Atour Lifestyle Q2 Revenue Up 37 Percent
Atour Lifestyle Holdings(NASDAQ:ATAT) reported earnings on August 26, 2025, posting net revenues of RMB2,469 million, up 37.4% year-over-year and adjusted net income of RMB428 million, up 30.2% year-over-year. Management raised full-year net revenue growth guidance to 30%, while separately increasing retail business growth expectations to 60% year-over-year. Key insights highlight robust hotel network expansion, surging retail segment performance, and a recalibrated profitability outlook driven by earnings mix and tax rate evolution.
In the first six months of 2025, Atour opened 239 new hotels, ending the second quarter with 1,824 in operation and a 29.2% YoY increase, supported by a substantial pipeline of 816 hotels as of quarter-end. Mature hotel metrics, including revenue per available room (RevPAR), occupancy rate (OCC), and average daily rate (ADR), remained resilient at 94.4%, 96.5%, and 97.8% of 2024 levels, respectively, despite market volatility in China's travel sector.
This scale-driven expansion, underpinned by disciplined brand differentiation and robust franchise interest, demonstrates Atour's ability to capture share and create a defensible pipeline in China’s fragmented hotel market, reflecting both strong operator reputation and systematic execution.
Source Fool.com
