Eternal Hospitality Group Co.,Ltd.

• AP Arisaig Partners Arisaig Diary September 2026 ↗ Arisaig Asia Consumer Fund added a 1% position in Eternal, citing Blinkit’s scale in Indian quick commerce and the potential for attractive dark-store economics despite intensifying competition. Jollibee and Amorepacific are shifting toward more capital-light international growth, while Chagee’s China same-store sales and franchise economics improved. September 2026 CHA $2.4BJBFCY $2.8BTORIF $31B

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