逆势增长、首店引爆、年轻基因：达美乐中国2025中期业绩的三大密钥

Core Viewpoint - Domino's China has achieved remarkable financial performance in the first half of 2025, with significant growth in revenue and profit despite a slowdown in the overall restaurant industry in China [1][2]. Financial Performance - In the first half of 2025, Domino's China reported a revenue increase of 27% to 2.593 billion RMB, maintaining double-digit growth for several years [1][2]. - Adjusted net profit reached 91.42 million RMB, a substantial increase of 79.6% year-on-year, while group net profit soared by 504.4% to 65.92 million RMB [1][2]. - The company's EBITDA grew by 27.7% to 503 million RMB, and operating profit increased by 28% to 379 million RMB [3]. Store Expansion - As of June 30, 2025, Domino's China had opened 1,198 stores across 48 cities, with plans to open an additional 300 stores by the end of 2025 [2][3]. - The company has demonstrated a strong performance in new markets, with new stores showing robust sales figures [5][6]. Market Strategy - Domino's China is focusing on both deepening its presence in existing markets and expanding into new ones, aiming to enhance brand awareness and national influence [2][3]. - The "first store" phenomenon has generated significant consumer interest, with new openings often leading to long queues and high sales [5][6]. Product Innovation - The company emphasizes product innovation, launching new items approximately every 6 to 8 weeks to cater to diverse consumer tastes [7]. - Recent product launches, such as the "volcano" pizza and various new side dishes, have attracted attention on social media, enhancing brand engagement [7][8]. Marketing and Brand Engagement - Domino's China employs a youthful and diverse marketing strategy, including collaborations with popular IPs and digital marketing initiatives on platforms like Douyin [9]. - The brand's innovative marketing approaches, such as interactive experiences and promotional events, have successfully increased customer participation and brand visibility [9].