DDL Earnings Prediction
The chart below shows how DDL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DDL sees a -2.88% change in stock price 10 days leading up to the earnings, and a +13.85% change 10 days following the report. On the earnings day itself, the stock moves by -3.86%. This data can give you a slight idea of what to expect for the next quarter's release.
DDL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
6.54B
27.21%
16.78%
Gross Margin
29.78%
-2.04%
-0.73%
Operating Margin
1.69%
1094.12%
76.04%
Net Margin
2.04%
5000.00%
70.00%
EPS
0.40
--
100.00%
No Data Available
DDL Earnings Analysis
Dingdong (Cayman) Limited American Depositary Shares (each two representing three Ordinary Shares) Corporation (DDL.N) Earnings Conference Call
Positive
GMV Growth Surge: 1. Record GMV Growth: Dingdong achieved a GMV of RMB7.27 billion in Q3 2024, marking a 28.3% year-over-year increase, with growth exceeding 50% in 14 cities nationwide.
Historic Revenue Surge: 2. Significant Revenue Increase: The company reported revenue of RMB6.54 billion, a 27.2% year-over-year increase, contributing to a historic high in profitability.
Record Non-GAAP Profitability: 3. Exceptional Profitability: Non-GAAP net profit reached RMB160 million, over nine times higher than the same period last year, with a non-GAAP net profit margin of 2.5%.
Positive Cash Flow Growth: 4. Strong Cash Flow: Operating net cash inflow for Q3 was RMB400 million, an increase of RMB270 million year-over-year, marking the fifth consecutive quarter of positive cash flow.
User Engagement Increase: 5. User Growth and Engagement: The average number of active transacting users rose to approximately 8.22 million, a 24.5% year-over-year increase, with users placing an average of 4.4 orders per month, reflecting a 6.1% increase.
Negative
Gross Profit Margin Decline: 1. Decreased Gross Profit Margin: The gross profit margin fell to 29.8%, a decrease of 0.6 percentage points year-over-year, indicating reduced profitability despite revenue growth.
Marketing Expense Increase: 2. Increased Marketing Expense Rate: The marketing expense rate rose to 2.2%, an increase of 0.2 percentage points compared to the same period last year, reflecting higher costs in user acquisition efforts.
Debt Impact on Stability: 3. High Interest-Bearing Debt: The interest-bearing debt balance was RMB1.66 billion, a significant figure that could impact financial stability despite a decrease of 55.2% year-over-year.
Limited Cash Flow Growth: 4. Operating Cash Flow Concerns: Although operating cash inflow reached RMB400 million, this was only an increase of RMB270 million from the same period last year, suggesting limited cash flow growth.
Liquidity Challenges in Payments: 5. Inventory Management Issues: Despite improvements, the average payment period for accounts payable decreased by only 3.8 days to 32.4 days, indicating potential liquidity challenges in managing supplier payments.
DDL FAQs
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DDL Earning Call Sentiment
Dingdong (Cayman) Limited (DDL) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
DDL.N
5.4%Positive
The earnings call summary reveals strong financial performance with significant revenue and profit growth, improved operational efficiency, and a positive outlook on profitability. Product development and market strategy are promising with expansion plans and enhanced offerings. Despite some competitive and regulatory risks, the overall sentiment is positive. The Q&A section supports this with additional insights into operational improvements and supply chain advancements. However, the lack of a share repurchase program slightly tempers the sentiment. Given these factors, the stock price is likely to see a positive movement of 2% to 8%.
