Dingdong (Cayman) Ltd ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY EPS (est.)
$0.31next fiscal year
Monitoring Framework
Key Performance Indicators
Gross Merchandise Volume (GMV) Quarterly6.3BTarget: Positive year-over-year growth
GAAP Net Income Quarterly165.4MTarget: Sustained profitability
Non-GAAP Net Income Quarterly172MTarget: Sustained profitability
Watch Items
- Regulatory clearance and closing of the China business sale to MeituanTrigger: Antitrust clearance from China's State Administration for Market Regulation (SAMR) and shareholder approvalAction: Monitor regulatory filings, extraordinary general meeting (EGM) announcements, and integration updates from Meituan
- Capital allocation of transaction proceedsTrigger: Closing of the Meituan transactionAction: Track execution of the announced share repurchase plans and/or dividend distributions utilizing a substantial majority of the US$717 million proceeds
- Overseas business expansion and profitabilityTrigger: Non-GAAP net loss for overseas business (RMB70.2 million in Q1 2026)Action: Evaluate the growth rate of continuing overseas operations and progress toward narrowing losses post-carve-out
Research as of 19 Jun 2026