Dingdong (Cayman) Management
Management criteria checks 2/4
Dingdong (Cayman)'s CEO is Song Wang, appointed in Mar 2026, has a tenure of less than a year. directly owns 0.092% of the company’s shares, worth $429.10K. The average tenure of the management team and the board of directors is 3.5 years and 5.3 years respectively.
Key information
Song Wang
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | less than a year |
| CEO ownership | 0.09% |
| Management average tenure | 3.5yrs |
| Board average tenure | 5.3yrs |
Recent management updates
Recent updates
Narrative Update • Jul 10
DDL: Share Repurchase Completion And Higher Margin Outlook Will Support Upside
Analysts have updated their price target for Dingdong (Cayman) to $3.06 from $1.62, citing changes in fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase program running from March 6, 2025 to March 5, 2026.
Narrative Update • Jun 26
DDL: Share Repurchases And Higher Margin Outlook Will Support Future Upside
Analysts have made a small upward adjustment to their Dingdong (Cayman) price target to $3.57 from $3.54, reflecting updated views on slightly lower revenue growth, a modestly higher profit margin, and a marginally higher future P/E assumption. What’s in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase tranche covering 695,957 shares, according to a buyback tranche update.Narrative Update • Jun 11
DDL: Share Repurchases Will Support Future Upside Potential
Analysts have kept their $3.54 price target on Dingdong (Cayman) steady, citing updated assumptions that align slightly higher revenue growth and profit margin expectations with a modestly reduced future P/E multiple. What's in the News Dingdong (Cayman) reported a buyback tranche update covering the period from March 6, 2025 to March 5, 2026, according to company disclosures.Narrative Update • May 28
DDL: Leadership Change And Buybacks Will Support Future Upside
Analysts have nudged their fair value target for Dingdong (Cayman) slightly higher from about $3.50 to about $3.54, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What's in the News Dingdong (Cayman) completed a share repurchase program, buying back 695,957 shares, representing 0.32% of the company, for a total of US$1.24 million under the buyback announced on March 6, 2025 (Key Developments).Seeking Alpha • May 27
Dingdong (Cayman) Limited: Could Open Up Opportunities Provided The Meituan Sale Is Approved
Summary The Q1 FY2026 report showed DDL is in good shape, but all eyes are on what happens to the proposed sale to Meituan. A sale of Dingdong Fresh would bring in close to a billion in cash that would open up various opportunities, but approval is needed first. There are potential rewards that may become available in the near future, but there are also risks that should not be ignored. Long DDL could become viable, but only if the sale is approved, which is why I am neutral on DDL with a hold rating. Read the full article on Seeking Alpha
Narrative Update • May 10
DDL: Leadership Transition And Higher Margin Outlook Will Support Upside
Analysts have raised their price target for Dingdong (Cayman) from about $2.67 to around $3.13, reflecting updated views on its projected revenue growth profile, profitability, discount rate, and future P/E assumptions. What's in the News Founder Mr. Changlin Liang resigned as Chief Executive Officer of Dingdong (Cayman) Limited, effective March 4, 2026, and will continue to serve as Chairman of the Board (Key Developments).Narrative Update • Apr 23
DDL: Leadership Transition And Stable Margins Will Support Further Upside
Analysts have trimmed their price target on Dingdong (Cayman) to about $3.50, reflecting updated views on lower revenue growth expectations alongside slightly higher profit margin and P/E assumptions. What's in the News Dingdong (Cayman) Limited announced that founder Mr. Changlin Liang resigned as Chief Executive Officer, effective March 4, 2026, and will continue as Chairman of the Board (company announcement).Narrative Update • Apr 08
DDL: Leadership Transition And Modest Profitability Will Likely Keep Shares Pressured
Analysts have adjusted their price target on Dingdong (Cayman) to reflect updated views on discount rate, revenue growth, profit margin, and future P/E assumptions, which together indicate a modestly refined fair value estimate of approximately $1.62 per share. What's in the News Founder Mr. Changlin Liang resigned as Chief Executive Officer of Dingdong (Cayman) Limited, effective March 4, 2026, and will remain Chairman of the Board of Directors (company announcement).Narrative Update • Mar 25
DDL: Leadership Change And Thin Margins Will Likely Keep Shares Pressured
Analysts have slightly adjusted their price target on Dingdong (Cayman), reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. Their fair value estimate remains broadly in line with prior views.Narrative Update • Mar 10
DDL: Leadership Shift And Thin Margins Will Likely Keep Shares Pressured
Analysts now place Dingdong (Cayman)'s price target near $1.62 versus about $1.60 previously, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Dingdong (Cayman) Limited announced that founder Mr. Changlin Liang resigned as Chief Executive Officer, effective March 4, 2026, and will remain as Chairman of the Board (Key Developments).Narrative Update • Feb 24
DDL: Lower Future P/E Assumptions Will Likely Keep Shares Pressured
