盈利持续改善，开仓步伐加速 叮咚买菜(DDL.N) [Table_Industry] 批零贸易业 [Table_Invest] 评级： 增持 ——叮咚买菜 2024Q2 业绩点评 | --- | --- | |----------|---------------------| | | 于清泰(分析师) | | | 021-38022689 | | | yuqingtai@gtjas.com | | 登记编号 | S0880519100001 | 本报告导读： 受益格局改善盈利能力持续提升，在核心江浙市场重启以盈利为基础的扩张。 投资要点： [Table_Summary] 业绩符合预期，增持。受益格局改善，盈利能力提升且在核心市场 重回增长，现金流大幅改善。短期营销投放和补贴有所增加，但不 改变利润率季度环比持续改善趋势。互联网平台部分细分赛道已经 进入格局改善，龙头受益竞争趋缓的阶段，利润率有望明显回暖。 业绩简述：公司 24Q2 实现营收 55.99 亿元/+15.67%，经调整归母净 利润 1.05 亿元，23Q2 为 541 万元。其中：24Q2 单季 GMV62.19 亿 元/+16.79%。 盈利持 ...

Dingdong (Cayman) Limited (NYSE:DDL) Q2 2024 Earnings Conference Call August 7, 2024 8:00 AM ET Company Participants Nicky Zheng – Director-Investor Relations Changlin Liang – Founder and Chief Executive Officer Song Wang – Chief Financial Officer Conference Call Participants Thomas Chong – Jefferies Robin Leung – Daiwa Yang Bai – CICC Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to the Dingdong Limited Second Quarter 2024 Earnings Conference Call. At t ...

SHANGHAI, Aug. 7, 2024 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced its unaudited financial results for the quarter ended June 30, 2024.Second Quarter 2024 Highlights: GMV for the second quarter of 2024 increased by 16.8% year over year to RMB6,218.7 million (US$855.7 million) from RMB5,322.4 million in the same quarter of 2023. In June, we saw remarkable grow ...

SHANGHAI, July 10, 2024 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it will report its unaudited financial results for the second quarter ended June 30, 2024, before U.S. markets open on August 7, 2024.The Company will hold an earnings conference call at 8:00 A.M. Eastern Time on Wednesday, August 7, 2024 (8:00 P.M. Beijing Time on the same day) to discu ...

叮咚买菜公司更新报告：受益格局改善，有望重回增长 ...

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Dingdong (Cayman) Limited Sponsored ADR (DDL) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Retail-Wholesale peers, we might be able to answer that question.Dingdong (Cayman) Limited Sponsored ADR is a member of the Retail-Wholesale sector. This group includes 212 individual stocks and currentl ...

股 票研究 海外公司一 一美国 券研究报告 国泰君安证券 GUOTAIJUNANSECURITIES 批零贸易业 叮咚买菜（DDL.N） 格局优化，重回增长 评级： 当前价格（美元）： 增持 1.82 2024.05.14 叮咚买菜24Q1业绩点评 刘越男(分析师) 于清泰(分析师) 021-38677706 021-38022689 网 liuyuenan@gtjas.com yuqingtai@gtjas.com 证书编号 S0880516030003 S0880519100001 交易数据 52周内股价区间（美元） 1.07-3.54 当前股本（百万股） 354 当前市值（百万美元） 430 本报告导读： 受益格局改善及需求回暖，持续盈利，核心上海周边市场已经重启扩张。 摘要： 业绩符合预期，增持。公司聚焦核心市场和盈利提升，现金流大幅改 善。并通过自身效率提升和区域密度经济，持续实现经调整口径连续 6个季度盈利。互联网平台部分细分赛道已经进入格局改善，龙头受 益竞争趋缓的阶段，利润率有望明显回暖。 业绩简述：公司2024Q1实现营业收入50.24亿/+0.53%，GAAP归母 净亏损662万，经调整归 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of May 2024 Commission File Number: 001-40533 Dingdong (Cayman) Limited Building 1, 56 Fanchang Road Shanghai, 201201 People's Republic of China (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. For ...

Dingdong (Cayman) Limited (NYSE:DDL) Q1 2024 Earnings Conference Call May 12, 2024 8:00 AM ET Company Participants Changlin Liang - Founder, Chief Executive Officer Song Wang - Chief Financial Officer Nicky Zheng - Director of Investor Relations Conference Call Participants Thomas Chong - Jeffries Robin Leung - Daiwa Xinyi (Jean) Chen - CIBC Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by. Welcome to the Dingdong Limited First Quarter 2024 Earnings Conference Call. ...

Dingdong (Cayman) Limited 2024Q1 Results May 2024 DISCLAIMER The following presentation has been prepared by Dingdong (Cayman) Limited (“Dingdong” or the “Company”) solely for informational purposes and should not be construed to be, directly or indirectly, in whole or in part, an offer to buy or sell and/or an invitation and/or a recommendation and/or a solicitation of an offer to buy or sell any security or instrument or to participate in any investment or trading strategy, nor shall any part of it form t ...