Earnings summaries and quarterly performance for Dingdong (Cayman).
Executive leadership at Dingdong (Cayman).
Board of directors at Dingdong (Cayman).
Research analysts who have asked questions during Dingdong (Cayman) earnings calls.
Recent press releases and 8-K filings for DDL.
Dingdong (Cayman) Limited Announces Third Quarter 2025 Financial Results
DDL
Earnings
Guidance Update
- Dingdong (Cayman) Limited reported revenue of RMB6,662.4 million (US$935.9 million) for the third quarter of 2025, an increase of 1.9% year over year.
- The company achieved net income of RMB82.9 million (US$11.6 million) and Non-GAAP net income of RMB101.3 million (US$14.2 million) in Q3 2025, marking its seventh consecutive quarter of GAAP profitability and twelfth consecutive quarter of non-GAAP profitability.
- GMV grew by 0.1% year over year to RMB7,273.2 million (US$1,021.7 million), with the total number of orders increasing by 2.2% year over year in the third quarter of 2025.
- Dingdong generated net operating cash inflow of RMB0.14 billion in Q3 2025 and held RMB3,908.2 million (US$549.0 million) in cash and cash equivalents, restricted cash, and short-term investments as of September 30, 2025.
- For the fourth quarter of 2025, the company expects to maintain year-over-year scale and achieve non-GAAP profits.
Nov 13, 2025, 11:19 AM
Dingdong Limited Reports Record Q3 2025 Revenue and Profitability
DDL
Earnings
Guidance Update
New Projects/Investments
- Dingdong Limited reported Q3 2025 revenue of RMB 6.66 billion and GMV of RMB 7.27 billion, both representing the company's highest-ever quarterly figures and slight year-on-year increases.
- The company achieved non-GAAP net profit of RMB 0.1 billion (1.5% margin) and GAAP net profit of RMB 0.08 billion (1.2% margin), marking its 12th consecutive quarter of non-GAAP profitability and 7th consecutive quarter of GAAP profitability.
- Dingdong introduced a new "One Big One Small One World" development framework in Q3 2025, emphasizing a top-selling product strategy, expansion into smaller cities, and international market growth.
- The B2B business revenue saw significant growth of 67.4% year-over-year in Q3 2025, and the company opened 17 new frontline fulfillment stations during the quarter, totaling 40 new stations this year.
- For Q4 2025, Dingdong anticipates maintaining last year's scale and non-GAAP profitability amidst a highly competitive instant retail market.
Nov 12, 2025, 12:00 PM
Dingdong Limited Announces Q3 2025 Financial Results and Strategic Framework
DDL
Earnings
Guidance Update
New Projects/Investments
- Dingdong Limited reported Q3 2025 revenue of RMB 6.66 billion, a 1.9% year-over-year growth, marking its seventh consecutive quarter of positive revenue growth.
- The company achieved a non-GAAP net profit of RMB 0.1 billion (1.5% margin) and a GAAP net profit of RMB 0.08 billion (1.2% margin) for Q3 2025, extending its non-GAAP profitability to 12 consecutive quarters and GAAP profitability to 7 consecutive quarters.
- In Q3 2025, DDL introduced a new "One Big One Small One World" development framework, focusing on a high-volume, top-selling product strategy, expansion into smaller cities (with 17 new frontline fulfillment stations opened in Q3), and international market expansion.
- For Q4 2025, Dingdong is confident in maintaining last year's scale and non-GAAP profitability amidst intensifying competition in the instant retail sector.
Nov 12, 2025, 12:00 PM
Dingdong (Cayman) Limited Announces Q3 2025 Results
DDL
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Dingdong (Cayman) Limited reported Q3 2025 revenue of RMB 6,662.4 million and Gross Merchandise Volume (GMV) of RMB 7,273.2 million, both marking their seventh consecutive quarter of year-over-year growth.
- The company achieved Non-GAAP net profit of RMB 101.3 million with a 1.5% margin, and GAAP net profit of RMB 82.9 million with a 1.2% margin, extending its profitability streaks to twelve and seven consecutive quarters, respectively.
- Operationally, DDL's "good product" strategy showed progress, with 37.2% of SKUs classified as good products in September, contributing 44.7% of total GMV. Monthly transacting users increased by 4.1% year-over-year, and the average monthly order per user grew by 4.9% year-over-year to 4.6 orders.
- DDL generated an operating cash inflow of RMB 144.4 million in Q3 2025, and its self-owned fund balance reached RMB 3.03 billion, marking its ninth consecutive quarter of net increase.
Nov 12, 2025, 12:00 PM
Dingdong Limited Reports Q3 2025 Financial Results and Strategic Initiatives
DDL
Earnings
New Projects/Investments
Guidance Update
- Dingdong Limited (DDL) reported Q3 2025 revenue of RMB 6.66 billion, an increase of 1.9% year-over-year, marking its seventh consecutive quarter of positive year-over-year revenue growth.
- The company achieved a non-GAAP net profit of RMB 0.1 billion (1.5% margin) and a GAAP net profit of RMB 0.08 billion (1.2% margin), maintaining non-GAAP profitability for 12 consecutive quarters and GAAP profitability for 7 consecutive quarters.
- GMV reached RMB 7.27 billion, up 0.1% year-over-year, representing the highest-ever quarterly GMV and revenue for Dingdong. Net operating cash inflow was RMB 0.14 billion, the ninth consecutive quarter of positive cash flow, with net equity funds hitting a record high of RMB 3.03 billion.
- DDL introduced the "One Big One Small One World" development framework, focusing on a top-selling product strategy, expansion into smaller cities (opening 17 new frontline fulfillment stations in Q3), and international market expansion. For Q4 2025, the company expects to maintain last year's scale and non-GAAP profitability.
Nov 12, 2025, 12:00 PM
Dingdong (Cayman) Limited Announces Third Quarter 2025 Financial Results
DDL
Earnings
Guidance Update
- Dingdong (Cayman) Limited reported revenue of RMB6,662.4 million (US$935.9 million) for the third quarter of 2025, representing a 1.9% increase year over year.
- The company achieved a net income of RMB82.9 million (US$11.6 million) and a non-GAAP net income of RMB101.3 million (US$14.2 million) for Q3 2025, marking its seventh consecutive quarter of GAAP profitability and twelfth consecutive quarter of non-GAAP profitability.
- Net operating cash inflow for Q3 2025 was RMB0.14 billion, with cash and cash equivalents, restricted cash, and short-term investments totaling RMB3,908.2 million (US$549.0 million) as of September 30, 2025.
- For the fourth quarter of 2025, Dingdong anticipates maintaining year-over-year scale and achieving non-GAAP profits.
Nov 12, 2025, 9:30 AM
Quarterly earnings call transcripts for Dingdong (Cayman).
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