Analysts have modestly adjusted their price target on Dingdong (Cayman) to reflect a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and a somewhat reduced future P/E of about 5.30x. Their overall valuation view in $ terms remains broadly unchanged.Narrative Update • Feb 10
DDL: Higher Discount Rate And Lower P/E Will Likely Keep Shares Pressured
Analysts have slightly reduced their price target for Dingdong (Cayman) to US$1.60, down from about US$1.61. The change reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions in their models.Narrative Update • Jan 27
DDL: Steady Margins And Disciplined P/E Will Support Further Upside
Analysts have trimmed their price target on Dingdong (Cayman) to reflect slightly higher discount rate and revenue growth assumptions, along with a marginally adjusted profit margin outlook and a modestly lower future P/E expectation. Valuation Changes Fair Value: Kept unchanged at US$3.59 per share, signaling no revision to the central valuation estimate.Narrative Update • Jan 12
DDL: Higher Margin Outlook And Lower Discount Rate Will Support Upside
Analysts have nudged their fair value estimate for Dingdong (Cayman) higher, from US$3.52 to US$3.59, citing updates to revenue growth, profit margin assumptions, a slightly lower discount rate, and a reduced future P/E multiple. Valuation Changes The fair value estimate was raised slightly from US$3.52 to US$3.59 per share.Analysis Article • Jan 06
Dingdong (Cayman) Limited (NYSE:DDL) Stock Catapults 33% Though Its Price And Business Still Lag The Market
Dingdong (Cayman) Limited ( NYSE:DDL ) shares have continued their recent momentum with a 33% gain in the last month...Narrative Update • Dec 26
DDL: Modest Profit Outlook Is Expected To Keep Shares Under Pressure
Analysts have modestly raised their price target on Dingdong (Cayman), citing a slightly lower perceived risk profile, marginally stronger long term revenue growth expectations, and a small improvement in projected profitability that together support a higher valuation multiple in currency terms. Valuation Changes Discount Rate has fallen slightly from 8.73% to 8.43%, reflecting a modestly lower perceived risk profile.Narrative Update • Dec 12
DDL: Higher Discount Rate Will Likely Pressure Shares Despite Margin Improvement
Analysts have reduced their price target on Dingdong (Cayman) by roughly one third to approximately 1.61 dollars, citing a combination of slightly slower expected revenue growth, a higher discount rate, and a lower future earnings multiple, partially offset by improved profit margin assumptions. Valuation Changes The fair value estimate has declined from approximately 2.51 dollars to 1.61 dollars per share.Analysis Article • Oct 11
Dingdong (Cayman) (NYSE:DDL) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Narrative Update • Aug 23
Investments In High-Quality Products And Supply Chain Efficiency Will Drive Future Success
The consensus price target for Dingdong (Cayman) has been reduced, primarily reflecting a steep decline in its future P/E alongside a modest drop in net profit margin, resulting in a new fair value of $2.97. Valuation Changes Summary of Valuation Changes for Dingdong (Cayman) The Consensus Analyst Price Target has fallen from $3.28 to $2.97.Analysis Article • Apr 05
Dingdong (Cayman) Limited (NYSE:DDL) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
To the annoyance of some shareholders, Dingdong (Cayman) Limited ( NYSE:DDL ) shares are down a considerable 25% in the...Seeking Alpha • Mar 06
Dingdong Q4: Good End To The Year With Many Positives Going Into 2025
Summary Dingdong (Cayman) Limited reported Q4 sales of $809m, with a positive market reaction and shares up 12.5%, driven by improved profitability and optimistic, albeit vague, guidance. The company has a strong balance sheet with $609m in liquidity, supporting potential aggressive expansion in China and possibly internationally. Dingdong's focus on expanding its user base and ARPU, along with developing higher-margin private-label products, indicates a promising growth trajectory. Despite intense competition and a strategic shift towards long-term competitiveness, Dingdong's growth potential and cash reserves make DDL a stock to watch closely. Read the full article on Seeking Alpha
New Narrative • Jan 22
Supply Chain Optimization And Fulfillment Station Expansion Will Improve Future Operational Efficiency
Supply chain optimization and new fulfillment stations are set to enhance efficiency, drive down costs, and boost revenue growth.Analysis Article • Jan 07
Positive Sentiment Still Eludes Dingdong (Cayman) Limited (NYSE:DDL) Following 25% Share Price Slump
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Nov 12
Dingdong: Turning Positive With Profit Beat And Favorable Prospects (Rating Upgrade)
Summary Dingdong's Q3 2024 net income was +5% above consensus, as its revenue grew +27% YoY and its operating margin improved by +186 basis points YoY for the recent quarter. DDL's financial outlook for Q4 2024 and FY 2024 is positive, considering expectations of an increase in new frontline fulfillment station openings and an improvement in operating efficiency. I raise my rating for DDL to a Buy, taking into account its performance, prospects, and valuations. Read the full article on Seeking AlphaAnalysis Article • Oct 30
Further Upside For Dingdong (Cayman) Limited (NYSE:DDL) Shares Could Introduce Price Risks After 27% Bounce
