36氪未来消费·2025-10-21 04:11Core Insights - The core objective of Taobao Flash Sale is to continue growth rather than merely maintaining scale [7][5] - The integration of food delivery and e-commerce is creating new sales opportunities, as evidenced by changing order structures [3][4] Group 1: Growth and Performance - Taobao Flash Sale has stabilized daily order volume at over 80 million, with peak orders reaching 120 million per day since its launch [4] - The platform has seen a 20% year-on-year increase in daily active users due to the growth of the flash sale business [4] - The goal for the next three years is to reach a transaction scale of one trillion [8] Group 2: Business Collaboration - Effective collaboration among various business units is essential for achieving growth, with a focus on delivering accurate and timely orders to consumers [9] - The "88 VIP" and Taobao membership systems are key elements in enhancing collaboration across different business scenarios [9] Group 3: Operational Efficiency - The strategy emphasizes improving operational efficiency alongside scaling, with a focus on user structure optimization and cost management [11][13] - Marketing strategies are being refined to ensure that subsidies are effectively targeted, enhancing the overall user experience [13] - The logistics and order structure are being optimized to improve delivery efficiency, especially in response to increased demand from the food delivery sector [14]