Food Retail

DingDong

Meituan

Conference Minutes

03690

MPNGY

83690

HMTD

BYTED

The following is Dolphin Research's compilation of $MEITUAN(03690.HK) FY2025 earnings call Trans. For the earnings analysis, please refer to 'Meituan: Three Mountains Bearing Down—Will the Food Delivery Old Guard Ever Get Back Up?'. I. Core financial highlights review. 1) Cash reserves: As of Dec 31, 2025, cash and cash equivalents plus short-term investments totaled RMB 166.8bn. Q4 operating cash outflow narrowed QoQ to RMB 6.6bn. 2) Q4 snapshot: total revenue of RMB 92.1bn (+4.1% YoY). Adj. net loss narrowed QoQ to RMB 15.1bn...

MEITUAN

MEITUAN-WR

Meituan HK SDR 5to1

ByteDance

Meituan (Trans): Q1 food delivery continued to narrow losses; Douyin is ramping up spend.

Today’s Key News Recap

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80700

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TCTZF

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89988

BABA

AMZN

RBLX

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HBBD

HTCD

Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...

TENCENT

TENCENT-R

Tencent

Tencent Holdings Limited

BABA-W

BABA-WR

Alibaba

Amazon

Roblox

LI AUTO-W

Li Auto

XPENG-W

XPeng

NIO-SW

NIO Inc. USD OV

NIO Inc

Alibaba HK SDR 5to1

Tencent HK SDR 10to1

Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap

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DingDong released FY2025 earnings on April 24 Pre-Market (EST), actual revenue USD 3.414 B (forecast USD 3.472 B), actual EPS USD 0.1387 (forecast USD 0.1716)

Meituan CEO Responds to Regulatory Inquiry and Confirms Dingdong Acquisition

DingDong released FY2025 Q4 earnings on March 4 Pre-Market (EST), actual revenue USD 892.31 M (forecast USD 900.66 M), actual EPS USD 0.0192

DingDong to Release FY2025 Q4 Earnings Report on March 4 Pre-Market EST, Forecast Revenue USD 885.34 M

Meituan Acquires Dindong to Secure Market Position for Defensive Purposes

Momo acquires Dinging Buy Vegetable China Business,Instant Retail Landscape Changing

Dingdong (Cayman) Limited Updates Transaction Terms for Selling Chinese Business

Meituan Acquires Dindong Fresh

Meituan Acquires Dingdong to Counter Intense Competition in Instant Retail

Meituan Acquires Dingdong to Obtain the Ability to Define Deliciousness

Meituan Acquires Dingdong Market to Counter Instant Retail War

Meituan Acquires All Issued Shares of Dindong Fresh for About $717 Million

Meituan Acquires Dingdong's Groceries Business Through Subsidiary

Dingdong Maicai Signs Strategic Cooperation Agreement with SanLucar

Dingdong Fresh Enters Yancheng Market in Jiangsu

Dingdong Maicai Achieves Historical Highs and Continuous Profitability in Q3 2025

Dingdong (Cayman) Co., Ltd. Reports Steady Q3 2025 Earnings and Maintains Profitability

DingDong released FY2025 Q3 earnings on November 12 Pre-Market (EST), actual revenue USD 935.81 M (forecast USD 954.86 M), actual EPS USD 0.0505

DingDong released FY2025 9 Months earnings on November 12 Pre-Market EST, actual revenue USD 2.523 B, actual EPS USD 0.0946

Dingdong Announces Q3 2025 Unaudited Financial Results

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

DingDong (DDL.US) Q2 2025 Earnings Conference Call

DingDong (DDL.US) Q1 2025 Earnings Conference Call

DingDong (DDL.US) Q4 2024 Earnings Conference Call

BTBT

CSIQ

BILI

ATHM

VNET

QFIN

Chaince Digital(CD) rose 22.69%, with a trading turnover 1.2 Million USD, and a year-to-date rose 52.3%. ECARX(ECX) rose 6.48%, with a trading turnover 1.3 Million USD, and a year-to-date fell 33.1%. Canadian Solar(CSIQ) fell 11.15%, with a trading turnover 157.7 Million USD, and a year-to-date fell 25.1%. Bilibili(BILI) fell 9.04%, with a trading turnover 120.6 Million USD, and a year-to-date fell 17.4%.

- The Nasdaq Composite Index rose 0.88%, with a year-to-date increase of 14.6%.  
- The S&P 500 Index increased by 0.77%, while the Dow Jones Index gained 0.75%, resulting in year-to-date rises of 9.6% and 4.2%, respectively.  
- Notable movements included Chaince Digital surging 22.69%, while ECARX fell by 33.1%, and both Canadian Solar and Bilibili saw declines of 25.1% and 17.4%.

Top Gainers&Losers

Chaince Digital

ECARX

Bit Digital

Canaan

Canadian Solar

Bilibili

Autohome

Vnet

Qifu Tech

Top 5 CDRs Gainers/Losers (>100M) (5.14)

MLCO

HTHT

MVST

ZEPP

XNET

Melco Resorts &amp; ENT(MLCO) rose 3.77%, with a trading turnover 15.4 Million USD, and a year-to-date fell 27.2%. JD.com(JD) rose 3.14%, with a trading turnover 614.7 Million USD, and a year-to-date rose 13.6%. Microvast(MVST) fell 30.2%, with a trading turnover 27.4 Million USD, and a year-to-date fell 49.6%. Accendra Health(ACH) fell 17.74%, with a trading turnover 7.9 Million USD, and a year-to-date rose 14.3%.

