Dingdong reported Q4 2025 GMV of CNY 6.7 billion, up 2.4%, and revenue of CNY 6.2 billion, up 5.7%. Total orders increased 3.4%. Net income was CNY 33.6 million, while non-GAAP net income was CNY 50.8 million. Basic and diluted net income per share were CNY 0.10 and CNY 0.09, respectively. By segment, product revenues were CNY 6.2 billion (up 5.9%) and service revenues were CNY 78.0 million (down 5.4%). Gross margin was 29.3%. Net cash generated from operating activities was CNY 204.5 million. Cash and cash equivalents, restricted cash and short-term investments totaled CNY 4.0 billion as of Dec. 31, 2025. The company said revenue growth was driven by higher orders supported by increases in transacting users and order frequency, as well as new frontline fulfillment stations in East China; it also cited year-over-year growth in B2B revenue, including rising contribution from overseas B2B operations. Dingdong also highlighted its “4G Strategy” and said it plans continued investment in product development, agricultural technology, data algorithms and AI capabilities. Separately, Dingdong noted it entered a definitive agreement on Feb. 5, 2026 to sell its China business to Meituan, and said it intends to use a substantial majority of the proceeds for share repurchases and/or dividends after closing.

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