Question · Q3 2025
Chenxing asked for management's perspective on market competition in the retail business and whether the company would adjust its full-year retail revenue guidance given consistent outperformance.
Answer
Haijun Wang, Founder, Chairman, and CEO, emphasized that Atour Planet's true competition lies in evolving user needs, not just peers. He highlighted the company's unique product and supply chain system, including the new Deep Sleep standard, to build product barriers. Jianfeng Wu, EVP and Co-CFO, announced an upward adjustment to the full-year retail revenue growth outlook to at least 65% year-on-year, consequently raising the group's full-year revenue guidance to 35% growth.
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