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Dingdong (Cayman) Limited (DDL) investor relations material
Dingdong (Cayman) Limited Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary21 Aug, 2025
Executive summary
Achieved eleven consecutive quarters of non-GAAP profitability and six consecutive quarters of GAAP profitability, with consistent year-over-year revenue and GMV growth.
Q2 revenue reached RMB5.98 billion, up 6.7% year-over-year; GMV was RMB6.5 billion, up 4.5% year-over-year.
Implemented the four gs/4G strategy (good users, good products, good services, good mindshare), driving operational and financial improvements.
Expanded supply chain, omni-channel sales, and geographic reach, including international markets in Europe, America, Africa, Southeast Asia, the Middle East, and Central Asia.
Deep integration of AI and advanced supply chain technologies enhanced efficiency and user experience.
Financial highlights
Q2 revenue: RMB5.98 billion (+6.7% YoY); GMV: RMB6.5 billion (+4.5% YoY); total orders up 5.5%.
Non-GAAP net profit: RMB127.8–130 million (net margin 2.1%, +0.3pp YoY); GAAP net profit: RMB107.2–110 million (net margin 1.8%, +0.6pp YoY), both up 23.9% and 59.7% YoY respectively.
Gross profit margin: 28.8%–30.0%, with some decline due to increased investment in good products.
Fulfillment cost rate: 21.7%, down from 22.4% YoY; marketing expense ratio: 1.7%, down from 2.3% YoY.
Net cash inflow from operations: RMB100–101.4 million; net equity after short-term borrowings: RMB2.95 billion.
Outlook and guidance
Aims for stable year-over-year scale and continued non-GAAP profitability in Q3, despite dropping some mass market products and facing rising competition.
Plans to expand into Europe, America, Africa, Southeast Asia, the Middle East, and Central Asia, leveraging supply chain strengths and local partnerships.
Summarize 4G strategy's organizational impact
Detail overseas expansion strategy and rationale
How does AI drive business model innovation?
Partial view of Summaries dataset, powered by Quartr API
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Next Dingdong (Cayman) Limited earnings date
Q3 20255 Nov, 2025
Next Dingdong (Cayman) Limited earnings date
Q3 20255 Nov, 2025
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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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