Sou Hu Cai Jing·2025-10-31 20:08Core Insights - Taobao Flash Sale has launched a new convenience brand "Taobao Convenience Store" aimed at providing a comprehensive shopping experience with 24-hour service and 30-minute delivery [1][3] - The brand will operate under a brand authorization model, allowing qualified merchants to use the brand while retaining ownership of their store assets [1][4] Group 1: Market Performance - Since its launch, Taobao Flash Sale has seen significant growth, with peak daily orders reaching 120 million and weekly average orders at 80 million, resulting in a monthly active buyer count of 300 million [3] - Non-food retail segments have experienced rapid growth, with overall order volume increasing by over 200% and product variety expanding by 30% year-on-year [3] Group 2: Consumer Trends - Instant retail demand is surging, characterized by all-time, all-category, and all-scenario consumption patterns [3] - One-third of convenience stores on Taobao Flash Sale operate 24 hours, with the number of such stores increasing by over 50% year-on-year [3] Group 3: Competitive Landscape - The competition for flash warehouses is intensifying, with merchants facing challenges such as product homogeneity, low brand recognition, and weak digital capabilities [4] - Taobao Flash Sale aims to support merchants by providing robust assistance in product selection, supply chain, logistics, and digital systems [4][6] Group 4: Strategic Initiatives - The first batch of Taobao Convenience Stores will open 34 slots for high-quality service providers, focusing on flagship and standard warehouse types [6] - Taobao Flash Sale plans to invest 2 billion yuan in the next year to enhance merchant capabilities, improve product quality, and strengthen logistics [6]