Dingdong/$DDL

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About Dingdong

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.

Ticker

$DDL

Primary listing

NYSE

Employees

3,120
Headquarters
Website

Dingdong Metrics

BasicAdvanced
$371M
12.27
$0.14
-
-

What the Analysts think about Dingdong

Analyst ratings (Buy, Hold, Sell) for Dingdong stock.

Bulls say / Bears say

Dingdong delivered RMB5.98 billion in revenue in Q2 2025, up 6.7% year-on-year and marking its sixth consecutive quarter of positive revenue growth, demonstrating stable top-line momentum (SEC)
The company achieved its sixth straight quarter of GAAP profitability in Q2 2025 (net income of RMB107.2 million) and eleventh consecutive quarter of non-GAAP profitability (RMB127.8 million), with net margins expanding year-on-year (SEC)
Dingdong has generated positive operating cash flow for eight consecutive quarters, recording a net inflow of RMB101.4 million in Q2 2025 and ending the period with RMB2.95 billion in net cash, underpinning its liquidity and reinvestment capacity (SEC)
Intense sector price wars driven by heavy subsidies from JD.com and Alibaba’s Ele.me are squeezing margins across China’s instant retail market, raising the risk of similar margin erosion for Dingdong’s fresh grocery business as competitors compete on price rather than quality (FT)
Dingdong’s gross margin contracted to 28.8% in Q2 2025 from 30.0% a year earlier, reflecting elevated product listing and delisting costs under its “4G” strategy and signaling headwinds to profitability expansion (MarketScreener)
Analysts at Ainvest downgraded Dingdong to “Neutral” in September 2025, citing intensifying online commerce rivalry in China that is expected to negatively impact the company’s near-term revenue growth and market share (Ainvest)
Data summarised monthly by Lightyear AI. Last updated on 10 Nov 2025.

Dingdong Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Dingdong Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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