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Core Insights - The "Double 11" shopping festival is witnessing a shift from traditional e-commerce to instant retail, where consumers prefer immediate satisfaction over bulk purchasing [1][2][3] - Instant retail is filling the gap between traditional e-commerce's waiting period and the spatial limitations of offline shopping, driven by improved logistics and service quality [2][3] - The evolving consumer behavior indicates a preference for convenience, leading to a rise in demand for services that deliver products directly to consumers' locations [2][3] Group 1 - Instant retail is transforming consumer habits, with significant increases in orders for products like shrimp and lamb rolls, reflecting a trend towards immediate consumption [1] - The number of new users generated by instant retail during the "Double 11" period has surpassed 100 million orders, indicating a substantial market opportunity [2] - Consumers are increasingly valuing the convenience of home delivery, often opting for online orders despite potential lower prices in physical stores due to hidden costs associated with going out [2][3] Group 2 - The shift towards a more fragmented and instantaneous shopping experience is prompting businesses to rethink their strategies to meet consumer needs [3] - Brands that understand how to reach consumers effectively will have a competitive advantage in the evolving retail landscape [3] - The rise of health-conscious consumers is evident, as products like low-fat ready-to-drink coffee perform better in instant retail, highlighting a new customer demographic [2]