Huan Qiu Wang·2025-12-05 00:41Core Insights - Ele.me has officially announced the rebranding of its app to "Taobao Flash Purchase," marking a significant shift in its service and operational strategy [1][2] - The rebranding is part of Alibaba Group's broader "big consumption platform" strategy, aimed at enhancing user, merchant, and delivery rider services [1][2] Group 1: Business Performance - Taobao Flash Purchase has achieved a peak daily order volume of 120 million and an average of 80 million orders on Sundays in August, with monthly active users surpassing 300 million [2] - The latest quarterly financial report indicates a 60% year-on-year growth in instant retail revenue during the period from July to September 2025, alongside improved unit economics [2] Group 2: Strategic Implications - The transition of the Ele.me app is seen as a strong signal of Alibaba's continued investment in the big consumption and service e-commerce sectors [2] - Alibaba's management emphasized that the rapid expansion phase of Taobao Flash Purchase has been completed, and the focus is now on optimizing economic benefits, laying a foundation for sustainable long-term growth in the delivery business [2]