3月6日,在线即时配送公司叮咚买菜(DDL.US)公布2024年四季度和全年业绩后,股价当日盘中大涨11.09%,引发市场关注。业绩利好消息以及公司宣布实施新一轮股票回购计划,是推动股价上涨的主要因素。
财报数据显示,2024年叮咚买菜全年GMV达255.6亿元,同比增长16.3%;营收实现230.7亿元,同比增长15.5%。在Non-GAAP标准下,公司全年净利润4.2亿元,同比大增8倍以上,这也是叮咚买菜首次实现全年GAAP利润。第四季度叮咚买菜营收59.1亿元,同比增长18.3%;净利润1.17亿元,同比大涨617.9%。
叮咚买菜活跃用户数和单用户频次持续攀升,订单履约效率进一步提升,商品周转天数缩短。凭借供应链和算法优化,公司运营效率显著改善,各项费用率有所下降,经营性现金流转正。财报显示,公司现金储备充足,年末持有现金及现金等价物超44亿元。
此外,通过自有品牌等差异化商品策略,叮咚买菜已初步形成商品端到端开发能力。未来公司将继续聚焦"好商品、好服务",巩固在平台营销服务市场的竞争力。分析人士认为,凭借规模优势和供应链能力,叮咚买菜正处于快速增长期,潜在市场空间仍然广阔。
值得一提的是,叮咚买菜董事会在财报当天宣布新一轮股票回购计划,未来一年内公司可回购至多2000万美元股份。此举充分彰显了公司对自身发展前景的信心,也为股价注入了新的动力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.