Valuation Update With 7 Day Price Move • Jun 21
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €1.71, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.86 per share. New Risk • May 23
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 1.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Ed Chan was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Duyuru • Mar 11
Dingdong (Cayman) Limited, Annual General Meeting, Mar 27, 2026 Dingdong (Cayman) Limited, Annual General Meeting, Mar 27, 2026, at 20:00 China Standard Time. Location: building t4, zhangjiang science gate, lane 188 yuren road, pudong district, people`s republic of china, shanghai 201210 China Duyuru • Mar 02
Dingdong (Cayman) Limited to Report Q4, 2025 Results on Mar 04, 2026 Dingdong (Cayman) Limited announced that they will report Q4, 2025 results Pre-Market on Mar 04, 2026 Duyuru • Nov 10
Dingdong (Cayman) Limited to Report Q3, 2025 Results on Nov 12, 2025 Dingdong (Cayman) Limited announced that they will report Q3, 2025 results Pre-Market on Nov 12, 2025 Duyuru • Aug 18
Dingdong (Cayman) Limited to Report Q2, 2025 Results on Aug 21, 2025 Dingdong (Cayman) Limited announced that they will report Q2, 2025 results Pre-Market on Aug 21, 2025 Duyuru • May 13
Dingdong (Cayman) Limited to Report Q1, 2025 Results on May 16, 2025 Dingdong (Cayman) Limited announced that they will report Q1, 2025 results Pre-Market on May 16, 2025 Duyuru • Mar 07
Dingdong (Cayman) Limited (NYSE:DDL) announces an Equity Buyback for $20 million worth of its shares. Dingdong (Cayman) Limited (NYSE:DDL) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its shares. The company expects to fund the repurchases out of its existing cash balance. The program is valid till March 5, 2026. Duyuru • Mar 03
Dingdong (Cayman) Limited to Report Q4, 2024 Results on Mar 06, 2025 Dingdong (Cayman) Limited announced that they will report Q4, 2024 results Pre-Market on Mar 06, 2025 Reported Earnings • Nov 07
Third quarter 2024 earnings released Third quarter 2024 results: Revenue: CN¥6.54b (up 27% from 3Q 2023). Net income: CN¥133.4m (up CN¥133.5m from 3Q 2023). Profit margin: 2.0% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Duyuru • Nov 01
Dingdong (Cayman) Limited to Report Q3, 2024 Results on Nov 06, 2024 Dingdong (Cayman) Limited announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024 Valuation Update With 7 Day Price Move • Oct 17
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €2.58, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 43% over the past year. New Risk • Oct 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Oct 01
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €2.74, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total returns to shareholders of 55% over the past year. Valuation Update With 7 Day Price Move • Sep 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €2.22, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 50% over the past year. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to €1.82, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 6.7% over the past year. Reported Earnings • Aug 08
Second quarter 2024 earnings released: EPS: CN¥0.30 (vs CN¥0.18 loss in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.30 (up from CN¥0.18 loss in 2Q 2023). Revenue: CN¥5.60b (up 16% from 2Q 2023). Net income: CN¥69.4m (up CN¥108.1m from 2Q 2023). Profit margin: 1.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Duyuru • Jul 11
Dingdong (Cayman) Limited to Report Q2, 2024 Results on Aug 07, 2024 Dingdong (Cayman) Limited announced that they will report Q2, 2024 results Pre-Market on Aug 07, 2024 Duyuru • May 14
Dingdong (Cayman) Limited Provides Earnings Guidance for the Second Quarter and Full Year 2014 Dingdong (Cayman) Limited provided earnings guidance for the second quarter and full year 2014. The Company has raised its expectations for both net profit and scale, and is anticipating considerable year-over-year growth for the second quarter and for the year 2014. The Company is looking to achieve GAAP profits in the second quarter and for the entire year of 2024. Duyuru • May 01
Dingdong (Cayman) Limited to Report Q1, 2024 Results on May 13, 2024 Dingdong (Cayman) Limited announced that they will report Q1, 2024 results Pre-Market on May 13, 2024 Reported Earnings • Apr 21
