叮咚买菜(DDL)昨日发布了2024年第三季度财报,数据显示公司再次创下历史新高。营收达到65.4亿元,同比增长27.2%;经调整净利润达1.6亿元,同比大增942%。截止第三季度末,公司现金储备达43亿元。公司预计第四季度和全年业绩将持续保持较大增长。
本季度的亮眼业绩主要得益于叮咚买菜在关键运营指标持续优化完善方面的努力。月均活跃用户数达822万,同比增长24.5%;月均订单频次4.4次,同比增长6.1%。特别是在江浙沪等核心区域,叮咚买菜进一步夯实了优势,GMV同比分别增长24.5%和40%,单量大幅攀升。
叮咚买菜创始人梁昌霖表示,公司将持续投入商品开发创新,提高供应链效率。除了加大对生鲜品类的优化,叮咚买菜在乳饮、水果等"茶几场景"品类也取得突破,吸引更多用户。公司在近期进博会期间还签下多个大单,计划从澳大利亚、新西兰、智利等地采购价值上亿元的优质商品。
与此同时,叮咚买菜在研究创新环节也未曾松懈,近期在杭州开始测试无人配送车,期望借此提高配送效率,降低人力成本。但公司也强调,将保留人工服务以确保最后百米的送货体验。另外,叮咚买菜内部也在优化组织架构,决定首席人力资源官巩洪丽不再负责人力资源事务,将转岗叮咚奥莱公司。此前一名仓管员离世事件曾引发对公司人力资源管理的争议。
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