Investor Presentaiton
2023 Q4 and Full Year Financial and Operational Results
All figures in RMB
Fifth consecutive quarter of non-GAAP profitability
Financial highlights
Q4
GMV
Revenue
Gross margin
Non-GAAP net profit
margin
5.53 billion
Reason
•
4.99 billion
30.6%
0.3%
-18.3% YoY
•
High base effect due to more COVID infections in 2022Q4
•
CPI impact
Strategic suspension of operations in a number of cities and stations
2023
21.97 billion
19.97 billion
30.7%
0.2%
Q4 highlights
Monthly user order frequency
Number of members placed orders
4 times+
+4.5% YoY
Average order value
+1.9% QoQ
per month
Monthly user order frequency
GMV for East China area
2023 highlights
GMV for same store in East China area
RMB 72.1
+23% with 2021
Increased to 4 times from 3.7 in 2021
+10% CAGR with 2021
+13.5% CAGR with 2021
叮咚 买菜View entire presentation