淘宝闪购团购

Search documents
淘宝闪购团购:本地生活的生态增量
Sou Hu Cai Jing· 2025-10-05 07:31
(上海人民广场地铁站淘宝闪购广告) 团购市场迎来新玩家。 国庆节期间,上海人民广场地铁站通道内,一抹橙色广告点亮了往日沉寂的走廊。同样的场景也在深圳、嘉兴同步上演。这并非普通的营销活动,而是阿 里旗下淘宝闪购正式入局到店团购市场的明确信号。 此举既是阿里满足用户需求,在本地生活赛道的又一次业务拓展,也是其在平台经济与实体经济融合层面的一次深度探索。 9月20日,淘宝闪购到店团购业务悄然上线,首批覆盖上海、深圳、嘉兴三座城市的核心商业区,涵盖茶饮、甜品、正餐等多个餐饮品类,奈雪的茶、尊 宝披萨、陈香贵等知名商户均已入驻。 在淘宝闪购平台,桂满陇一款原价260元的双人套餐团购价216元,低至7.9折,若搭配使用平台券,价格更优惠。 01 团购进化 开启生态协作 国内团购行业始于2010年,彼时美团、大众点评等平台借鉴美国Groupon模式,通过集合消费者获取更低价格,实现用户享优惠、商家薄利高多销、平台 获流量的三赢局面。行业历经"千团大战"的混战期,到2015年美团与大众点评合并,市场相对稳定。随着抖音、小红书、快手等内容平台近年入场,本地 生活赛道再度活跃。 与传统玩家不同,阿里此次切入团购市场带着鲜明的"生 ...
淘宝闪购团购,加码黄金周
雷峰网· 2025-09-26 04:17
" 而在国庆节的这个关键节点,到店市场,又多了一个不可小视的 竞争者。 " 作者丨 董子博 编辑丨 林觉民 到店赛道,又有了一个新玩家 —— 9 月 20 日,淘宝闪购已正式启动到店团购业务 。 外卖战场首战告捷,淘宝入局团购的步子迈得仍然很稳,以上海、深圳、嘉兴三地的核心商圈作为 " 桥头 堡 " ,在包含正餐、茶饮、甜品等餐饮全品类上,为消费者提供 到店优惠 服务。 距离国庆假期已不足一周,淘宝闪购的团购业务 也是抓住了好时机 。在本平台 之外, 团购 也同步上线 支付宝、高德 APP 等多个入口,集中火力, 加码 国庆假期。 本就是出行高峰期,消费者旅游、聚会、外出用餐的频率都将猛增 —— 而依靠着更有吸引力的货品货 盘,淘宝闪购给线下消费带来了更多的可行性。 回顾刚刚过去的夏天,淘宝闪购的战略执行,堪称 " 丝滑 " : 五月入局,淘宝闪购给足自己时间,积累用户心智,为夏季备战; 七八月旺季,淘宝大举进入外卖市场,依靠饱和式的 " 炮火轰炸 " ,快速占据了外卖市场的半壁江山, 赶在市场季节性的下滑之前,拿下了战场的主动权; 而到了九月下旬,腾出了一只手的淘宝,又 入局 线下市场,抢在国庆前进入了到店 ...
