Financial Data and Key Metrics Changes - The company achieved non-GAAP profitability for the ninth consecutive quarter and GAAP profitability for the fourth consecutive quarter [3] - Positive year-over-year revenue growth has been recorded for four straight quarters, indicating stable profitability and a solid foundation for future development [3] Business Line Data and Key Metrics Changes - Specific data on individual business lines was not provided in the call, but the focus on quality products and collaboration with suppliers was emphasized [5][7] Market Data and Key Metrics Changes - No specific market data or key metrics changes were discussed during the call Company Strategy and Development Direction - The company is focusing on producing high-quality products and has implemented strategies to collaborate with suppliers for product development [5] - The company has its own factory for food research, development, production, and processing, which supports the development of strong products [7] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's stable profitability and growth trajectory, which lays a solid foundation for future development [3] Other Important Information - No additional important information was provided during the call Q&A Session Summary Question: Importance of producing quality products and strategy for high-quality items - The management was asked about the importance of quality products and strategies for developing them, including examples of collaboration with suppliers [5] Question: Development of strong products using the company's own supply chain - A follow-up question inquired about examples of developing strong products using the company's own supply chain, given its factory capabilities [7]

预计今年以及四季度的净利润和规模依然会保持较大幅度的同比增长。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，叮咚买菜（NYSE：DDL）于11月6日发布了2024年第三季度财报，其规模与净 利润均创新高。 财 报 显 示 ， 叮 咚 买 菜 第 三 季 度 GMV 72.7 亿 元 ， 同 比 增 长 28.3%； 营 收 65.4 亿 元 ， 同 比 增 长 27.2%。 值得一提的是， 叮咚买菜 第三季度 在Non-GAAP标准下实现了1.6亿元的净利润，同比增长 9倍 以上，净利润率 为 2.5%；同时 ， 在GAAP标准下，净利润 为 1.33亿元，同比增长超62倍。至 此，叮咚买菜已经实现了连续八个季度在Non-GAAP标准下的盈利，并且在今年连续实现了GAAP 标准下盈利，收入 亦连 续三个季度实现了同比正增长。 截至2024年第三季度末，叮咚买菜拥有包括现金及现金等价物、短期受限资金和短期投资在内的现 金储备为43亿元。 的高密度布局也将帮助叮咚买菜继续优化履约成本和效率。而除了江浙沪，叮咚买菜北京和广深区域 也实现了规模的稳定增长 ...