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← CockpitCompetitor Analysis › 002557.SZ Chacha Food Co Ltd. Class AOpen in the cockpit ↗

Chacha Food Co Ltd. Class A002557.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food: Specialty/Candy

China's leading branded sunflower-seed and nut snack maker, sold nationwide through retail and e-commerce channels.

≈ China's #1 seed/nut snack brand, akin to a Chinese Frito-Lay category segmentMomentum strong 70
Mkt cap
$1.46B
US dollars, full cap
Free float
53%
of shares outstanding
$/day
$22.6M
20-day average traded
Fwd P/E
15.8×
forward earnings
ROIC−WACC
+11.1 pp
WACC 6.6%
Hurdle
n/a
no reverse DCF
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥19.35
1D-1.3%
1W+3.2%
1M+3.9%
3M-4.4%
6M-16.9%
YTD-10.5%
1Y-10.0%
ATR %2.9%
52w lowhigh25.6% off high

What Chacha Food does

China's leading branded sunflower-seed and nut snack maker, sold nationwide through retail and e-commerce channels.

Flavoured sunflower seeds carry the business, with nuts and dried fruit as newer lines, all sold under its own brand. Raw seeds are a farm crop bought in bulk, so input costs swing with harvest conditions.

In one line: China's #1 seed/nut snack brand, akin to a Chinese Frito-Lay category segment.

Products and services

  • Sunflower seeds
  • Nuts (macadamia, almonds)
  • Dried fruit/other snacks

Customers

  • Retail consumers
  • Supermarkets/convenience/e-commerce

Where it sits in the supply chain

  • Consumer staples
  • Packaged snacks
  • Sunflower seeds, nuts, dried fruit

What could go right

  • Nut/seed snacking demand growth

What could go wrong

  • Raw material (sunflower seed) cost swings
  • Snack-category competition

Moat: narrow (brand, distribution, scale). Decades-long category leadership and distribution reach in China's melon-seed snack market.

Headquarters: Hefei, China · Employees: 5,676

Named competitors

Chacha Food at a glance

Size Chacha Food (002557.SZ) is a China Consumer Staples company (Food: Specialty/Candy) with a market value of $1.46B, the 1666th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥19.35 on 6 Nov 2026.

Performance Over six months the shares fell 16.9%, against -10.0% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue grew 8.3% over the last twelve months (peer median +4.2%); the operating margin is 8.2% (peer median 6.4%).

Valuation It trades at 15.8× forward earnings against a peer median of 19.0× (8th cheapest of 21).

Capital Return on invested capital runs 11.1 points above its cost of capital (6.6% WACC).

Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 90002557.SZ 84
Six months, rebased to 100: Chacha Food against the median of its 20 peers (local-currency closes).

Chacha Food financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥7.43BCN¥6.55BCN¥7.10BCN¥6.78BCN¥6.85B
Revenue growth—-8%+5%-1%—
Gross profitCN¥2.05BCN¥1.46BCN¥1.96BCN¥1.73BCN¥2.11B
EBITDAn/aCN¥544MCN¥1.07BCN¥977MCN¥1.21B
Net incomeCN¥538MCN¥318MCN¥849MCN¥803MCN¥976M
Free cash flow-CN¥76.7MCN¥179MCN¥949MCN¥377MCN¥1.43B
Capital expenditureCN¥197MCN¥96.9MCN¥159MCN¥144MCN¥211M
Total debtCN¥2.67BCN¥2.58BCN¥2.57BCN¥2.19BCN¥1.65B

Quarterly statements and history in the cockpit →

Chacha Food competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%0%+10%6030272001FLO2811002891002216CCL03360546MANORAMANOMD3007832201JJSFBIKAJI605016CRBN004370ITM002557.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Chacha Food is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%10×20×30×6030272001FLO2811002891002216CCL03360546MANORAMANOMD300783JJSFBIKAJI605016CRBN2602ITM002557.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Chacha Food is the large dot.

