Earnings release
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Q3 2026 SALES UPDATE 1 www.dia.es Dia Spain maintains its strong growth rate, exceeding 11% in the third quarter • Gross sales in Spain reached €1,608 million, driven by an 8.3% like-for-like growth and accelerated expansion. • The company grew at more than double the sector average, gaining 30 basis points in market share according to Nielsen IQ data. • Dia Argentina continues to stabilize and reported gross sales of €378 million, up 12.2%. Dia Spain closed the third quarter of 2026 with total sales growth of 11.3% year -on-year, reaching €1,608 million. This solid performance is underpinned by two main growth drivers: 1) Attracting new customers: Like-for-like sales —those recorded in stores that were already operating last year— grew by 8.3%. This momentum is entirely driven by higher sales volume stemming from a continuous increase in customer numb ers. A clear example of this dynamic is the nearly 9% year -on-year increase in Club Dia members in Q3. This progress validates the success of Dia's proximity model in meeting consumers' need to save time and money on their grocery basket. Fresh products and top-quality Dia brand products at competitive prices are key allies in mitigating household inflation, evidenced by their strong growth of 12% and 15% respectively in Q3. Furthermore, the excellent performance of our own digital channel is worth highlighting, with sales growing by 24% in Q3. 2) Acceleration of the store rollout plan: Organic expansion contributed an additional 3% to total sales growth. The company continues to accelerate the rollout of new supermarkets in targeted locations, in both major urban centers and smaller municipalities. The opening of 27 new stores in Q3 (85 in the first nine months of t he year) more than offset selective closures (11 year-to-date), bringing the company one step closer to its annual target of 100 net openings. According to Nielsen IQ data, Dia Spain's growth in Q3 was more than double that of the rest of the market. This resulted in a 30 -basis-point market share gain compared to the same period last year, thus consolidating its position as the fourth largest national operator and its leadership in the proximity segment. At Dia Argentina, the sequential trend confirms the path towards consumption stabilization, with a contained 2.5% decline in total sales volume, preserving its market share and its leadership in the proximity segment. Its gross sales expressed in euros improved by 12.2% year -on-year to €378 million, favored by greater exchange rate stability, with an average 11% appreciation of the euro against the Argentine peso. Gross Sales Under the Dia Banner (1) 3T24 LfL (2) At constant FX At current (3) FX LfL (2) At constant FX At current (3) FX Dia Spain 1,608.3 8.3% 4,562.0 8.4% Dia Argentina 378.4 (5.2%) 24.5% 12.2% 1,100.9 (5.5%) 21.8% (5.3%) Dia Group 1,986.7 13.8% 11.4% 5,662.9 13.8% 7.8% Net Sales (4) Dia Spain 1,341.1 3,795.0 Dia Argentina Pre-IAS 29 299.8 24.0% 11.7% 872.7 21.5% (5.5%) Dia Group Pre-IAS 29 1,640.8 13.7% 11.5% 4,667.7 13.6% 7.8% IAS-29 Adjustment (5) 29.7 47.0 Dia Group Post-IAS 29 1,670.5 19.5% 17.4% 4,714.7 13.3% 12.0% 11.3% 11.5% 11.4% 11.4% Q3 2026 9M 2026 €m YoY change (%) €m YoY change (%)
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Q3 2026 SALES UPDATE 2 www.dia.es In this macroeconomic context, the company is maintaining strict operational efficiency and financial discipline to preserve its competitive position and self -funding capacity. During the quarter, five loss -making stores were closed as part of the network optimization and profitability protection strategy. Martín Tolcachir ( CEO of Grupo Dia ): “Our third-quarter results confirm the strength of our proximity model and the progress of our strategic plan. In Spain, we continue to gain customers and market share, growing at a rate twice that of the industry and strengthening our competitive position. In Argentina, we remain focused on maintaining the business’s competitiveness and self -funding capacity in a still challenging market backdrop. These achievements are the result of the ongoing efforts of our teams, f ranchisees, and suppliers, whom I would like to thank for their commitment.” Notes: 1. Gross sales under the Dia banner represent the total value of sales, including all indirect taxes (i.e., VAT), and encompass both company-managed and franchised stores. 2. Like-for-like (LfL) sales variation is calculated based on all stores that have been operating under similar commercial conditions for at least twelve months. The LfL change in Dia Argentina exclusively reflects the variation in sales volume (units). 3. Year-on-year variation at current exchange rates reflects an average appreciation of the euro against the Argentine peso of 11% in Q3 2026. 4. Net sales exclude all indirect taxes (i.e., VAT) and the franchisee's gross margin. 5. International Accounting Standard (IAS) 29 requires accounting adjustments in hyperinflationary economies (e.g., Argentina) to reflect the loss of purchasing power over time. Number of stores at the end of the period: Provisional schedule for the publication of sales and results for 2026: Legal Disclaimer: This document is purely informative and should not be considered as a service, recommendation or offer of any financial produ ct, service or financial advice, nor should it be interpreted as, an offer to sell or exchange or acquire, or an invitation for offers to buy securities issued by Distribuidora Internacional de Alimentación, S.A. (“Dia”) or any of its affiliates. Neither we nor any of our affiliates, directors, employees or agents makes any representation or warranty, express or implied , in relation to the accuracy or completeness of the information contained in this document and expressly disclaim any and all liability (whether direct or indirect, in contract, tort or otherwise) in relation to any of such information or any errors or omissions therei n. No one intends, or assumes any obligations, to update and/or revise this document and/or any included forward-looking statements included herein, whether as a result of new information, future events or otherwise nor to update the reasons why actual results could differ from those reflected in the information and/or the forward -looking statements herein. Dia provides information on factors that could affect the business and the results in the documents it presents to the CNMV ( Comisión Nacional del Mercado de Valores) in Spain. This information is subject to, and must be read in conjunction with, all other publicly available information. None of the future projections, expectations, estimates and/or prospects in this document should be taken as forecast s and/or promises nor should they be taken as implying any indication, assurance and/or guarantee that the assumptions on which such future projections, expect ations, estimates and/or prospects, if any, have been prepared are correct and/or exhaustive and/or, in the case of the assumptions, fully stated in the document. The information included in this document has not been prepared or revised by the auditors of Dia. Sept. 2026 Dec. 2025 Var. Var. (%) Dia Spain 2,432 2,358 74 3.1% Dia Argentina 991 1,007 (16) (1.6%) Dia Group 3,423 3,365 58 1.7% Results FY 2026 25 / Feb / 2027 Dia Investor Relations: investor.relations@diagroup.com T: +34 913985400 www.diacorporate.com