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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
MemeStrategy
MemeStrategy (2440) investor relations material
MemeStrategy H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary21 Aug, 2026
Executive summary
H1 2026 revenue rose 36.9% YoY to RMB29.673m; gross profit increased to RMB2.091m, while net loss widened to RMB73.964m.
Strategy is shifting toward a technology-enabled collectibles business integrating IoT, AI, digital assets and Web3, with Hong Kong as the Asia-Pacific expansion hub.
Financial highlights
Revenue was RMB29.673m vs RMB21.668m; gross profit was RMB2.091m vs RMB0.646m, and gross margin rose to 7.0% from 3.0%.
Net loss was RMB73.964m vs RMB33.961m; loss per share was RMB17.53 cents vs RMB11.61 cents, and owners’ attributable loss was RMB73.110m.
Administrative expenses rose to RMB38.856m from RMB21.338m; selling and distribution expenses fell to RMB0.412m from RMB0.787m.
An RMB18.350m SOL fair-value loss, higher administrative expenses and increased receivables impairment weighed on results; no adjusted net-loss figure was reported.
Outlook and guidance
Plans include direct sales, auctions and lending supported by IoT- and blockchain-based vaulting services, expanding across Asia-Pacific from Hong Kong.
Intends to broaden trading cards and merchandise through local and international IP collaborations, enhance offline experiences and target higher-end customers; no numerical financial guidance was stated.
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Latest events from MemeStrategy
- IoT-led revenue more than doubled, but margin compression and receivables weighed on cash flow.2440
H1 2023 - Revenue growth was offset by margin compression, lower profit and receivables-driven cash outflow.2440H2 2023
- Revenue fell 82.4%, with no equipment or private 5G sales and a RMB30.742m H1 loss.2440H1 2024
- Revenue collapsed, receivables risk rose, and 2025 plans center on diversification and cash control.2440H2 2024
- IoT weakness widened H1 losses as strategy pivots to AI, Web3 and digital assets.2440H1 2025
- IoT contraction and receivables impairment drove a wider loss amid a funded pivot to Web3.2440H2 2025
Next MemeStrategy earnings date
H2 202626 Mar, 2027
MemeStrategy
Next MemeStrategy earnings date
H2 202626 Mar, 2027
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Eferix Drawings Google Play
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Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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