Dada NexusDADA
About: Dada Nexus provides on-demand retail platform services and fulfillment services to retailers to sell their products, and online advertising and marketing services to its customers such as brand owners or their agents. It also provides last-mile, intracity and intercity delivery services to logistics companies, merchants and individuals on the Dada Now platform. The group fulfills the delivery needs of retailers on JD Now and customers on Dada Now mostly by utilizing registered riders on Dada Now. Dada's average delivery time for on-demand intracity delivery orders was within 30 minutes in 2023, faster than traditional e-commerce where delivery can take days. As of Sept. 16, 2024, JD.com owned 63.2% of Dada Nexus. Dada Nexus competes with Meituan, Ele.me, Douyin, and SF Intra-city.
Employees: 2,159
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
173% more capital invested
Capital invested by funds: $27.2M [Q4 2024] → $74.2M (+$47M) [Q1 2025]
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
17% more funds holding
Funds holding: 70 [Q4 2024] → 82 (+12) [Q1 2025]
1.61% more ownership
Funds ownership: 2.13% [Q4 2024] → 3.74% (+1.61%) [Q1 2025]
42% less call options, than puts
Call options by funds: $608K | Put options by funds: $1.05M
Research analyst outlook
We haven’t received any recent analyst ratings for DADA.
Financial journalist opinion









