DDL · NYSE · Grocery Stores

Dingdong (ADR) (DDL)

Sells fresh groceries and prepared food through Dingdong Fresh.

$2.30
vs last close+0.02 (+0.88%)
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Dingdong (Cayman) LimitedDDL
Consumer Staples

Fresh groceries, prepared food, and other food products are sold through Dingdong Fresh and related digital channels. Self-operated fulfillment, direct sourcing, and private-label production shape a model centered on product sales and supplemented by membership services.

Fresh groceries, prepared food, and other food products are sold through the app, mini programs, and third-party platforms. Self-operated frontline fulfillment, direct sourcing, centralized processing, and private-label production shape the model.

Vegetables, meat and eggs, fruit, and seafood form the core basket, alongside baked goods, dairy, seasonings, beverages, instant food, oil, and snacks. Product sales are the primary revenue line, supplemented by membership services.

The holding company agreed to sell the entity holding substantially all China operations to a Meituan subsidiary; the transaction had not closed as of the latest annual report. The business depends on sourcing, fulfillment density, order frequency, and compliance with PRC rules.

Company facts

CEOSong Wang
ListedJun 29, 2021
ExchangeNYSE
HeadquartersShanghai, China
CountryChina
Employees3,658
CIK0001854545
ISINUS25445D1019

Market cap$493.8M
EPS (ttm)$0.3678
P/E (ttm)6.20
ROE46.4%
P/B2.32
P/S0.2518
Dividend yieldDiv yield
Beta0.70vs XLP 0.45

No analyst consensus on record.

Next report
Nov 18, 26
in 57 days
EPS estimate
Revenue estimate
$1.15B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.08$0.00$0.04$0.06$0.03−$0.03$0.19Pending
Estimate$0.04$0.09$0.03$0.13
Surprise+100.0%−33.3%0.0%+48.4%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$808.8M$754.8M$833.9M$935.6M$892.4M$854.0M$954.5MPending
Estimate$798.9M$753.5M$833.3M$939.3M$900.8M$920.0M$954.8M$1.15B
Surprise+1.2%+0.2%+0.1%−0.4%−0.9%−7.2%0.0%
Estimate
ReportedDue Nov 18, 2026
Estimate$1.15B
ReportedDue Nov 18, 2026
View details

Debt to equity4.80%
Current ratio123.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$977.6M$883.0M$819.3M$893.5M$996.2M$933.4M$20.7M$10.9M
Net income$19.6M$13.3M$839.6K$15.7M$12.0M$4.6M$24.2M$40.1M
Net margin2.0%1.5%0.1%1.8%1.2%0.5%116.8%367.5%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$16.5M$9.2M−$3.2M$12.2M$8.9M$1.8M−$10.2M−$10.5M
YoY growthTurned profitTurned profitLoss widened+52.3%−46.4%−80.5%Loss widenedTurned loss

Balance sheet, Jun 30, 2026Cash & short-term investments $271.1M · Total debt $10.3M · Total assets $1.23B · Shareholders' equity $213.0M

Revenue
$10.9M
Operating income
−$10.5M
Net income
$40.1M

Reported in CNY, converted at the latest exchange rate

View details

No dividends on record.

Institutions58.23%68.78M ADS
61 holders · as of Jun 30, 2026
Insiders30.13%35.59M ADS
4 holders · as of Mar 18, 2026
Strategic holders4.24%5.01M ADS
1 holder · as of Jun 6, 2022
Other7.40%8.74M ADS
remainder

118.11M ADS (1 ADS = 3 ordinary shares) as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

The share count is from the company's Dec 2021 annual report; nothing newer is on file here.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Changlin Liang1Insiderdirector, 10 percent owner
30.00%105.50M A ordinary · 267,195 ADSfiled Feb 15, 2022
Capital Today Evergreen Fund, L.P.Institution
10.06%11.88M A ADSas of Jun 30, 2026
Galileo (PTC) LtdInstitution
9.92%11.72M A ADSas of Jun 30, 2026
SC China Holding LtdInstitution
8.54%10.09M A ADSas of Jun 30, 2026
Boundless Plain Holdings LtdInstitution
6.76%7.99M A ADSas of Jun 30, 2026
  1. Changlin Liang's transaction reports restate only vehicles that traded; the 2022 ownership statement (35.17M) is used instead.

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

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