Lou Hong's questions to Dingdong (Cayman) Ltd (DDL) leadership • Q4 2024
Question
Following up on product strategy, Lou Hong asked for examples of strong products developed using Dingdong's own internal supply chain, including its food research, development, and processing factories.
Answer
Founder and CEO Liang Changlin detailed that Dingdong's core strategy is driven by its product development capabilities, supported by a comprehensive independent R&D and production system. He highlighted their self-operated factories, which are transitioning into product brand companies. An example given was a private label that recreates regional specialties, managing the entire closed-loop process from R&D to mass production. These products are also sold externally through channels in over 30 countries and regions.