Full year 2023 earnings released: CN¥0.46 loss per share (vs CN¥3.77 loss in FY 2022) Full year 2023 results: CN¥0.46 loss per share (improved from CN¥3.77 loss in FY 2022). Revenue: CN¥20.0b (down 18% from FY 2022). Net loss: CN¥99.9m (loss narrowed 88% from FY 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Duyuru • Feb 23
Dingdong (Cayman) Limited to Report Q4, 2023 Results on Feb 29, 2024 Dingdong (Cayman) Limited announced that they will report Q4, 2023 results Pre-Market on Feb 29, 2024 Duyuru • Jan 30
Dingdong (Cayman) Limited (NYSE:DDL) announces an Equity Buyback for $20 million worth of its shares. Dingdong (Cayman) Limited (NYSE:DDL) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its shares. The company expects to fund the repurchases out of its existing cash balance. The program is valid till January 28, 2025. Duyuru • Dec 27
Dingdong (Cayman) Limited Announces Appointment of Song Wang as CFO Dingdong (Cayman) Limited announced the appointment of Mr. Song Wang, currently the director and senior vice president of the Company, as the chief financial officer effective from December 26, 2023. Mr. Wang will be primarily responsible for the Company's overall financial matters and investor relationship affairs. Mr. Wang served as the Company's senior vice president and director since September 2023. With nearly 17 years of experience in China's consumer and retail industry, Mr. Song Wang is no doubt an industry veteran with deep insights of the sector the Company competes in. Prior to joining the Company, Mr. Wang worked in a handful of China's leading e-commerce and new retail companies, endorsed by Alibaba. He served as the financial director of Ele.me, the chief financial officer of Lianhua Supermarket, and head of the finance department of Hema Fresh. Prior to that, Mr. Wang worked in finance department of several companies, managing and running their finance activities. He served as the senior financial director of Yiguo E-Commerce, the head of Financial Shared Service Center of Yihai Kerry, and the financial manager of Huawei Technologies. Mr. Wang holds a bachelor's degree in management from Tiangong University. Duyuru • Dec 26
Dingdong (Cayman) Limited Announces the Appointment of Hongli Gong as Chief Human Resources Officer Dingdong (Cayman) Limited also announced the appointment of Ms. Hongli Gong, currently the senior vice president of the Company, as the chief human resources officer effective from December 26, 2023. Ms. Gong will be overseeing the Company's overall human resources management. Ms. Hongli Gong has over a decade experience in human resources, and understands that the success of a business starts with its people. She worked in Dingdong from 2015 to 2017, primarily responsible for recruitment related matters, and re-joined the Company as head of the human resources department in January 2019. From 2017 to 2018, Ms. Gong worked at Taimei Technology, a leading digital operation platform for the life science industry, mainly responsible for human resources business partnership matters. From 2014 to 2015, Ms. Gong worked at Pactera Technology, a global IT service provider from China. Prior to that, she worked in a head-hunting company focusing on pharmaceutical industry from 2012 to 2014. Ms. Gong obtained her bachelor's degree in clinical medicine from Weifang Medical University in 2012. Reported Earnings • Nov 17
Third quarter 2023 earnings released: EPS: CN¥0 (vs CN¥1.61 loss in 3Q 2022) Third quarter 2023 results: EPS: CN¥0 (improved from CN¥1.61 loss in 3Q 2022). Revenue: CN¥5.14b (down 14% from 3Q 2022). Net loss: CN¥83.0k (loss narrowed 100% from 3Q 2022). Profit margin: 0% (up from net loss in 3Q 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe. Duyuru • Oct 31
Dingdong (Cayman) Limited to Report Q3, 2023 Results on Nov 16, 2023 Dingdong (Cayman) Limited announced that they will report Q3, 2023 results Pre-Market on Nov 16, 2023 Duyuru • Sep 10