Chacha Food competitors and peer comparison

Head to head with its named competitors (002557.SZ vs 300783.SZ vs 002847.SZ vs 603719.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Chacha Food 002557.SZ$1.46B-17%+8%8%15.8×n/a
Three Squirrels 300783.SZ$1.66B-12%-13%2%21.5×19.5%
Yankershop Food 002847.SZ$1.64B-30%0%14%14.6×2.9%
Bestore 603719.SS$587M-11%0%0%140.6×6.3%

How Chacha Food compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Chacha Food against its 20 peers (data as of 6 Nov 2026)
Measure002557.SZPeer medianRank in peer set
1-month return+3.9%+2.3%6th highest of 21
6-month return-16.9%-10.0%9th lowest of 21
Distance from 52-week high-25.6%-21.7%9th lowest of 21
Revenue growth (TTM)+8.3%+4.2%7th highest of 21
Operating margin8.2%6.4%9th highest of 21
Forward P/E15.8×19.0×8th cheapest of 21
ROIC minus cost of capital+11.1 pp+0.3 pp3rd highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Chacha Food 002557.SZChina$1.46B-17%+8%8%15.8×n/an/a
Qianhe Condiment & Food 603027.SSChina$1.43B-21%-6%14%23.9×3.1%+8.8%
NIPPN 2001.TJapan$1.50B+8%+2%5%11.3×n/an/a
Flowers Foods FLOUnited States$1.42B-20%+2%6%8.8×-7.6%+3.7%
Kagome 2811.TJapan$1.51B+3%+3%7%24.0×2.2%+10.0%
Yantai China Pet Foods 002891.SZChina$1.39B-15%+21%4%32.6×n/an/a
Sanquan Foods 002216.SZChina$1.56B-18%+7%5%18.1×2.6%-1.1%
CCL Products (India) CCL.NSIndia$1.37B-20%+24%13%25.8×17.9%+29.1%
Huabao International 0336.HKHong Kong$1.34B-25%+13%3%25.3×16.2%-2.7%
Fufeng 0546.HKHong Kong$1.31B-37%+1%4%7.4×n/an/a
Manorama Industries MANORAMA.NSIndia$1.31B+22%+60%24%39.3×33.4%+46.9%
Nomad Foods NOMDUnited States$1.64B+24%+3%13%7.3×-4.1%+3.6%
Three Squirrels 300783.SZChina$1.66B-12%-13%2%21.5×19.5%+0.8%
Morinaga & 2201.TJapan$1.28B-8%+3%9%12.3×-5.7%+7.1%
J & J Snack Foods JJSFUnited States$1.68B+18%-5%6%24.1×6.8%+9.1%
Bikaji Foods International BIKAJI.NSIndia$1.27B-29%+14%10%37.4×38.6%+17.5%
Shandong Bailong Chuangyuan Bio-Tech 605016.SSChina$1.24B-28%+19%32%18.4×8.8%+22.5%
Corbion CRBN.ASNetherlands$1.73B+37%-3%8%19.6×11.5%+5.1%
Nongshim 004370.KSSouth Korea$1.74B+8%+5%6%11.8×-16.1%+5.9%
Nisshin OilliO 2602.TJapan$1.22B+13%+8%3%18.0×3.1%+10.5%
Italmobiliare ITM.MIItaly$1.20B-8%+8%14%12.0×n/an/a

Questions

Who are Chacha Food's main competitors?
Named competitors: Three Squirrels (300783.SZ), Yanjin Shop Food (002847.SZ), Bestore (603719.SS). The cockpit's measured peer set (industry) also includes Qianhe Condiment & Food (603027.SS), NIPPN (2001.T), Flowers Foods (FLO), Kagome (2811.T), Yantai China Pet Foods (002891.SZ), Sanquan Foods (002216.SZ).
Is Chacha Food expensive compared with its peers?
On forward p/e it trades at 15.8× against a peer median of 19.0×, 8th cheapest of 21 in its peer set.
How has Chacha Food stock performed?
Over six months to 6 Nov 2026 the shares returned -16.9% against -10.0% for the median peer; over one year -10.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.