Dingdong

DDL

Market cap $388M

Dingdong (Cayman) Limited ( DDL ) Q3 2025 Earnings Call November 12, 2025 7:00 AM EST Company Participants Nicky Zheng - Director of Investor Relations Liang Changlin - Founder, CEO & Director Song Wang - CFO & Director Conference Call Participants Yang Bai - China International Capital Corporation Limited, Research Division Presentation Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the Dingdong Limited Third Quarter 2025 Earnings Conference Call.

SHANGHAI , Nov. 12, 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 September 30, 2025. Third  Quarter 2025 Highlights: GMV for the third quarter of 2025 increased by 0.1% year over year to RMB7,273.2 million (US$1,021.7 million) from RMB7,267.0 million in the same quarter of 2024, positive year-on-year growth for seven straight quarters.

SHANGHAI , Nov. 10, 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 third quarter ended September 30, 2025, before U.S. markets open on November 12, 2025. The Company will hold an earnings conference call at 7:00 A.M.

Dingdong (Cayman) Limited (NYSE:DDL ) Q2 2025 Earnings Conference Call August 21, 2025 8:00 AM ET Company Participants Liang Changlin - Founder, CEO & Director Nicky Zheng - Director of Investor Relations Song Wang - CFO & Director Conference Call Participants Thomas Chong - Jefferies LLC, Research Division Yang Bai - China International Capital Corporation Limited, Research Division Operator Good day, and welcome to the Dingdong Limited Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

SHANGHAI , Aug. 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 its unaudited financial results for the quarter ended June 30, 2025. Second Quarter 2025 Highlights:  GMV for the second quarter of 2025 increased by 4.5% year over year to RMB6,499.4 million (US$907.3 million) from RMB6,218.7 million in the same quarter of 2024, positive year-on-year growth for six straight quarters.

SHANGHAI , Aug. 18, 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 second quarter ended June 30, 2025, before U.S. markets open on August 21, 2025. The Company will hold an earnings conference call at 8:00 A.M.

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.

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.

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.

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.