Metrics

The numbers behind Dingdong (Cayman) Limited: as-reported financial statements and company metrics for FY2021–FY2025, traced to the source filings. Every linked figure opens the exact page of the filing it was printed on, with the statement row highlighted. Amounts in RMB millions (¥) unless noted.

Reading notes: Reporting currency is RMB (Renminbi); the company files under U.S. GAAP as a foreign private issuer (Form 20-F). All figures are in RMB millions as filed (the filings print thousands of RMB; values here are divided by 1,000 and rounded). The filings also show a US$ convenience translation, which is not used here. Shares trade on the NYSE as ADSs (2 ADS = 3 ordinary shares) in USD. Each fiscal year is cited to the most recent 20-F that presents it on a consistent (post-reclassification) basis: FY2023–FY2025 income cash-flow columns from the FY2025 20-F; FY2022 from the FY2024 20-F; FY2021 from the FY2023 20-F. Balance sheets: FY2024–FY2025 from the FY2025 20-F, FY2022–FY2023 from the FY2023 20-F, FY2021 from the FY2022 20-F. Per-ordinary-share amounts are as printed. FY2021 basic/diluted loss per share of RMB(34.50) reflects the low pre-IPO weighted-average share count (194.7mn) plus preferred-share accretion in the IPO year and is not comparable with later years. Long-Term Record: FY2019–FY2020 total revenue and net loss are taken from the FY2021 20-F (Form 20-F, three-year comparative columns). FY2019 diluted EPS and FY2019 operating cash flow are omitted (pre-IPO share structure / not extracted). FY2020 operating cash flow is from the FY2022 20-F.

FY2025 at a Glance

Revenue (RMB millions (¥))

24,360

Diluted EPS

0.66

Source: FY2025 consolidated statements [1] [2] [3]. Click any linked figure to open the filing page with the row highlighted.

Revenue by Type

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Revenue by Type FY2021 FY2022 FY2023 FY2024 FY2025
  Product revenues 19,897 23,939 19,721 22,743 24,018
  Service revenues 224 282 250 323 342
Total revenues 20,121 24,221 19,971 23,066 24,360
Total revenues growth, derived +20.4% -17.5% +15.5% +5.6%

Source: Consolidated Statements of Comprehensive (Loss)/Income — disaggregation of revenue (Note 3) [1] [2] [3]. Click any linked figure to open the filing page with the row highlighted.

Income Statement

Source: Consolidated Statements of Comprehensive (Loss)/Income [1] [2] [3]. Click any linked figure to open the filing page with the row highlighted.

Columns marked E are consensus analyst estimates shown alongside reported results for direct comparison; they are not company guidance.

Estimate source: Yahoo Finance analyst consensus, as of 2026-07-19. Estimate figures link to the consensus source, not to filing pages.

Balance Sheet

Balance Sheet FY2021 FY2022 FY2023 FY2024 FY2025
  Cash and cash equivalents 663 1,856 1,209 887 1,107
  Short-term investments 4,568 4,637 4,100 3,562 2,870
  Inventories, net 537 605 472 554 570
Total current assets 6,516 7,496 6,151 5,365 5,040
  Property and equipment, net 472 315 189 176 233
  Operating lease right-of-use assets 2,246 1,425 1,262 1,465 1,580
Total assets 9,420 9,382 7,699 7,118 7,016
  Accounts payable 2,059 1,887 1,422 1,660 1,920
  Short-term borrowings 3,121 4,238 3,300 1,606 872
Total current liabilities 7,349 8,211 6,506 5,270 4,795
Total liabilities 8,662 8,964 7,200 6,194 5,840
Total shareholders' equity 728 310 383 799 1,041

Source: Consolidated Balance Sheets (as of December 31) [4] [5] [6] [7]. Click any linked figure to open the filing page with the row highlighted.

Cash Flow

Cash Flow FY2021 FY2022 FY2023 FY2024 FY2025
Net cash (used in)/generated from operating activities (5,667) 87 (235) 929 536
  Purchases of property and equipment (452) (127) (83) (98) (178)
Net cash (used in)/generated from investing activities (4,065) (47) 519 476 430
  Repurchase of ordinary shares (3) (18) 0 (31) (9)
Net cash generated from/(used in) financing activities 9,043 1,112 (934) (1,724) (743)
Net increase/(decrease) in cash and cash equivalents and restricted cash (780) 1,189 (649) (319) 217
Free cash flow, derived (6,119) (40) (318) 831 358

Source: Consolidated Statements of Cash Flows [8] [9] [10] [11]. Click any linked figure to open the filing page with the row highlighted.

