Dingdong (DDL)

• Market cap: $501M
• 1 day: 5.00%
• 5 days: 4.52%
• 1 month: -20.34%
• 3 months: -32.65%
• 6 months: -25.72%
• Year to date: -28.70%
• 1 year: 100.87%
• 5 years: -90.18%
• 10 years: -90.18%
• Sector: Consumer Staples
• Industry: Grocery Stores

About: Dingdong (Cayman) Ltd is the fastest growing on-demand e-commerce company in China. The company directly provides users and households with fresh produce, meat and seafood, and other daily necessities through a convenient shopping experience supported by an extensive self-operated frontline fulfillment grid. It recognizes revenues from product sales of fresh groceries and other daily necessities through Dingdong Fresh APP and mini-programs and membership services.

Employees: 3,015

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

35% more funds holding

Funds holding: 49 [Q3] → 66 (+17) [Q4]

16% more capital invested

Capital invested by funds: $210M [Q3] → $243M (+$33.3M) [Q4]

4.4% more ownership

Funds ownership: 20.17% [Q3] → 24.57% (+4.4%) [Q4]

10% more call options, than puts

Call options by funds: $359K | Put options by funds: $327K

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]