In early 2026, Alibaba's top-tier management team urged the business unit to vigorously expand its flash sale operations, offering reassurance that there was no need to fret over losses for the upcoming three years. The yearly investment in Taobao Flash Sale is set to outstrip that of the previous year, with a particular emphasis on the instant retail landscape. The company has also clearly defined its growth trajectories for food delivery, instant retail, and in-store services. Initially, the plan was to launch aggressive market campaigns in mid-March and during the summer season. However, this timeline was expedited in response to the competitive counterattack in the AI assistant arena. In the present food delivery market, Meituan and Taobao Flash Sale command market shares exceeding 50% and 40%, respectively. The competition between them centers on fulfillment capabilities. Taobao Flash Sale is currently cultivating four fundamental capabilities and is witnessing swifter advancements in the southern market. In the realm of instant retail, Taobao Flash Sale finds itself trailing in pharmaceuticals, alcohol, and fresh produce categories. To address this, multiple Alibaba-affiliated businesses are collaborating to establish distribution warehouses on its behalf. As the struggle for AI entry points intensifies, Taobao Flash Sale has been entrusted with a fresh mission: fostering user consumption habits through Qianwen. Nevertheless, challenges persist, including system outages, exorbitant computational expenses, and a scarcity of delivery personnel. The substantial investments pouring in from various stakeholders could potentially erode the platforms' inherent competitive edges.
