual and institutional investors in shareholder derivative and securities class action lawsuits, demonstrating its expertise in the field of investor rights protection.
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- Investigation Background: Johnson Fistel, PLLP is investigating Chagee Holdings (NASDAQ: CHA) and its executives for potential violations of securities laws due to failure to timely disclose information, which may have led to investor losses.
- Earnings Disclosure: On August 29, 2025, Chagee reported its Q2 financial results, highlighting increased competitive pressures and rising costs that negatively impacted the company's near-term performance, resulting in a sharp decline in stock price.
- Investor Losses: Following the earnings disclosure, the significant drop in stock price has led to substantial losses for investors, prompting Johnson Fistel to encourage affected investors to reach out for discussions on potential recovery options.
- Legal Services: Johnson Fistel is a nationally recognized shareholder rights law firm that represents investors in shareholder derivative and securities class action lawsuits, offering no-cost legal consultations to affected parties.
See More
Ademi LLP Investigates Chagee Holdings for Securities Fraud Amid 50% Stock Drop
- Securities Fraud Investigation: Ademi LLP is investigating Chagee Holdings for potential securities fraud, focusing on inaccurate statements regarding its international market expansion, which may lead to shareholder losses.
- Surging Operating Costs: Following its entry into the U.S. market, Chagee has seen its operating costs nearly double, with increased competition causing a significant decline in profitability, indicating potential flaws in its market strategy.
- Dramatic Stock Decline: Since its April 2025 IPO, Chagee's shares have fallen over 50%, reflecting a severe lack of investor confidence in the company's future prospects.
- Legal Consequences Risk: This investigation could result in legal actions against Chagee, further impacting its market reputation and shareholder trust, posing long-term financial and reputational risks for the company.
See More
Ademi LLP Investigates Chagee Holdings for Securities Fraud Amid 50% Stock Drop
- Securities Fraud Investigation: Ademi LLP is investigating potential securities fraud claims against Chagee Holdings (NASDAQ:CHA), focusing on inaccurate statements regarding its business operations and prospects, which may lead to investor losses.
- Rising International Expansion Costs: Chagee's expansion into international markets, particularly the U.S., has nearly doubled its operating costs while increasing competition, resulting in a dramatic decline in profitability and highlighting significant risks in its strategic execution.
- Significant Stock Price Drop: Since its April 2025 IPO, Chagee's shares have fallen over 50%, which not only undermines investor confidence but may also have long-term negative implications for the company's future financing and market position.
- Increased Legal Litigation Risks: As the investigation progresses, Chagee may face additional legal lawsuits and shareholder claims, further intensifying its financial pressure and impacting the company's reputation.
See More
Chagee Holdings Under Investigation for Securities Law Violations
- Investigation Background: Johnson Fistel, PLLP is investigating whether Chagee Holdings (NASDAQ: CHA) and its executives violated securities laws by failing to timely disclose information, potentially leading to investor losses.
- Investor Losses: The investigation focuses on whether investors' losses can be recovered under federal securities laws, indicating possible serious legal liabilities for the company.
- Whistleblower Rewards: The SEC encourages individuals with nonpublic information to assist in the investigation, with whistleblowers potentially receiving rewards of up to 30% of any successful recovery, incentivizing more participation.
- Law Firm Overview: Johnson Fistel, PLLP is a nationally recognized shareholder rights law firm that represents individual and institutional investors in shareholder derivative and securities class action lawsuits, demonstrating its expertise in protecting investor rights.
See More
Infini Capital Fully Exits Baidu Position
- Complete Exit from Baidu: On February 13, 2026, Infini Capital Management Ltd reported fully exiting its Baidu position by selling 33,399 shares for an estimated $4.4 million, indicating a significant loss of confidence in the stock.
- Asset Management Shift: Following this liquidation, Baidu now represents 0% of Infini's reportable AUM, with the fund reallocating its investments primarily to VNET and CHA, highlighting a major portfolio restructuring.
- Financial Impact: The quarter-end value of Baidu decreased by $4.4 million, illustrating that Infini failed to capitalize on Baidu's 48.3% stock price increase over the past year, reflecting broader market challenges.
- Market Sentiment: Infini's decision to exit follows an 18% drop in advertising revenue and a $2.2 billion impairment charge in Q3 2025, suggesting growing frustration with Baidu's stock performance, leading to a gradual sell-off throughout 2025.
