TH International Launches Eco-Friendly Straws to Promote Sustainability
- Innovative Eco-Friendly Product: TH International collaborates with Tencent's CarbonXmade program to launch eco-friendly straws made using carbon capture technology, marking a significant advancement in the company's sustainability efforts.
- Market Rollout Plan: The new straws will be introduced in Tims stores across Beijing, Shanghai, and Shenzhen, aiming to encourage consumers to support a sustainable future through small everyday choices, which is expected to enhance brand image and attract environmentally conscious customers.
- Technology Application: Each 100 straws contains 3.185 grams of captured CO₂, showcasing the ability to turn climate burdens into usable materials while meeting Chinese regulatory standards, thereby enhancing the product's market competitiveness.
- Ongoing Commitment: The straw launch complements Tims China's
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- Stock Performance: TH International's shares rose approximately 8.7% on Wednesday, positioning the company as a leader in the grocery and drug stores sector, indicating positive market sentiment regarding its business outlook.
- Industry Trends: The overall grocery and drug stores sector saw a collective increase of about 0.4%, reflecting consumer demand stability and industry resilience, which may attract more investor interest in this sector.
- Competitor Dynamics: Dine Brands Global also experienced a share increase of about 2.1%, further indicating that companies within this industry are gaining market recognition, potentially fostering competition and collaboration among peers.
- Market Impact: These stock price increases may encourage other related companies to adopt proactive market strategies, thereby driving growth and innovation across the grocery and drug stores industry.

- Sales Growth: TH International's system sales increased by 12.8% year-over-year to RMB 419.9 million in Q3 2025, indicating a strong recovery in the Chinese market and enhancing its competitive position.
- Same-Store Sales: The same-store sales growth for company-owned stores was positive at 3.3%, reflecting strong consumer response to the newly launched 'Light & Fit Lunch Box' products, which boosted overall sales performance.
- Membership Growth: As of September 30, 2025, registered loyalty club members reached 27.9 million, representing a 22.3% year-over-year increase, laying a solid foundation for future customer loyalty and sales growth.
- Financial Performance: Despite a slight revenue decline of 0.4% to RMB 358 million, other revenues surged by 25% to RMB 75.1 million, showcasing the company's success in diversifying its revenue streams.
- Sales Growth: TH International's system sales reached RMB 419.9 million in Q3, reflecting a 12.8% year-over-year increase, indicating a robust recovery in the Chinese market and enhancing its competitive position.
- Same-Store Sales: The same-store sales growth for company-owned stores was positive at 3.3%, demonstrating sustained consumer demand for its products and further solidifying brand loyalty.
- Membership Growth: As of September 30, 2025, registered loyalty club members totaled 27.9 million, representing a 22.3% year-over-year increase, which lays a strong foundation for future sales growth.
- Financial Performance: Although total revenues were RMB 358.0 million, a slight decrease of 0.4% year-over-year, other revenues surged by 25% to RMB 75.1 million, showcasing the potential of diversified revenue streams.
- Innovative Eco-Friendly Product: TH International collaborates with Tencent's CarbonXmade program to launch eco-friendly straws made using carbon capture technology, marking a significant advancement in the company's sustainability efforts.
- Market Rollout Plan: The new straws will be introduced in Tims stores across Beijing, Shanghai, and Shenzhen, aiming to encourage consumers to support a sustainable future through small everyday choices, which is expected to enhance brand image and attract environmentally conscious customers.
- Technology Application: Each 100 straws contains 3.185 grams of captured CO₂, showcasing the ability to turn climate burdens into usable materials while meeting Chinese regulatory standards, thereby enhancing the product's market competitiveness.
- Ongoing Commitment: The straw launch complements Tims China's
Financial Results Announcement: TH International Limited, the operator of Tim Hortons in China, will release its third quarter financial results on December 9, 2025, before the U.S. market opens, followed by a conference call at 8:00 AM EST.
Conference Call Access: The conference call will be available via webcast on the company's Investor Relations website, and participants are encouraged to pre-register using a provided link.
Company Overview: TH International Limited is the exclusive master franchisee for Tim Hortons in mainland China, Hong Kong, and Macau, founded by Cartesian Capital Group and Tim Hortons Restaurants International.
Company Philosophy: Tims China focuses on world-class execution, data-driven decision making, local relevance, continuous innovation, community engagement, and convenience in its operations.
Earnings Call Overview: Tims China held its Q2 2025 earnings conference call on August 26, 2025, featuring key participants including CEO Yongchen Lu and CFO Albert Li.
Financial Results Announcement: The company announced its financial results for the second quarter of 2025, with details available in a press release and presentation on their investor relations website.
Forward-Looking Statements: The management emphasized that the earnings presentation includes forward-looking statements, which are subject to risks and uncertainties that could lead to actual results differing from expectations.
Investor Relations Information: Gemma Bakx, Head of Investor Relations, provided an introduction and highlighted the availability of additional materials such as a slide presentation and webcast for investors.








