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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

财报电话会议摘要 | Dada Nexus (DADA.US) 2024 年第一季度财报会议
富途资讯 ·  05/16 14:47  · 电话会议

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

以下是达达联有限公司(DADA)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • 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报告称,2024年第一季度总净收入为人民币25亿元。

  • Dada Now板块的收入同比增长57%,达到人民币12亿元,这是过去八个季度来的最高增长率。

  • 该公司公布的本季度非公认会计准则净亏损为 RMB195 百万美元,非公认会计准则净亏损率为7.9%。

  • 截至2024年第一季度末,Dada Nexus共有38亿元人民币的现金、现金等价物、限制性现金和短期投资。

Business Progress:

业务进展:

  • 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将其按需零售服务更名为京东NOW,将其业务范围扩展到2300多个城市和县,并与超过50万家实体店合作。

  • 该公司的核心运营指标取得了显著改善,通过京东应用程序进行的每月用户交易和订单同比增长,增长率超过70%。

  • 该公司打算通过持续投资和升级配送服务来继续增强其用户体验。

  • 该公司计划通过将重点放在Dada Now送货服务中的KA或连锁商户业务来战略性地增加其订单量和收入。

  • Dada Nexus在第一季度通过京东应用程序渠道实现的GMV同比增长率有所加快。

  • 第一季度还记录了京东应用程序上京东NOW业务每笔订单的平均配送时间同比下降了12%。

More details: Dada Nexus IR

更多详情: 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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