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Earnings Call Summary | Dada Nexus(DADA.US) Q1 2024 Earnings Conference

Earnings Call Summary | Dada Nexus(DADA.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Dada Nexus (DADA.US) 2024 年第一季度業績會議
富途資訊 ·  05/16 14:47  · 電話會議

The following is a summary of the Dada Nexus Limited (DADA) Q1 2024 Earnings Call Transcript:

以下是達達聯有限公司(DADA)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Dada Nexus Limited reported Q1 2024 total net revenues of RMB2.5 billion.

  • Revenue from Dada Now segment rose by 57% YoY to RMB1.2 billion, denoting the highest growth rate in the past eight quarters.

  • The company posted a non-GAAP net loss for the quarter of RMB195 million, and the non-GAAP net loss margin was 7.9%.

  • Dada Nexus had a total of RMB3.8 billion in cash, cash equivalents, restricted cash, and short-term investments at the end of Q1 2024.

  • Dada Nexus Limited報告稱,2024年第一季度總淨收入爲人民幣25億元。

  • Dada Now板塊的收入同比增長57%,達到人民幣12億元,這是過去八個季度來的最高增長率。

  • 該公司公佈的本季度非公認會計准則淨虧損爲 RMB195 百萬美元,非公認會計准則淨虧損率爲7.9%。

  • 截至2024年第一季度末,Dada Nexus共有38億元人民幣的現金、現金等價物、限制性現金和短期投資。

Business Progress:

業務進展:

  • Dada Nexus rebranded its on-demand retail service to JD NOW, expanding its reach to over 2,300 cities and counties and collaborating with over 500,000 physical stores.

  • The company experienced a notable improvement in core operating metrics, with monthly transacting users and orders via the JD app growing YoY at a rate of over 70%.

  • The company intends to continue enhancing its user experience via ongoing investments and upgrading their fulfillment services.

  • The Company plans on strategically increasing its order volume and revenue by focusing on their KA or chain merchants business within Dada Now's delivery services.

  • Dada Nexus has seen the year-over-year growth rate of GMV through the JD app channel accelerate in Q1.

  • An average fulfillment time per order decrease for the JD NOW business on the JD app by 12% year-over-year was also recorded in Q1.

  • Dada Nexus將其按需零售服務更名爲京東NOW,將其業務範圍擴展到2300多個城市和縣,並與超過50萬家實體店合作。

  • 該公司的核心運營指標取得了顯著改善,通過京東應用程序進行的每月用戶交易和訂單同比增長,增長率超過70%。

  • 該公司打算通過持續投資和升級配送服務來繼續增強其用戶體驗。

  • 該公司計劃通過將重點放在Dada Now送貨服務中的KA或連鎖商戶業務來戰略性地增加其訂單量和收入。

  • Dada Nexus在第一季度通過京東應用程序渠道實現的GMV同比增長率有所加快。

  • 第一季度還記錄了京東應用程序上京東NOW業務每筆訂單的平均配送時間同比下降了12%。

More details: Dada Nexus IR

更多詳情: Dada Nexus IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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