淘宝的攻势接连而至，前脚"到家"，后脚就"到店"了。 9月20日，淘宝闪购启动到店团购业务，首批覆盖上海、深圳、嘉兴三地的核心商业区域，涉及茶饮、甜品、正餐、自助餐及城市特色小吃等多个餐饮品 类。 可以推测出，阿里对于这块新业务颇为重视，为之开辟三个流量入口：相关团购商品除了在淘宝闪购销售，也在支付宝和高德同时上架。淘宝、支付宝和 高德是阿里流量最大的三款APP，合计拥有数亿DAU（日活跃用户）。 另据知情人士透露，上述业务或将陆续上线全国一、二线城市。 字母榜（ID: wujicaijing）实测发现，淘宝闪购到店团购已经聚拢了不少知名餐饮品牌，如桂满陇、有喜屋、尊宝披萨等，囊括火锅、烧烤、自助餐、小 吃快餐、饮品面包、地方菜、异域菜等众多细分品类。 同时，平台提供较大幅度的优惠，打出了"9.9元起到店吃"的口号，并在醒目位置标注团购套餐的折扣力度，从3折到5、6折的团购餐品，数量着实不少。 知情人士透露，到店团购的供给主要由饿了么负责。 据字母榜观察，当前的团购套餐主要是餐饮品类，而这是饿了么的强项；首批落地的上海、深圳和嘉兴，也是饿了么的重点经营城市。目前，参与团购项 目的团队有数百人，主要集中在饿了么 ...

Core Insights - Alibaba's Taobao Flash Sale has launched an in-store group buying service, initially in Shanghai, Shenzhen, and Jiaxing, to compete with Meituan and Douyin in the instant retail sector [1][4][18] - The service aims to attract users by offering discounts and is seen as a natural extension of existing offerings, with a focus on enhancing consumer and merchant experiences [6][9] - The competition landscape is evolving, with various platforms like Gaode and Douyin also entering the in-store group buying space, indicating a shift in how local services are marketed and consumed [10][14] Group 1: Taobao Flash Sale's Strategy - Taobao Flash Sale's in-store group buying service was officially launched on September 20, 2023, with a focus on multiple food categories [4][6] - The initial rollout is part of a broader strategy to leverage existing user bases and enhance service offerings, with plans for expansion into more cities [1][9] - The pricing strategy shows competitive pricing against Meituan, with some products priced lower on Taobao Flash Sale, particularly in the tea and dessert categories [6][4] Group 2: Competitive Landscape - Gaode has introduced its own features to compete with platforms like Dazhong Dianping, while also hiring for local life-related positions, indicating its commitment to the in-store group buying market [10][11] - Douyin is actively pursuing in-store group buying as a key growth area, with plans for significant promotional events to boost sales [14] - Other platforms like Kuaishou and Xiaohongshu are also exploring local life services, indicating a trend towards diversification in service offerings across multiple platforms [15][18] Group 3: Merchant Perspectives - Merchants express a preference for private domain operations, indicating a desire to retain customer relationships beyond platform-driven sales [18] - Feedback from merchants suggests that the operational model for Taobao Flash Sale's group buying is similar to that of Meituan, focusing on signing contracts with merchants and facilitating offline redemption [8][18] - The competitive dynamics suggest that while platforms vie for user attention, merchants are primarily concerned with profitability and customer retention [18]

淘宝闪购、高德和支付宝APP 三端页面都上了团购入口。 江湖传闻已久，淘宝闪购要下场到店团购，现在真的来了。 今日上午，36氪独家问询了解到，淘宝闪购确已于9月20日启动到店团购业务，首批覆盖上海、深圳、嘉兴三个城市的核心商业 区域，涉及茶饮、甜品、正餐、自助餐及城市特色小吃等多个餐饮品类。这批团购商品，除了在淘宝闪购，也同时在支付宝、高 德APP等多个入口同时上架。 "水到渠成的业务发展，从闪购上线以来，消费者和商家都一直希望闪购的优惠和服务能延展到堂食。"淘宝闪购相关负责人对36 氪表示，"因此我们的产品和服务也已经相应升级。" 从整个阿里视角来看，这也是继高德扫街榜打响第一枪后，在到店业务上又往前进了一步。 据36氪了解，淘宝闪购的"到店团购"业务，目前由饿了么团队主要负责产品、供给和运营，与高德、支付宝也深度协同。首批上 线的三个城市，用户可从淘宝闪购频道的金刚位、或搜索"到店团购"等关键词进入，此外在高德商家页面、支付宝卡包神券也都 有相应入口，用户可下单购买团购产品。 这三端入口，意味着10亿级DAU潜力的流量基本盘。 当然，到店生意不光需要流量，更需要商家供给和内容（UGC、评价体系）等地面基建 ...

