During the Q2 2025 earnings call with analysts on August 29, Jiang Fan, CEO of Alibaba's China Retail Marketplaces, provided an in-depth look at Taobao's flash sale strategy for the first time. He emphasized that Taobao's flash sale initiative has exceeded all expectations in terms of order volume, user base expansion, merchant supply, and logistics capabilities, with its home delivery service already at the forefront of the industry. Not only has Taobao surpassed its initial goals for scale and user awareness, but it also aims to sustain its industry-leading efficiency in the long term.

Jiang Fan further noted that the flash sale business has significantly accelerated Taobao's e-commerce growth, driving continuous expansion in user scale and engagement. By maintaining price competitiveness, this strategy has delivered substantial positive economic benefits to the platform. Looking ahead, it is anticipated that within the next three years, the entry of millions of branded stores will propel flash sales and instant retail to generate an additional 1 trillion yuan in transaction volume for Taobao.