Dingdong (Cayman) Limited Announces Management Changes Dingdong (Cayman) Limited announced the appointment of Mr. Song Wang, the Senior Vice President, as the director of the Company effective from September 30, 2023. Mr. Wang is currently primarily responsible for managing the Company's finances and investor relationship affairs. With nearly 17 years of experience in China's consumer and retail industry, Mr. Song Wang is no doubt an industry veteran with deep insights of the sector the Company competes in. Prior to joining the Company, Mr. Wang worked in a handful of China's leading e-commerce and new retail companies, endorsed by Alibaba. He served as the financial director of Ele.me, the chief financial officer of Lianhua Supermarket, and head of the finance department of Hema Fresh. Prior to that, Mr. Wang worked in finance department of several companies, managing and running their finance activities. He served as the senior financial director of Yiguo E-Commerce, the head of Financial Shared Service Center of Yihai Kerry (more commonly known as Jinlongyu, and the financial manager of Huawei Technologies. Mr. Wang holds a bachelor's degree in management from Tiangong University. The company also announced that Ms. Le Yu, a director and Chief Strategy Officer of the Company, has tendered her resignation to step down from her current positions due to personal reasons. Ms. Yu's resignation will be effective from September 30, 2023. Ms. Yu's resignation was not the result of any dispute or disagreement with the Company or the Board of Directors of the Company (the "Board") or any matter relating to the operation, policies or practices of the Company. Ms. Yu will remain with the Company in an advisory role to the Board. Reported Earnings • Sep 03
Second quarter 2023 earnings released: CN¥0.17 loss per share (vs CN¥0.17 loss in 2Q 2022) Second quarter 2023 results: CN¥0.17 loss per share (in line with 2Q 2022). Revenue: CN¥4.84b (down 27% from 2Q 2022). Net loss: CN¥36.6m (flat on 2Q 2022). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Breakeven Date Change • Sep 01
Forecast to breakeven in 2024 The 7 analysts covering Dingdong (Cayman) expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥247.7m in 2024. Average annual earnings growth of 105% is required to achieve expected profit on schedule. Duyuru • Aug 18
Dingdong (Cayman) Limited to Report Q2, 2023 Results on Sep 01, 2023 Dingdong (Cayman) Limited announced that they will report Q2, 2023 results Pre-Market on Sep 01, 2023 Reported Earnings • May 14
First quarter 2023 earnings released: CN¥0.25 loss per share (vs CN¥2.21 loss in 1Q 2022) First quarter 2023 results: CN¥0.25 loss per share (improved from CN¥2.21 loss in 1Q 2022). Revenue: CN¥5.00b (down 8.2% from 1Q 2022). Net loss: CN¥54.5m (loss narrowed 89% from 1Q 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Duyuru • May 09
Dingdong (Cayman) Limited to Report Q1, 2023 Results on May 12, 2023 Dingdong (Cayman) Limited announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on May 12, 2023 Reported Earnings • Mar 24
Full year 2022 earnings released: CN¥3.77 loss per share (vs CN¥51.75 loss in FY 2021) Full year 2022 results: CN¥3.77 loss per share (improved from CN¥51.75 loss in FY 2021). Revenue: CN¥24.2b (up 20% from FY 2021). Net loss: CN¥814.4m (loss narrowed 88% from FY 2021). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe. Breakeven Date Change • Feb 07
Forecast to breakeven in 2024 The 9 analysts covering Dingdong (Cayman) expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥463.5m in 2024. Average annual earnings growth of 88% is required to achieve expected profit on schedule. Duyuru • Feb 07
Dingdong (Cayman) Limited to Report Q4, 2022 Results on Feb 13, 2023 Dingdong (Cayman) Limited announced that they will report Q4, 2022 results Pre-Market on Feb 13, 2023 Breakeven Date Change • Nov 23
Forecast to breakeven in 2024 The 8 analysts covering Dingdong (Cayman) expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥570.1m in 2024. Average annual earnings growth of 97% is required to achieve expected profit on schedule. Reported Earnings • Nov 16
Third quarter 2022 earnings released: CN¥1.61 loss per share (vs CN¥9.29 loss in 3Q 2021) Third quarter 2022 results: CN¥1.61 loss per share (improved from CN¥9.29 loss in 3Q 2021). Revenue: CN¥5.94b (down 4.0% from 3Q 2021). Net loss: CN¥346.9m (loss narrowed 83% from 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Philip Wai is the most experienced director on the board, commencing their role in 2021. Independent Director Weili Hong was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 13
Third quarter 2022 earnings released: CN¥1.61 loss per share (vs CN¥9.29 loss in 3Q 2021) Third quarter 2022 results: CN¥1.61 loss per share (improved from CN¥9.29 loss in 3Q 2021). Revenue: CN¥5.94b (down 4.0% from 3Q 2021). Net loss: CN¥346.9m (loss narrowed 83% from 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe. Duyuru • Nov 09
Dingdong (Cayman) Limited to Report Q3, 2022 Results on Nov 11, 2022 Dingdong (Cayman) Limited announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 11, 2022 Duyuru • Sep 30
