淘宝闪购发布新品牌“淘宝便利店”

Core Insights - Taobao Flash Sale has launched a new convenience brand "Taobao Convenience Store" aimed at providing comprehensive 24-hour service with a 30-minute delivery promise, set to officially launch on November 1 [1] - The brand will operate on a model that does not involve building warehouses or stores, instead offering brand authorization to qualified merchants, allowing them to retain ownership of their store assets while adhering to platform standards [1][2] - Taobao Flash Sale has seen significant growth since its launch, with peak daily orders reaching 120 million and a weekly average of 80 million orders, alongside a monthly active buyer count of 300 million [1] Group 1 - The convenience store model is designed to enhance the immediate retail experience, with one-third of stores operating 24 hours and a 50% year-on-year increase in such stores over the past year [1] - The new convenience store format is positioned as one of the fastest-growing segments in the immediate retail sector, with orders from flash warehouses increasing by over 360% year-on-year as of August [1][2] - The company aims to support merchants through improved selection, supply chain, logistics, and digital systems, providing a unified management standard for products, pricing, and service [2] Group 2 - The first batch of Taobao Convenience Stores will open 34 slots for merchants capable of delivering quality service, focusing on flagship and standard warehouse types with around 10,000 SKUs [2] - The company plans to invest 2 billion yuan in the next year to enhance warehouse quality, upgrade product quality, strengthen logistics capabilities, and promote continuous digital capability iteration [3]