See More
Chagee Holdings Under Investigation for Securities Law Violations
- Investigation Background: Johnson Fistel, PLLP is investigating whether Chagee Holdings (NASDAQ: CHA) or its executives violated securities laws by failing to timely disclose information, focusing on investor losses and potential recovery under federal securities laws.
- Earnings Report Impact: On August 29, 2025, Chagee reported its Q2 2025 financial results, revealing increased competitive pressures and rising costs during the earnings call, which negatively impacted the company's near-term performance and led to a sharp decline in stock price, causing significant shareholder losses.
- Investor Rights Protection: Investors who suffered losses are encouraged to contact Johnson Fistel to discuss their rights and potential recovery options, indicating the law firm's commitment to protecting investor interests.
- Law Firm Overview: Johnson Fistel, PLLP is a nationally recognized shareholder rights law firm that represents individual and institutional investors in shareholder derivative and securities class action lawsuits, demonstrating its expertise in the field of investor rights protection.
See More
Chagee Holdings Under Investigation for Potential Securities Law Violations
- Investigation Background: Johnson Fistel, PLLP is investigating Chagee Holdings (NASDAQ: CHA) and its executives for potential violations of securities laws due to failure to timely disclose information, which may have led to investor losses.
- Earnings Disclosure: On August 29, 2025, Chagee reported its Q2 financial results, highlighting increased competitive pressures and rising costs that negatively impacted the company's near-term performance, resulting in a sharp decline in stock price.
- Investor Losses: Following the earnings disclosure, the significant drop in stock price has led to substantial losses for investors, prompting Johnson Fistel to encourage affected investors to reach out for discussions on potential recovery options.
- Legal Services: Johnson Fistel is a nationally recognized shareholder rights law firm that represents investors in shareholder derivative and securities class action lawsuits, offering no-cost legal consultations to affected parties.
See More
Ademi LLP Investigates Chagee Holdings for Securities Fraud Amid 50% Stock Drop
- Securities Fraud Investigation: Ademi LLP is investigating Chagee Holdings for potential securities fraud, focusing on inaccurate statements regarding its international market expansion, which may lead to shareholder losses.
- Surging Operating Costs: Following its entry into the U.S. market, Chagee has seen its operating costs nearly double, with increased competition causing a significant decline in profitability, indicating potential flaws in its market strategy.
- Dramatic Stock Decline: Since its April 2025 IPO, Chagee's shares have fallen over 50%, reflecting a severe lack of investor confidence in the company's future prospects.
- Legal Consequences Risk: This investigation could result in legal actions against Chagee, further impacting its market reputation and shareholder trust, posing long-term financial and reputational risks for the company.
See More
Ademi LLP Investigates Chagee Holdings for Securities Fraud Amid 50% Stock Drop
- Securities Fraud Investigation: Ademi LLP is investigating potential securities fraud claims against Chagee Holdings (NASDAQ:CHA), focusing on inaccurate statements regarding its business operations and prospects, which may lead to investor losses.
- Rising International Expansion Costs: Chagee's expansion into international markets, particularly the U.S., has nearly doubled its operating costs while increasing competition, resulting in a dramatic decline in profitability and highlighting significant risks in its strategic execution.
- Significant Stock Price Drop: Since its April 2025 IPO, Chagee's shares have fallen over 50%, which not only undermines investor confidence but may also have long-term negative implications for the company's future financing and market position.
- Increased Legal Litigation Risks: As the investigation progresses, Chagee may face additional legal lawsuits and shareholder claims, further intensifying its financial pressure and impacting the company's reputation.
See More
Chagee Holdings Under Investigation for Securities Law Violations
- Investigation Background: Johnson Fistel, PLLP is investigating whether Chagee Holdings (NASDAQ: CHA) and its executives violated securities laws by failing to timely disclose information, potentially leading to investor losses.
- Investor Losses: The investigation focuses on whether investors' losses can be recovered under federal securities laws, indicating possible serious legal liabilities for the company.
- Whistleblower Rewards: The SEC encourages individuals with nonpublic information to assist in the investigation, with whistleblowers potentially receiving rewards of up to 30% of any successful recovery, incentivizing more participation.
- Law Firm Overview: Johnson Fistel, PLLP is a nationally recognized shareholder rights law firm that represents individual and institutional investors in shareholder derivative and securities class action lawsuits, demonstrating its expertise in protecting investor rights.
See More
