DPC DASH (01405) Q3 operations send positive signals, same-store transaction volume achieves positive growth.

Title context: DPC DASH (01405) Q3 operations send positive signals, same-store transaction volume achieves positive growth. Text: Against the backdrop of increasingly diversified dining consumption and consumers placing greater emphasis on value for money, chain restaurant brands are tapping into growth potential through product innovation, upgraded marketing, and store expansion. In the third quarter of 2026, DPC DASH (01405) delivered positive operating signals, with same-store transaction growth (SSTG) turning positive and average transaction price (ATP) edging up slightly from the second quarter. Meanwhile, the company continued to advance store network expansion, steadily grew its membership base, and enhanced brand appeal through localized new products, high-value combo meals, and social media marketing, demonstrating potential for sustained development. Store Expansion and Membership Advance on Two Fronts, Continuously Strengthening the Growth Foundation It is understood that store expansion is one of the important drivers of DPC DASH's long-term growth. As of September 30, 2026, the company's total store count reached 1,634, with coverage expanding to 87 cities. In the first three quarters of 2026, it added a net 319 stores and entered 27 new cities. Through newly opened, under-construction, and already-contracted stores, the company has fully locked in its full-year target of approximately 350 net new stores, reflecting strong momentum in advancing its expansion plan. As the company continues to advance its "go deeper and broader" strategy, its store network keeps extending, providing support for the brand to reach more consumers. The company is actively expanding delivery services, with the proportion of delivery transaction volume in the Shenzhen New Land Tool Planning & Architectural Design market rising from 25% in the first half of 2026 to 30% in the third quarter. Third-party delivery platforms remain an important channel for the company to expand delivery services and conduct market penetration in the Shenzhen New Land Tool Planning & Architectural Design market. At the same time, the company's membership ecosystem also continued to grow. As of the end of September, the company's membership reached 45.2 million, up 37.4% from the same period in 2025; over the past 12 months, approximately 19.9 million new users completed their first order. The continuously expanding membership base provides broader space for new product promotion, precision marketing, and repeat purchase cultivation, and is also expected to create synergies with the store network, further enhancing the connection between the brand and consumers. Localized Innovation Combined with Diversified Marketing Continues to Unleash Brand Vitality In the third quarter of 2026, DPC DASH continued to focus on product development and expansion of consumption scenarios. During the Mid-Autumn Festival, the company launched the "Salted Egg Yolk Golden Sand Star-Moon Pizza," combining the classic Salted Egg Yolk Golden Sand Tender Chicken Pizza with traditional festival elements; in conjunction with the traditional solar term "Major Heat," it carried out the fun marketing campaign "Eat Potatoes on Major Heat," focusing on promoting potato-based pizzas; and it launched the Durian Roast Chicken Pizza, pairing large chunks of durian pulp with roast chicken, further enriching product choices. Through localized innovation and distinctive ingredient combinations, the company continues to enhance product freshness and expand consumers' taste perception of pizza. On the marketing front, the company launched a 79-yuan six-piece set, including two 9-inch pizzas plus multiple side dishes and beverages, and also offered a single-person meal, covering different needs ranging from group sharing to individual dining. The "Mega Week" buy-one-get-one event in September, through slogans such as "All the signature favorites," "Your second pizza, on Domino's," and "Pizza freedom," combined discounts with the consumption experience to strengthen brand communication. On social media, DPC DASH carried out interactive activities on Xiaohongshu such as "Looking for Domino's Red and Blue," connecting with young consumers through lighter and more entertaining content and expanding everyday dining and social sharing scenarios. Product innovation, combo meal offerings, and social communication working in concert help the company continuously increase brand exposure and create conditions for growth in consumer demand. In recent years, the company's brand building and product quality have continued to gain external recognition. According to the company's third-quarter business overview, DPC DASH was selected for Southern Metropolis Daily's Top 100 High-Quality Consumer Brands for three consecutive years, once again won the "Top 10 High-Quality Consumer Brands" award, and also received Interface News' 2026 Peace of Mind Award as "Peace of Mind Consumption Annual Western Fast Food" brand. Overall, the positive growth in same-store transaction volume and the quarter-on-quarter rebound in average transaction price in the third quarter provide positive signals for DPC DASH's subsequent operational improvement. Looking ahead, as the "go deeper and broader" strategy continues to advance, the company will further enhance brand influence and market coverage through the coordinated development of store network expansion, a solid membership base, product innovation, and diversified marketing, accumulating more momentum for long-term growth.