中经记者李立上海报道 继高德上线"扫街榜"曲线布局到店业务，日前淘宝闪购正式上线"团购"，与美团全面竞争。 关于团购的比价，一位餐厅老板告诉记者，本质不会有太大差别。不同平台，补贴会有不同，价格会有 差异。因为团购利润很薄，餐厅会想办法找补，如果价格压得过低，搭配菜品会有差异，或者加入酒饮 拉高整体价格。 一位同时上线抖音、美团的美业商家谈到不同平台的差别时则告诉记者："有时抖音打的价格更狠，为 此我们就限制用户只能薅一次羊毛，美团价格会高一点，但是可以反复购买，长期客源较为稳定。" 9月20日，又一个"超级星期六"，陆续有上海用户发现淘宝闪购上线"到店团购"。从入口位置看，"到店 团购"相当显眼，用户打开淘宝闪购，第一排金刚位最右侧位置就是团购。配合团购上线，还同步推出 了"9.9起到店吃"之类新人福利。 《中国经营报》记者从淘宝闪购方面证实，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。"这是我们水到渠成的业务发展，我们将继续更好地服务消费者、更好地支持商家发 展。"淘宝闪购相关负责人表示。 ...

Core Insights - The beauty market is experiencing a potential growth opportunity through the integration of online and offline sales strategies, particularly with the introduction of Tmall's "flash purchase" model [1][2][3] - Tmall aims to enhance consumer experience by providing unified inventory, pricing, and marketing strategies across online and offline channels, which is expected to be a key focus during the upcoming "Double Eleven" shopping festival [2][5] - The beauty sector has shown significant growth, with Tmall's flash purchase model contributing to a substantial increase in sales for brands that adopt this strategy [3][4] Group 1: Tmall's Strategic Initiatives - Tmall plans to introduce a "near and far integration" strategy that will incorporate offline brand stores into its flash purchase model, aiming for one million offline stores to join within three years, potentially generating an additional 1 trillion yuan in transactions [1][2] - The flash purchase model is expected to leverage the high standardization and convenience of beauty products, tapping into immediate consumer demand [2][3] - Tmall's recent data indicates that over 200 major fast-moving consumer goods brands achieved double-digit growth in the first half of the year, with more than 1,000 new brands seeing a 40% increase in transactions [4][5] Group 2: Market Performance and Consumer Trends - The retail sales of cosmetics grew by 4.1% year-on-year from January to May, with online sales outpacing overall market growth, as evidenced by a 65.52% increase in beauty and skincare sales during the "618" shopping festival [3][4] - Tmall's focus on long-term value (LTV) operations has resulted in a 23% increase in brand repurchase membership and a 25% increase in 88VIP transactions [5][6] - The company is implementing a "333" plan to support brands in launching three core categories, three billion-level super products, and three blockbuster new products annually [5][6]