达势股份(01405.HK)-达美乐中国荣获格隆汇“年度卓越消费品牌企业”

Core Insights - The article highlights that Dami Le (达势股份) has been awarded the "Annual Outstanding Consumer Brand Enterprise" by the Golden Award, recognizing its strong market presence and innovative practices in the consumer sector [1] Group 1: Company Performance - Dami Le has rapidly expanded its store network, opening 1,315 stores across 60 cities in mainland China by December 31, 2025, with a net addition of 307 stores [2] - The company has maintained positive same-store sales growth in first-tier cities, demonstrating strong brand momentum despite market challenges [2] - New store openings have generated significant local consumer interest, with record sales achieved in various locations, such as over 31 million RMB in 198 days for its Shenyang store [2] Group 2: Strategic Expansion - The company employs a "deep and wide" store opening strategy, effectively navigating a challenging restaurant market where 161,000 establishments closed in the first half of 2025 [1][2] - Dami Le's expansion strategy is characterized by a focus on efficiency, optimizing capital turnover and operational processes to support sustainable growth [4][5] - The average cash investment recovery period for new stores in mature markets remains under 36 months, indicating a strong return on investment [4] Group 3: Operational Efficiency - Dami Le's operational efficiency is bolstered by a robust supply chain, ensuring consistent product quality and enabling rapid product iteration [5] - The company has established three central kitchens in Shanghai, Beijing, and Dongguan, enhancing production capacity and supporting efficient market expansion [5] - The ability to introduce new products every 6 to 12 weeks allows Dami Le to adapt its menu and pricing strategies effectively, reinforcing its value proposition in the market [5]