Xin Lang Ke Ji·2025-08-29 13:47Core Insights - Alibaba's Taobao Flash Purchase strategy has exceeded expectations in terms of order scale, user base, merchant supply, and logistics capacity, achieving industry leadership in home delivery orders [1][4][5] - The platform is expected to generate an additional 1 trillion yuan in transactions over the next three years as it integrates a million brand stores [1][3][12] User and Merchant Growth - In August, Taobao Flash Purchase reached a peak daily order volume of 120 million, with a weekly average of 80 million orders, leading to a monthly active buyer count of 300 million, a 200% increase compared to April [1][4][5] - The number of active delivery riders has surpassed 2 million, tripling since April, contributing to over a million new jobs created [5][12] Operational Efficiency - The company anticipates significant improvements in operational efficiency through user structure optimization, order structure enhancement, and logistics cost reduction [2][10][11] - The user retention rate is high, with an increasing proportion of repeat customers, which is expected to enhance the unit economic model (UE) [2][10] Revenue and Cost Dynamics - The increase in user activity has led to a rise in advertising revenue and customer management revenue (CMR), while also reducing marketing expenses [6][8][9] - The company projects that UE losses can be halved while maintaining current consumer incentives due to improved logistics and order structure [11][12] Non-Food Retail Development - The non-food retail segment is divided into two models: near-field native and a combination of near and far-field models, with over 50,000 flash warehouses established, resulting in a 360% year-on-year order growth [2][12] - The integration of Tmall's offline brand stores into Taobao Flash Purchase is expected to enhance the shopping experience and drive new business growth for brands [12][13]