Marketplace Scale Fulfillment Network

Marketplace Scale Fulfillment Network FY2021 FY2022 FY2023 FY2024 FY2025
GMV (gross merchandise value) 22,704 26,248 21,969 25,557 26,436
Average order value (RMB per order) 58.7 74.5 72.1 71.4 70.1
Frontline fulfillment stations 1,300 1,100 1,000 1,000 1,100
Cities covered 35 30 25 25 28
Regional processing centers 60 60 45 40 40

Source: company filings [12] [13] [14] [15]. Click any linked figure to open the filing page with the row highlighted.

Private-Label Program

Private-Label Program FY2021 FY2022 FY2023 FY2024 FY2025
Private-label share of total GMV 16.0% 20.0% 20.0% 20.0%
Private-label SKUs 2,200 3,000 4,000 5,000
Private-label brands launched (cumulative) 20 30 30 23

Source: company filings [16] [17] [18] [19]. Click any linked figure to open the filing page with the row highlighted.

Profitability Quality of Earnings

Profitability Quality of Earnings FY2021 FY2022 FY2023 FY2024 FY2025
Non-GAAP net (loss)/income (6,114) (571) 45 423 310
Non-GAAP net (loss)/income margin (30.4%) (2.4%) 0.2% 1.8% 1.3%
Government subsidies recognized (operating + non-operating) 16.8 15.0 18.1 61.0 87.4

Source: company filings [20] [13] [21] [22]. Click any linked figure to open the filing page with the row highlighted.

Long-Term Record

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Fiscal year Total revenues Net (loss)/income Diluted (loss)/earnings per ordinary share Net cash from operating activities
FY2019 3,880 (1,873)
FY2020 11,336 (3,177) (2,056)
FY2021 20,121 (6,429) (34.50) (5,667)
FY2022 24,221 (807) (2.51) 87
FY2023 19,971 (91) (0.31) (235)
FY2024 23,066 304 0.90 929
FY2025 24,360 232 0.66 536

Source: consolidated statements across filings; older years from the standardized feed [9] [1] [11] [2]. Click any linked figure to open the filing page with the row highlighted.

Operating KPIs

KPI FY2021 FY2022 FY2023 FY2024 FY2025
GMV (gross merchandise value) 22,704.1 26,247.9 21,969.3 25,557.4 26,436.2

Source: company-reported operating metrics [13] [23]. Click any linked figure to open the filing page with the row highlighted.

Analyst Consensus

Current price

2.27

Mean target

3.35

Median target

3.44

High target

3.57

Low target

3.05

Estimate source: Yahoo Finance analyst consensus, as of 2026-07-19. Estimate figures link to the consensus source, not to filing pages.

Traceability

288 of 289 figures on this page (100%) link to the filing page where they are printed — click a linked figure to open the source PDF at that page with the row highlighted. Unlinked figures come from standardized data feeds or pre-filing years.

  • Reporting currency is RMB (Renminbi); the company files under U.S. GAAP as a foreign private issuer (Form 20-F). All figures are in RMB millions as filed (the filings print thousands of RMB; values here are divided by 1,000 and rounded). The filings also show a US$ convenience translation, which is not used here. Shares trade on the NYSE as ADSs (2 ADS = 3 ordinary shares) in USD.

  • Each fiscal year is cited to the most recent 20-F that presents it on a consistent (post-reclassification) basis: FY2023–FY2025 income cash-flow columns from the FY2025 20-F; FY2022 from the FY2024 20-F; FY2021 from the FY2023 20-F. Balance sheets: FY2024–FY2025 from the FY2025 20-F, FY2022–FY2023 from the FY2023 20-F, FY2021 from the FY2022 20-F.

  • Per-ordinary-share amounts are as printed. FY2021 basic/diluted loss per share of RMB(34.50) reflects the low pre-IPO weighted-average share count (194.7mn) plus preferred-share accretion in the IPO year and is not comparable with later years.

  • Long-Term Record: FY2019–FY2020 total revenue and net loss are taken from the FY2021 20-F (Form 20-F, three-year comparative columns). FY2019 diluted EPS and FY2019 operating cash flow are omitted (pre-IPO share structure / not extracted). FY2020 operating cash flow is from the FY2022 20-F.

  • Quarterly block covers the whole group on a consistent basis (Q1 FY2024–Q4 FY2025), income statement only; each quarter is a single three-month period taken from that quarter's earnings release (unaudited). NOTE: beginning Q1 FY2026 the company reclassified its China business as discontinued operations (planned disposal; overseas business = continuing operations), which breaks comparability with these periods, so Q1 FY2026 is deliberately excluded from the quarterly series.

  • Segment reporting: the CODM manages the business as a single reportable segment; revenue is disaggregated only into Product revenues and Service revenues (the revenue-breakdown table above), so no separate segment-profit statement is presented.

  • GMV (gross merchandise value) is an operating metric disclosed in Item 5 of each 20-F; it is larger than reported revenue and is shown as a KPI in RMB millions.

  • 3 figure(s) differed between the data feed and the filing; the filing value is shown (see the run's metrics/metrics_tab.json for the audit trail).