- The Nasdaq composite index decreased by 0.71% but has risen 12.2% year-to-date.  
- The S&P 500 index fell by 0.16% with a year-to-date increase of 8.1%, while the Dow Jones index rose by 0.11% and is up 3.5% for the year.  
- Notable stock movements include Melco Resorts' 3.77% increase, JD's 3.14% rise, and significant drops for Microvast and Accendra Health of 30.2% and 17.74%, respectively.

Melco Resorts & ENT

JD.com

Silvercorp Met

H World

Microvast

Accendra Health

Zepp Health

Xunlei

Top 5 CDRs Gainers/Losers (>100M) (5.12)

EBIZ

IBUY

Dingdong (Cayman) Limited, a leading fresh grocery e-commerce company in China, has filed its Annual Report on Form 20-F for the fiscal year ending December 31, 2025, with the SEC. The report is available on the company's investor relations website, and hard copies will be provided to shareholders upon request. Dingdong focuses on delivering fresh groceries and prepared food, leveraging its supply chain and private label products to enhance customer experience and ensure high-quality offerings.

StockTitan

Global X E-commerce ETF

Amplify Online Retail ETF

Dingdong Files Its Annual Report on Form 20-F | DDL Stock News

BIDU

ADAG

FINV

Zepp Health(ZEPP) rose 5.9%, with a trading turnover 1.1 Million USD, and a year-to-date fell 54.7%. China Yuchai(CYD) rose 3.78%, with a trading turnover 3.7 Million USD, and a year-to-date rose 20.7%. NIO Inc(NIO) fell 4.86%, with a trading turnover 437.9 Million USD, and a year-to-date rose 19%. Baidu(BIDU) fell 4.65%, with a trading turnover 370.0 Million USD, and a year-to-date fell 17.2%.

- The Nasdaq Composite Index rose by 0.83%, with a year-to-date decrease of 1.8%, while the S&P 500 gained 0.62% and is down 0.3% for the year, and the Dow Jones increased by 0.58% with a 0.3% year-to-date gain.  
- Zepp (ZEPP) experienced a 5.9% increase, totaling $1.111 million in trading volume, but has seen a 54.7% decline this year, whereas Yuchai International (CYD) rose 3.78%, with a trading volume of $3.738 million and a 20.7% year-to-date gain.  
- Nio (NIO) fell by 4.86% with $440 million in trading volume, up 19% this year, and Baidu (BIDU) dropped 4.65% with $370 million in trading volume and a year-to-date decline of 17.2%.

China Yuchai

GigaCloud Tech

Baidu

So-Young

Adagene

FinVolution

Top 5 CDRs Gainers/Losers (>100M) (4.9)

TOUR

The U.S. market has dropped 3.5% in the last week but has risen 14% over the past year, with projected earnings growth of 15% annually. Investors are encouraged to explore penny stocks, which can offer value and potential returns. The top penny stocks include Tuniu, Citizens, and Dingdong, each with unique financial health ratings and growth prospects. Tuniu has a market cap of $89.32 million but reported negative earnings growth. Citizens, with a market cap of $230.37 million, faces liquidity challenges despite improved profitability. Dingdong shows robust earnings growth but a decrease in net income in Q4 2025. Investors are advised to consider these stocks for potential opportunities.

Simplywall

Tuniu

March 2026's Top Penny Stocks To Watch

Dingdong (Cayman) Limited, a leading fresh grocery e-commerce company in China, announced that all proposed resolutions for its 2026 annual general meeting were approved by shareholders in Shanghai. The company focuses on providing fresh groceries and prepared food, leveraging its supply chain capabilities and private label products to enhance customer experience and ensure high-quality offerings.

Dingdong (Cayman) Limited Announces Results of 2026 Annual General Meeting | DDL Stock News

RERE

FUTU

NIO Inc(NIO) rose 15.38%, with a trading turnover 802.5 Million USD, and a year-to-date rose 11.8%. Vnet(VNET) rose 14.71%, with a trading turnover 135.9 Million USD, and a year-to-date rose 32.7%. ECARX(ECX) fell 15.95%, with a trading turnover 44.1 Million USD, and a year-to-date fell 20.3%. Canaan(CAN) fell 6.16%, with a trading turnover 5.4 Million USD, and a year-to-date fell 30.7%.

- The Nasdaq Composite Index rose by 0.01%, with a year-to-date decline of 2.3%.  
- The S&P 500 Index fell by 0.21% and has decreased by 0.9% this year, while the Dow Jones Index dropped by 0.07%, with a year-to-date loss of 0.7%.  
- Notable stock movements include NIO, which increased by 15.38% and has gained 11.8% in 2026, while ECARX and Cannan Inc. faced declines of 15.95% and 6.16%, respectively.

ATRenew

Futu

Agora

Top 5 CDRs Gainers/Losers (>100M) (3.10)

ONLN

Dingdong (Cayman) (NYSE:DDL) reported quarterly earnings of $0.02 per share, missing estimates of $0.03. Revenue was $892.26 million, significantly below the expected $6.30 billion. The company has a return on equity of 31.21% and a net margin of 1.17%. Institutional investors hold 24.66% of the stock, with recent modifications in holdings. Analysts have downgraded the stock from "hold" to "strong sell". Dingdong operates an online grocery delivery platform in China, promising delivery within 20-30 minutes from urban micro-fulfillment centers.

DingDong(DDL.US)