Dingdong(US:DDL)2025-08-21 12:00Financial Performance - The company's GMV reached RMB 650 billion, a year-over-year increase of 45%[6] - Revenue increased to RMB 598 billion, representing a year-over-year growth of 67%[6] - Non-GAAP net profit was RMB 1278 million, up 239% year-over-year, with a margin of 21%[6] - GAAP net profit reached RMB 1072 million, a significant increase of 597% year-over-year, resulting in a margin of 18%[6] - Gross profit increased to RMB 17207 million, with a gross margin of 300%, a year-over-year increase of 25%[25] Operational Highlights - Good products' GMV accounted for 431% of total GMV, an increase of 209 percentage points quarter-over-quarter[8] - The proportion of good product SKUs reached 38%, an increase of 169 percentage points quarter-over-quarter[8] - The number of monthly transacting users increased by 58% year-over-year[8] - Average monthly order per user increased by 32% year-over-year to 44 orders[8] - The number of good users placing orders accounted for 289% of total users placing orders, an increase of 193% quarter-over-quarter[8] Q3 2025 Outlook - The company anticipates stable GMV year-over-year and expects to maintain non-GAAP net profitability[19]