Atour Lifestyle ATAT 2025Q2 Earnings Preview Upside on Retail and Hotel Expansion

Generated by AI AgentAinvestweb
Saturday, Aug 23, 2025 10:13 pm ET1min read
Forward-Looking Analysis
Analysts expect to report strong Q2 2025 results, building on Q1's 29.8% year-over-year revenue growth. The company’s full-year 2025 revenue guidance remains at a 25% to 30% increase compared to 2024. Q1’s performance was driven by a 66.5% growth in its retail business and 23.5% growth in managed hotel revenue. With a conference call scheduled for August 26, 2025, the focus will be on whether Q2 can sustain this momentum. Earnings are expected to outpace the U.S. market average, with ATAT’s EPS projected to grow at a high double-digit rate over the next three years.

Historical Performance Review
In Q1 2025, Atour Lifestyle reported revenue of $1.85 billion, net income of $243.58 million, and EPS of $0.58. Gross profit stood at $824.62 million. While revenue grew 29.8% year-over-year, it declined 8.6% quarter-over-quarter. Managed hotel revenue increased 23.5% year-over-year but fell 6.7% from the previous quarter.

Additional News
Atour Lifestyle will hold its Q2 2025 earnings call on August 26, 2025, at 7:00 AM U.S. Eastern time. The company is forecasting a 25% to 30% year-over-year revenue increase for 2025. Q1 results highlighted strong retail growth and expansion in managed hotels, with a nearly 30% revenue jump year-over-year. The company remains optimistic about its long-term outlook and is expected to maintain high growth in earnings over the next three years, outpacing the U.S. market.

Summary & Outlook
Atour Lifestyle’s Q1 results and full-year revenue guidance highlight strong financial health, driven by robust retail and hotel performance. Revenue growth is expected to continue, supported by expansion in key segments. Earnings are forecast to outpace the U.S. market, with EPS growth projected at a high double-digit rate. The company’s ability to sustain momentum post-Q1 is a key growth catalyst, while maintaining profitability and gross margins is essential. With a bullish outlook on expansion and market conditions, Atour Lifestyle appears well-positioned for a positive Q2 report and long-term success.

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