【独家】淘宝闪购团购正式上线:从决策到落地不到两个月
Xin Lang Cai Jing· 2025-09-23 04:06
Core Insights - Alibaba's Taobao Flash Sale has launched a group buying service in three cities, marking a significant step in its in-store business strategy [1][4] - The initiative is seen as a response to market demand rather than a premeditated attack on competitors like Meituan [1][4] - The trial phase aims to validate business strategies and consumer behavior before a nationwide rollout [3][5] Group 1: Business Strategy - The group buying service is initially available in Shanghai, Shenzhen, and Jiaxing, chosen for their diverse market characteristics and consumer behaviors [3][4] - The service focuses on high-frequency, low-ticket items to attract initial users, with plans to increase overall transaction value through higher-ticket items later [3][5] - The project was developed rapidly, taking less than two months from decision-making to launch, leveraging existing capabilities rather than starting from scratch [4][5] Group 2: Market Dynamics - The competitive landscape is shifting, with Taobao Flash Sale reportedly matching or surpassing Meituan in order volume, although Meituan maintains an edge in unit economic efficiency [7][8] - Meituan has responded by promoting its group buying service with high-profile endorsements, indicating the competitive pressure from Alibaba's new offering [8][9] - The future expansion of the group buying service will depend on the integration of major brand merchants and independent software vendors [9] Group 3: User and Merchant Engagement - User feedback has driven the demand for in-store group buying options, with many consumers expressing interest in in-store discounts compared to delivery prices [4][5] - Merchants are eager to utilize the new platform to gain additional sales, viewing the initiative as a low-risk opportunity for growth [8][9] - The collaborative approach among Alibaba's platforms (Taobao, Alipay, and Gaode) aims to enhance user experience and streamline service delivery [5][6]
淘宝闪购团购上线
Zheng Quan Shi Bao· 2025-09-20 05:14
Group 1 - Major players like Alibaba, Meituan, and Douyin are intensifying their efforts in the dine-in sector following the conclusion of the "takeout war" [1][2] - Starting September 20, Taobao Flash Sale and Ele.me will pilot a group buying business for dine-in merchants in key business districts of Shanghai, Shenzhen, and Jiaxing, focusing initially on food and beverage offerings [1][2] - The group buying initiative includes a variety of food categories such as tea drinks, desserts, and local specialties, with attractive discounts on popular items [1][2] Group 2 - Alibaba recently launched the "Gaode Street Ranking" on September 10, investing over 1 billion yuan to support offline dining and service consumption, including 200 million yuan in taxi vouchers and 950 million yuan in consumption coupons [2] - The Gaode Street Ranking features over 1.6 million offline service merchants across more than 300 cities, including over 870,000 restaurants and 230,000 hotels, aiming to enhance local service visibility [2][3] - Morgan Stanley views Alibaba's actions as a clear signal of its renewed focus on the dine-in business, potentially reshaping the competitive landscape in local life services [2] Group 3 - On the same day as the Gaode launch, Meituan announced a significant business adjustment, reviving its quality takeout service under Dazhong Dianping, which will now include a wide range of high-quality dining options [3] - The competitive moves from Alibaba and Meituan are perceived as direct challenges to each other's dine-in services, with Alibaba's group buying and Gaode ranking targeting Meituan's core dine-in business [3] - Douyin is also actively engaging in the local life sector, launching the "Smoke and Fire Small Shop Support Plan" to assist small dining businesses through various incentives and promotional efforts [3]
巨头又有大动作!淘宝闪购团购今日上线 直指美团到店核心业务?
Zheng Quan Shi Bao Wang· 2025-09-20 03:58
Core Insights - The competition in the local dining sector is intensifying as major players like Alibaba, Meituan, and Douyin are making significant moves in the market following the "takeout war" [2][10] Group 1: Alibaba's Initiatives - Starting September 20, Alibaba's Taobao Flash Sale and Ele.me will pilot a group buying business for in-store merchants in key urban areas, focusing initially on dining options [2][10] - The group buying offerings will include various food categories such as tea drinks, desserts, and local specialties, available on multiple platforms including Taobao Flash Sale, Alipay, and Gaode APP [2] - Alibaba has recently launched the "Gaode Street Ranking," investing over 1 billion yuan to support offline dining and service consumption, which includes issuing 200 million yuan in taxi vouchers and 950 million yuan in consumption coupons [10] Group 2: Meituan's Response - On the same day as the Gaode Street Ranking launch, Meituan announced a major business adjustment, officially "restarting" its quality takeout service, which will cover various high-quality dining options [11] - The service will include over 1,400 restaurants from the 2025 "Must-Eat List," nearly 30 "Black Pearl" restaurants, and around 1,500 high-star hotel restaurants [11] Group 3: Douyin's Strategy - Douyin has also been active in the local dining sector, launching the "Smoke and Fire Small Shop Support Plan" to assist small and medium-sized dining businesses through various incentives [11] - The initiative includes a "Smoke and Fire List" that will feature 30-50 well-rated small shops in each city, with additional support such as 3,000 yuan in store visit incentives and shared traffic boosts [11]