Recently, Glodon held the 9th Glodon Global Investment Carnival 2025, where DPC Dash (1405.HK) - Domino's China was honored with the "Annual Excellent IR Team" award. The award focuses on the communication channel construction and interaction between the IR team and investors, leading the market to consider the comprehensive performance of the company with a long-term perspective.

In fact, against the backdrop of global economic fluctuations, effective communication is increasingly important nowadays. It is not only a way for investors to discover the value of listed companies but also a part of investor protection, reflecting the leadership and sense of responsibility of listed companies.

This can also reflect the sustained development momentum and long-term investment value of a listed company.

In this context, it is worth following this clue to further explore the development path of Domino's China.

Actively expanding business, solidifying the foundation of value creation and delivery.

Behind the remarkable IR achievements, Domino's China's rapid business development plays a crucial role.

Since its listing in March 2023, Domino's China has consistently implemented a network expansion strategy of "going deep and broad", continuously increasing the number of stores, expanding business scale, improving operational efficiency, and demonstrating impressive growth speed.

Looking at 2024, as of November 15, the number of Domino's Pizza China stores has officially exceeded 1000; In 2024, the number of new stores has reached 232, close to its annual target of 240 new stores. In addition, Domino's Pizza China plans to add around 300 to 350 new stores in 2025 and 2026, indicating that it will continue to maintain a rapid expansion pace.

Since its listing, Domino's Pizza China has continued to outperform the industry's large cap, showing strong growth this year against the trend. In the context of intensified industry competition, overall performance pressure, and even some long-established dining companies experiencing losses, it has achieved its best performance.

In the first half of the year, Dpc Dash achieved a revenue of 2.041 billion yuan, a year-on-year growth of 48.3%, and both adjusted net income and net income attributable to the parent turned positive. Its third-quarter business briefing also shows that the new store sales performance of Domino's Pizza China is excellent, ranking in the top 30 in the sales rankings within the first 30 days of over 20,000 Domino's stores globally, with 28 positions, and same-store sales growth also continues, recording positive growth for the 29th consecutive quarter.

This is also thanks to Domino's Pizza China's innovative execution of the 4D development strategy, bringing more value to customers, achieving dual-drive of retaining existing customers and converting new customers.

In the future, the deduction of the above growth logic will also bring more momentum to Domino's Pizza China, supporting its ability to continuously create value and reward investors.

"Gold and silver" cast trust votes, continuously improving liquidity

Looking at it in reverse, the impressive performance of the capital markets is an intuitive proof that investors have voted with "gold and silver," discovering and believing that it can continue to create value.

Since its listing, Domino's Pizza China's stock price has accumulated a gain of approximately 70%, also hitting a historical high of 82.3 Hong Kong dollars in the past month.

It is also worth mentioning that, according to the announcement on October 17th, Domino's Pizza's indirectly wholly-owned subsidiary Domino's Pizza LLC sold 10 million shares in bulk transactions to many institutional investors. As a result, Domino's Pizza LLC's stake in Domino's Pizza China's issued share capital has decreased from the previous 13.87% to approximately 6.21%. At the same time, in September of this year, Domino's Pizza China was included in the Hang Seng Composite Index constituents and officially entered the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, attracting attention from a large amount of fund flows from the south. Previously, it had also been included in the FTSE index, S&P Global index, MSCI index, and more.

All of these indicate new possibilities for Domino's Pizza China to optimize capital allocation, improve liquidity, attract a more diverse range of investors, increase institutional holdings, and achieve a more stable and outstanding market value.

Warren Buffett's Berkshire Hathaway also disclosed its third-quarter holdings report, showing a new position in Domino's Pizza (DPZ.US) with a 3.7% stake, conveying a bullish outlook on its growth potential and value. This positive sentiment is also expected to reflect on Domino's Pizza China's performance, enhancing market confidence in it.

With resonance in both business and capital operations, it is believed that DPC Dash can create more surprises and its future performance is worth looking forward to.