Added to YB: 2026-09-17
Pitch date: 2026-09-14
DDL [bullish]
Dingdong (Cayman) Limited
Author Info
No bio for this author
Company Info
Dingdong (Cayman) Limited operates an e-commerce company in China. The company provides fresh groceries, including vegetables, meat and eggs, fruits, and seafood.
Market Cap
$3.2B
Pitch Price
N/A
Price Target
3.12
Dividend
N/A
EV/EBITDA
1.80
P/E
-835.10
EV/Sales
0.09
Sector
Consumer Staples Distribution and Retail
Category
special_situation
DDL: Dingdong (Cayman) Limited
DDL: Dingdong offers an event-driven 46% potential gain at $2.14: Meituan is paying $717M for the China operations versus Dingdong’s $506M market cap, and at least 90% of post-closing cash is intended for buybacks or dividends. Shareholders have approved the sale, while Meituan owes $75M if regulators block it. The key risk is an indeterminate SAMR approval timeline that could erode the IRR.
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