BABA(US:BABA) 智通财经网·2025-08-11 06:28Group 1 - On August 7, over 300,000 small restaurants achieved peak transactions on Taobao Flash Sale, with Ele.me riders reaching 3.5 times last year's numbers and average income at 1.4 times last year [1][6] - Lemonade surpassed bubble tea for the first time on Taobao Flash Sale, becoming the top-selling item, while new customer numbers for tea merchants grew by 255% week-on-week [1] - Shanghai ranked first in city consumption data, followed by Hangzhou, with Chengdu surpassing Beijing and Suzhou surpassing Guangzhou, all making it into the top ten [1] Group 2 - The growth of small and regional tea brands is driving significant growth in lower-tier markets, with 18 out of the top 20 cities for order growth in the "Autumn Milk" campaign being third and fourth-tier cities [5] - Notable brands like Lucky Coffee and Lemon Season showed significant growth in revenue, profit, customer retention, and new customer conversion [5] - Taobao Flash Sale reported that 8,000 non-restaurant small shops saw transaction growth exceeding 100%, with 1,089 non-restaurant merchants achieving monthly transactions over 100,000 yuan [5] Group 3 - Since the launch of Taobao Flash Sale, the monthly active number of riders has increased by 181%, with a 236% growth in crowd-sourced riders [6] - In July, the number of riders earning over 10,000 yuan per month increased by 184% year-on-year, with over 70% of riders earning more than 10,000 yuan [6] - On the day of the Autumn Festival, the total number of Ele.me riders was 3.5 times that of the same period last year, with average income in direct cities reaching 1.4 times last year [6]