BABA(US:BABA) Xin Lang Cai Jing·2025-08-11 01:09Core Insights - The recent data from Taobao Flash Sale and Ele.me indicates a significant surge in consumer activity, particularly in the food and beverage sector, driven by seasonal promotions like "the first cup of milk tea in autumn" [1][2] - The popularity of lemon water has surpassed that of pearl milk tea, marking a shift in consumer preferences [1] - Small and medium-sized restaurants have seen substantial revenue increases, with over 300,000 dining establishments achieving peak transactions on Taobao Flash Sale [1] Group 1: Consumer Activity - On August 7, over 300,000 small dining shops on Taobao Flash Sale reached peak transaction levels, while Ele.me's rider count surged to 3.5 times that of the previous year [1][2] - The average income for riders in direct cities on August 7 was 1.4 times higher than last year [2] Group 2: Market Trends - The number of new customers for tea beverage merchants increased by 255% week-over-week [1] - Among the top 20 cities for order growth during the "Autumn Milk" campaign, 18 were third and fourth-tier cities, with the highest growth cities being Chengde, Huaibei, Huainan, Wuhu, and Chuzhou [1] Group 3: Non-Food Business Growth - Non-food merchants are also expanding their business scale, with 1,089 non-food merchants achieving monthly transactions exceeding 100,000 yuan, and 395 brands surpassing 1 million yuan in monthly sales [1]