Chatime (La Kaffa International Co. Ltd.) — Cyborg Score 7/10

Strong
Quick-service restaurant / Bubble tea franchise

Strategic Profile

Its expansion and growth model is through franchising. Chatime currently operates 15 locations in the United States, with plans to expand to 25 stores nationwide by the end of 2026. It is the only publicly listed bubble tea company in Taiwan.

Cyborg Score Rationale

Chatime maintains category leadership as the world's largest bubble tea franchise with strong international presence. Recent U.S. expansion (Nevada, Texas market entries in 2026), franchisee-friendly economics (lowest royalty at 3.5%), and positioning in a 7.7% CAGR bubble tea market support growth. Limited public financial data and rising competitive pressures from Mixue and Chagee present moderate headwinds.

Top Insights

  • Bubble tea continues its rapid growth across the United States, with the market projected to grow at a double-digit rate through the next decade.
  • The highest franchise fee ($78K) but the lowest royalty (3.5%) among major brands — math that rewards operators who hold for years.
  • Chatime is entering Nevada for the first time with plans to open six locations across Las Vegas (June 2026), with a second location scheduled to open later in 2026 in the Arts District.
  • The brand's best-selling drink is its Chatime "pearl" milk tea.

Named Competitors

  • Kung Fu Tea — Largest U.S. boba franchise by unit count
  • Gong cha — Fresh-brewed tea specialist with aggressive U.S. expansion
  • Mixue — World's largest restaurant chain by store count; ultra-low-price disruptor
  • Chagee — IPO (April 2025) bubble tea brand expanding through company-run stores

Recent Developments

  • (June 2026) Nevada expansion launched with first Las Vegas location opening June 20, 2026 near UNLV, with six total stores planned
  • (May 2026) Teatime Wednesday promotion launched in U.S. locations offering 16 oz boba drinks for $3 every Wednesday
  • (May 2026) Dallas location opened at Medallion Center as part of planned 10-unit DFW rollout; Houston store opened in 2025

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