DDL
DingdongDDL
DDL
About: Dingdong (Cayman) Ltd is the fastest growing on-demand e-commerce company in China. The company directly provides users and households with fresh produce, meat and seafood, and other daily necessities through a convenient shopping experience supported by an extensive self-operated frontline fulfillment grid. It recognizes revenues from product sales of fresh groceries and other daily necessities through Dingdong Fresh APP and mini-programs and membership services.
Employees: 3,015
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
0.58% less ownership
Funds ownership: 24.58% [Q4 2024] → 24.0% (-0.58%) [Q1 2025]
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
9% less funds holding
Funds holding: 66 [Q4 2024] → 60 (-6) [Q1 2025]
21% less capital invested
Capital invested by funds: $243M [Q4 2024] → $193M (-$50.1M) [Q1 2025]
52% less call options, than puts
Call options by funds: $133K | Put options by funds: $277K
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Research analyst outlook
We haven’t received any recent analyst ratings for DDL.
Financial journalist opinion
Based on 3 articles about DDL published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
Dingdong: Steady Growth Amid Margin Pressure, Waiting For Better Entry Point
We rate DDL a HOLD due to full valuation, rising competition, and more attractive alternatives in JD and Meituan at similar multiples. DDL's strengths include solid GMV growth, positive operating metrics, and a strong balance sheet, but margin pressure from higher fulfillment costs is a concern. The company's 4G strategy and international expansion via Gu Yu offer potential upside, but execution risk and market maturity remain challenges.
Neutral
Seeking Alpha
4 weeks ago
Dingdong (Cayman) Limited (DDL) Q1 2025 Earnings Call Transcript
Dingdong (Cayman) Limited (NYSE:DDL ) Q1 2025 Earnings Conference Call May 16, 2025 8:00 AM ET Company Participants Nicky Zheng – Director-Investor Relations Changlin Liang – Founder and Chief Executive Officer Song Wang – Chief Financial Officer Conference Call Participants Thomas Chong – Jefferies Yang Bai – CICC Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the Dingdong Limited First Quarter 2025 Earnings Conference Call.
Neutral
PRNewsWire
4 weeks ago
Dingdong (Cayman) Limited Announces First Quarter 2025 Financial Results
SHANGHAI , May 16, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced its unaudited financial results for the quarter ended March 31, 2025. First Quarter 2025 Highlights: GMV for the first quarter of 2025 increased by 7.9% year over year to RMB5,960.7 million (US$821.4 million) from RMB5,525.1 million in the same quarter of 2024, positive year-on-year growth for five straight quarters.
Neutral
PRNewsWire
1 month ago
Dingdong to Report First Quarter 2025 Financial Results on May 16, 2025
SHANGHAI , May 13, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it will report its unaudited financial results for the first quarter ended March 31, 2025, before U.S. markets open on May 16, 2025. The Company will hold an earnings conference call at 8:00 A.M.
Neutral
PRNewsWire
1 month ago
Dingdong Files Its Annual Report on Form 20-F
SHANGHAI , April 21, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it filed its Annual Report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission on April 21, 2025. The Annual Report can be accessed on the Company's investor relations website at https://ir.100.me.
Neutral
Seeking Alpha
3 months ago
Dingdong (Cayman) Limited (DDL) Q4 2024 Earnings Call Transcript
Dingdong (Cayman) Limited (NYSE:DDL ) Q4 2024 Results Conference Call March 6, 2025 7:00 AM ET Company Participants Nicky Zheng - Director-Investor Relations Changlin Liang - Founder and Chief Executive Officer Song Wang - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Yuhan Liu - CICC Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the Dingdong Limited Fourth Quarter 2024 Earnings Conference Call.
Positive
Seeking Alpha
3 months ago
Dingdong Q4: Good End To The Year With Many Positives Going Into 2025
Dingdong (Cayman) Limited reported Q4 sales of $809m, with a positive market reaction and shares up 12.5%, driven by improved profitability and optimistic, albeit vague, guidance. The company has a strong balance sheet with $609m in liquidity, supporting potential aggressive expansion in China and possibly internationally. Dingdong's focus on expanding its user base and ARPU, along with developing higher-margin private-label products, indicates a promising growth trajectory.
Neutral
PRNewsWire
3 months ago
Dingdong (Cayman) Limited Announces Fourth Quarter 2024 Financial Results
SHANGHAI , March 6, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced its unaudited financial results for the quarter ended December 31, 2024. Fourth Quarter 2024 Highlights: GMV for the fourth quarter of 2024 increased by 18.4% year over year to RMB6,546.6 million (US $896.9 million) from RMB5,530.3 million in the same quarter of 2023.
Neutral
PRNewsWire
3 months ago
Dingdong Announces US$20.0 Million Share Repurchase Program
SHANGHAI , March 6, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), leading fresh grocery e-commerce company in China, today announced that its board of directors has authorized a share repurchase program under which the Company may repurchase up to US$20.0 million of its shares over a period until March 5, 2026. The Company's proposed repurchases may be made from time to time on the open market at prevailing market prices, in privately negotiated transactions, in block trades and/or through other legally permissible means, depending on market conditions and in accordance with applicable rules and regulations.
Neutral
PRNewsWire
3 months ago
Dingdong to Report Fourth Quarter 2024 Financial Results on March 6, 2025
SHANGHAI , March 3, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it will report its unaudited financial results for the fourth quarter ended December 31, 2024, before U.S. markets open on March 6, 2025. The Company will hold an earnings conference call at 7:00 A.M.
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