Despite an already strong run, Dingdong (Cayman) Limited ( NYSE:DDL ) shares have been powering on, with a gain of 27...Analysis Article • Sep 01
Even With A 26% Surge, Cautious Investors Are Not Rewarding Dingdong (Cayman) Limited's (NYSE:DDL) Performance Completely
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Jul 09
Dingdong: Bleak Growth Outlook Due To Competitive Pressure
Summary Dingdong is recommended as a sell. DDL's business model may face challenges from weak macroeconomic conditions and increasing competition in the grocery delivery space. Given the poor outlook and growing competitive pressure, I expect DDL to continue trading at a steep discount to peers. Read the full article on Seeking AlphaSeeking Alpha • Apr 23
Dingdong: Watch 2024 Cash Flow And Top Line
Summary Dingdong's cash flow generation is expected to improve in 2024, considering the company's stance on share repurchases and the potential for further cost optimization. But DDL is likely to deliver a low-single digit percentage top line growth rate this year, as the company continues with its business restructuring plans. I retain my existing Hold rating for Dingdong after analyzing the company's financial prospects. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Dingdong: Focus On Short-Term Financial Outlook And Long-Term Value Drivers
Summary Dingdong's Q4 2023 results are likely to be lackluster considering the high base in Q4 2022 and the weak economic numbers for China in the final quarter of last year. Dingdong has value drivers for the long run, such as private label and pre-made food products growth, and an improvement in shareholder capital return. My rating for DDL remains as a Hold, taking into account its near-term prospects and its long-term growth potential. Read the full article on Seeking AlphaAnalysis Article • Dec 26
Dingdong (Cayman) Limited's (NYSE:DDL) 29% Share Price Plunge Could Signal Some Risk
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Nov 17
Dingdong: Still Neutral Considering Both Results And Guidance
Summary Both DDL's Q3 top line and bottom line were lower than the consensus financial forecasts, and there was no new share buyback program announced. But I have a favorable opinion of Dingdong's guidance of positive Q4 2023 normalized earnings. I still have a Neutral view of DDL as a potential investment candidate, which translates into a Hold rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
Dingdong Rings On Its East China Base To Fatten Profits
Summary Dingdong’s revenue fell 27% in the second quarter as business returned to normal after a surge in the year-ago quarter at the height of China’s Covid lockdowns. The online grocer recorded strong growth for its membership services, and is retooling its geographic footprint to focus on its profitable base in Shanghai and surrounding areas. The nation’s top online grocer is trying to boost profits by focusing on membership services and its base in affluent Shanghai, as well as adjacent Zhejiang and Jiangsu provinces. Read the full article on Seeking AlphaSeeking Alpha • Aug 01
Dingdong Q2 Preview: Results Could Be Below Expectations
Summary Dingdong (Cayman) Limited's Q2 2023 results might fall short of analyst expectations, as I think it is too optimistic to expect sequential revenue growth and positive normalized earnings. But Dingdong's shares are already pretty cheap, so this limits the downside for the stock in the event of an earnings miss. I still have a Hold rating assigned to Dingdong based on my analysis of the company's near-term financial outlook and its valuations. Read the full article on Seeking AlphaAnalysis Article • May 18
Things Look Grim For Dingdong (Cayman) Limited (NYSE:DDL) After Today's Downgrade
Today is shaping up negative for Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders, with the analysts delivering a...CEO
Song Wang (43 yo)
less than a year
Tenure
Mr. Song Wang is CEO of Dingdong (Cayman) Limited from March 4, 2026 and serves as its Director since September 30, 2023 and was its Chief Financial Officer since December 26, 2023 until March 4, 2026. Mr....
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder & Chairman | no data | no data | 27.53% $ 128.4m | |
| CEO & Director | less than a year | no data | 0.092% $ 429.1k | |
| Senior Finance Director | 3.3yrs | no data | no data | |
| COO & Director | 3.8yrs | no data | no data | |
| Director of Investor Relations | no data | no data | no data | |
| Chief Merchandising Officer | 7.3yrs | no data | 0.011% $ 53.2k |
3.5yrs
Average Tenure
43yo
Average Age
Experienced Management: DDL's management team is considered experienced (3.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder & Chairman | no data | no data | 27.53% $ 128.4m | |
| CEO & Director | 3yrs | no data | 0.092% $ 429.1k | |
| COO & Director | 5.3yrs | no data | no data | |
| Director | 5.3yrs | no data | no data | |
| Independent Director | 2.1yrs | no data | 0.046% $ 216.0k | |
| Independent Director | 5.3yrs | no data | no data |
5.3yrs
Average Tenure
51.5yo
Average Age
Experienced Board: DDL's board of directors are considered experienced (5.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 04:20 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Dingdong (Cayman) Limited is covered by 8 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Yang Bai | China International Capital Corporation Limited |
| Qingpu Yang | Citic Securities Co., Ltd. |
| Chun-Yin Leung | Daiwa Securities Co. Ltd. |