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Visual21 Nov 2025
Data center suppliers
Dingdong (Cayman) Limited (DDL) investor relations material
Dingdong (Cayman) Limited Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Achieved profitability for 12 consecutive quarters on a non-GAAP basis and 7 consecutive quarters on a GAAP basis, with revenue and GMV reaching record highs in Q3 2025.
Revenue and GMV grew year-over-year for the seventh straight quarter, demonstrating resilience and execution in a competitive market.
Introduced the "One Big One Small One World" strategy, focusing on top-selling products, expansion into smaller cities, and international markets.
Expanded into new cities and core markets, with progress in product strategy and user engagement.
Management expressed confidence in maintaining scale and non-GAAP profitability in the next quarter.
Financial highlights
Q3 2025 revenue was RMB 6.66 billion, up 1.9% year-over-year; GMV reached RMB 7.27 billion, a record high.
Non-GAAP net profit was RMB 101.3 million (1.5% margin); GAAP net profit was RMB 82.9 million (1.2% margin).
Gross profit margin was 28.9%, down from 29.8% year-over-year.
Net operating cash inflow of RMB 144.4 million, marking the ninth consecutive quarter of positive cash flow.
Cash, equivalents, and investments totaled RMB 3.94 billion; net equity funds reached a record RMB 3.03 billion.
Outlook and guidance
Confident in maintaining last year's scale and non-GAAP profitability in Q4 2025 despite intensifying competition.
Expects continued non-GAAP and GAAP net profitability and year-over-year GMV growth for Q4 and full year 2025.
Will continue to leverage supply chain, product development, and IT strengths to pursue quality, efficiency, and resilience.
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Next Dingdong (Cayman) Limited earnings date
Q4 202513 Feb, 2026
Next Dingdong (Cayman) Limited earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Dingdong (Cayman) Limited operates a fresh grocery e-commerce business in China, offering a wide range of products including fresh produce, meat, seafood, and prepared foods. The company sells these items through its online platforms, such as the Dingdong Fresh app, as well as traditional offline channels. Dingdong focuses on direct delivery services, utilizing advanced supply chain capabilities to ensure the rapid and efficient distribution of groceries directly to consumers. The company is headquartered in Shanghai, China, and its shares are listed on the New York Stock Exchange.
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