Xin Lang Ke Ji·2025-11-25 14:36Core Insights - Alibaba Group reported a 60% year-on-year revenue growth in its instant retail business for the second quarter of fiscal year 2026, ending September 30, 2025 [1] - The improvement in unit economics for instant retail is attributed to enhanced logistics efficiency, high customer retention rates, and increased average order value [1] - Approximately 3,500 Tmall brands have integrated their offline stores into instant retail as of October 31 [1] Group 1 - The proportion of high-value single orders has increased, with non-tea drink orders rising to over 75% [1] - The average order value for flash sales has increased by more than double digits compared to August [1] - Alibaba's CEO of China e-commerce, Jiang Fan, emphasized the focus on user experience and high-value customer management in the next phase [1] Group 2 - The first phase of rapid scale expansion for Taobao flash sales has been completed, and the second phase is focused on optimizing economic benefits [1] - This optimization aligns with expectations and lays a foundation for the long-term sustainable development of the delivery business [1] - The confidence in long-term investment in instant retail has been bolstered by these developments [1]