每日经济新闻消息，9月20日，在将定位设为上海的前提下，《每日经济新闻》记者在淘宝闪购页面发 现了"到店团购"的身影。 不同于高德声势浩大地上线"高德扫街榜"，"到店团购"的上线被处理得极为低调。 同日，记者从淘宝闪购方面了解到，淘宝闪购团购上线消息属实，到店团购业务已启动，首批覆盖上 海、深圳、嘉兴三个城市的核心商业区域，品类涉及茶饮、甜品、正餐、自助餐及城市特色小吃等多个 餐饮品类。 据其称，这是水到渠成的业务发展。与此同时，记者在"高德扫街榜"进入部分商家的页面后，也看到 了"团购"的身影。另外在支付宝"卡包"界面下的"神券"页面，也可发现"到店团购"的选项。 对于淘宝闪购而言，上线"到店业务"不但补全了其在本地生活板块的重要拼图，也给淘宝App（应用程 序）赋予了更多功能。对早已陷入激烈角逐的本地生活赛道而言，阿里系这一动作，无疑给本就焦灼的 战局又添了一把火。 集结淘宝闪购、高德、支付宝三大军团 记者在淘宝闪购页面看到，本次上线的团购主要包括饮品面包、小吃快餐等高频消费品类。 事实上，这不是阿里第一次涉及"到店团购"业务。 2008年，口碑网被阿里巴巴全资并购；2018年，阿里宣布饿了么和口碑正式合 ...

江湖传闻已久，淘宝闪购要下场到店团购，现在真的来了。 今日上午，36氪独家问询了解到，淘宝闪购确已于9月20日启动到店团购业务，首批覆盖上海、深圳、 嘉兴三个城市的核心商业区域，涉及茶饮、甜品、正餐、自助餐及城市特色小吃等多个餐饮品类。这批 团购商品，除了在淘宝闪购，也同时在支付宝、高德APP等多个入口同时上架。 "水到渠成的业务发展，从闪购上线以来，消费者和商家都一直希望闪购的优惠和服务能延展到堂 食。"淘宝闪购相关负责人对36氪表示，"因此我们的产品和服务也已经相应升级。" 从整个阿里视角来看，这也是继高德扫街榜打响第一枪后，在到店业务上又往前进了一步。 据36氪了解，淘宝闪购的"到店团购"业务，目前由饿了么团队主要负责产品、供给和运营，与高德、支 付宝也深度协同。首批上线的三个城市，用户可从淘宝闪购频道的金刚位、或搜索"到店团购"等关键词 进入，此外在高德商家页面、支付宝卡包神券也都有相应入口，用户可下单购买团购产品。 这三端入口，意味着10亿级DAU潜力的流量基本盘。 团购业务目前仍以餐饮为主，涉及茶饮、甜品、正餐、自助餐及城市特色小吃，此次参与淘宝闪购团购 业务的合作品牌，既包括桂满陇、新旺茶餐厅、 ...

Core Viewpoint - JD.com is expanding its in-store group buying business to compete with Meituan and Douyin in the food delivery market, focusing on quality dining establishments and aiming to diversify its revenue streams [1][3][7]. Group 1: Business Strategy - JD.com is incentivizing service providers to expand in-store group buying, particularly targeting full-service restaurants like hot pot and barbecue [1][3]. - The company is offering a 100 yuan incentive per store for service providers to onboard quality dining establishments that opened before July 31, excluding fast food and dessert categories [3][5]. - JD.com requires that the original prices of in-store dining products do not exceed those on Meituan or Ele.me, and the number of products must also match or exceed those platforms [3][5]. Group 2: Market Competition - Meituan is currently the leading player in the in-store group buying market, with a significant increase in order volume and active users in 2024 [5][7]. - Douyin has also seen substantial growth in its group buying segment, with a 221.17% increase in order redemption rates year-on-year [7]. - The competition is intensifying as JD.com, Meituan, and Douyin vie for market share in the local service sector, which is projected to grow significantly by 2025 [8][9]. Group 3: Revenue Generation - In-store group buying is seen as a lucrative revenue stream for JD.com, allowing the platform to earn advertising fees while driving traffic to dining establishments [1][5]. - The commission for merchants participating in JD.com's in-store group buying is set at 5%, with additional incentives for service providers who successfully onboard new restaurants [5][6]. - The local service market is expected to reach a scale of 35.3 trillion yuan by 2025, highlighting the potential for revenue growth in this sector [8]. Group 4: Operational Focus - JD.com is shifting its subsidy strategy to focus on quality dining options rather than competing in the price war for delivery services [9][10]. - The company is investing over 10 billion yuan to support quality dining merchants and enhancing rider benefits to improve service quality [9][10]. - JD.com aims to differentiate itself by leveraging its supply chain capabilities and expanding its B2B market presence [10][11].