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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Dingdong (Cayman)
Dingdong (Cayman) (DDL) investor relations material
Dingdong (Cayman) Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Nov, 2026
Executive summary
GMV rose 14.3% YoY to RMB8,311.1 million, marking the 11th consecutive quarter of YoY growth; Eastern China GMV increased 17.6%.
GAAP net income was RMB298.1 million and non-GAAP net income was RMB307.6 million, extending profitability streaks to 11 and 16 quarters, respectively.
Revenue increased 10.8% YoY to RMB7,380.4 million; operating cash inflow was RMB351.3 million, including RMB384.1 million from China operations.
Financial highlights
Total revenue rose 10.8% YoY to RMB7,380.4 million; operating income increased 372.4% to RMB280.1 million.
Net income increased 259.6% YoY to RMB298.1 million; non-GAAP net income, excluding share-based compensation, rose 203.8% to RMB307.6 million.
Basic and diluted EPS were RMB0.91, versus RMB0.25 in Q3 2025; non-GAAP basic and diluted EPS were RMB0.94, versus RMB0.31.
Operating cash flow was RMB351.3 million, compared with RMB144.4 million in Q3 2025; investing cash flow was RMB151.1 million, while financing cash outflow was RMB811.7 million.
Outlook and guidance
Strategic focus is shifting toward differentiated products for household consumption, supported by supply-chain efficiency and continued development of Dingdong V5, elevated to a company-level priority in May 2026.
Frontline fulfillment openings are being concentrated in Eastern China to increase network density and growth potential in core markets.
Product development investment will continue to target product capabilities, agricultural technology, data algorithms and AI technology infrastructure.
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Latest events from Dingdong (Cayman)
- Net income jumped 153.5% on 8.6% revenue growth, with China divestiture pending.DDL
Q2 2026 - Revenue and profit rose sharply, with China business sale pending and margins stable.DDLQ1 2026
- Profitability sustained, revenue up, but margins down; China business sale to Meituan announced.DDLQ4 2025
- Record revenue and profitability, strong liquidity, and strategic expansion amid competition.DDLQ3 2025
- Revenue, GMV, and net income rose, driven by quality growth and operational efficiency.DDLQ2 2025
- Record Q2 profits, double-digit growth, and strong cash flow drive raised full-year outlook.DDLQ2 2024
- Record Q3 revenue, profit, and user growth, with raised full-year outlook.DDLQ3 2024
- Q1 2025 revenue up 9.1% year-on-year, with non-GAAP profitability and strong user growth.DDLQ1 2025
- Q4 2024 saw record profits, strong revenue growth, and positive free cash flow.DDLQ4 2024
Next Dingdong (Cayman) earnings date
Q4 20265 Mar, 2027
Dingdong (Cayman)
Next Dingdong (Cayman) earnings date
Q4 20265 Mar, 2027
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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.