Cai Jing Wang·2025-10-26 08:51Core Insights - Taobao Flash Sale has officially joined this year's Double 11, marking a significant collaboration within Alibaba's ecosystem [2][6] - The platform aims to enhance user experience and service efficiency, with a focus on immediate retail and consumer satisfaction [1][4] Group 1: Service Enhancements - Taobao Flash Sale has launched the "Hot Store" channel and introduced services such as "20-minute free order" and "accelerated delivery," aiming to improve user experience during the Double 11 event [1][4] - The average order speed is expected to increase by 3 minutes due to the new "accelerated delivery" service [5] Group 2: User Engagement and Growth - Daily order volume for Taobao Flash Sale has stabilized at over 80 million, with monthly active buyers reaching 300 million [1][2] - The platform has seen exponential growth, with daily orders increasing from over 40 million in May to a peak of 120 million in August, contributing to a 20% year-on-year increase in daily active users [2][3] Group 3: Market Dynamics - The integration of food delivery and e-commerce is reshaping consumer behavior, shifting from planned purchases to immediate satisfaction [3][6] - The new consumption phenomenon includes users ordering food while simultaneously purchasing other products, enhancing the overall shopping experience [3][6] Group 4: Brand Opportunities - Taobao Flash Sale has enabled 77 retail brands to achieve monthly sales exceeding 10 million, with 490 brands surpassing 1 million [2] - Brands in categories such as 3C digital, personal care, and apparel have experienced over 290% growth in transactions compared to the same period last year [3]