Dingdong(US:DDL) 智通财经网·2025-12-26 14:10Core Viewpoint - There are market rumors that Dingdong Maicai (DDL.US) may be acquired by JD.com, leading to a pre-market increase of over 4% in Dingdong Maicai's stock price to $2.84. Both companies have not commented on the speculation [1]. Group 1: Company Performance - Dingdong Maicai reported Q2 2025 revenue of 5.98 billion yuan, representing a year-on-year growth of 6.7% [1]. - The Gross Merchandise Volume (GMV) for the same period was 6.5 billion yuan, showing a year-on-year increase of 4.5% [1]. - The total number of orders increased by 5.5% year-on-year [1]. - The company achieved a net profit of 100 million yuan, which is a significant year-on-year growth of 59.7%, marking the sixth consecutive quarter of profitability [1]. - Under Non-GAAP standards, the net profit was 130 million yuan, reflecting a year-on-year increase of 23.9%, and the company has achieved Non-GAAP profitability for 11 consecutive quarters [1]. Group 2: Industry Context - JD.com has been expanding its offline retail market presence, with its self-operated supermarket chain, JD Seven Fresh, rapidly opening new locations [1]. - The first store of JD Seven Fresh in Shijiazhuang opened on December 19, featuring a variety of products including fresh vegetables, fruits, meat, eggs, beverages, snacks, baked goods, seafood, and daily necessities [1].