Levi & Korsinsky Notifies Dingdong (Cayman) Ltd. Investors of A Class Action Lawsuit and Upcoming Deadline Levi & Korsinsky, LLP notifies investors in Dingdong (Cayman) Ltd. of a class action securities lawsuit. The lawsuit seeks to recover losses on behalf of Dingdong investors who were adversely affected by alleged securities fraud. This lawsuit is on behalf of persons who purchased, or otherwise acquired, Dingdong American Depository Shares pursuant or traceable to the F-1 registration statements and related prospectus on Form 424B4 issued in connection with Dingdong's June 2021 initial public stock offering. According to the filed complaint, the registration statement and prospectus used to effectuate the Company's initial public offering misstated and/or omitted facts concerning Dingdong's so-called commitment to ensuring the safety and quality of the food it distributes to the market. For example, despite claiming that it applies "stringent quality control across [its] entire supply chain to ensure product quality to [its] users," Dingdong sold food past its sell-by date. Consequently, Dingdong was, in fact, no better at providing or assuring access to "fresh" groceries than the supermarkets, traditional Chinese wet markets, or traditional e-commerce platforms it repeatedly claimed to be displacing. Moreover, the foregoing conduct subjected Dingdong to an increased risk of regulatory and/or governmental scrutiny and enforcement, all of which, once revealed, were likely to negatively impact Dingdong's business, operations, and reputation. Duyuru • Aug 26
Scott+Scott Attorneys at Law LLP Files Securities Class Action Against Dingdong (Cayman) LTD Scott+Scott Attorneys at Law LLP (Scott+Scott) has filed a securities class action lawsuit against Dingdong (Cayman) LTD, its U.S. representatives, certain Dingdong directors and officers and the underwriters of the Dingdong’s June 2021 initial public offering (“IPO”), alleging violations of §§11, 12 and 15 of the Securities Act, 15 U.S.C. §§ 77k, 77l(a)(2), and 77o. According to the complaint filed in the Southern District of New York, the registration statement and prospectus used to effectuate the Company’s IPO misstated and/or omitted facts concerning Dingdong’s so-called commitment to ensuring the safety and quality of the food it distributes to the market. For example, despite claiming that it applies “stringent quality control across [its] entire supply chain to ensure product quality to [its] users,” Dingdong sold food past its sell-by date. Consequently, Dingdong was, in fact, no better at providing or assuring access to “fresh” groceries than the supermarkets, traditional Chinese wet markets, or traditional e-commerce platforms it repeatedly claimed to be displacing. Moreover, the foregoing conduct subjected Dingdong to an increased risk of regulatory and/or governmental scrutiny and enforcement, all of which, once revealed, were likely to (and did) negatively impact Dingdong’s business, operations, and reputation. In fact, as the truth about Dingdong’s business and its failure to meet its self-imposed food safety responsibilities reached the market, the value of the Company’s shares declined dramatically. By the commencement of the action, Dingdong’s shares traded as low as $2.51 per ADS, representing a decline of over 89% from the $23.50 IPO offering price. The Lead Plaintiff deadline in this action is October 24, 2022. Any member of the proposed Class may seek to serve as Lead Plaintiff through counsel of their choice, or may choose to do nothing and remain a member of the proposed Class. Reported Earnings • Aug 13
Second quarter 2022 earnings released: CN¥0.17 loss per share (vs CN¥49.90 loss in 2Q 2021) Second quarter 2022 results: CN¥0.17 loss per share (up from CN¥49.90 loss in 2Q 2021). Revenue: CN¥6.65b (up 43% from 2Q 2021). Net loss: CN¥36.5m (loss narrowed 98% from 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 7.8% growth forecast for the industry in Germany. Duyuru • Aug 04
Dingdong (Cayman) Limited to Report Q2, 2022 Results on Aug 11, 2022 Dingdong (Cayman) Limited announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 11, 2022 Board Change • Aug 01
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Philip Wai is the most experienced director on the board, commencing their role in 2021. Independent Director Weili Hong was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.