<p>According to reports from domestic media, Alibaba (9988) encouraged its core management team in an internal meeting earlier this year to continue boldly pursuing Taobao Flash Sales, stating that there should be no loss burden within three years; at the same time, the investment in Taobao Flash Sales for the entire year of 2026 will exceed that of the previous year, with a focus on instant retail. The stock fell more than 2% this morning, hitting a low of 156.1 yuan; currently reported at 158 yuan, down 1.3%.</p>
<h2>Restaurant Delivery Business Needs Restraint</h2>
<p>The report pointed out that several key points regarding Taobao Flash Sales were clarified in the internal meeting, including that the restaurant delivery business needs to be restrained and more purposeful, focusing on high-value orders above 30 yuan (RMB) and enhancing the precision operation of delivery through multiple dimensions.</p>
<h2>Instant Retail's Top Priority is Building Inventory</h2>
<p>In terms of instant retail, there is a need to focus on finding specific categories, prioritizing businesses that require speed exceeding traditional e-commerce capabilities and have annual sales of over 10 billion yuan, such as pharmaceuticals, beverages, and fresh produce. The top priority for instant retail in 2026 is building inventory.</p>
<h2>Exploring Various Scenarios for In-Store Business</h2>
<p>As for the in-store business, which is currently small in scale, the attitude of Alibaba's management is to continue exploring various scenarios such as same-city and tourism to drive in-store business in 2026.</p>
<p>It is reported that Taobao Flash Sales originally planned to launch its first offensive in mid-March, advancing after the Spring Festival fully resumes work, and then launching a major battle in the summer, aiming to surpass Meituan (3690) in market share by 2026. However, the current Spring Festival AI assistant battle has led to this plan being implemented ahead of schedule, and the counterattack of Taobao Flash Sales has also begun earlier</p>

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<p>Alibaba (9988) plans to increase investment in Taobao Flash Sale, aiming to surpass Meituan's market share by 2026. Management encourages the team to avoid losses in the next three years, focusing on developing instant retail, especially high-ticket orders. Despite a temporary drop in stock prices, Alibaba will continue to explore in-store business and plans to fully advance its strategy after the Spring Festival</p>

- Alibaba's core management encouraged the continuation of bold Taobao flash sales while aiming for no loss burden in the next three years.  
- In 2026, Taobao flash sales will intensify, focusing on instant retail, particularly high-value orders above 30 RMB, and optimizing delivery operations.  
- The internal strategy includes exploring various scenarios for in-store services and a plan to gain market share over Meituan by summer, following an early start due to the Spring Festival.

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Alibaba is rumored to boldly increase investment in Taobao Flash Sale, with no losses for 3 years, striving to surpass Meituan in market share